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AAOI Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
177.880
Open
173.845
VWAP
156.80
Vol
20.78M
Mkt Cap
11.95B
Low
143.580
Amount
3.26B
EV/EBITDA(TTM)
--
Total Shares
80.24M
EV
12.60B
EV/OCF(TTM)
--
P/S(TTM)
20.79
Applied Optoelectronics, Inc. is a developer and manufacturer of advanced optical and hybrid fiber coaxial (HFC) networking products that are the building blocks for artificial intelligence (AI) datacenters, Cable TV Broadband (CATV) and broadband fiber access networks around the world. The Company supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and fiber-to-the-home (FTTH) markets. It designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. In the CATV market, it supplies a broad array of products, including lasers, transmitters and transceivers, and turn-key equipment. It supplies optical transceivers that plug into switches and servers within the data center and allow these network devices to send and receive data over fiber optic cables. In the telecom market, it supplies lasers and laser subassemblies.
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Events Timeline

(ET)
2026-05-07
16:50:00
AOI Reports Q1 Revenue of $151.1M, Below Expectations
select
2026-05-07
16:50:00
Company Sees Q2 Revenue of $180M-$198M
select
2026-05-06 (ET)
2026-05-06
13:30:00
Applied Optoelectronics Shares Down, Mixed Options Sentiment
select
2026-04-30 (ET)
2026-04-30
14:50:00
Applied Optoelectronics Shares Up 4.92%, Mixed Options Sentiment
select
2026-04-27 (ET)
2026-04-27
12:10:00
Applied Optoelectronics Stock Down 10.2% to $145.57
select

News

seekingalpha
9.5
05-08seekingalpha
Applied Optoelectronics Shares Rise Despite Disappointing Earnings Report
  • Earnings Report Analysis: Applied Optoelectronics (AAOI) reported a year-over-year revenue increase of 84% in Q1, despite overall results falling short of market expectations; however, data center sales surged by 154%, with Amazon contributing 25% of total revenue, indicating robust market demand.
  • Future Outlook: Management raised the revenue guidance for FY26 to $1.08 billion from $954 million, reflecting a 13.5% increase and projecting a steep 200% ramp-up in the second half of the year, demonstrating confidence in future performance.
  • New Order Confirmation: AAOI confirmed new orders from Oracle totaling $324 million, including a $124 million order for 800G expected to ship in Q2 2026 and a $200 million order for 1.6T transceivers expected to ship in Q3 2026, potentially making Oracle a 10% customer for FY26.
  • Analyst Rating Maintained: Needham analysts reiterated a Buy rating on AAOI with a price target of $190, while also increasing revenue estimates for 2026 and 2027, reflecting confidence in the company's long-term growth potential.
stocktwits
9.5
05-08stocktwits
Applied Optoelectronics Misses Q1 Estimates but Sees Growth Ahead
  • Earnings Miss: Applied Optoelectronics reported Q1 revenue of $151.1 million, falling short of the $189 million consensus, with an adjusted loss of $0.07 per share, wider than the expected profit of $0.06, indicating competitive pressures in the market.
  • Price Target Increase: Rosenblatt raised the firm's price target from $140 to $220, implying a 40% upside from Thursday's close, reflecting analysts' confidence in the company's future growth trajectory.
  • Stronger Customer Engagement: CEO Lin noted that as AI-driven data center investments grow, customer engagement for their 800G and 1.6Tb products has significantly increased, with strong volume ramp expected in Q2.
  • Q2 Guidance: The company anticipates Q2 revenue between $180 million and $198 million, with a non-GAAP gross margin of 29% to 30%, indicating robust revenue growth potential as new capacity comes online.
Yahoo Finance
4.5
05-08Yahoo Finance
Iran Deal Doubts Hit Stocks, Nvidia and Tesla Show Strength
  • Market Volatility: Doubts surrounding the Iran deal led to volatility in the stock market on Thursday, with major indices experiencing declines, reflecting investor sensitivity to geopolitical risks and uncertainty.
  • Tech Stocks Resilience: Despite the overall market pressure, Nvidia and Tesla showed strong performance, indicating investor confidence in the long-term growth potential of these companies, which may attract more capital into the tech sector.
  • Earnings Movers: CoreWeave, Rocket Lab, Cloudflare, and IREN's earnings reports became focal points for the market, with investors closely monitoring their performance to assess future growth prospects and competitive positioning.
  • Jobs Report Anticipation: The market is set to receive a new jobs report, with analysts expecting it to provide crucial signals regarding economic recovery, which could further influence investor decisions and market trends.
Yahoo Finance
9.5
05-02Yahoo Finance
Applied Optoelectronics Stock Hits All-Time High Ahead of Earnings
  • Stock Performance: Applied Optoelectronics' stock soared to an all-time high of $191.87 on Friday, closing at $183.51 with an 11.65% increase, reflecting strong investor anticipation ahead of its upcoming earnings report.
  • Earnings Expectations: The company is targeting revenues between $150 million and $165 million for Q1, representing a 50% to 65% year-over-year growth, although it expects a net loss of $300,000 to $7 million, highlighting a tension between growth and profitability.
  • Manufacturing Expansion: Applied Optoelectronics secured a $20.9 million grant from Texas for its manufacturing expansion in Sugar Land, where it is building a 210,000-square-foot facility to enhance its production capacity for AI-focused data center transceivers, thereby strengthening its market position.
  • Job Creation: The new facility is expected to generate over 500 new jobs, indicating the company's commitment to expanding its workforce while contributing to local economic development and enhancing its influence in the semiconductor industry.
CNBC
6.5
05-02CNBC
Jim Cramer's Insights on Stock Picks
  • Aurora Innovation Outlook: Although Aurora Innovation has yet to turn a profit, it is considered a worthy speculative investment, reflecting market recognition of its future potential, which may attract risk-tolerant investors.
  • RTX Corp Investment Opportunity: Jim Cramer strongly recommends RTX Corp, arguing that its current depressed stock price is linked to insufficient aircraft servicing, suggesting that the market's pessimism about air travel may be overblown, presenting a buying opportunity for investors.
  • Amprius Technologies Speculation: Amprius Technologies is viewed as another promising speculative investment focused on the storage sector, indicating market interest in emerging technologies and investor expectations for future growth.
  • Market Sentiment Analysis: Cramer's comments reveal a keen insight into market sentiment, particularly in the aviation and storage sectors, suggesting that investors should monitor developments in these industries to capitalize on potential investment opportunities.
Newsfilter
8.5
04-29Newsfilter
AOI Secures $20.85 Million Semiconductor Innovation Fund Grant
  • Funding for Expansion: Applied Optoelectronics Inc. has been awarded a $20.85 million Texas Semiconductor Innovation Fund (TSIF) grant to support its manufacturing expansion plans in Sugar Land, Texas, further solidifying the company's position in semiconductor design and manufacturing.
  • New Facility Construction: The company plans to establish a 210,000-square-foot manufacturing facility adjacent to its current headquarters, which is expected to become one of the largest production capacities for AI-focused data center transceivers in the U.S., addressing the growing market demand.
  • Job Creation: This expansion is projected to create over 500 new jobs, further driving local economic development and supporting technological innovation in Texas, contributing to the construction of AI infrastructure.
  • State Government Support: Texas Governor Abbott stated that this grant will enable AOI to continue expanding its manufacturing capabilities for semiconductor and photonics technology, which are essential for the functioning of modern AI infrastructure.
Wall Street analysts forecast AAOI stock price to rise
4 Analyst Rating
Wall Street analysts forecast AAOI stock price to rise
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
15.00
Averages
38.25
High
50.00
Current: 0.000
sliders
Low
15.00
Averages
38.25
High
50.00
Rosenblatt
Rosenblatt
Buy
maintain
$140 -> $220
AI Analysis
2026-05-08
New
Reason
Rosenblatt
Rosenblatt
Price Target
$140 -> $220
AI Analysis
2026-05-08
New
maintain
Buy
Reason
Rosenblatt raised the firm's price target on Applied Optoelectronics (AAOI) to $220 from $140 and keeps a Buy rating on the shares. Despite a modest 1H26 top-line miss, the report highlighted strong underlying momentum driven by Amazon (AMZN) contributions including early 800G revenue, imminent qualification progress with Oracle (ORCL), and meaningful upward revisions to both 2026 guidance and longer-term revenue expectations, with management pointing to accelerating sequential growth through 1H27 and expanding demand across 100G, 400G, 800G, and emerging 1.6T products, reinforcing confidence in the company's growth trajectory and supporting its status as a top pick, the analyst tells investors in a research note.
Northland
Tim Savageaux
Market Perform
maintain
$55
2026-05-08
New
Reason
Northland
Tim Savageaux
Price Target
$55
2026-05-08
New
maintain
Market Perform
Reason
Northland analyst Tim Savageaux raised the firm's price target on Applied Optoelectronics to $57.50 from $55 and keeps a Market Perform rating on the shares following the company's lower than expected Q1 report and outlook.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for AAOI
Unlock Now

