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AAOI logo

Applied Optoelectronics, Inc. Stock Price

NasdaqGM:AAOI Community·US$8.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 138 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AAOI Share Price Performance

US$105.36
78.29 (289.21%)
​
US$163.40
Fair Value
US$105.36
78.29 (289.21%)
35.5% undervalued intrinsic discount
US$163.40
Fair Value
Price US$105.36
AnalystConsensusTarget US$163.40
AnalystHighTarget US$220.00
HedgeY US$78.00
Thu, 3 Sep 26
Fair ValueUS$163.40
Share Pricen/a

AAOI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$163.4 35.5% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
59users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$220 52.1% undervalued intrinsic discount

AI Expansion And Wireless Rollouts Will Reshape Optical Communications

0users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$78 35.1% overvalued intrinsic discount

The Company Powering AI’s Data Traffic, Not Its Headlines

3users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AAOI logo
Applied Optoelectronics
35.1% overvalued intrinsic discount

The Company Powering AI’s Data Traffic, Not Its Headlines

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HE
HedgeY
Emerging Author
HedgeY
Published 2 Apr
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AAOI logo
Applied Optoelectronics
35.5% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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AAOI logo
Applied Optoelectronics
3.3% undervalued intrinsic discount

Customer Dependence And Price Pressure Will Curtail Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
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AAOI logo
Applied Optoelectronics
52.1% undervalued intrinsic discount

AI Expansion And Wireless Rollouts Will Reshape Optical Communications

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

HE
HedgeY
AAOI logo

The Company Powering AI’s Data Traffic, Not Its Headlines

Fair Value: US$78 35.1% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AAOI logo

AAOI: 1.6T Launch Trajectory May Support Further Upside Potential

Fair Value: US$163.4 35.5% undervalued intrinsic discount
59 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AAOI logo

AAOI: Record AI Orders And 1.6T Rollout Will Constrain Future Returns

Fair Value: US$109 3.3% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

3 Risks
1 Reward
View Full Analysis

Applied Optoelectronics, Inc. Key Details

US$596.0m

Revenue

US$423.6m

Cost of Revenue

US$172.3m

Gross Profit

US$229.4m

Other Expenses

-US$57.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.67
28.92%
-9.57%
13.3%
View Full Analysis

About AAOI

Founded
1997
Employees
4691
CEO
Chih-Hsiang Lin
WebsiteView website
www.ao-inc.com

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.

Recent AAOI News & Updates

Seeking Alpha • Sep 10

Applied Optoelectronics Still Over Lumentum: Buying Back The Loser For A Better Reason

Summary Applied Optoelectronics (AAOI) is upgraded to a cautious Buy after a ~45% correction, with valuation now reflecting quality and duration risks. AAOI's capacity expansion, regulatory tailwinds, and expected margin inflection support the Buy thesis despite ongoing dilution and near-term revenue drags. Lumentum (LITE) is shifted from Sell to Hold, acknowledging its superior margins, visible earnings, and strong recent results, but rich valuation limits upside. Valuation discipline remains critical in optical; AAOI now trades at a ~46% discount to LITE on EV/gross profit, justifying a standalone long. Read the full article on Seeking Alpha
User avatar
Narrative Update • Sep 03

AAOI: 1.6T Launch Trajectory May Support Further Upside Potential

Analysts have raised their fair value estimate for Applied Optoelectronics to $163.40 from $150.30, citing higher price targets tied to the 1.6T launch trajectory and updates to post-Q2 modeling as key supports for the revised outlook. Analyst Commentary Recent research on Applied Optoelectronics highlights both optimism around the 1.6T launch and a more measured stance tied to post Q2 modeling and current valuation.

Recent updates

No updates

Applied Optoelectronics, Inc. Competitors

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