Added to YB: 2025-09-29
Pitch date: 2025-09-25
AAOI [neutral]
Applied Optoelectronics, Inc.
+572.28%
current return
Author Info
Company Info
Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.
Market Cap
$17.9B
Pitch Price
$26.30
Price Target
141.38 (-20%)
Dividend
N/A
EV/EBITDA
-815.02
P/E
-338.45
EV/Sales
35.00
Sector
Communications Equipment
Category
growth
Status Update: Applied Optoelectronics $AAOI
AAOI (update): Data center transceiver supplier approved by 3/5 hyperscalers (Microsoft, Meta, Amazon). Q2 revenue +139% YOY, TTM +77%. $4B Amazon supply deal potential (warrants tied to purchases). Risk: 2018 quality failure caused stock collapse $70→$2. Bull case: 5% market share by 2029 could drive $2.5B revenue, implying $141 price target vs current $27.
Read full article (7 min)