Applied Optoelectronics Tidigare resultatutveckling
Tidigare kriterier kontrolleras 0/6
Applied Optoelectronics s intäkter har minskat med en genomsnittlig årlig takt på -17.8%, medan Communications -branschen såg intäkter på sjunkande 0.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 15.8% per år.
Viktig information
-17.77%
Tillväxttakt i vinsten
-1.12%
Tillväxttakt för EPS
| Communications Tillväxt i branschen | 31.77% |
| Intäkternas tillväxttakt | 15.83% |
| Avkastning på eget kapital | -3.92% |
| Nettomarginal | -8.55% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jun 09
Why I'm Buying The Applied Optoelectronics Dip
Summary Nvidia reaffirmed pluggable optics through 2027, extending demand visibility for Applied Optoelectronics's 800G and 1.6T transceivers. AAOI disclosed over $324 million of hyperscaler orders and expects 2026 revenue to exceed $1.1 billion. Management stated demand exceeds manufacturing capacity through mid-2027, making production expansion the primary growth constraint. Revenue could climb from $151 million in Q1 to over $400 million in Q4 as capacity ramps. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 06
AAOI: Heavy Dependence On One 1.6T Order Will Restrain Future Upside
Analysts have lifted their price target on Applied Optoelectronics by $3.50 to $57.50, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E multiples following recent research that highlights large 1.6T transceiver orders and expectations for meaningful customer demand. Analyst Commentary Recent research on Applied Optoelectronics has focused heavily on large 1.6T transceiver orders and the implications these contracts could have for long term revenue, profitability, and valuation.
Uppdatering av berättelse • May 23
AAOI: Hyperscale Order Concentration Will Likely Limit Future Share Upside
Analysts lifted their price target on Applied Optoelectronics from about $90 to about $151, citing higher fair value estimates, updated revenue and margin assumptions, and a higher future P/E multiple, informed by recent research highlighting large transceiver orders and ongoing demand for 400G and 800G products. Analyst Commentary Recent research updates on Applied Optoelectronics focus on higher price targets, large transceiver orders, and shifting views on the risk and reward profile as demand for 400G and 800G products develops.Analysartikel • May 11
Earnings Update: Here's Why Analysts Just Lifted Their Applied Optoelectronics, Inc. (NASDAQ:AAOI) Price Target To US$151
The analysts might have been a bit too bullish on Applied Optoelectronics, Inc. ( NASDAQ:AAOI ), given that the company...
Uppdatering av berättelse • May 02
AAOI: Hyperscale Orders And US Capacity Expansion Will Shape A Balanced Outlook
Narrative Update on Applied Optoelectronics The analyst price target for Applied Optoelectronics has been reset from $140 to $190. Analysts point to the recently announced over $200 million 1.6T transceiver order from a long-term customer, which is viewed as consistent with ongoing demand for 400G and upcoming 800G deployments across major cloud accounts.Uppdatering av berättelse • Apr 18
AAOI: Large Hyperscale Transceiver Orders Will Ultimately Struggle To Justify Current Expectations
Analysts lifted their price target framework for Applied Optoelectronics sharply, with fair value rising from $50.00 to $140.00. They point to the new over $200m 1.6T transceiver order from a long term customer, expected strength in 400G, and anticipated 800G demand starting in Q2 as key supports for higher projected revenue growth, margins, and future P/E multiples.Uppdatering av berättelse • Apr 03
AAOI: Concentrated Hyperscale Orders Will Likely Cap Future Share Returns
Analysts have raised their price targets on Applied Optoelectronics, supported by a higher fair value estimate of $90.30 and recent research that reflects a more constructive view on large 1.6T, 400G, and 800G transceiver orders from cloud customers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the over US$200m 1.6T transceiver order from a long term customer as a meaningful proof point that large cloud buyers are committing real dollars to Applied Optoelectronics' higher speed products.
