Added to YB: 2025-11-11
Pitch date: 2025-11-08
AAOI [neutral]
Applied Optoelectronics, Inc.
+3.39%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Applied Optoelectronics, Inc. designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.
Market Cap
$2.4B
Pitch Price
$28.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
-112.84
P/E
-12.13
EV/Sales
5.90
Sector
Communications Equipment
Category
growth
Show full summary:
Q3 2025 Earnings Updates - Applied Optoelectronics (AAOI):
AAOI (earnings): Q3 rev $118.6M (+81% YoY), guiding Q4 $125-140M. 800G transceivers qualify Q4. Data center growth strong but dilution outpacing rev growth. Mgmt sees 2026 near breakeven, equity raises ending soon. Risk: past quality failures w/ hyperscalers. Stock range-bound until 2027 when capex slows & profitability accelerates.
Read full article (2 min)