Added to YB: 2025-07-04
Pitch date: 2025-07-02
AAOI [neutral]
Applied Optoelectronics, Inc.
+75.56%
current return
Author Info
No bio for this author
Company Info
Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.
Market Cap
$3.0B
Pitch Price
$26.76
Price Target
30.00 (-36%)
Dividend
N/A
EV/EBITDA
-142.21
P/E
-15.42
EV/Sales
7.43
Sector
Communications Equipment
Category
growth
Applied Optoelectronics, Inc. - $AAOI
AAOI (quick overview): Fiber-optic supplier for AI infrastructure. TTM rev $308M (+50% YoY), Q1 2025 rev +146% YoY but still unprofitable (-$173M TTM). RS rating 90+. Rebounded 13% last week, 53% monthly. Partnering with AWS/Microsoft/Oracle for 800G/400G transmission. Amazon got 8M share options. Risks: unprofitable, high volatility (Beta 2.6-3.6).
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