Added to YB: 2026-09-02
Pitch date: 2026-08-28
AAOI [bullish]
Applied Optoelectronics, Inc.
-3.84%
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
$9.0B
Pitch Price
$107.52
Price Target
1.1K (+886%)
Dividend
N/A
EV/EBITDA
-358.54
P/E
-134.89
EV/Sales
14.80
Sector
Communications Equipment
Category
growth
LONG 10x Stock Opportunity - Applied Optoelectronics, Inc.
AAOI: Applied Optoelectronics is a 5% core long at roughly $110 on the prospect that expanding U.S. transceiver capacity and a rapid shift to 800G and 1.6T drive margins toward 40%. Q2 revenue rose 86% year over year to $191.9M, and 2026 guidance is about $1.1B. The base case offers a stated 2–4x path, but execution, customer concentration, dilution and margins stuck near 30% could undermine the factory ramp.
Read full article (5 min)