Added to YB: 2026-05-12
Pitch date: 2026-05-08
AAOI [neutral]
Applied Optoelectronics, Inc.
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
$12.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-541.67
P/E
-225.95
EV/Sales
23.26
Sector
Communications Equipment
Category
growth
Applied Optoelectronics Q1 2026 Snapshot
AAOI (earnings): Q1 rev $151.1M (+51% YoY), miss consensus but strong growth. Data Center +154% YoY to $81.4M on 800G/1.6T demand; CATV +4% to $66.8M. Gross margin 29%, guided 29-30% Q2. Raised FY26 rev guide to >$1.1B, op income >$140M. Expects 60-80% seq rev growth Q3/Q4 as capacity ramps. Risk: shares +52% YoY dilution, FCF -$143.6M on capex. At 26x EV/Sales, 201x fwd P/E, needs proof leverage converts to value.
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