Ny berättelse • Apr 02
The Company Powering AI’s Data Traffic, Not Its Headlines
Rating: Speculative Buy / High Risk Style: AI infrastructure “picks-and-shovels” growth name Core debate: Is AAOI a genuine bottleneck asset in AI networking, or a cyclical optics supplier temporarily enjoying peak demand and peak multiples? Executive view Applied Optoelectronics is no longer just a small-cap optical component company.Uppdatering av berättelse • Mar 20
AAOI: Heavy Reliance On One Hyperscale Order Will Limit Future Upside
Analysts lifted their price target on Applied Optoelectronics from $15 to $54, reflecting updated views that stronger 400G and 800G demand, large 1.6T transceiver orders, and higher projected revenue growth and profit margins could justify a higher fair value and future P/E multiple. Analyst Commentary Recent research on Applied Optoelectronics highlights both strong interest in high speed optical products and a wide range of opinions on what that might mean for the stock.Uppdatering av berättelse • Mar 06
AAOI: Amazon Reliance And Unproven 800G Ramp Will Restrain Future Returns
Analysts have sharply raised their price targets on Applied Optoelectronics, with one increase from $15 to $54. They cite continued strength in 400G products and the expectation that 800G will begin contributing incremental growth from Q2, particularly supported by firm demand from a key customer such as Amazon.Uppdatering av berättelse • Feb 20
AAOI: New Facility And AI Transceiver Demand Will Support Balanced Future Outlook
Analysts have slightly raised their price target on Applied Optoelectronics to $50.00, reflecting updated assumptions for revenue growth of 82.48%, profit margins of 16.73%, and a future P/E of 12.31x. What's in the News Held a groundbreaking ceremony for a new 210,000 square foot manufacturing facility at 1111 Gillingham St. in Sugar Land, Texas, expanding its physical footprint for future production capacity (Key Developments).Uppdatering av berättelse • Feb 05
AAOI: Houston Automation Strength And Amazon Expectations Will Shape A Measured Outlook
Narrative Update on Applied Optoelectronics Analysts now frame Applied Optoelectronics' outlook around a split view, with one firm lifting its price target to $35 after a site visit that highlighted manufacturing capabilities, while another reiterates a $15 target and a Sell rating based on valuation concerns and what it calls ambitious 2026 revenue expectations tied to the Amazon opportunity. Analyst Commentary Recent research on Applied Optoelectronics splits into two camps, with some analysts highlighting upside linked to manufacturing strength and others questioning how much of the potential growth story is already reflected in the share price.Uppdatering av berättelse • Jan 22
AAOI: InP Lasers And Automation Will Support Future AI Transceiver Leadership
Analysts have lifted their blended price target range for Applied Optoelectronics toward the mid teens to mid $30s, reflecting mixed views that balance concerns about valuation and ambitious revenue assumptions with confidence in the company's InP laser capabilities and highly automated transceiver production. Analyst Commentary Recent research on Applied Optoelectronics shows a clear split between bullish analysts who see upside from the company’s technology and production capabilities and more cautious voices focused on valuation and execution risk.Analysartikel • Jan 21
Revenues Tell The Story For Applied Optoelectronics, Inc. (NASDAQ:AAOI) As Its Stock Soars 25%
Despite an already strong run, Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) shares have been powering on, with a gain...Uppdatering av berättelse • Jan 07
AAOI: Texas Expansion And Amazon Contract Expectations Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for Applied Optoelectronics from $30.60 to $36.60, reflecting updated assumptions on revenue growth, profit margins, and future P/E after recent research visits and valuation checks that highlighted both the company’s manufacturing capabilities and differing views on how much of the Amazon opportunity is already priced in. Analyst Commentary Recent Street research on Applied Optoelectronics presents a split view, with some analysts focusing on the company’s operational strengths and others pointing to valuation risks and ambitious revenue assumptions tied to the Amazon opportunity.Uppdatering av berättelse • Dec 23
