Added to YB: 2026-06-17
Pitch date: 2026-06-14
AAOI [neutral]
Applied Optoelectronics, Inc.
-3.64%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.
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
$15.4B
Pitch Price
$177.27
Price Target
N/A
Dividend
N/A
EV/EBITDA
-698.72
P/E
-290.59
EV/Sales
30.00
Sector
Communications Equipment
Category
growth
Applied Optoelectronics, Graded
AAOI (watchlist): AI optics laser-fab play; owns scarce indium phosphide laser in shortage market—genuine supply-control moat. Q1 rev $151M (+51% YoY), but gross margin fell to 29.2%, still loss-making, EBITDA +$1M. Heavy capex >40% rev, dilution (50M→80M shares). Priced at ~$13.5B/~$170 for unproven 2027 ramp & 35-40% margin targets. Tier: Developing. Q2 call Aug 6 key. Author keeps on watchlist.
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