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Added to YB: 2026-07-29

Pitch date: 2026-07-26

AAOI [neutral]

Applied Optoelectronics, Inc.

+2.71%

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

$9.0B

Pitch Price

$100.56

Price Target

N/A

Dividend

N/A

EV/EBITDA

-356.12

P/E

-134.00

EV/Sales

14.70

Sector

Communications Equipment

Category

growth

Show full summary:
3 Growth Stocks You Should Be Watching This Earnings Season - Applied Optoelectronics, Inc.

AAOI (watchlist): US-based optical transceiver maker (InP-based, <10% China content), key alt to copper for AI datacenter interconnects. Doubling 2025 rev in 2026; hyperscaler orders for 800G/1.6T; co-packaged optics laser sources w/ 3yr supply deals (prod late 2026). Watching to buy near $100. Reports Aug 6.

Read full article (3 min)