AAOI logo

APPLIED OPTOELECTRONICS INC

AAOINASDAQ
πŸ† #1000 by market capEarnings Nov 4US Equity
$102.50β–² $6.01 (+5.86%)
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24hβ–² 5.9%
7dβ–Ό 4.3%
14dβ–² 7.6%
30dβ–Ό 3.5%
ytdβ–² 194.2%
1yβ–² 295.4%
🏦Market Cap
$8.22B
Small Cap
πŸ“ˆRevenue Growth (YoY)
+82.8%
High Growth
πŸ“ŠGross Margin
28.9%
Moderate
πŸ’΅FCF Margin
-69.3%
Thin
βš–οΈP/S Ratio
13.7x
Elevated
Otter Score
64
Fair

Trading Snapshot

Day Range
$101.82 – $103.91
52-Week Range
$18.50 – $233.67
Volume
$3.59B
Avg Volume
$4.76B
Shares Outstanding
80.2M
Next Earnings
Oct 18, 2026

Fundamentals Snapshot

Annual Revenue
$456M
Last Q Revenue
$192M
P/E Ratio
-130.2
P/S Ratio
13.7x
EPS (TTM)
$-0.70
Dividend Yield
0.00%
Dilution (1yr)
+52.7%

Why Investors Own AAOI

  • βœ“High-growth profile β€” revenue up +25.4% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 34% gross margin and 18% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

AAOI logo

APPLIED OPTOELECTRONICS INC

AAOI
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$456Mβ–² +82.8% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
30.0%β–² +21.2% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
βˆ’$55Mβ–Ό βˆ’23.0% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
βˆ’$354Mβ–² +213.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
70.3Mβ–² +52.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$49Mβ–² +$172M YoY
StockOtter Β· stockotter.space

About APPLIED OPTOELECTRONICS INC

Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
64/100

Analyst Ratings

β“˜
Consensus
Buy
13 analysts
Strong Buy2
Buy7
Hold4
Sell0
Strong Sell0
Ratings as of Sep 2026

Latest News & Updates

PRNewsWireΒ·9h ago

AOI Marks 1 Millionth 1.8GHz Amplifier Shipped, Unveils New Broadband & Optical Product Demos at SCTE TechExpo 2026

ATLANTA, Sept. 29, 2026 /PRNewswire/ -- SCTE TECHEXPOβ€” AOI (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today unveiled the demonstrations, new product arrivals, mileston

Seeking AlphaΒ·15h ago

Applied Optoelectronics: The Biggest Growth Phase Starts Now

Applied Optoelectronics expects roughly $1.1 billion in 2026 revenue as 800G demand accelerates and production remains constrained by available capacity. Monthly 800G and 1.6T capacity should expand from roughly 200,000

BenzingaΒ·1d ago

Applied Optoelectronics Stock Slides Monday: What's Happening?

Applied Optoelectronics, Inc. (NASDAQ:AAOI) shares are falling Monday afternoon, sliding alongside the broader fiber optic connectivity sector as surging Treasury yields spark concerns over a potential slowdown in enterp

24/7 Wall StreetΒ·1d ago

Optics Stocks Slide Despite Citi's $11B Switching Forecast: Coherent and Applied Optoelectronics Drop 5%, Corning Falls 3%

Optics and photonics stocks are sliding together in afternoon trading, even as the freshest research on the group reads as a strong endorsement from Citi. Coherent (NYSE:COHR | COHR Price Prediction) stock is down 5% to

Zacks Investment ResearchΒ·5d ago

Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?

AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.

PRNewsWireΒ·5d ago

AOI Brings First Live Quantum30 3.0GHz Concept Demo to SCTE TechExpo in Atlanta

Company Publishes White Paper on Expanding CATV Spectrum to 3.0GHz SUGAR LAND, Texas, Sept. 24, 2026 /PRNewswire/ -- AOIΒ (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, tod