View Future GrowthApplied Optoelectronics 過去の業績過去 基準チェック /06Applied Optoelectronicsの収益は年間平均-21.6%の割合で減少していますが、 Communications業界の収益は年間 増加しています。収益は年間7.1% 11.8%割合で 増加しています。主要情報-21.58%収益成長率-4.06%EPS成長率Communications 業界の成長18.43%収益成長率11.80%株主資本利益率-5.21%ネット・マージン-8.39%前回の決算情報31 Dec 2025最近の業績更新お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026Reported Earnings • Feb 27Full year 2025 earnings released: US$0.64 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$0.64 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$455.7m (up 83% from FY 2024). Net loss: US$38.2m (loss narrowed 80% from FY 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026Reported Earnings • Nov 08Third quarter 2025 earnings released: US$0.28 loss per share (vs US$0.42 loss in 3Q 2024)Third quarter 2025 results: US$0.28 loss per share. Revenue: US$118.6m (up 82% from 3Q 2024). Net loss: US$17.9m (loss widened 1.0% from 3Q 2024). Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Communications industry in Europe.お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025すべての更新を表示Recent updatesお知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United StatesBuy Or Sell Opportunity • Apr 24Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 322% to €133. The fair value is estimated to be €105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 276% to €108. The fair value is estimated to be €89.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.Recent Insider Transactions • Mar 24Insider recently sold €3.2m worth of stockOn the 16th of March, Hung-Lun Chang sold around 36k shares on-market at roughly €87.31 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €8.5m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied Optoelectronics Inc. announced plans for the Optical Fiber Communications Conference ‘OFC’, at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. Over the past few years, AOI has strategically enhanced its portfolio to provide the high-performance optical sources required for the industry’s shift toward silicon photonics, Near-Packaged Optics (NPO), and co-packaged optics (CPO) architectures. OFC attendees can see AOI’s technology in action in the South Hall, Booth #739, where it will showcase its comprehensive transceiver range —from 100G to 1.6T, alongside a live 6.4T On-Board Optics (OBO) demonstration, powered by AOI’s 400mW external laser small form-factor pluggable (ELSFP). At the heart of AOI’s next-generation showcase is the 400mW laser Continuous Wave (CW) for 25dBm ELSFP. This industry-leading laser source provides the critical high-link-budget foundation required for CPO/NPO architectures. By combining extreme power with a hot-swappable, highly serviceable design, AOI ensures the unwavering reliability essential for mission-critical GPU clusters. AOI’s 6.4T OBO demo is a key advancement in AI networking. While the industry trends toward NPO and CPO, OBO provides an immediate, high-density solution for the signal integrity needs of hyperscale AI infrastructure. 800G and 1.6T Optical Interconnects: Engineered for the extreme throughput demands of modern GPU fabrics, these interconnects provide the scalable bandwidth necessary to support evolving large language models and intensive AI training workloads.Buy Or Sell Opportunity • Mar 18Now 21% undervaluedOver the last 90 days, the stock has risen 212% to €75.50. The fair value is estimated to be €95.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 22% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding).Reported Earnings • Feb 27Full year 2025 earnings released: US$0.64 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$0.64 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$455.7m (up 83% from FY 2024). Net loss: US$38.2m (loss narrowed 80% from FY 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 18Applied Optoelectronics, Inc. Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPOApplied Optoelectronics Inc. announced a new 400-milliwatt narrow-linewidth pump laser designed to meet growing demand for silicon photonics and co-packaged optics (CPO) in AI data centers. A few years in development, the new 400mW laser addresses situations where lasers with broader line width or higher noise figures lasers limit performance. It can source directly into semiconductor chip-scale systems to provide hyperscalers with a robust, high-performance light source for CPO, silicon photonics and other applications that demand precision and power from a single, stable wavelength. 