Added to YB: 2026-03-26
Pitch date: 2026-03-24
AAOI [neutral]
Applied Optoelectronics, Inc.
+3.9%
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
$7.4B
Pitch Price
$110.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
-327.07
P/E
-149.63
EV/Sales
16.41
Sector
Communications Equipment
Category
growth
$AAOI: The Execution Update
AAOI (update): 20 days post-watchlist, mgmt checking boxes fast. Firmware issues resolved, $200M 1.6T order (ships Q3-Q4 2026) + $53M 800G order from same hyperscaler. Upgraded 2026 capacity to 650k units/mo (was 500k). Reaffirmed $1B rev + $120M op profit FY26 guide. 3 hyperscalers to hit >10% rev each by year-end. Targeting 35-38% gross margin by mid-2027, 40% by Q4 2027. Key risk: must hit qualification timelines & deliver orders on time.
Read full article (3 min)