Added to YB: 2026-03-03
Pitch date: 2026-03-01
AAOI [bullish]
Applied Optoelectronics, Inc.
+46.28%
current return
Author Info
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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
$11.1B
Pitch Price
$107.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
-485.99
P/E
-222.73
EV/Sales
24.39
Sector
Communications Equipment
Category
growth
AAOI Probably Worth Chasing
AAOI: Passed in Dec, now chasing. Fixed hard parts (GR-468 reliability, mfg qual). Botched interop but easy fix—likely Tx FIR firmware issue (not their fault, common problem). CEO confirms spec compliance. Massive internal InP/laser capacity. Worth chasing despite missing initial move.
Read full article (3 min)