400mW laser-powered chips can also serve as high-efficiency external sources that can provide the necessary pump power to feed multiple optical communication channels. Key Benefits Include: Closes 800G /1.6T power budgets by delivering enough optical power to overcome coupling, splitting, and routing losses without exceeding thermal limits near AI switch ASICs. Enables shared and external laser architectures by reliably feeding many silicon photonics lanes or wavelengths from a single centralized source. Stabilizes silicon photonics devices by minimizing wavelength drift and noise in ring modulators, micro-ring lasers, and on-chip nonlinear elements. Improves system yield and uptime by reducing calibration effort, simplifying wavelength locking, and maintaining consistent lane-to-lane performance as systems scale. Key Performance Specifications: DFB with AOI's mature buried hetero (BH) structure laser platform with excellent reliability; Optical power over 400mW at 50degC; Narrow linewidth. Samples are now available to select customers, with volume production expected later in 2026.Board Change • Dec 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 11New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 24% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$13m net loss next year).お知らせ • Nov 08Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Nov 08Third quarter 2025 earnings released: US$0.28 loss per share (vs US$0.42 loss in 3Q 2024)Third quarter 2025 results: US$0.28 loss per share. Revenue: US$118.6m (up 82% from 3Q 2024). Net loss: US$17.9m (loss widened 1.0% from 3Q 2024). Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Communications industry in Europe.New Risk • Nov 08New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$324m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$324m).お知らせ • Nov 07Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Applied Optoelectronics, Inc. provides earnings guidance for the fourth quarter of 2025. For the quarter, the company expects Revenue in the range of $125 millionto $140 million.お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 30Applied Optoelectronics, Inc. Showcasing AOI 100G VCSEL-Based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025Applied Optoelectronics Inc. will highlight its 100G VCSEL technology with the demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark. AOI's vertically integrated design and manufacturing capabilities enable the production of 100G VCSELs at 850nm, the industry's preferred solution for short-reach connections under 100 meters in hyperscale data centers and AI/ML clusters. By leveraging these VCSELs in its 800G OSFP 2x SR4, AOI delivers a cost-efficient, low-power optical solution designed for the next generation of short-reach multimode links.お知らせ • Sep 10Applied Optoelectronics, Inc. Advances Its Software Suite with New AI Intelligence Modules for Smarter NetworksApplied Optoelectronics Inc. announced the addition of four new software modules to its QuantumLink HFC Remote Management solution, offering customers actionable intelligence to optimize network performance, reduce operational costs, and improve the broadband experience. The new suite of software modules are add-ons to AOI's existing QuantumLink Central providing telemetry, adding unified visibility, predictive diagnostics, and automated controls to its remote amplifier management platform. Field technicians can access the simple-to-use web app to connect to AOI's QuantumLink Transponder inside the amplifier, which uses the LoRaWAN standard protocol to communicate directly with the central system to control the amplifiers, along with transmitting valuable data. Key benefits of the new software capabilities include: AI Module: From Prediction to Resolution; Machine learning predicts failures before they impact service through automatic anomaly detection, predictive health scoring, and lead-time forecasting for proactive planning; Prioritizes high-risk devices, accelerates root cause analysis with correlated telemetry, alarm, and historical data to pinpoint fault sources--sign significantly reducing Mean Time to Repair (MTTR). Integrates with IT/OT systems for automated ticketing and cross-team accountability--reducing repair times and optimizing maintenance efficiency; Analytics Module: Real-Time Visibility That Drives Smarter Decisions; NOC operators, field technicians, and engineers will gain real-time and historical insights into RF performance, alarms, and device health--enabling faster troubleshooting, fewer truck rolls, and improved SLA compliance; Executives and analysts can leverage dashboards for capacity planning and strategic oversight of the network; Alarms Module: Smarter Alarms for Lower OPEX and Higher QoS; Automated alarming helps the system catch issues immediately, offering the opportunity to troubleshoot and resolve problems before impact to customers; Closed-loop controls and auditable change management features extend equipment lifespan, and allow for regularly scheduled maintenance, helping to reduce OPEX while improving QoS; Network Map Module: Track, Manage and Streamline with Ease; Integrated workflows for tracking amplifiers by model, managing spares, and syncing with enterprise systems will help to ensure accurate asset lifecycle management, with device topology mapping, efficient RMA handling, and optimized inventory usage.