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Applied Optoelectronics Community

NasdaqGM:AAOI Community

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Applied Optoelectronics

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 6 Analysts

Texas Expansion And New Transceivers Will Fuel Next-Generation Networks

Key Takeaways Ramp-up of high-capacity transceiver products and capital investments signal potential revenue growth through increased sales volume in AI-focused datacenter architectures. Adoption of Quantum Bandwidth amplifiers by major cable operators and improved manufacturing efficiencies suggest strong CATV revenue and margin improvements.

US$31.20

FV

22.7% undervalued

61.49%

Revenue growth p.a.

0

0

16

6 days ago