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Added to YB: 2025-12-13

Pitch date: 2025-12-12

AAOI [bullish]

Applied Optoelectronics, Inc.

-11.22%

current return

Author Info

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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

$33.68

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:
Optics: The Next Big Theme & The Best Stocks Today - Applied Optoelectronics, Inc.

AAOI: Smaller, more aggressive competitor to COHR with recent big MSFT contracts driving rapid growth. Est 65% revenue growth & 93% EBITDA growth in FY26. Currently unprofitable but expected positive net income FY26. Trades 3.8x NTM EV/Sales. High-growth turnaround story.

Read full article (1 min)