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Applied Optoelectronics, Inc. designs and manufactures optical communications products, including transceivers and cables, essential for data center networking infrastructure in the AI ecosystem.
- Share Price
- 48.32USD
- Market Cap
- 4.39BUSD
- Revenue
- 747.22MUSD
- Net Income
- -32.78MUSD
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
48.32 USD |
| Market Cap |
4.39B USD |
| Shares Outstanding |
90.77M |
| Shares Float |
86.76M |
| 52w Low |
18.50 USD |
| 52w High |
233.67 USD |
| Avg Volume |
10.57M |
Valuation
| P/E (forward) |
12.6x |
| P/B |
1.94x |
| Enterprise Value |
4.13B USD |
| Book Value / Share |
24.94 USD |
| PEG Ratio |
0.78x |
| P/S |
5.87x |
| EV / Revenue |
5.53x |
| EV / EBITDA |
-515.97x |
Income
| Revenue |
747.22M USD |
| Revenue / Share |
9.53 USD |
| EBITDA |
-8.01M USD |
| Net Income |
-32.78M USD |
| EPS (trailing) |
-0.38 USD |
| EPS (forward) |
3.82 USD |
Margins & Profitability
| Gross Margin |
28.8% |
| Operating Margin |
-0.5% |
| Profit Margin |
-4.4% |
| EBITDA Margin |
-1.1% |
| Return on Equity |
-2.3% |
| Return on Assets |
-1.5% |
Cash & Debt
| Total Cash |
605.41M USD |
| Total Debt |
350.20M USD |
| Free Cash Flow |
-1.31B USD |
| Operating Cash Flow |
-106.23M USD |
| Debt / Equity |
0.16x |
| Current Ratio |
2.34x |
| Quick Ratio |
1.54x |
Dividend
| Yield |
0.0% |
| Payout Ratio |
0.0% |
Analyst Consensus
| Target (Mean) |
109.00 USD |
| Target (Median) |
115.00 USD |
| Target (High) |
165.00 USD |
| Target (Low) |
45.00 USD |
| Analysts' Rating |
Buy |
| # Analysts |
5 |
Identifiers
| ISIN | US03823U1025 |
| CUSIP | 03823U102 |
| FIGI | BBG000D6VW15 |
| SEDOL | BDRW1M6 |
Sentiment 62.0%
as of 10-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Strong demand for high-speed optical transceivers driven by expanding AI data center infrastructure boosted investor optimism. Positive analyst coverage highlighted AAOI's expanding partnerships with hyperscale cloud providers. Recent product launches in 400G and 800G modules positioned the company favorably in the growing AI networking market.
Neutral / mixed
Mixed quarterly results reflected revenue growth offset by margin pressures from component costs. Broader semiconductor sector volatility influenced trading patterns without company-specific catalysts. Regulatory developments around US-China tech trade remained a background factor with limited immediate impact.
Negative drivers
Supply chain disruptions in Asia led to delayed shipments and raised concerns over near-term execution. Increased competition from larger players like Coherent and II-VI pressured market share expectations. Macroeconomic uncertainty around interest rates contributed to cautious sentiment in small-cap tech stocks.
Bottom line
Overall sentiment for AAOI remains moderately positive amid AI tailwinds, tempered by operational and competitive challenges. The 30-day window shows balanced but slightly optimistic investor views heading into late 2026.
Nasdaq
USD