AAOI Applied Optoelectronics, Inc.
USTechnologyAs of 2026-07-08 16:00
Why AAOI matters now
Applied Optoelectronics, Inc. (AAOI) is a US stock in Technology. The latest InvestLog snapshot shows $114.44 with +0.03% on the session and $9.18B 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%.
InvestLog's latest related AI research is a Sector Theme note titled "Technology theme cluster: 8 signals across 6 tickers". The latest indexable market news headline is "AAOI Surges 247% YTD: Should You Buy, Sell, or Hold the Stock?" from Zacks Investment Research.
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 AI Research
Technology theme cluster: 8 signals across 6 tickersTechnology 板块主题聚类：6 个标的
On June 13, 2026, 8 articles covering 6 technology tickers (AAOI, AMD, AVGO, KLAC, MPWR, QCOM) were published in the prior 24 hours, forming a same-sector signal cluster tied to AI supply chain.2026年6月13日，过去24小时内出现8篇覆盖6只科技股（AAOI、AMD、AVGO、KLAC、MPWR、QCOM）的行业信号集群，涉及AI供应链新闻、内幕交易申报、评级调整及SEC重大披露四类事件，为半导体及AI硬件供应链参与者提供了集中的市场动向参考。
Lin Chih-Hsiang (Thompson) files Form 144 planned sale of AAOI worth $10.2MLin Chih-Hsiang (Thompson) 提交 Form 144，计划减持 APPLIED OPTOELECTRONICS, INC. (AAOI) $10.2M
On June 12, 2026 at 07:29:10 ET, Lin Chih-Hsiang (Thompson), an officer of Applied Optoelectronics, Inc. (AAOI), filed a Form 144 with the U.S.2026年6月12日东部时间07:29:10，应用光电公司（AAOI）的高管林智祥（Thompson）向美国SEC提交了Form 144官方文件，计划出售59,000股公司普通股，总市值约1020万美元，拟出售日期与文件提交日期同为当日。提交文件当日，AAOI的股价为172.78美元，当日下跌1.34%。
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.