AAOI Share Price Performance
US$165.26
148.19 (868.13%)
83.0% overvalued intrinsic discount
US$90.30
Fair Value
Price US$165.26
AnalystConsensusTarget US$90.30
HedgeY US$78.00
AnalystHighTarget US$190.00
Fair ValueUS$90.30
Share Pricen/a
Applied Optoelectronics, Inc. Stock Price
- 5 Narratives written by author
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- 74 Fair Values set on narratives written by author
AAOI Community Narratives
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Fair Value
·Fair Value US$90.3 83.0% overvalued intrinsic discount
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
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33users have followed this narrative
HE
Fair Value
·Fair Value US$78 111.9% overvalued intrinsic discount
The Company Powering AI’s Data Traffic, Not Its Headlines
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6users have followed this narrative
AN
Fair Value
·Fair Value US$190 13.0% 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
Key Takeaways Explosive revenue growth and margin expansion are expected, driven by rapid adoption of next-gen products, vertical integration, and accelerated manufacturing advancements. Strong positioning in AI, cloud, and network upgrades, alongside deep customer relationships, ensures a multi-year pipeline and reinforces the company's technology leadership.Read more
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US$190
13.0% undervalued intrinsic discount
Fair Value
Profit Margin
23.37%
Future PE
24.61x
Price in 2029
US$240.41
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
Key Takeaways Rapid adoption of advanced optical transceivers and expanded U.S./Taiwan manufacturing boost growth prospects and mitigate supply chain risks. Internal efficiency improvements and rising industry demand drive cost reductions, margin expansion, and diversified, long-term revenue opportunities.Read more
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US$90.3
83.0% overvalued intrinsic discount
Fair Value
Profit Margin
22.11%
Future PE
15.57x
Price in 2029
US$114.12
Customer Dependence And Price Pressure Will Curtail Margins
Key Takeaways Revenue and earnings are highly vulnerable due to dependence on a few major customers and ongoing margin pressure from industry commoditization and vertical integration. Rising costs from ESG requirements, capacity expansion, and elevated working capital needs threaten profitability and increase financial risks amid uncertain demand.Read more
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US$54
206.0% overvalued intrinsic discount
Fair Value
Profit Margin
25.8%
Future PE
8.27x
Price in 2029
US$68.27
Trending Discussion
Recently Updated Narratives
HE
The Company Powering AI’s Data Traffic, Not Its Headlines
Fair Value: US$78 111.9% overvalued intrinsic discount
6 fair values setusers have set this as their fair value
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AN
AAOI: Hyperscale Orders And US Capacity Expansion Will Shape A Balanced Outlook
Fair Value: US$190 13.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
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AAOI: Concentrated Hyperscale Orders Will Likely Cap Future Share Returns
Fair Value: US$90.3 83.0% overvalued intrinsic discount
33 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.
