Applied Optoelectronics, Inc.

Report azionario NasdaqGM:AAOI

Capitalizzazione di mercato: US$12.8b

Applied Optoelectronics Gestione

Criteri Gestione verificati 3/4

Applied Optoelectronics Il CEO è Thompson Lin, nominato in Feb1997, e ha un mandato di 29.25 anni. la retribuzione annua totale è $ 4.77M, composta da 17.4% di stipendio e 82.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.84% delle azioni della società, per un valore di $ 235.44M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 13.5 anni e 13.3 anni.

Informazioni chiave

Thompson Lin

Amministratore delegato

US$4.8m

Compenso totale

Percentuale dello stipendio del CEO17.38%
Mandato del CEO29.3yrs
Proprietà del CEO1.8%
Durata media del management13.5yrs
Durata media del Consiglio di amministrazione13.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Applied Optoelectronics Has A Vision Of Success, And So Do I

Apr 21

AAOI: Large Hyperscale Transceiver Orders Will Ultimately Struggle To Justify Current Expectations

Analysts lifted their price target framework for Applied Optoelectronics sharply, with fair value rising from $50.00 to $140.00. They point to the new over $200m 1.6T transceiver order from a long term customer, expected strength in 400G, and anticipated 800G demand starting in Q2 as key supports for higher projected revenue growth, margins, and future P/E multiples.

AAOI: Concentrated Hyperscale Orders Will Likely Cap Future Share Returns

Analysts have raised their price targets on Applied Optoelectronics, supported by a higher fair value estimate of $90.30 and recent research that reflects a more constructive view on large 1.6T, 400G, and 800G transceiver orders from cloud customers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the over US$200m 1.6T transceiver order from a long term customer as a meaningful proof point that large cloud buyers are committing real dollars to Applied Optoelectronics' higher speed products.

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.

AAOI: Heavy Reliance On One Hyperscale Order Will Limit Future Upside

Analysts lifted their price target on Applied Optoelectronics from $15 to $54, reflecting updated views that stronger 400G and 800G demand, large 1.6T transceiver orders, and higher projected revenue growth and profit margins could justify a higher fair value and future P/E multiple. Analyst Commentary Recent research on Applied Optoelectronics highlights both strong interest in high speed optical products and a wide range of opinions on what that might mean for the stock.

AAOI: Amazon Reliance And Unproven 800G Ramp Will Restrain Future Returns

Analysts have sharply raised their price targets on Applied Optoelectronics, with one increase from $15 to $54. They cite continued strength in 400G products and the expectation that 800G will begin contributing incremental growth from Q2, particularly supported by firm demand from a key customer such as Amazon.

AAOI: New Facility And AI Transceiver Demand Will Support Balanced Future Outlook

Analysts have slightly raised their price target on Applied Optoelectronics to $50.00, reflecting updated assumptions for revenue growth of 82.48%, profit margins of 16.73%, and a future P/E of 12.31x. What's in the News Held a groundbreaking ceremony for a new 210,000 square foot manufacturing facility at 1111 Gillingham St. in Sugar Land, Texas, expanding its physical footprint for future production capacity (Key Developments).

AAOI: Houston Automation Strength And Amazon Expectations Will Shape A Measured Outlook

Narrative Update on Applied Optoelectronics Analysts now frame Applied Optoelectronics' outlook around a split view, with one firm lifting its price target to $35 after a site visit that highlighted manufacturing capabilities, while another reiterates a $15 target and a Sell rating based on valuation concerns and what it calls ambitious 2026 revenue expectations tied to the Amazon opportunity. Analyst Commentary Recent research on Applied Optoelectronics splits into two camps, with some analysts highlighting upside linked to manufacturing strength and others questioning how much of the potential growth story is already reflected in the share price.

AAOI: InP Lasers And Automation Will Support Future AI Transceiver Leadership

Analysts have lifted their blended price target range for Applied Optoelectronics toward the mid teens to mid $30s, reflecting mixed views that balance concerns about valuation and ambitious revenue assumptions with confidence in the company's InP laser capabilities and highly automated transceiver production. Analyst Commentary Recent research on Applied Optoelectronics shows a clear split between bullish analysts who see upside from the company’s technology and production capabilities and more cautious voices focused on valuation and execution risk.