お知らせ • Aug 28Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Aug 08Applied Optoelectronics, Inc. Provides Earnings Guidance for Third Quarter of 2025Applied Optoelectronics, Inc. provided earnings guidance for third quarter of 2025. For the quarter, the company expects Revenue in the range of $115 million to $127 million.お知らせ • Jul 22Applied Optoelectronics, Inc. Quantum Bandwidth Networking Products Certified for Deployment by Charter CommunicationsApplied Optoelectronics Inc. announced it completed testing and received certification from Charter Communications, for plans to deploy its 1.8GHz amplifiers and QuantumLink remote management software. Together, AOI is helping Charter progress its network evolution project with the deployment of extended spectrum DOCSIS (ESD). With the latest DOCSIS spectrum technology and 1.8 GHz HFC networking gear in place, Charter will be able to support symmetrical and multi-gigabit services, up to 10 Gbps downstream and 1 Gbps upstream. Charter has certified a mix of AOI's latest HFC networking solutions, spanning system amplifiers, line extenders, booster amplifiers, and software. Key products include: Quantum18 HGD 1.8GHz High Gain Dual System Amplifier; Quantum18 HGBT 1.8GHz High Gain Balanced Triple System Amplifier; Quantum18 BA 1.8GHz Booster Amplifier; Quantum18 LE 1.8GHz Line Extender. In close collaboration with AOI, Digicomm International will play an important role in supporting the end-to-end experience for ongoing installations. AOI and Digicomm announced an exclusive distribution relationship in 2023, and the companies will continue utilizing Digicomm's logistics services to support AOI's Quantum Bandwidth networking products. With its Quantum18 amplifier lineup, AOI is solving a crucial need for providers like Charter to easily transition from legacy to newer network systems, while maintaining compatibility with existing amplifier housings. When paired with AOI's QuantumLink remote management and monitoring solution, providers can deploy without disruption, while ensuring compatibility with existing tools such as SNMP, RESTCONF, and KAFKA.お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025お知らせ • May 09Applied Optoelectronics, Inc. Provides Earnings Guidance for Second Quarter of 2025Applied Optoelectronics, Inc. provided earnings guidance for second quarter of 2025. For the quarter, the company expects Revenue in the range of $100 million to $110 million.収支内訳Applied Optoelectronics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BIT:1AAOI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 25456-381068630 Sep 25422-156977630 Jun 25368-156866931 Mar 25309-173826131 Dec 24249-187785530 Sep 24210-81764830 Jun 24207-72744431 Mar 24205-63673931 Dec 23218-56643630 Sep 23219-62633630 Jun 23213-69603631 Mar 23224-67573531 Dec 22223-66563630 Sep 22216-61543630 Jun 22212-61533731 Mar 22214-55534031 Dec 21212-54534130 Sep 21209-53544330 Jun 21233-47564431 Mar 21244-57564431 Dec 20235-58564330 Sep 20231-80554330 Jun 20200-80534231 Mar 20179-72524331 Dec 19191-66524330 Sep 19200-39504430 Jun 19211-34514831 Mar 19255-15504931 Dec 18267-2495030 Sep 1828912484930 Jun 1832235484431 Mar 1835156464031 Dec 1738274443530 Sep 1738782423230 Jun 1736981383131 Mar 1730752343131 Dec 1626131323230 Sep 1622920303130 Jun 162165282831 Mar 1621010272431 Dec 1519011262130 Sep 151739261930 Jun 1515382618質の高い収益: 1AAOIは現在利益が出ていません。利益率の向上: 1AAOIは現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 1AAOIは利益が出ておらず、過去 5 年間で損失は年間21.6%の割合で増加しています。成長の加速: 1AAOIの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 1AAOIは利益が出ていないため、過去 1 年間の収益成長をCommunications業界 ( 15.8% ) と比較することは困難です。株主資本利益率高いROE: 1AAOIは現在利益が出ていないため、自己資本利益率 ( -5.21% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 08:27終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Applied Optoelectronics, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関null nullArgus Research CompanyKu KangB. Riley Securities, Inc.Richard ShannonCraig-Hallum Capital Group LLC11 その他のアナリストを表示
お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026
Reported Earnings • Feb 27Full year 2025 earnings released: US$0.64 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$0.64 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$455.7m (up 83% from FY 2024). Net loss: US$38.2m (loss narrowed 80% from FY 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.
