Added to YB: 2026-07-22
Pitch date: 2026-07-19
AAOI [bullish]
Applied Optoelectronics, Inc.
+13.73%
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
$8.2B
Pitch Price
$104.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
-370.16
P/E
-155.36
EV/Sales
15.89
Sector
Communications Equipment
Category
growth
Applied Optoelectronics: The Highest-Upside AI Optics Stock—If Execution Delivers
AAOI: Optical supplier, ~$8.2B cap, highest-upside/widest-outcome AI-optics setup. Q3 guide ~$189M (+83.5% YoY); NTM rev est $1.45-1.75B (180-250% growth) at 4.7-5.7x sales. 800G/1.6T capacity 100k→650k units/mo by YE; hyperscaler orders. CATV $325M funds ramp. Margins→35-38% GM, 20-25% OM. Back-half loaded, needs $420-520M/qtr. Risks: quals, yields, dilution, concentration.
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