AAOI Share Price Performance
US$120.95
94.51 (357.45%)
20.1% undervalued intrinsic discount
US$151.30
Fair Value
Price US$120.95
AnalystConsensusTarget US$151.30
HedgeY US$78.00
AnalystHighTarget US$220.00
Fair ValueUS$151.30
Share Pricen/a
Applied Optoelectronics, Inc. Stock Price
- 4 Narratives written by author
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- 88 Fair Values set on narratives written by author
AAOI Community Narratives
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Fair Value
·Fair Value US$151.3 20.1% undervalued intrinsic discount
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
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39users have followed this narrative
HE
Fair Value
·Fair Value US$78 55.1% overvalued intrinsic discount
The Company Powering AI’s Data Traffic, Not Its Headlines
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AN
Fair Value
·Fair Value US$220 45.0% undervalued intrinsic discount
AI Expansion And Wireless Rollouts Will Reshape Optical Communications
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The Company Powering AI’s Data Traffic, Not Its Headlines
Rating: Speculative Buy / High Risk Style: AI infrastructure “picks-and-shovels” growth name Core debate: Is AAOI a genuine bottleneck asset in AI networking, or a cyclical optics supplier temporarily enjoying peak demand and peak multiples? Executive view Applied Optoelectronics is no longer just a small-cap optical component company.Read more
AI Expansion And Wireless Rollouts Will Reshape Optical Communications
Applied Optoelectronics could ride the next wave of faster data links as big cloud and AI operators upgrade their networks, with new products and more in-house manufacturing setting up a sharp jump in sales and profitability. But the story comes with a big catch: a handful of customers and fast-changing tech could quickly derail that growth if orders slow or the industry shifts.Read more
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US$220
45.0% undervalued intrinsic discount
Fair Value
Profit Margin
17.85%
Future PE
17.83x
Price in 2029
US$281.28
Customer Dependence And Price Pressure Will Curtail Margins
Applied Optoelectronics depends heavily on a small handful of big customers, and growing price pressure could make it hard to keep profits healthy even if sales rise. See what could change the story—like newer, faster optical products and better manufacturing—or what could quickly derail it if demand cools or customers bring production in-house.Read more
AN
US$57.5
110.3% overvalued intrinsic discount
Fair Value
Profit Margin
28.58%
Future PE
5.73x
Price in 2029
US$73.5
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
Applied Optoelectronics is riding a wave of demand for faster links inside big data centers, and it’s building out more production in the U.S. and Taiwan to meet it while reducing supply-chain headaches. The catch is that a large chunk of its sales depends on just a few customers and the company must execute expensive factory expansions without getting squeezed by pricing pressure.Read more
AN
US$151.3
20.1% undervalued intrinsic discount
Fair Value
Profit Margin
18.75%
Future PE
20.65x
Price in 2029
US$193.08
Trending Discussion
Recently Updated Narratives
HE
The Company Powering AI’s Data Traffic, Not Its Headlines
Fair Value: US$78 55.1% overvalued intrinsic discount
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AN
AAOI: AI Optics Demand And US Capacity Buildout Will Drive Upside
Fair Value: US$220 45.0% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
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AAOI: Heavy Dependence On One 1.6T Order Will Restrain Future Upside
Fair Value: US$57.5 110.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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Snowflake Analysis
Applied Optoelectronics, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -0.54
- 29.64%
- -8.55%
- 18.7%
About AAOI
- Founded
- 1997
- Employees
- 4691
- CEO
- WebsiteView website
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.
