View ValuationApplied Optoelectronics 향후 성장Future 기준 점검 5/6Applied Optoelectronics은 연간 수입과 매출이 각각 148.1%와 86.4% 증가할 것으로 예상되고 EPS는 연간 147.6%만큼 증가할 것으로 예상됩니다.핵심 정보148.1%이익 성장률147.58%EPS 성장률Communications 이익 성장18.9%매출 성장률86.4%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트31 Jul 2026최근 향후 성장 업데이트공고 • 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.모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €84.16. The fair value is estimated to be €107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 4.7%.Recent Insider Transactions • Jul 19CFO & Chief Strategy Officer recently sold €427k worth of stockOn the 10th of July, Stefan Murry sold around 4k shares on-market at roughly €107 per share. This transaction amounted to 1.4% 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 €9.2m. Stefan has been a net seller over the last 12 months, reducing personal holdings by €10m.공고 • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2026 Results on Aug 06, 2026Applied Optoelectronics, Inc. announced that they will report Q2, 2026 results on Aug 06, 2026공고 • Jun 29+ 12 more updatesApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value BenchmarkApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value Benchmark공고 • Jun 12Applied Optoelectronics Inc Provides Quantumlink Remote Management Software for Spectrum’S Connected 1.8Ghz Amplifier FootprintApplied Optoelectronics Inc. had announced it is providing Spectrum with its QuantumLink remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. Building on Applied Optoelectronics Inc’s established role supporting Spectrum’s network evolution project with connected 1.8GHz amplifiers, the addition of QuantumLink remote management software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central enables Spectrum’s machine learning and automation capabilities to drive higher network performance and resiliency. QuantumLink platform will give Spectrum deep operational visibility and remote control of its amplifier assets, helping reduce operational complexity, minimize truck rolls, improve response times, and enable more proactive network optimization across its footprint. Deploying QuantumLink remote management software across Spectrum’s connected 1.8GHz amplifier footprint gives the ability to proactively monitor and manage critical network infrastructure more efficiently, helping improve service reliability, accelerate issue resolution, and support the continued evolution of the HFC network.Recent Insider Transactions • Jun 08Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly €173 per share. This transaction amounted to 4.4% 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 €9.2m. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.Recent Insider Transactions • Jun 03Independent Director recently sold €9.2m worth of stockOn the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly €163 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €55m more than they bought in the last 12 months.Recent Insider Transactions • May 25Founder recently sold €8.7m worth of stockOn the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly €149 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chih-Hsiang has been a net seller over the last 12 months, reducing personal holdings by €8.2m.Board Change • May 20Insufficient 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.공고 • May 15Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering공고 • 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 States공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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, 2026이익 및 매출 성장 예측DB:A59 - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20272,574381168N/A412/31/20261,03073-148N/A53/31/2026507-43-449-209N/A12/31/2025456-38-385-174N/A9/30/2025422-156-324-169N/A6/30/2025368-156-269-155N/A3/31/2025309-173-163-92N/A12/31/2024249-187-120-70N/A9/30/2024210-81-74-43N/A6/30/2024207-72-69-44N/A3/31/2024205-63-49-27N/A12/31/2023218-56-23-8N/A9/30/2023219-62-19-13N/A6/30/2023213-69-11-7N/A3/31/2023224-67-24-20N/A12/31/2022223-66-18-14N/A9/30/2022216-61-17-11N/A6/30/2022212-61-72N/A3/31/2022214-55-90N/A12/31/2021212-54-22-12N/A9/30/2021209-53-38-25N/A6/30/2021233-47-49-35N/A3/31/2021244-57-70-51N/A12/31/2020235-58-64-44N/A9/30/2020231-80-53-33N/A6/30/2020200-80-47-33N/A3/31/2020179-72-32-10N/A12/31/2019191-66N/A-2N/A9/30/2019200-39N/A-10N/A6/30/2019211-34N/A3N/A3/31/2019255-15N/A18N/A12/31/2018267-2N/A14N/A9/30/201828912N/A52N/A6/30/201832235N/A52N/A3/31/201835156N/A71N/A12/31/201738274N/A84N/A9/30/201738782N/A86N/A6/30/201736981N/A85N/A3/31/201730752N/A58N/A12/31/201626131N/A57N/A9/30/201622920N/A31N/A6/30/20162165N/A18N/A3/31/201621010N/A8N/A12/31/201519011N/A-15N/A9/30/20151739N/A-10N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: A59 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: A59 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: A59 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: A59 의 수익(연간 86.4%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: A59 의 수익(연간 86.4%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: A59의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/05 09:46종가2026/08/05 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Applied Optoelectronics, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullArgus Research CompanyKu KangB. Riley Securities, Inc.Richard ShannonCraig-Hallum Capital Group LLC11명의 분석가 더 보기
공고 • 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.
