Added to YB: 2026-02-02
Pitch date: 2026-01-29
AAOI [bullish]
Applied Optoelectronics, Inc.
+14.39%
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
$3.0B
Pitch Price
$41.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
-142.21
P/E
-15.42
EV/Sales
7.43
Sector
Communications Equipment
Category
growth
The AAOI Setup: Domestic Capacity, 800G Ramps, 1.6T Pull
AAOI: Vertical integrated optical transceiver mfr benefiting from AI datacenter buildout. Q3 rev +82% YOY to $118.6M (60% CATV, 37% datacenter). Ramping 800G capacity to 200K units/month by mid-2026, 1.6T sampling Q1. Sugar Land TX capacity targets domestic supply chains. 31% gross margin targeting 40% as mix shifts to higher-speed products.
Read full article (5 min)