Added to YB: 2026-06-24
Pitch date: 2026-06-21
AAOI [neutral]
Applied Optoelectronics, Inc.
-23.75%
current return
Author Info
No bio for this author
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
$8.0B
Pitch Price
$162.91
Price Target
100.00 (-22%)
Dividend
N/A
EV/EBITDA
-361.83
P/E
-151.93
EV/Sales
15.54
Sector
Communications Equipment
Category
growth
How You Can Profit From the Laser Shortage in AI Datacenters - Applied Optoelectronics, Inc.
AAOI (watchlist): Vertically integrated optical transceiver maker riding AI datacenter buildout; ships 1.6T modules early, ~30% GM, rev doubling to $1B+ 2026E from $456M. Profitability expected Q2'26, strong balance sheet ($449M cash vs $280M debt). But 28x P/S, 34x 2027 EPS too rich—author waits for ~$100 (38% downside). Risks: datacenter power bottleneck, 96% top-10 customer concentration, tariffs.
Read full article (8 min)