Buy Or Sell Opportunity • Jul 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 28% to €84.16. The fair value is estimated to be €107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 4.7%.
Recent Insider Transactions • Jul 19CFO & Chief Strategy Officer recently sold €427k worth of stockOn the 10th of July, Stefan Murry sold around 4k shares on-market at roughly €107 per share. This transaction amounted to 1.4% 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 €9.2m. Stefan has been a net seller over the last 12 months, reducing personal holdings by €10m.
공고 • Jul 17Applied Optoelectronics, Inc. to Report Q2, 2026 Results on Aug 06, 2026Applied Optoelectronics, Inc. announced that they will report Q2, 2026 results on Aug 06, 2026
공고 • Jun 29+ 12 more updatesApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value BenchmarkApplied Optoelectronics, Inc.(NasdaqGM:AAOI) dropped from Russell 2500 Value Benchmark
공고 • Jun 12Applied Optoelectronics Inc Provides Quantumlink Remote Management Software for Spectrum’S Connected 1.8Ghz Amplifier FootprintApplied Optoelectronics Inc. had announced it is providing Spectrum with its QuantumLink remote management software to serve as the control system for all connected 1.8GHz amplifiers across Spectrum’s footprint. Building on Applied Optoelectronics Inc’s established role supporting Spectrum’s network evolution project with connected 1.8GHz amplifiers, the addition of QuantumLink remote management software extends the collaboration into centralized network intelligence and operational control. The deployment of QuantumLink Central enables Spectrum’s machine learning and automation capabilities to drive higher network performance and resiliency. QuantumLink platform will give Spectrum deep operational visibility and remote control of its amplifier assets, helping reduce operational complexity, minimize truck rolls, improve response times, and enable more proactive network optimization across its footprint. Deploying QuantumLink remote management software across Spectrum’s connected 1.8GHz amplifier footprint gives the ability to proactively monitor and manage critical network infrastructure more efficiently, helping improve service reliability, accelerate issue resolution, and support the continued evolution of the HFC network.
Recent Insider Transactions • Jun 08Independent Director recently sold €1.4m worth of stockOn the 2nd of June, Min-Chu Chen sold around 8k shares on-market at roughly €173 per share. This transaction amounted to 4.4% 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 €9.2m. Insiders have been net sellers, collectively disposing of €56m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 03Independent Director recently sold €9.2m worth of stockOn the 26th of May, Cynthia DeLaney sold around 57k shares on-market at roughly €163 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €55m more than they bought in the last 12 months.
Recent Insider Transactions • May 25Founder recently sold €8.7m worth of stockOn the 19th of May, Chih-Hsiang Lin sold around 58k shares on-market at roughly €149 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Chih-Hsiang has been a net seller over the last 12 months, reducing personal holdings by €8.2m.
Board Change • May 20Insufficient 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.
공고 • May 15Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million.Applied Optoelectronics, Inc. has filed a Follow-on Equity Offering in the amount of $600 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
공고 • 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
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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