Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.
What's happening?
AAOI is outpacing Technology this month: +15.2% against +11.9% for the average Technology stock.
Above its 200-day average since 1 Oct, 4 days · 86 of 103 Technology stocks are trending up.
- 1D
- +5.17%
- 7D
- +25.56%
- 1M
- +15.20%
- 3M
- -1.45%
- 6M
- +13.14%
- YTD
- +248.74%
What is the market expecting?
Analysts' mean target sits 34.4% above the price.
Not ranked on value: this stock carries too few of the multiples to score against its sector.
Is the business delivering?
Revenue +86.4% on a year ago; met or beat the estimate in 3 of the last 4 quarters.
Earnings by quarter
Latest quarter -22.8M · -8.50M on the quarter before · -13.7M on a year earlier
- -17.8MNov24+8.36M
- -120MFeb25-102M
- -9.17MMay25+111M
- -9.10MAug25+74.0K
- -17.9MNov25-8.84M
- -2.02MFeb26+15.9M
- -14.3MMay26-12.3M
- -22.8MAug26-8.50M
Net income from the income statement, in USD, by the month it was reported.
How does it compare?
Value rankingAAOI is not ranked on value, so there are no nearest stocks to set it against.
What happens next?
StratDeckReports next on 5 Nov, in 31 days.
Networking catalysts
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Recent filings
- 15 Sept8-K1.012.039.01Entry into a Material Definitive Agreement; Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; Financial Statements and Exhibits
Entry into a Material Definitive Agreement.
- 10 Sept8-K1.019.01Entry into a Material Definitive Agreement; Financial Statements and Exhibits
Entry into a Material Definitive Agreement.
- 1 Sept8-K1.012.039.01Entry into a Material Definitive Agreement; Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant; Financial Statements and Exhibits
Entry into a Material Definitive Agreement.
Fundamentals
On the shortlist
AAOI isn't in any strategy's Top Matches or Close Matches today.
AI Infrastructure · Networking
The AI Infra tradeStratDeckOptical transceivers for data-centre links.
In the briefing
Briefing for 5 OctThe briefing has not named AAOI.
Shortlist history
AAOI has not made the shortlist since the ledger opened.
Keep researching
Where next from AAOI
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