Valuation Metrics

The current forward P/E ratio for Applied Optoelectronics Inc (AAOI.O) is 84.03, compared to its 5-year average forward P/E of 22.95. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
22.95
Current PE
84.03
Overvalued PE
144.73
Undervalued PE
-98.83

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-30.46
Current EV/EBITDA
-77.78
Overvalued EV/EBITDA
169.97
Undervalued EV/EBITDA
-230.88

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.47
Current PS
6.72
Overvalued PS
2.72
Undervalued PS
0.23

Financials

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Whales Holding AAOI

O
Oberweis Asset Management, Inc.
Holding
AAOI
+45.80%
3M Return
H
Hawk Ridge Capital Management LP
Holding
AAOI
+15.73%
3M Return
N
Next Century Growth Investors LLC
Holding
AAOI
+9.03%
3M Return

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Frequently Asked Questions

What is Applied Optoelectronics Inc (AAOI) stock price today?

The current price of AAOI is 148.94 USD — it has decreased -5.46

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

Applied Optoelectronics, Inc. is a developer and manufacturer of advanced optical and hybrid fiber coaxial (HFC) networking products that are the building blocks for artificial intelligence (AI) datacenters, Cable TV Broadband (CATV) and broadband fiber access networks around the world. The Company supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and fiber-to-the-home (FTTH) markets. It designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. In the CATV market, it supplies a broad array of products, including lasers, transmitters and transceivers, and turn-key equipment. It supplies optical transceivers that plug into switches and servers within the data center and allow these network devices to send and receive data over fiber optic cables. In the telecom market, it supplies lasers and laser subassemblies.

What is the price predicton of AAOI Stock?

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 is38.25 USD with a low forecast of 15.00 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.

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

Applied Optoelectronics Inc revenue for the last quarter amounts to 151.14M USD, increased 51.36

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

Applied Optoelectronics Inc. EPS for the last quarter amounts to -0.19 USD, increased 5.56

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

Applied Optoelectronics Inc (AAOI) has 4691 emplpoyees as of May 09 2026.

What is Applied Optoelectronics Inc (AAOI) market cap?

Today AAOI has the market capitalization of 11.95B USD.