High
27.590
Open
27.510
VWAP
--
Vol
5.50M
Mkt Cap
1.42B
Low
24.760
Amount
--
EV/EBITDA(TTM)
--
Total Shares
38.91M
EV
1.65B
EV/OCF(TTM)
--
P/S(TTM)
3.91
Applied Optoelectronics, Inc. is a vertically integrated provider of fiber-optic networking products. The Company designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. The Company also designs, manufactures, and integrates its own analog and digital lasers using the proprietary Molecular Beam Epitaxy (MBE) and Metal Organic Chemical Vapor Deposition (MOCVD) alternative processes for the fabrication of lasers. The Company manufactures lasers and laser components and performs research and development activities for laser component and optical module products. The Company offers its fiber-optic networking products, primarily for four networking end-markets, such as cable television, (CATV), Internet data center, telecommunications, (telecom), and fiber-to-the-home (FTTH). The Company has manufacturing facilities in Taipei, Taiwan and Ningbo, China.
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Market Estimates
Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q2
FY2025Q3
FY2025Q4
105.80M
+144.52%
-0.074
-73.57%
118.64M
+82.09%
-0.005
-97.62%
149.25M
+48.85%
0.140
-800%
Estimates Revision
The market is revising Downward the revenue expectations for Applied Optoelectronics, Inc. (AAOI) for FY2025, with the revenue forecasts being adjusted by -7.54% over the past three months. During the same period, the stock price has changed by 96.72%.
Revenue Estimates for FY2025
Revise Downward

-7.54%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward

-92.63%
In Past 3 Month
Stock Price
Go Up

+96.72%
In Past 3 Month
4 Analyst Rating

34.81% Upside
Wall Street analysts forecast AAOI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AAOI is 34.00 USD with a low forecast of 18.00 USD and a high forecast of 50.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
1 Hold
0 Sell
Strong Buy

34.81% Upside
Current: 25.220

Low
18.00
Averages
34.00
High
50.00

34.81% Upside
Current: 25.220

Low
18.00
Averages
34.00
High
50.00
Needham
NULL -> Buy
initiated
$32
2025-07-25
New
Reason
Needham
Price Target
$32
2025-07-25
New
initiated
NULL -> Buy
Reason
Needham initiated coverage of Applied Optoelectronics with a Buy rating and $32 price target. The company is positioned to gain "material share" in the $12B high-speed global optical datacom transceiver market, the analyst tells investors in a research note. In addition, Applied's cable television business has started to rebound, contends the firm.
Wolfe Research
initiated
2025-07-07
Reason
Wolfe Research
Price Target
2025-07-07
initiated
Reason
Wolfe Research initiated coverage of Applied Optoelectronics with a Peer Perform rating.
Rosenblatt
Rosenblatt
Buy
maintain
$30 -> $34
2025-06-26
Reason
Rosenblatt
Rosenblatt
Price Target
$30 -> $34
2025-06-26
maintain
Buy
Reason
Rosenblatt
Mike Genovese
Strong Buy
Maintains
$36 → $30
2025-04-22
Reason
Rosenblatt
Mike Genovese
Price Target
$36 → $30
2025-04-22
Maintains
Strong Buy
Reason
Raymond James
Simon Leopold
Buy
Maintains
$31 → $20
2025-04-14
Reason
Raymond James
Simon Leopold
Price Target
$31 → $20
2025-04-14
Maintains
Buy
Reason
Raymond James lowered the firm's price target on Applied Optoelectronics to $20 from $31 to reflect the valuation compression across the industry, while keeping an Outperform rating on the shares. The firm also updated its estimates for Applied Optoelectronics to account for more dilution from its at-the-market share issuance program given the lower share price, though this is offset by slightly better datacenter transceiver gross margin in 2026.
Rosenblatt
Mike Genovese
Strong Buy
Maintains
$36
2025-03-14
Reason
Rosenblatt
Mike Genovese
Price Target
$36
2025-03-14
Maintains
Strong Buy
Reason
See All Ratings
Valuation Metrics
The current forward P/E ratio for Applied Optoelectronics Inc (AAOI.O) is 108.52, compared to its 5-year average forward P/E of -2.05. For a more detailed relative valuation and DCF analysis to assess Applied Optoelectronics Inc 's fair value, click here.
Forward PE
The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A
5Y Average PE
-2.05
Current PE
108.52
Overvalued PE
111.25
Undervalued PE
-115.34
Forward EV/EBITDA
The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A
5Y Average EV/EBITDA
-36.74
Current EV/EBITDA
19.72
Overvalued EV/EBITDA
151.31
Undervalued EV/EBITDA
-224.78
Forward PS
The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Strongly Overvalued
5Y Average PS
1.13
Current PS
2.88
Overvalued PS
1.98
Undervalued PS
0.29
Financials
Annual
Quarterly
FY2025Q1
YoY :
+145.52%
99.86M
Total Revenue
FY2025Q1
YoY :
-61.26%
-8.04M
Operating Profit
FY2025Q1
YoY :
-60.41%
-9.17M
Net Income after Tax
FY2025Q1
YoY :
-70.00%
-0.18
EPS - Diluted
FY2025Q1
YoY :
+130.97%
-79.37M
Free Cash Flow
FY2025Q1
YoY :
+63.93%
30.59
Gross Profit Margin - %
FY2025Q1
YoY :
+151.72%
-51.35
FCF Margin - %
FY2025Q1
YoY :
-83.89%
-9.18
Net Margin - %
Trading Trends
Insider
Insiders areSelling! The selling amount has increased 156.71% over the last month.
Sold
0-3
Months
825.7K
USD
5
3-6
Months
68.0K
USD
2
6-9
Months
4.1M
USD
15
0-12
Months
150.2K
USD
1
Bought
0-3
1
386.2K
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
0
0.0
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Insider
Insiders areSelling! The selling amount has increased 156.71% over the last month.
Sold
0-3
Months
825.7K
USD
5
3-6
Months
68.0K
USD
2
6-9
Months
4.1M
USD
15
0-12
Months
150.2K
USD
1
Bought
0-3
1
386.2K
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
AAOI News & Events
Events Timeline
2025-06-11 (ET)
2025-06-11
18:48:19
Applied Optoelectronics announces volume shipment of data center transceivers

2025-05-08 (ET)
2025-05-08
19:14:12
Applied Optoelectronics sees Q2 EPS (9c)-(3c), consensus 7c

2025-05-08
19:13:18
Applied Optoelectronics reports Q1 EPS (2c), consensus (4c)

Sign Up For More Events
Sign Up For More Events
News
4.0
07-25BenzingaThis Palantir Technologies Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
4.5
07-22NASDAQ.COMTuesday Sector Laggards: Cigarettes & Tobacco, Semiconductors
7.5
07-21NewsfilterAOI Quantum Bandwidth Networking Products Certified for Deployment by Charter Communications
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FAQ

What is Applied Optoelectronics Inc (AAOI) stock price today?
The current price of AAOI is 25.22 USD — it has decreased -7.04 % in the last trading day.

What is Applied Optoelectronics Inc (AAOI)'s business?

What is the price predicton of AAOI Stock?

What is Applied Optoelectronics Inc (AAOI)'s revenue for the last quarter?

What is Applied Optoelectronics Inc (AAOI)'s earnings per share (EPS) for the last quarter?

What changes have occurred in the market's expectations for Applied Optoelectronics Inc (AAOI)'s fundamentals?

How many employees does Applied Optoelectronics Inc (AAOI). have?
