Added to YB: 2026-03-09
Pitch date: 2026-03-05
AAOI [neutral]
Applied Optoelectronics, Inc.
+8.36%
current return
Author Info
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
$7.2B
Pitch Price
$98.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-316.11
P/E
-149.34
EV/Sales
15.86
Sector
Communications Equipment
Category
growth
2025 Q4 Earnings Update Part 3: $AAOI
AAOI (exited position): 2025 rev $455M (+83% YoY); 2026 guide >$1B (doubles 2025). 4th 800G order, demand for 800G/1.6T exceeds capacity thru 2027. 3-5yr replacement cycle drives recurring revs. Author sold ~$15 basis due to data center knowledge gaps & narrative shifts (GPU→memory→optics). Watching for consolidation/lower RSI to re-enter via puts/shares.
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