Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber optic networking products globally. The company is headquartered in Sugar Land, Texas.
| Revenue (TTM) | $595.97M |
| Gross Profit (TTM) | $172.33M |
| EBITDA | $-32.11M |
| Operating Margin | -12.90% |
| Return on Equity | -5.45% |
| Return on Assets | -2.72% |
| Revenue/Share (TTM) | $8.18 |
| Book Value | $19.77 |
| Price-to-Book | 5.15 |
| Price-to-Sales (TTM) | 14.45 |
| EV/Revenue | 14.07 |
| EV/EBITDA | 38.41 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 86.40% |
| Shares Outstanding | $84.91M |
| Float | $80.60M |
| % Insiders | 9.78% |
| % Institutions | 62.91% |
Volatility is currently contracting
AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.
Company Publishes White Paper on Expanding CATV Spectrum to 3.0GHz SUGAR LAND, Texas, Sept. 24, 2026 /PRNewswire/ -- AOI (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced plans for a future-forward 3.0GHz demo at next week's SCTE TechExpo in Atlanta, September 29 – October 2, at booth H1448.
Applied Optoelectronics faces supply constraints despite surging 800G demand, while FN's broad AI data-center growth and capacity expansion strengthen its position.
LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector's fiber and photonics suppliers in the spotlight.
Applied Optoelectronics, Inc. expects demand to exceed capacity through mid 2027 as 800G and 1.6T optical deployments accelerate across hyperscalers. Q2 revenue surged 86% to $191.9 million, while management expects approximately $1.1 billion in revenue during 2026. Monthly 800G and 1.6T capacity could exceed 650,000 units by year-end and reach 930,000 during 2027.
Applied Optoelectronics is rated 'Buy' due to strong end-market demand and a compelling forward valuation. AAOI's 1.6T and 800G optical transceivers are driving revenue inflection, with significant volume orders secured and shipments commencing. Recent financials show an 86.4% YoY revenue increase to $191.9M and adjusted EPS of $0.06, beating consensus.
AAOI targets 650,000 monthly units by year-end 2026 as 800G and 1.6T demand continues exceeding available capacity. Management's mid-2027 targets imply roughly $471 million monthly optical revenue, equivalent to $5.65 billion annualized before CATV. AAOI's vertical integration provides scarce laser capacity, while future CPO laser products could potentially generate gross margins near 60%.
Optics stocks are rebounding Wednesday morning without a fresh headline to point to, and the size of the group's move relative to the broader market is the story. The iShares Semiconductor ETF (NASDAQ:SOXX) is at $508.
Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
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