Revenues Tell The Story For Applied Optoelectronics, Inc. (NASDAQ:AAOI) As Its Stock Soars 25%

Jan 21
Revenues Tell The Story For Applied Optoelectronics, Inc. (NASDAQ:AAOI) As Its Stock Soars 25%

AAOI: Texas Expansion And Amazon Contract Expectations Will Shape A Balanced Outlook

Analysts have lifted their fair value estimate for Applied Optoelectronics from $30.60 to $36.60, reflecting updated assumptions on revenue growth, profit margins, and future P/E after recent research visits and valuation checks that highlighted both the company’s manufacturing capabilities and differing views on how much of the Amazon opportunity is already priced in. Analyst Commentary Recent Street research on Applied Optoelectronics presents a split view, with some analysts focusing on the company’s operational strengths and others pointing to valuation risks and ambitious revenue assumptions tied to the Amazon opportunity.

AAOI: InP Laser And Transceiver Automation Will Support Structurally Stronger Margins

We raise our fair value estimate for Applied Optoelectronics to $50 from $34, reflecting analysts' higher confidence in the company's laser and transceiver capabilities and structurally stronger margins, even as some caution that the current share price already embeds aggressive growth expectations. Analyst Commentary Bullish analysts point to Applied Optoelectronics' differentiated position in indium phosphide, or InP, laser epitaxy and advanced transceiver manufacturing as key reasons for raising price targets and assigning favorable ratings.

AAOI: Texas Expansion And Amazon Opportunity Will Shape A Measured Future Outlook

Analysts have slightly increased their price target for Applied Optoelectronics, with the blended target edging higher by about $5 to approximately $35. They highlight the company’s strengthened InP laser and automated transceiver manufacturing capabilities while still cautioning that valuation already reflects much of the anticipated Amazon-driven upside.

AAOI: Expanded Manufacturing in Texas Will Drive Future Industry Leadership

Applied Optoelectronics' analyst price target has increased from $28.40 to $30.60. This change reflects analysts' recognition of stronger operational capabilities and advanced production efficiencies amid ongoing debates over growth prospects and valuation.

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

Nov 14
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing

AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions

Analysts have raised their price target for Applied Optoelectronics from $18 to $25. This change reflects expectations for increased datacenter optical market share and further sales growth resulting from new awards, capacity expansions, and favorable industry dynamics.

Analysts Raise Targets for Applied Optoelectronics Amid Growth Optimism and Valuation Adjustments

Analysts have increased their price target for Applied Optoelectronics, raising it by $1.20. This change reflects growing optimism driven by expectations of expanded market share and a stronger sales outlook.

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

Sep 16
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable

US And Taiwan Manufacturing Will Fuel Optical Market Expansion

Despite optimism around Applied Optoelectronics’ long-term market share gains, upcoming sales growth, and favorable geopolitical tailwinds, the consensus analyst price target has been reduced from $29.50 to $27.20. Analyst Commentary Bullish analysts see strong potential for 2026 sales growth driven by new customer awards.

US And Taiwan Manufacturing Will Fuel Optical Market Expansion

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.

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Looks Just Right With A 75% Price Jump

Jul 18
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Looks Just Right With A 75% Price Jump

After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar

May 09
After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
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Texas Expansion And New Transceivers Will Fuel Next-Generation Networks

Ramp-up of high-capacity transceiver products and capital investments signal potential revenue growth through increased sales volume in AI-focused datacenter architectures.

