AAOI logo

APPLIED OPTOELECTRONICS INC

AAOINASDAQ
🏆 #1001 by market capEarnings Nov 4US Equity
$102.12▲ $5.67 (+5.55%)
Live
🔔
Track AAOI
Get earnings, price moves & breaking news on Telegram
Track
24h▲ 5.5%
7d▼ 4.6%
14d▲ 7.2%
30d▼ 3.9%
ytd▲ 193.2%
1y▲ 294.0%
🏦Market Cap
$8.19B
Small Cap
📈Revenue Growth (YoY)
+82.8%
High Growth
📊Gross Margin
28.9%
Moderate
💵FCF Margin
-69.3%
Thin
⚖️P/S Ratio
13.7x
Elevated
Otter Score
64
Fair

Trading Snapshot

Day Range
$101.45 – $103.53
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

  • ✓High-growth profile — revenue up +25.4% YoY with expanding US Equity exposure.
  • ✓Healthy economics — 34% gross margin and 18% free-cash-flow margin.
  • ✓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.
$456M▲ +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%▲ +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.
−$55M▼ −23.0% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
−$354M▲ +213.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
70.3M▲ +52.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
$49M▲ +$172M YoY
StockOtter · 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.

🦦

Otter Score Breakdown

How it's scoredFive components, each rated 1–5★ and equally weighted (20%), averaged to a 0–100 score:💎 Quality — gross margin🚀 Growth — revenue YoY⚖️ Valuation — P/S ratio⚡ Momentum — 30-day price change💧 Dilution — 1-yr share issuance (buybacks score higher)
💎Quality★★★★★
🚀Growth★★★★★
⚖️Valuation★★★★★
⚡Momentum★★★★★
💧Dilution★★★★★
Overall Score
Fair
64/100

Analyst Ratings

ⓘ
Consensus
Buy
13 analysts
Strong Buy2
Buy7
Hold4
Sell0
Strong Sell0
Ratings as of Sep 2026

Latest News & Updates

🚀
Bloomberg·2h ago

APPLIED OPTOELECTRONICS INC tops quarterly estimates as demand accelerates

Revenue grew double digits with management guiding above consensus; margins continued to expand.

🛰️
Barron’s·5h ago

Analysts lift AAOI price targets on improving margins

Several firms raised targets, citing stronger free cash flow and a healthier backlog.

🌌
CNBC·1d ago

APPLIED OPTOELECTRONICS INC announces new agreement to expand its footprint

The move broadens the company’s reach and could add incremental revenue over the next year.