Added to YB: 2026-08-11
Pitch date: 2026-08-08
AAOI [neutral]
Applied Optoelectronics, Inc.
-28.71%
current return
Author Info
No bio for this author
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
$9.0B
Pitch Price
$141.72
Price Target
170.00 (+68%)
Dividend
N/A
EV/EBITDA
-356.12
P/E
-134.00
EV/Sales
14.70
Sector
Communications Equipment
Category
growth
Applied Optoelectronics (AAOI) Q2 2026 Financial Results
AAOI (earnings): Q2'26 5th straight record rev; first non-GAAP profit ($0.06 EPS) but driven by $14.3M tax benefit; adj EBITDA still -$543K. Data center rev +140% YoY, 800G/1.6T visibility to mid-2027, $200M+ 1.6T orders. Risks: 12% dilution, ~$700M FCF deficit, 90%+ top-3 customer concentration, capacity/DSP-TIA supply constraints. At $128.56 market prices 2027 success; hold, accumulate $80-95, trim >$170. Beta 1.94.
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