Applied Optoelectronics Future Growth
Future criteria checks 5/6
Applied Optoelectronics is forecast to grow earnings and revenue by 123.9% and 62.9% per annum respectively while EPS is expected to grow by 123.9% per annum.
Key information
123.9%
Earnings growth rate
123.85%
EPS growth rate
| Communications earnings growth | 19.8% |
| Revenue growth rate | 62.9% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 24 Mar 2026 |
Recent future growth updates
Recent updates
Why I'm Buying Applied Optoelectronics, Despite Its Dark History
Apr 02Revenues Tell The Story For Applied Optoelectronics, Inc. (NASDAQ:AAOI) As Its Stock Soars 25%
Jan 21
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing
Nov 14Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
Sep 16Applied Optoelectronics, Inc. (NASDAQ:AAOI) Looks Just Right With A 75% Price Jump
Jul 18After Leaping 38% Applied Optoelectronics, Inc. (NASDAQ:AAOI) Shares Are Not Flying Under The Radar
May 09
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 14Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins
Mar 04Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth
Dec 24Applied Optoelectronics: Risk/Reward Increasingly Unfavorable After Epic Rally (Rating Downgrade)
Dec 11Applied Optoelectronics' Bright Prospects Dimmed By Valuation Concerns
Nov 11Applied Optoelectronics: Mixed Results But Improved Outlook - Hold
Aug 27Applied Optoelectronics: The Bottom Is Not Likely In
Jul 07Applied Optoelectronics: A Turnaround Could Be Around The Corner
May 17Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip
Feb 27Applied Optoelectronics: A Risky Play At A Premium
Jan 30Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2027 | 1,876 | 302 | 171 | N/A | 3 |
| 12/31/2026 | 962 | 72 | -143 | N/A | 5 |
| 12/31/2025 | 456 | -38 | -385 | -174 | N/A |
| 9/30/2025 | 422 | -156 | -324 | -169 | N/A |
| 6/30/2025 | 368 | -156 | -269 | -155 | N/A |
| 3/31/2025 | 309 | -173 | -171 | -92 | N/A |
| 12/31/2024 | 249 | -187 | -120 | -70 | N/A |
| 9/30/2024 | 210 | -81 | -74 | -43 | N/A |
| 6/30/2024 | 207 | -72 | -69 | -44 | N/A |
| 3/31/2024 | 205 | -63 | -49 | -27 | N/A |
| 12/31/2023 | 218 | -56 | -23 | -8 | N/A |
| 9/30/2023 | 219 | -62 | -19 | -13 | N/A |
| 6/30/2023 | 213 | -69 | -11 | -7 | N/A |
| 3/31/2023 | 224 | -67 | -24 | -20 | N/A |
| 12/31/2022 | 223 | -66 | -18 | -14 | N/A |
| 9/30/2022 | 216 | -61 | -17 | -11 | N/A |
| 6/30/2022 | 212 | -61 | -7 | 2 | N/A |
| 3/31/2022 | 214 | -55 | -9 | 0 | N/A |
| 12/31/2021 | 212 | -54 | -22 | -12 | N/A |
| 9/30/2021 | 209 | -53 | -38 | -25 | N/A |
| 6/30/2021 | 233 | -47 | -49 | -35 | N/A |
| 3/31/2021 | 244 | -57 | -70 | -51 | N/A |
| 12/31/2020 | 235 | -58 | -64 | -44 | N/A |
| 9/30/2020 | 231 | -80 | -53 | -33 | N/A |
| 6/30/2020 | 200 | -80 | -47 | -33 | N/A |
| 3/31/2020 | 179 | -72 | -32 | -10 | N/A |
| 12/31/2019 | 191 | -66 | -34 | -2 | N/A |
| 9/30/2019 | 200 | -39 | N/A | -10 | N/A |
| 6/30/2019 | 211 | -34 | N/A | 3 | N/A |
| 3/31/2019 | 255 | -15 | N/A | 18 | N/A |
| 12/31/2018 | 267 | -2 | N/A | 14 | N/A |
| 9/30/2018 | 289 | 12 | N/A | 52 | N/A |
| 6/30/2018 | 322 | 35 | N/A | 52 | N/A |
| 3/31/2018 | 351 | 56 | N/A | 71 | N/A |
| 12/31/2017 | 382 | 74 | N/A | 84 | N/A |
| 9/30/2017 | 387 | 82 | N/A | 86 | N/A |
| 6/30/2017 | 369 | 81 | N/A | 85 | N/A |
| 3/31/2017 | 307 | 52 | N/A | 58 | N/A |
| 12/31/2016 | 261 | 31 | N/A | 57 | N/A |
| 9/30/2016 | 229 | 20 | N/A | 31 | N/A |
| 6/30/2016 | 216 | 5 | N/A | 18 | N/A |
| 3/31/2016 | 210 | 10 | N/A | 8 | N/A |
| 12/31/2015 | 190 | 11 | N/A | -15 | N/A |
| 9/30/2015 | 173 | 9 | N/A | -10 | N/A |
| 6/30/2015 | 153 | 8 | N/A | -3 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AAOI is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.4%).
Earnings vs Market: AAOI is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: AAOI is expected to become profitable in the next 3 years.
Revenue vs Market: AAOI's revenue (62.9% per year) is forecast to grow faster than the US market (10.4% per year).
High Growth Revenue: AAOI's revenue (62.9% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if AAOI's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/02 22:47 |
| End of Day Share Price | 2026/04/02 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Applied Optoelectronics, Inc. is covered by 14 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Ku Kang | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |