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Applied Optoelectronics (AAOI)
NASDAQ:AAOI
AAOI Stock Chart & Stats
$37.17
-$0.33(-1.00%)
At close: 4:00 PM EST
$37.17
-$0.33(-1.00%)
Day’s Range― - ―
52-Week Range$9.71 - $41.96
Previous CloseN/A
Volume748.77K
Average Volume (3M)5.08M
Market Cap
$2.54B
Enterprise Value$1.73B
Total Cash (Recent Filing)$136.96M
Total Debt (Recent Filing)$235.16M
Price to Earnings (P/E)―
Beta3.37
Next Earnings
Feb 19, 2026EPS Estimate
-0.11Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.09
Shares Outstanding68,279,884
10 Day Avg. Volume6,042,304
30 Day Avg. Volume5,081,776
Financial Highlights & Ratios
PEG Ratio-0.05
Price to Book (P/B)6.68
Price to Sales (P/S)6.14
P/FCF Ratio-13.56
Enterprise Value/Market Cap0.68
Enterprise Value/Revenue4.09
Enterprise Value/Gross Profit13.96
Enterprise Value/Ebitda-13.59
Forecast
1Y Price Target
$38.25Price Target Upside2.91% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering4
EPS Forecast (FY)-0.33
Revenue Forecast (FY)$452.74M
Bulls Say, Bears Say
Bulls Say
Product OrdersAAOI announced it received its first volume order for its 800G transceivers from a major hyperscale customer, assumed to be Amazon, which signals the company has achieved the highly-anticipated qualification for its 800G transceiver.
Production ExpansionManagement is expected to now more confidently and aggressively build-out production capacity, with the majority in its TX facilities, to meet demand for further high large volume hyperscale orders.
Technological ApprovalAAOI is expected to receive formal approval from at least one major hyperscaler, marking a transformational achievement for the company.
Bears Say
Financial GuidanceThe 4Q guidance was below consensus.
Investor ConcernsThe timeline uncertainty has caused some worry for investors.
Applied Optoelectronics News
AAOI FAQ
What was Applied Optoelectronics’s price range in the past 12 months?
Applied Optoelectronics lowest stock price was $9.71 and its highest was $41.96 in the past 12 months.
What is Applied Optoelectronics’s market cap?
Applied Optoelectronics’s market cap is $2.54B.
When is Applied Optoelectronics’s upcoming earnings report date?
Applied Optoelectronics’s upcoming earnings report date is Feb 19, 2026 which is in 52 days.
How were Applied Optoelectronics’s earnings last quarter?
Applied Optoelectronics released its earnings results on Nov 06, 2025. The company reported -$0.09 earnings per share for the quarter, beating the consensus estimate of -$0.092 by $0.002.
Is Applied Optoelectronics overvalued?
According to Wall Street analysts Applied Optoelectronics’s price is currently Undervalued.
Does Applied Optoelectronics pay dividends?
Applied Optoelectronics does not currently pay dividends.
What is Applied Optoelectronics’s EPS estimate?
Applied Optoelectronics’s EPS estimate is -0.11.
How many shares outstanding does Applied Optoelectronics have?
Applied Optoelectronics has 68,279,884 shares outstanding.
What happened to Applied Optoelectronics’s price movement after its last earnings report?
Applied Optoelectronics reported an EPS of -$0.09 in its last earnings report, beating expectations of -$0.092. Following the earnings report the stock price went down -1.821%.
Which hedge fund is a major shareholder of Applied Optoelectronics?
Currently, no hedge funds are holding shares in AAOI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Applied Optoelectronics Stock Smart Score
Underperform
1
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9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$38.25 (2.91% Upside)
$38.25 (2.91% Upside)
Blogger Sentiment
Neutral
AAOI Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 244.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $124.6K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.2%
Last 30 Days ▲ 4.8%
Last 30 Days ▲ 4.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
-9.20%
12-Months-Change
Fundamentals
Return on Equity
-40.43%
Trailing 12-Months
Asset Growth
138.68%
Trailing 12-Months
Company Description
Applied Optoelectronics
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.
AAOI Company Deck
AAOI Earnings Call
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
The earnings call reflected a strong performance with record-breaking revenue primarily driven by the CATV segment, demonstrating the benefits of diversified revenue streams. However, there were challenges in the datacenter segment due to shipment delays, and operating expenses were higher than expected.View all AAOI earnings summariesAAOI Stock 12 Month Forecast
Average Price Target
$38.25
▲(2.91% Upside)
Technical Analysis
Ownership Overview
5.60% Insiders
12.86% Mutual Funds
19.24% Other Institutional Investors
50.96% Public Companies and Individual Investors