お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
Reported Earnings • Nov 08Third quarter 2025 earnings released: US$0.28 loss per share (vs US$0.42 loss in 3Q 2024)Third quarter 2025 results: US$0.28 loss per share. Revenue: US$118.6m (up 82% from 3Q 2024). Net loss: US$17.9m (loss widened 1.0% from 3Q 2024). Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Communications industry in Europe.
お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025
お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • Apr 27Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026Applied Optoelectronics, Inc., Annual General Meeting, Jun 04, 2026. Location: 13139 jess pirtle blvd, texas 77478, sugar land United States
Buy Or Sell Opportunity • Apr 24Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 322% to €133. The fair value is estimated to be €105, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.
お知らせ • Apr 19Applied Optoelectronics, Inc. to Report Q1, 2026 Results on May 07, 2026Applied Optoelectronics, Inc. announced that they will report Q1, 2026 results on May 07, 2026
Buy Or Sell Opportunity • Apr 08Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 276% to €108. The fair value is estimated to be €89.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.
Recent Insider Transactions • Mar 24Insider recently sold €3.2m worth of stockOn the 16th of March, Hung-Lun Chang sold around 36k shares on-market at roughly €87.31 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €8.5m. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months.
お知らせ • Mar 18Applied Optoelectronics Inc Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026Applied Optoelectronics Inc. announced plans for the Optical Fiber Communications Conference ‘OFC’, at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. Over the past few years, AOI has strategically enhanced its portfolio to provide the high-performance optical sources required for the industry’s shift toward silicon photonics, Near-Packaged Optics (NPO), and co-packaged optics (CPO) architectures. OFC attendees can see AOI’s technology in action in the South Hall, Booth #739, where it will showcase its comprehensive transceiver range —from 100G to 1.6T, alongside a live 6.4T On-Board Optics (OBO) demonstration, powered by AOI’s 400mW external laser small form-factor pluggable (ELSFP). At the heart of AOI’s next-generation showcase is the 400mW laser Continuous Wave (CW) for 25dBm ELSFP. This industry-leading laser source provides the critical high-link-budget foundation required for CPO/NPO architectures. By combining extreme power with a hot-swappable, highly serviceable design, AOI ensures the unwavering reliability essential for mission-critical GPU clusters. AOI’s 6.4T OBO demo is a key advancement in AI networking. While the industry trends toward NPO and CPO, OBO provides an immediate, high-density solution for the signal integrity needs of hyperscale AI infrastructure. 800G and 1.6T Optical Interconnects: Engineered for the extreme throughput demands of modern GPU fabrics, these interconnects provide the scalable bandwidth necessary to support evolving large language models and intensive AI training workloads.
Buy Or Sell Opportunity • Mar 18Now 21% undervaluedOver the last 90 days, the stock has risen 212% to €75.50. The fair value is estimated to be €95.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has declined by 5.6%.
New Risk • Feb 28New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings have declined by 22% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding).
Reported Earnings • Feb 27Full year 2025 earnings released: US$0.64 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$0.64 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$455.7m (up 83% from FY 2024). Net loss: US$38.2m (loss narrowed 80% from FY 2024). Revenue is forecast to grow 57% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Communications industry in Europe.
お知らせ • Feb 27+ 1 more updateApplied Optoelectronics, Inc. Provides Earnings Guidance for the First Quarter of 2026Applied Optoelectronics, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects revenue in the range of $150 million to $165 million.
