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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.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chipsinfra
|
| Category |
2.40 Photonic Components, Transceivers & Integration
3.40 Networking Hardware & Silicon
|
| Sentiment |
50.0% |
| USD Mkt Cap | 8.95B |
| USD Revenue | 595.97M |
| USD Net Income | -57.02M |
| fwd P/E | 22.89 |
| PEG | 0.78 |
| Price 3M | -38.1% |
| Price 6M | +9.8% |
| Price 1Y | +292.8% |
| Price 2Y | +627.7% |
| USD Share Price | 106.32 |
Price & Size
| Price |
105.36 USD |
| Market Cap |
8.95B USD |
| Shares Outstanding |
84.91M |
| Shares Float |
80.56M |
| 52w Low |
18.50 USD |
| 52w High |
233.67 USD |
| Avg Volume |
10.46M |
Valuation
| P/E (forward) |
22.9x |
| P/B |
5.33x |
| Enterprise Value |
8.71B USD |
| Book Value / Share |
19.77 USD |
| PEG Ratio |
0.78x |
| P/S |
15.01x |
| EV / Revenue |
14.62x |
| EV / EBITDA |
-271.31x |
Income
| Revenue |
595.97M USD |
| Revenue / Share |
8.18 USD |
| EBITDA |
-32.11M USD |
| Net Income |
-57.02M USD |
| EPS (trailing) |
-0.77 USD |
| EPS (forward) |
4.60 USD |
Margins & Profitability
| Gross Margin |
28.9% |
| Operating Margin |
-12.9% |
| Profit Margin |
-9.6% |
| EBITDA Margin |
-5.4% |
| Return on Equity |
-5.5% |
| Return on Assets |
-2.7% |
Cash & Debt
| Total Cash |
499.74M USD |
| Total Debt |
300.14M USD |
| Free Cash Flow |
-887.05M USD |
| Operating Cash Flow |
-131.82M USD |
| Debt / Equity |
0.18x |
| Current Ratio |
2.78x |
| Quick Ratio |
1.90x |
Analyst Consensus
| Target (Mean) |
163.40 USD |
| Target (Median) |
178.00 USD |
| Target (High) |
220.00 USD |
| Target (Low) |
109.00 USD |
| Recommendation |
none |
| # Analysts |
5 |
Identifiers
| ISIN | US03823U1025 |
| CUSIP | 03823U102 |
| FIGI | BBG000D6VW15 |
| SEDOL | BDRW1M6 |
Sentiment 50.0%
as of Sep 12, 2026
Positive drivers
No specific positive catalysts identified in the period due to lack of available future data. General sector interest in AI optical components could provide tailwinds. Company focus on high-speed transceivers aligns with data center trends.
Neutral / mixed
Limited public information on AAOI performance or news from August-September 2026. Market volatility in tech stocks may influence trading without company-specific events. Earnings or guidance details unavailable for analysis.
Negative drivers
Absence of verifiable events leads to neutral assessment rather than positive outlook. Potential risks from competition in optical networking space remain unquantified. Macroeconomic factors affecting semiconductor demand could weigh on sentiment.
Bottom line
Sentiment is neutral at 0.500 given no accessible data on the specified future period. Overall picture remains undetermined without real-time market inputs.