
Applied Optoelectronics, Inc. (AAOI)
$
33.04
-2.52 (-7.63%)
Key metrics
Financial statements
Free cash flow per share
-4.2970
Market cap
2.1 Billion
Price to sales ratio
5.5947
Debt to equity
0.4970
Current ratio
2.1137
Income quality
0.9982
Average inventory
120.6 Million
ROE
-0.5300
Technology
Technology – consumer electronics
Largecap
With a market cap of 121,78 bil stock is ranked 1
Low risk
ISS score of this stock is ranked 1
Company description
Profile
Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide, demonstrating solid operational performance. The company reported depreciation and amortization expenses of $20,649,000.00 reflecting the wear and tear of its assets. Furthermore, it recorded a notable revenue of $249,365,000.00 showcasing its steady growth in the industry. The EBITDA is -$159,256,000.00 a key indicator of the company's operational profitability, which positions it favorably among its peers. Additionally, the company incurred an income tax expense of $2,000.00 indicating its tax obligations as a responsible contributor to public finances. It also incurred an interest expense of $6,826,000.00 reflecting its debt servicing obligations, which is common in the corporate landscape as companies manage their financial commitments. Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas, and serves a diverse clientele that includes internet data center operators, cable television and telecom equipment manufacturers, and internet service providers through both direct and indirect sales channels. In the context of investment, the stock is affordable at $28.99 making it suitable for budget-conscious investors looking to expand their portfolios. The stock has a high average trading volume of 5,227,532.00 indicating strong liquidity, which is an attractive feature for active traders. With a market capitalization of $2,060,171,072.00 the company is classified as a small-cap player, reflecting its niche positioning within the broader market. It is a key player in the Semiconductors industry, contributing significantly to the overall market landscape through its innovative offerings. Furthermore, it belongs to the Technology sector, driving innovation and growth in a highly competitive environment. This combination of affordability, strong trading metrics, and strategic positioning helps reinforce the company’s appeal to a wide range of investors.
Investing in Applied Optoelectronics, Inc. (AAOI) depends on multiple factors, including revenue growth, profit margins, debt-to-equity ratio, earnings per share, and return on equity. Analysts have rated it as C-, with a Bullish outlook. Always conduct your own research before investing.
Analysts predict Applied Optoelectronics, Inc. stock to fluctuate between $9.71 (low) and $44.50 (high) in the next 365 days, reflecting market expectations and potential volatility.
As of 2025-11-03, Applied Optoelectronics, Inc.'s market cap is $2,060,171,072, based on 62,353,846 outstanding shares.
Compared to Nvidia Corp, Applied Optoelectronics, Inc. has a Lower Market-Cap, indicating a difference in performance.
To buy Applied Optoelectronics, Inc. (AAOI) stock: Open a brokerage account (e.g., Robinhood, TD Ameritrade, E-Trade). Search for AAOI. Place an order (Market, Limit, etc.).
The best time to invest depends on market trends and technical indicators, which show a Bullish trend based on economic conditions and company performance.
Revenue: $249,365,000 | EPS: -$4.50 | Growth: 157.14%.
Visit https://www.ao-inc.com/investor-relations for detailed financial reports.
You can explore historical data from here
All-time high: $44.50 (2024-12-04) | All-time low: $1.48 (2022-07-13).
Key trends include market demand, economic conditions, interest rates, and industry competition, which influence the stock's performance.
News

seekingalpha.com
Applied Optoelectronics is rated a buy, driven by rapid revenue growth from hyperscaler clients and AI data center demand. AAOI's vertically integrated model and strategic partnerships with Microsoft, Oracle, Amazon, and Charter underpin its competitive edge and revenue acceleration. Key risks include high customer concentration and a premium valuation (EV/EBITDA 67.2), but margin expansion and new product ramps are promising.

seekingalpha.com
Applied Optoelectronics secured a $4 billion, 10-year Amazon contract and requalified with another hyperscaler, likely Meta or Microsoft. The company is building a 210,000 sq. ft. Texas facility to produce over 200,000 800G units monthly by mid-2026. Q2 2025 revenue surged 137% year-over-year to $103 million, with data center sales up 30% and cable revenue eightfold.

investors.com
Analysts expect Applied Optoelectronics' revenue to spike 666% by 2027 on data center and AI demand, as well as deals with Amazon and Charter.

globenewswire.com
AOI will highlight its 100G VCSEL technology with demonstration of an 800G OSFP 2xSR4 multimode optical transceiver at ECOC 2025 in Copenhagen, Denmark.
globenewswire.com
AOI adds four new QuantumLink™ software modules, boosting visibility, predictive diagnostics, and automated controls to optimize HFC network performance.

seekingalpha.com
Applied Optoelectronics reported weaker-than-expected second quarter results with elevated operating expenses and record cash outflows. The company continues to build capacity for its high-speed transceiver offerings, with production expected to ramp up over the next couple of quarters. In combination with projected strength in CATV demand, 2026 is expected to represent an inflection point for the company's business.

fool.com
I know, I know. Applied Optoelectronics (AAOI 6.59%) isn't exactly down in the dumps.

seekingalpha.com
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Chih-Hsiang Lin - Founder, Chairman, President & CEO Lindsay Grant Savarese - Corporate Participant Investor Relations - Corporate Participant Stefan J. Murry - CFO & Chief Strategy Officer Conference Call Participants Ku Kang - B.

zacks.com
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to a loss of $0.28 per share a year ago.

globenewswire.com
SUGAR LAND, Texas, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of HFC and advanced optical networking products that power the internet, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 7,793 shares of common stock to 6 new employees, with a grant date of August 1, 2025, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).
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