AAOI: InP Laser And Transceiver Automation Will Support Structurally Stronger Margins
We raise our fair value estimate for Applied Optoelectronics to $50 from $34, reflecting analysts' higher confidence in the company's laser and transceiver capabilities and structurally stronger margins, even as some caution that the current share price already embeds aggressive growth expectations. Analyst Commentary Bullish analysts point to Applied Optoelectronics' differentiated position in indium phosphide, or InP, laser epitaxy and advanced transceiver manufacturing as key reasons for raising price targets and assigning favorable ratings.Uppdatering av berättelse • Dec 09
AAOI: Texas Expansion And Amazon Opportunity Will Shape A Measured Future Outlook
Analysts have slightly increased their price target for Applied Optoelectronics, with the blended target edging higher by about $5 to approximately $35. They highlight the company’s strengthened InP laser and automated transceiver manufacturing capabilities while still cautioning that valuation already reflects much of the anticipated Amazon-driven upside.Uppdatering av berättelse • Nov 25
AAOI: Expanded Manufacturing in Texas Will Drive Future Industry Leadership
Applied Optoelectronics' analyst price target has increased from $28.40 to $30.60. This change reflects analysts' recognition of stronger operational capabilities and advanced production efficiencies amid ongoing debates over growth prospects and valuation.Analysartikel • Nov 14
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Pounded By 27% But Not Lagging Industry On Growth Or Pricing
Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) shares have had a horrible month, losing 27% after a relatively good...Uppdatering av berättelse • Nov 05
AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions
Analysts have raised their price target for Applied Optoelectronics from $18 to $25. This change reflects expectations for increased datacenter optical market share and further sales growth resulting from new awards, capacity expansions, and favorable industry dynamics.Uppdatering av berättelse • Oct 22
Analysts Raise Targets for Applied Optoelectronics Amid Growth Optimism and Valuation Adjustments
Analysts have increased their price target for Applied Optoelectronics, raising it by $1.20. This change reflects growing optimism driven by expectations of expanded market share and a stronger sales outlook.Analysartikel • Sep 16
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stocks Shoot Up 32% But Its P/S Still Looks Reasonable
Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) shares have continued their recent momentum with a 32% gain in the last...Uppdatering av berättelse • Aug 27
US And Taiwan Manufacturing Will Fuel Optical Market Expansion
Despite optimism around Applied Optoelectronics’ long-term market share gains, upcoming sales growth, and favorable geopolitical tailwinds, the consensus analyst price target has been reduced from $29.50 to $27.20. Analyst Commentary Bullish analysts see strong potential for 2026 sales growth driven by new customer awards.Uppdatering av berättelse • Aug 10
US And Taiwan Manufacturing Will Fuel Optical Market Expansion
Despite a substantial improvement in net profit margin and a sharp decline in future P/E, the consensus analyst price target for Applied Optoelectronics has been revised downward from $31.33 to $29.50. What's in the News Provided Q3 2025 revenue guidance of $115 million to $127 million.Analysartikel • Jul 18
Applied Optoelectronics, Inc. (NASDAQ:AAOI) Looks Just Right With A 75% Price Jump
Applied Optoelectronics, Inc. ( NASDAQ:AAOI ) shares have continued their recent momentum with a 75% gain in the last...
