Update shared on10 Aug 2025
Fair value Decreased 5.85%Despite a substantial improvement in net profit margin and a sharp decline in future P/E, the consensus analyst price target for Applied Optoelectronics has been revised downward from $31.33 to $29.50.
What's in the News
- Provided Q3 2025 revenue guidance of $115 million to $127 million.
- Completed certification from Charter Communications for 1.8GHz amplifiers and QuantumLink software, supporting Charter’s extended spectrum DOCSIS deployment and network evolution.
- Added to multiple Russell Growth indices, increasing visibility among institutional investors.
- Completed a $99.522 million at-the-market follow-on equity offering after expanding authorized share count.
- Announced first volume shipment of high-speed data center transceivers to a major hyperscale customer after renewed engagement.
Valuation Changes
Summary of Valuation Changes for Applied Optoelectronics
- The Consensus Analyst Price Target has fallen from $31.33 to $29.50.
- The Net Profit Margin for Applied Optoelectronics has significantly risen from 3.20% to 14.18%.
- The Future P/E for Applied Optoelectronics has significantly fallen from 66.19x to 14.21x.
Disclaimer
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