AAOI Share Price Performance
US$95.58
79.76 (504.17%)
23.6% overvalued intrinsic discount
US$77.30
Fair Value
Price US$95.58
AnalystConsensusTarget US$77.30
AnalystHighTarget US$50.00
AnalystLowTarget US$15.00
Fair ValueUS$77.30
Share Pricen/a
Applied Optoelectronics, Inc. Stock Price
- 3 Narratives written by author
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- 38 Fair Values set on narratives written by author
AAOI Community Narratives
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Fair Value US$77.3 23.6% overvalued intrinsic discount
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
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AN
Fair Value US$50 91.2% overvalued intrinsic discount
AI Expansion And Wireless Rollouts Will Reshape Optical Communications
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Fair Value US$15 537.2% overvalued intrinsic discount
Customer Dependence And Price Pressure Will Curtail Margins
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1users have followed this narrative
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
489
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AN
US$77.3
23.6% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
25.31%
Future PE
13.32x
Price in 2029
US$97.68
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
59
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AN
US$50
91.2% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
16.73%
Future PE
12.31x
Price in 2029
US$63.06
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
22
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US$15
537.2% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
22.89%
Future PE
5.86x
Price in 2028
US$18.9
Trending Discussion
Recently Updated Narratives
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AAOI: Amazon Reliance And Unproven 800G Ramp Will Restrain Future Returns
Fair Value: US$77.3 23.6% overvalued intrinsic discount
23 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
AAOI: New Facility And AI Transceiver Demand Will Support Balanced Future Outlook
Fair Value: US$50 91.2% overvalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Customer Dependence And Price Pressure Will Curtail Margins
Fair Value: US$15 537.2% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Applied Optoelectronics, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.51
- 30.04%
- -8.39%
- 26.9%
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.
