AAOI Applied Optoelectronics, Inc.
USTechnologyAs of 2026-08-24
Why AAOI matters now
Applied Optoelectronics, Inc. (AAOI) is a US stock in Technology. The latest InvestLog snapshot shows $107.63 with -13.77% on the session and $8.64B in market capitalization; recent performance reads 1-month -5.53% and YTD +364.29%.
The latest financial table shown here is Q1 2026, with revenue of $151.1M, net income of $-14.3M, and EPS of $-0.19. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield -1.8%.
The latest indexable market news headline is "Applied Optoelectronics: Investors Are Over-Discounting Growth Prospects" from Seeking Alpha.
Additional event context on this page matters because analyst consensus is Hold with a median target of $160.00; recent insider activity includes Lin Chih-Hsiang (Thompson) filing S-Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
—
PEG
—
P/B
11.12
P/S
25.62
EV/EBITDA
-766.27
DCF Value
$-36.50
FCF Yield
-1.8%
Div Yield
0.0%
Margins & Returns
Gross Margin
29.6%
Operating Margin
-11.6%
Net Margin
-8.5%
ROE
-6.1%
ROA
-2.8%
ROIC
-3.7%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $151.1M | $-14.3M | $-0.19 |
| Q4 2025 | $134.3M | $-2.0M | $-0.03 |
| FY 2025 | $455.7M | $-38.2M | $-0.64 |
| Q3 2025 | $118.6M | $-17.9M | $-0.28 |
Analyst Ratings
Consensus
Hold
Target (Consensus)
$160.00
Target (Median)
$160.00
Target Range
$160.00 - $160.00
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Technology
Industry
Semiconductors
Country
US
Exchange
—
Beta
3.67
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.