Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
| Revenue (TTM) | $507.00M |
| Gross Profit (TTM) | $150.28M |
| EBITDA | $-27.46M |
| Operating Margin | -8.60% |
| Return on Equity | -6.13% |
| Return on Assets | -3.32% |
| Revenue/Share (TTM) | $7.61 |
| Book Value | $14.01 |
| Price-to-Book | 8.78 |
| Price-to-Sales (TTM) | 18.11 |
| EV/Revenue | 18.84 |
| EV/EBITDA | 38.41 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 51.40% |
| Shares Outstanding | $80.24M |
| Float | $76.34M |
| % Insiders | 10.79% |
| % Institutions | 68.78% |
Volatility is currently contracting
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.
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AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced record follow-on orders from Applied Optoelectronics, Inc. (NASDAQ: AAOI) for multiple Solstice® S8 advanced single-wafer wet processing systems to support the company's expanding production of optical devices in Houston.
AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.
Applied Optoelectronics remains a buy as AI-driven demand for optical/photonics solutions far exceeds current supply. Growth is constrained by capacity, not demand, with major hyperscaler orders and significant manufacturing expansions underway to unlock further upside. Q2 guidance signals an 83% YoY revenue growth rate and an around breakeven EPS, despite ongoing gross margin softness.
Applied Optoelectronics AAOI is trading at a premium, meaning investors are willing to pay more for the stock. Based on a forward 12-month Price/Sales (P/S), AAOI trades at 8.71x, compared with the Zacks Computer and Technology sector's 6.62x.
Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself.
