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Applied Optoelectronics (AAOI)
NASDAQ:AAOI
AAOI Stock Chart & Stats
Day’s Range― - ―
52-Week Range$8.55 - $44.50
Previous CloseN/A
Volume748.77K
Average Volume (3M)5.09M
Market Cap
$1.55B
Enterprise Value$1.58B
Total Cash (Recent Filing)$64.70M
Total Debt (Recent Filing)$179.11M
Price to Earnings (P/E)―
Beta3.32
Next Earnings
Nov 06, 2025EPS Estimate
-0.09Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.16
Shares Outstanding62,353,848
10 Day Avg. Volume5,491,325
30 Day Avg. Volume5,089,491
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap1.02
Enterprise Value/Revenue4.30
Enterprise Value/Gross Profit14.88
Enterprise Value/Ebitda-10.60
Forecast
1Y Price Target
$27.20Price Target Upside11.75% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
Bulls Say, Bears Say
Bulls Say
Market OpportunitiesAAOI's investments in production could enable the company to become the largest on-shore XCVR supplier in the industry.
Market Share GrowthAAOI's market share is likely to meaningfully grow on wins with major Cloud and AI builders.
Revenue PotentialOracle was a new 10% customer, indicating potential for diversified revenue streams.
Bears Say
Operating ExpensesHigher than planned operating expenses caused results to be slightly below consensus expectations.
Product Qualification UncertaintyManagement expects 800G to ramp up, but it hasn't been qualified by any hyperscalers yet, which poses uncertainty.
Product Transition Risks400G demand may start to decay as the industry transitions from Hopper to Blackwell, impacting future growth.
Applied Optoelectronics News
AAOI FAQ
What was Applied Optoelectronics’s price range in the past 12 months?
Applied Optoelectronics lowest stock price was $8.55 and its highest was $44.50 in the past 12 months.
What is Applied Optoelectronics’s market cap?
Applied Optoelectronics’s market cap is $1.55B.
When is Applied Optoelectronics’s upcoming earnings report date?
Applied Optoelectronics’s upcoming earnings report date is Nov 06, 2025 which is in 71 days.
How were Applied Optoelectronics’s earnings last quarter?
Applied Optoelectronics released its earnings results on Aug 07, 2025. The company reported -$0.16 earnings per share for the quarter, missing the consensus estimate of -$0.071 by -$0.089.
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 -0.09.
How many shares outstanding does Applied Optoelectronics have?
Applied Optoelectronics has 62,353,848 shares outstanding.
What happened to Applied Optoelectronics’s price movement after its last earnings report?
Applied Optoelectronics reported an EPS of -$0.16 in its last earnings report, missing expectations of -$0.071. Following the earnings report the stock price went down -3.314%.
Which hedge fund is a major shareholder of Applied Optoelectronics?
Currently, no hedge funds are holding shares in AAOI
Applied Optoelectronics Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$27.20 (11.75% Upside)
$27.20 (11.75% Upside)
Blogger Sentiment
Neutral
AAOI Sentiment 50%
Sector Average 69%
Sector Average 69%
Hedge Fund Trend
Increased
By 1.0M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $603.3K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.9%
Last 30 Days ▲ 0.5%
Last 30 Days ▲ 0.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
174.52%
12-Months-Change
Fundamentals
Return on Equity
-50.93%
Trailing 12-Months
Asset Growth
128.95%
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 Earnings Call
Q2 2025
0:00 / 0:00
Earnings Call Sentiment|Neutral
The earnings call highlighted strong revenue growth and strategic production capacity expansions, particularly in the datacenter and CATV segments. However, the company faced challenges with EPS falling below expectations due to increased operating expenses and a decline in telecom revenue. Despite these hurdles, the positive aspects of revenue growth and capacity expansion indicate a promising outlook.View all AAOI earnings summariesAAOI Stock 12 Month Forecast
Average Price Target
$27.20
▲(11.75% Upside)
Technical Analysis
Ownership Overview
8.85% Insiders
9.36% Mutual Funds
12.76% Other Institutional Investors
58.17% Public Companies and Individual Investors