Added to YB: 2026-03-02
Pitch date: 2026-02-27
AAOI [neutral]
Applied Optoelectronics, Inc.
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
$4.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-184.54
P/E
-20.15
EV/Sales
9.64
Sector
Communications Equipment
Category
growth
AAOI...what?
AAOI (earnings): Q4 call highlighted massive upside potential - mgmt sees path to $387M/month transceiver rev alone (vs Lumentum's $665M total quarterly rev). Targeting 40% gross margins by Q4 2027 (requires successful capacity ramp). Big 'if' on execution, but trading at ~$4B mkt cap implies significant re-rating if targets hit.
Read full article (1 min)