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0.000
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  • Overview
  • Forecast
  • Valuation
  • Earnings
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
down Image
-7.54%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
down Image
-92.63%
In Past 3 Month
Stock Price
Go Up
up Image
+96.72%
In Past 3 Month
4 Analyst Rating
up Image
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
up Image
34.81% Upside
Current: 25.220
sliders
Low
18.00
Averages
34.00
High
50.00
Needham
NULL -> Buy
initiated
$32
2025-07-25
New
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 initiated coverage of Applied Optoelectronics with a Peer Perform rating.
Rosenblatt
Rosenblatt
Buy
maintain
$30 -> $34
2025-06-26
Reason
Rosenblatt
Mike Genovese
Strong Buy
Maintains
$36 → $30
2025-04-22
Reason
Raymond James
Simon Leopold
Buy
Maintains
$31 → $20
2025-04-14
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

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

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-2.05
Current PE
108.52
Overvalued PE
111.25
Undervalued PE
-115.34

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
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

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
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

AAOI News & Events

Events Timeline

2025-06-11 (ET)
2025-06-11
18:48:19
Applied Optoelectronics announces volume shipment of data center transceivers
select
2025-05-08 (ET)
2025-05-08
19:14:12
Applied Optoelectronics sees Q2 EPS (9c)-(3c), consensus 7c
select
2025-05-08
19:13:18
Applied Optoelectronics reports Q1 EPS (2c), consensus (4c)
select
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News

4.0
07-25Benzinga
This Palantir Technologies Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Friday
4.5
07-22NASDAQ.COM
Tuesday Sector Laggards: Cigarettes & Tobacco, Semiconductors
7.5
07-21Newsfilter
AOI Quantum Bandwidth Networking Products Certified for Deployment by Charter Communications
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FAQ

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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.

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