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 | 7.62 |
| Price-to-Sales (TTM) | 21.98 |
| EV/Revenue | 20.99 |
| EV/EBITDA | 38.41 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 86.40% |
| Shares Outstanding | $84.57M |
| Float | $80.54M |
| % Insiders | 9.87% |
| % Institutions | 61.99% |
Volatility is currently contracting
Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
Applied Optoelectronics NASDAQ: AAOI is positioning its laser manufacturing and automated U.S.-based production capabilities as key differentiators as data-center customers expand AI infrastructure, according to Chief Financial Officer and Chief Strategy Officer Stefan Murry at the Rosenblatt Age of AI Tech Summit.
Applied Optoelectronics targets over 170% y/y revenue growth in 2027, driven by surging demand for high-speed optical transceivers. AAOI expects 2026 revenue around $1.1 billion, with 800G and 1.6T products exceeding production capacity into mid-2027. Despite rapid profitability improvement and trading at 4x next year's sales, AAOI faces significant dilution risk due to heavy capex needs.
As traditional copper infrastructure gives way to high-speed optical transceivers, AAOI's vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.
Applied Optoelectronics' datacenter and CATV growth, manufacturing expansion, and product innovation are fueling momentum against LITE and COHR.
Optics stocks are climbing through Friday's midday session, and the character of the move matters.
Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.
Photonics and optics stocks got a big boost Friday in the wake of strong earnings and amid anticipation of a potential setback for overseas competition.
AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.
AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.
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