Ny berättelse • Apr 24
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.Seeking Alpha • Mar 14
Applied Optoelectronics: Sell The Rally
Summary Shares of Applied Optoelectronics rallied in after hours after the company disclosed a warrant agreement with Amazon.com. However, Amazon is well known for using its bargaining power to extract warrants from exchange-listed suppliers. Essentially, the agreement represents a volume discount. The company reported Q4/2024 and full-year results largely in line with expectations, but ramping up datacenter equipment sales will be key going forward. However, required investments in working capital and additional production capacity are likely to result in substantial near-term cash flow pressures. Given near-term execution risk and potential for additional dilution, investors should consider using the Amazon-related rally to dispose of existing positions. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins
Summary Applied Optoelectronics, Inc. reported strong Q4 sales growth but faced significant declines in efficiency and profitability, raising concerns about a sustainable turnaround. The company's CATV segment drove top-line growth, but gross margins and net income suffered due to one-time charges and operational inefficiencies. Macroeconomic uncertainties, including tariff wars, add volatility, making it difficult to confidently predict a near-term improvement in profitability. While the company shows promise with new product lines and capacity expansion, I need to see consistent operational improvements before considering investment in AAOI stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth
Summary Applied Optoelectronics is up 326.38% over the last six months. The company reported impressive Q3-2024 results and foresees a 40% revenue growth QoQ for Q4-2024. The company benefits from the high demand for fiber optics used at US datacenters. Demand for fiber optics at datacenters will continue to grow with the mass applications of AI and internet computing. I continue my rating of a Buy, although it comes at a risk. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Applied Optoelectronics: Risk/Reward Increasingly Unfavorable After Epic Rally (Rating Downgrade)
Summary Last month, Applied Optoelectronics reported third-quarter results largely in line with expectations. Sales increased by more than 50% sequentially, driven by strong demand for data center and CATV products. Persistent cash outflows from increased working capital levels and elevated capex requirements were more than offset by proceeds from additional share sales into the open market. AAOI's Management projected Q4 revenues to increase by another 50%+ on a quarter-over-quarter basis, driven by persistent tailwinds from AI data center demand and the DOCSIS 4.0 transition in CATV. Following the epic rally in the shares, the company's valuation has reached elevated levels relative to much larger peers. With risk/reward looking increasingly unfavorable, I am downgrading the company's shares from "Hold" to "Sell" with a price target of $22, which is based on 30x estimated 2025 earnings per share. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Applied Optoelectronics' Bright Prospects Dimmed By Valuation Concerns
Summary Applied Optoelectronics, Inc. has shown significant growth, particularly in its CATV and 400G segments, with a 150% stock increase in the past six months. Despite strong revenue and customer growth, Applied Optoelectronics faces challenges with negative earnings, high P/E ratio, and cash flow issues. AAOI stock is currently rated as a hold due to overvaluation concerns, ongoing losses, and heavy reliance on a small group of customers. Future consideration for buying would depend on a stock price drop that better reflects the company's actual fundamentals. Read the full article on Seeking AlphaSeeking Alpha • Aug 27
Applied Optoelectronics: Mixed Results But Improved Outlook - Hold
Summary Applied Optoelectronics reported mixed Q2/2024 results, with revenue in line but gross margins below expectations, and continued negative free cash flow. The company continued to sell newly issued shares into the open market, thus resulting in substantial dilution for common equity holders. Following substantial delays, revenues under two supply agreements with key customer Microsoft are expected to ramp in the second half of the year. With H2 revenues expected to double from subdued first half levels, working capital requirements are likely to increase quite meaningfully. For my part, I prefer to remain on the sidelines until there is more clarity regarding the company's near-term margin and cash flow trajectory. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Applied Optoelectronics: The Bottom Is Not Likely In