Applied Optoelectronics: Sell The Rally

Mar 14

Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins

Mar 04

Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth

Dec 24

Applied Optoelectronics: Risk/Reward Increasingly Unfavorable After Epic Rally (Rating Downgrade)

Dec 11

Applied Optoelectronics' Bright Prospects Dimmed By Valuation Concerns

Nov 11

Applied Optoelectronics: Mixed Results But Improved Outlook - Hold

Aug 27

Applied Optoelectronics: The Bottom Is Not Likely In

Jul 07

Applied Optoelectronics: A Turnaround Could Be Around The Corner

May 17

Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip

Feb 27

Applied Optoelectronics: A Risky Play At A Premium

Jan 30

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Thompson Lin rispetto agli utili di Applied Optoelectronics?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$5mUS$829k

-US$38m

Sep 30 2025n/an/a

-US$156m

Jun 30 2025n/an/a

-US$156m

Mar 31 2025n/an/a

-US$173m

Dec 31 2024US$4mUS$693k

-US$187m

Sep 30 2024n/an/a

-US$81m

Jun 30 2024n/an/a

-US$72m

Mar 31 2024n/an/a

-US$63m

Dec 31 2023US$6mUS$597k

-US$56m

Sep 30 2023n/an/a

-US$62m

Jun 30 2023n/an/a

-US$69m

Mar 31 2023n/an/a

-US$67m

Dec 31 2022US$2mUS$584k

-US$66m

Sep 30 2022n/an/a

-US$61m

Jun 30 2022n/an/a

-US$61m

Mar 31 2022n/an/a

-US$55m

Dec 31 2021US$4mUS$570k

-US$54m

Sep 30 2021n/an/a

-US$53m

Jun 30 2021n/an/a

-US$47m

Mar 31 2021n/an/a

-US$57m

Dec 31 2020US$2mUS$571k

-US$58m

Sep 30 2020n/an/a

-US$80m

Jun 30 2020n/an/a

-US$80m

Mar 31 2020n/an/a

-US$72m

Dec 31 2019US$4mUS$520k

-US$66m

Compensazione vs Mercato: La retribuzione totale di Thompson ($USD 4.77M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.57M ).

Compensazione vs guadagni: La retribuzione di Thompson è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

Thompson Lin (62 yo)

29.3yrs
Mandato
US$4,769,014
Compensazione

Dr. Chih-Hsiang Lin, also known as Thompson, Ph D., founded Applied Optoelectronics, Inc., in February 1997 and has been its President, Chief Executive Officer. Dr. Lin has been the Chairman of the Board a...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Chih-Hsiang Lin
Founder29.3yrsUS$4.77m1.84%
$ 235.4m
Stefan Murry
CFO & Chief Strategy Officer11.8yrsUS$2.10m0.23%
$ 28.9m
David Kuo
Senior VP13.5yrsUS$1.23m0.032%
$ 4.1m
Hung-Lun Chang
Senior VP & North America General Manager13.6yrsUS$1.71m0.19%
$ 24.6m
Shu-Hua Yeh
Senior VP & Asia General Manager13.5yrsUS$1.64m0.31%
$ 39.9m
Lindsay Savarese
Investor Relationsno dataNessun datoNessun dato
Todd McCrum
Senior VP & GM of Broadband Access3yrsNessun datoNessun dato
Jessica Hung
VP of Finance & Controller19.3yrsNessun datoNessun dato
13.5yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di AAOI è esperto e expertise (durata media dell'incarico 13.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Chih-Hsiang Lin
Founder29.3yrsUS$4.77m1.84%
$ 235.4m
Richard Black
Independent Director24.8yrsUS$254.86k0.21%
$ 26.5m
Min-Chu Chen
Independent Director13.3yrsUS$267.87k0.24%
$ 30.6m
Che-Wei Lin
Independent Director12.3yrsUS$251.54k0.32%
$ 41.2m
William Yeh
Lead Independent Director26yrsUS$292.27k0.30%
$ 38.7m
Elizabeth Loboa
Independent Director5.9yrsUS$250.42k0.022%
$ 2.9m
Cynthia DeLaney
Independent Director4.9yrsUS$272.32k0.15%
$ 19.0m
13.3yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di AAOI è composto da personale esperto e esperto (durata media dell'incarico 13.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 00:06
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Applied Optoelectronics, Inc. è coperta da 14 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Ku KangB. Riley Securities, Inc.
Richard ShannonCraig-Hallum Capital Group LLC