Added to YB: 2026-03-20
Pitch date: 2026-03-18
AAOI [neutral]
Applied Optoelectronics, Inc.
+14.36%
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
$6.7B
Pitch Price
$89.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
-295.04
P/E
-134.89
EV/Sales
14.81
Sector
Communications Equipment
Category
growth
$AAOI Ramping Hard...
AAOI (update): Scaling to 650k units/month by Q4 2026, 930k by end 2027 (800G/1.6T). 100% in-house lasers on 3-4in wafers, bypassing EML for 1.6T via SiPh. $250M ATM closed, another $250M active; seeking customer co-investments/prepayments to fund capex. 800G qualified at 1+ hyperscaler, Texas facility targeting mid-2026. Blue sky: ~$5B rev 2027 (800G @$400, 1.6T @$700-800) at 40% GM vs $6.5B mkt cap. Risks: qualification delays, execution on aggressive ramp, dilution.
Read full article (8 min)