Summary Applied Optoelectronics provides niche technology solutions to various markets including data centers, cable TV, and telecommunications. Despite positive developments like a deal with Microsoft, the company has seen a significant decline in its stock price, and it is struggling financially. Continued downside is possible due to volatility in key markets, declining revenue, and lack of positive earnings or cash flows. Read the full article on Seeking AlphaSeeking Alpha • May 17
Applied Optoelectronics: A Turnaround Could Be Around The Corner
Summary Applied Optoelectronics has come under pressure due to revenue and margin contraction in recent quarters. However, the company's pivotal Data Center segment is about to receive a major boost as operators upgrade their networks to meet increased demand due to AI boom. AAOI stock could see strong growth over the next three years. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
Applied Optoelectronics Tanks On Q1 2024 Outlook: Buy The Dip
Summary Applied Optoelectronics' stock price dropped over 30% after weak Q1-2024 outlook, but is expected to recover in the long term. The company's Q4-2023 earnings report showed improvement YoY and QoQ, but came in below expectations. Applied Optoelectronics' products are in high demand for data infrastructure and AI technology, positioning the company for future growth. I continue a rating of Buy and recommend using the drop in price to reload positions. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Applied Optoelectronics tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 507 | -43 | 116 | 93 |
| 31 Dec 25 | 456 | -38 | 106 | 86 |
| 30 Sep 25 | 422 | -156 | 97 | 76 |
| 30 Jun 25 | 368 | -156 | 86 | 69 |
| 31 Mar 25 | 309 | -173 | 82 | 61 |
| 31 Dec 24 | 249 | -187 | 78 | 55 |
| 30 Sep 24 | 210 | -81 | 76 | 48 |
| 30 Jun 24 | 207 | -72 | 74 | 44 |
| 31 Mar 24 | 205 | -63 | 67 | 39 |
| 31 Dec 23 | 218 | -56 | 64 | 36 |
| 30 Sep 23 | 219 | -62 | 63 | 36 |
| 30 Jun 23 | 213 | -69 | 60 | 36 |
| 31 Mar 23 | 224 | -67 | 57 | 35 |
| 31 Dec 22 | 223 | -66 | 56 | 36 |
| 30 Sep 22 | 216 | -61 | 54 | 36 |
| 30 Jun 22 | 212 | -61 | 53 | 37 |
| 31 Mar 22 | 214 | -55 | 53 | 40 |
| 31 Dec 21 | 212 | -54 | 53 | 41 |
| 30 Sep 21 | 209 | -53 | 54 | 43 |
| 30 Jun 21 | 233 | -47 | 56 | 44 |
| 31 Mar 21 | 244 | -57 | 56 | 44 |
| 31 Dec 20 | 235 | -58 | 56 | 43 |
| 30 Sep 20 | 231 | -80 | 55 | 43 |
| 30 Jun 20 | 200 | -80 | 53 | 42 |
| 31 Mar 20 | 179 | -72 | 52 | 43 |
| 31 Dec 19 | 191 | -66 | 52 | 43 |
| 30 Sep 19 | 200 | -39 | 50 | 44 |
| 30 Jun 19 | 211 | -34 | 51 | 48 |
| 31 Mar 19 | 255 | -15 | 50 | 49 |
| 31 Dec 18 | 267 | -2 | 49 | 50 |
| 30 Sep 18 | 289 | 12 | 48 | 49 |
| 30 Jun 18 | 322 | 35 | 48 | 44 |
| 31 Mar 18 | 351 | 56 | 46 | 40 |
| 31 Dec 17 | 382 | 74 | 44 | 35 |
| 30 Sep 17 | 387 | 82 | 42 | 32 |
| 30 Jun 17 | 369 | 81 | 38 | 31 |
| 31 Mar 17 | 307 | 52 | 34 | 31 |
| 31 Dec 16 | 261 | 31 | 32 | 32 |
| 30 Sep 16 | 229 | 20 | 30 | 31 |
| 30 Jun 16 | 216 | 5 | 28 | 28 |
| 31 Mar 16 | 210 | 10 | 27 | 24 |
| 31 Dec 15 | 190 | 11 | 26 | 21 |
| 30 Sep 15 | 173 | 9 | 26 | 19 |
| 30 Jun 15 | 153 | 8 | 26 | 18 |
Kvalitetsintäkter: AAOI är för närvarande olönsam.
Växande vinstmarginal: AAOI är för närvarande olönsam.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: AAOI är olönsam och förlusterna har ökat under de senaste 5 åren i en takt av 17.8% per år.
Accelererande tillväxt: Det går inte att jämföra AAOI s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt
Resultat vs industri: AAOI är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Communications branschen ( 11.5% ).
Avkastning på eget kapital
Hög ROE: AAOI har en negativ avkastning på eget kapital ( -3.92% ), eftersom det för närvarande är olönsamt.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/16 15:56 |
| Aktiekurs vid dagens slut | 2026/06/16 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Applied Optoelectronics, Inc. bevakas av 14 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Ku Kang | B. Riley Securities, Inc. |
| Richard Shannon | Craig-Hallum Capital Group LLC |