お知らせ • Feb 06Applied Optoelectronics, Inc. to Report Q4, 2025 Results on Feb 26, 2026Applied Optoelectronics, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026
Board Change • Jan 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 18Applied Optoelectronics, Inc. Introduces New Ultra High-Power Semiconductor Laser to Support Silicon Photonics and CPOApplied Optoelectronics Inc. announced a new 400-milliwatt narrow-linewidth pump laser designed to meet growing demand for silicon photonics and co-packaged optics (CPO) in AI data centers. A few years in development, the new 400mW laser addresses situations where lasers with broader line width or higher noise figures lasers limit performance. It can source directly into semiconductor chip-scale systems to provide hyperscalers with a robust, high-performance light source for CPO, silicon photonics and other applications that demand precision and power from a single, stable wavelength. 400mW laser-powered chips can also serve as high-efficiency external sources that can provide the necessary pump power to feed multiple optical communication channels. Key Benefits Include: Closes 800G /1.6T power budgets by delivering enough optical power to overcome coupling, splitting, and routing losses without exceeding thermal limits near AI switch ASICs. Enables shared and external laser architectures by reliably feeding many silicon photonics lanes or wavelengths from a single centralized source. Stabilizes silicon photonics devices by minimizing wavelength drift and noise in ring modulators, micro-ring lasers, and on-chip nonlinear elements. Improves system yield and uptime by reducing calibration effort, simplifying wavelength locking, and maintaining consistent lane-to-lane performance as systems scale. Key Performance Specifications: DFB with AOI's mature buried hetero (BH) structure laser platform with excellent reliability; Optical power over 400mW at 50degC; Narrow linewidth. Samples are now available to select customers, with volume production expected later in 2026.
Board Change • Dec 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 24% per year over the past 5 years. Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$13m net loss next year).
お知らせ • Nov 08Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $180 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Nov 08Third quarter 2025 earnings released: US$0.28 loss per share (vs US$0.42 loss in 3Q 2024)Third quarter 2025 results: US$0.28 loss per share. Revenue: US$118.6m (up 82% from 3Q 2024). Net loss: US$17.9m (loss widened 1.0% from 3Q 2024). Revenue is forecast to grow 50% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Communications industry in Europe.
New Risk • Nov 08New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$324m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (14% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$324m).
お知らせ • Nov 07Applied Optoelectronics, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Applied Optoelectronics, Inc. provides earnings guidance for the fourth quarter of 2025. For the quarter, the company expects Revenue in the range of $125 millionto $140 million.
お知らせ • Oct 17Applied Optoelectronics, Inc. to Report Q3, 2025 Results on Nov 06, 2025Applied Optoelectronics, Inc. announced that they will report Q3, 2025 results on Nov 06, 2025
Board Change • Oct 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Cindy DeLaney was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 30Applied Optoelectronics, Inc. Showcasing AOI 100G VCSEL-Based 800G OSFP 2xSR4 Optical Transceiver at ECOC 2025Applied Optoelectronics Inc. will highlight its 100G VCSEL technology with the demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark. AOI's vertically integrated design and manufacturing capabilities enable the production of 100G VCSELs at 850nm, the industry's preferred solution for short-reach connections under 100 meters in hyperscale data centers and AI/ML clusters. By leveraging these VCSELs in its 800G OSFP 2x SR4, AOI delivers a cost-efficient, low-power optical solution designed for the next generation of short-reach multimode links.
お知らせ • Sep 10Applied Optoelectronics, Inc. Advances Its Software Suite with New AI Intelligence Modules for Smarter NetworksApplied Optoelectronics Inc. announced the addition of four new software modules to its QuantumLink HFC Remote Management solution, offering customers actionable intelligence to optimize network performance, reduce operational costs, and improve the broadband experience. The new suite of software modules are add-ons to AOI's existing QuantumLink Central providing telemetry, adding unified visibility, predictive diagnostics, and automated controls to its remote amplifier management platform. Field technicians can access the simple-to-use web app to connect to AOI's QuantumLink Transponder inside the amplifier, which uses the LoRaWAN standard protocol to communicate directly with the central system to control the amplifiers, along with transmitting valuable data. Key benefits of the new software capabilities include: AI Module: From Prediction to Resolution; Machine learning predicts failures before they impact service through automatic anomaly detection, predictive health scoring, and lead-time forecasting for proactive planning; Prioritizes high-risk devices, accelerates root cause analysis with correlated telemetry, alarm, and historical data to pinpoint fault sources--sign significantly reducing Mean Time to Repair (MTTR). Integrates with IT/OT systems for automated ticketing and cross-team accountability--reducing repair times and optimizing maintenance efficiency; Analytics Module: Real-Time Visibility That Drives Smarter Decisions; NOC operators, field technicians, and engineers will gain real-time and historical insights into RF performance, alarms, and device health--enabling faster troubleshooting, fewer truck rolls, and improved SLA compliance; Executives and analysts can leverage dashboards for capacity planning and strategic oversight of the network; Alarms Module: Smarter Alarms for Lower OPEX and Higher QoS; Automated alarming helps the system catch issues immediately, offering the opportunity to troubleshoot and resolve problems before impact to customers; Closed-loop controls and auditable change management features extend equipment lifespan, and allow for regularly scheduled maintenance, helping to reduce OPEX while improving QoS; Network Map Module: Track, Manage and Streamline with Ease; Integrated workflows for tracking amplifiers by model, managing spares, and syncing with enterprise systems will help to ensure accurate asset lifecycle management, with device topology mapping, efficient RMA handling, and optimized inventory usage.
お知らせ • Aug 28Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $150 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Aug 08Applied Optoelectronics, Inc. Provides Earnings Guidance for Third Quarter of 2025Applied Optoelectronics, Inc. provided earnings guidance for third quarter of 2025. For the quarter, the company expects Revenue in the range of $115 million to $127 million.
お知らせ • Jul 22Applied Optoelectronics, Inc. Quantum Bandwidth Networking Products Certified for Deployment by Charter CommunicationsApplied Optoelectronics Inc. announced it completed testing and received certification from Charter Communications, for plans to deploy its 1.8GHz amplifiers and QuantumLink remote management software. Together, AOI is helping Charter progress its network evolution project with the deployment of extended spectrum DOCSIS (ESD). With the latest DOCSIS spectrum technology and 1.8 GHz HFC networking gear in place, Charter will be able to support symmetrical and multi-gigabit services, up to 10 Gbps downstream and 1 Gbps upstream. Charter has certified a mix of AOI's latest HFC networking solutions, spanning system amplifiers, line extenders, booster amplifiers, and software. Key products include: Quantum18 HGD 1.8GHz High Gain Dual System Amplifier; Quantum18 HGBT 1.8GHz High Gain Balanced Triple System Amplifier; Quantum18 BA 1.8GHz Booster Amplifier; Quantum18 LE 1.8GHz Line Extender. In close collaboration with AOI, Digicomm International will play an important role in supporting the end-to-end experience for ongoing installations. AOI and Digicomm announced an exclusive distribution relationship in 2023, and the companies will continue utilizing Digicomm's logistics services to support AOI's Quantum Bandwidth networking products. With its Quantum18 amplifier lineup, AOI is solving a crucial need for providers like Charter to easily transition from legacy to newer network systems, while maintaining compatibility with existing amplifier housings. When paired with AOI's QuantumLink remote management and monitoring solution, providers can deploy without disruption, while ensuring compatibility with existing tools such as SNMP, RESTCONF, and KAFKA.
お知らせ • Jul 18Applied Optoelectronics, Inc. to Report Q2, 2025 Results on Aug 07, 2025Applied Optoelectronics, Inc. announced that they will report Q2, 2025 results on Aug 07, 2025
お知らせ • May 09Applied Optoelectronics, Inc. Provides Earnings Guidance for Second Quarter of 2025Applied Optoelectronics, Inc. provided earnings guidance for second quarter of 2025. For the quarter, the company expects Revenue in the range of $100 million to $110 million.