MARKETSnap
  • Gainers &
    Losers
  • Most Active &
    More
  • 52-Week
    High/Low
  • P/E
    Ratios
    • Large Caps
    • Absolute
    • Total Market PE
  • Stocks
    Performance
    • Large Caps
    • Absolute
  • Industries
    Performance
    • Industry
    • Sector
  • Dividends
  • 📅 Calendar
    • Earnings Calendar
    • Dividends Calendar
    • Economics Calendar
  • 🔧 Tools
    • 💰 Intrinsic Value Calculator
    • 📈 Compounding Calculator
    • 🤖 Stock Pick Screener
  • More
    • Charts
    • Investment Compounding Calculator
    • Commodities
    • Currencies
    • Economic Indicators
      • Inflation
      • Consumer Sentiment
      • Recession Probability
      • Treasury Rates
      • GDP
AAOI stock logo

AAOI

Applied Optoelectronics, Inc.

$112.31
-1.45
 (-1.28%)
Exchange:  NASDAQ
Market Cap:  9.012B
Shares Outstanding:  8.38M
Delayed data
Calculate AAOI Intrinsic Value
5-year outlook →
Overview
Earnings
Financials
Valuation
Chart

About The Company

Sector:  Technology
Industry:  Communication Equipment
   
CEO:  Chih-Hsiang Lin
Full Time Employees:  4691
Address: 
13139 Jess Pirtle Boulevard
Sugar Land
TX
77478
US
Website:  https://www.ao-inc.com
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.

Click to read more…

Revenue Segmentation

MARKETSnap
MARKETSnap

Log in to continue

Log in to see the complete revenue and geographic breakdown.

Login — it's free

EPS

Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.

Log in to continue

Log in for the full EPS chart and links to analyst estimates.

Login — it's free
View full analyst estimates

Earnings Call

Full text

Earnings transcript

Read the complete earnings call transcript.

AI summary

Key takeaways

Short, structured highlights from the call so you can focus on what matters.

2026/05/07 — Q1 quarter 2026

Log in to continue

Log in to read the full transcript and AI-generated earnings summaries.

Login — it's free
Income Statement
Balance Sheet
Cash Flow Statement
Analyst Estimates

Income Statement

Year202320242025
Revenue217,646249,365455,715
Gross Profit58,92161,800136,913
EBITDA-26,184-159,256-15,511
Operating Income-41,349-70,908-54,602
Net Income-56,048-186,733-38,228

Log in to continue

Log in to see the income statement and 10 historical years.

Login — it's free

(* All numbers are in thousands)

Balance Sheet

Year202320242025
Total Assets389,186547,0321,168,423
Total Liabilities174,317317,920434,505
Total Stockholders Equity214,869229,112733,918
Total Debt121,073190,860167,326
Cash and Cash Equivalents45,36667,428216,035

Log in to continue

Log in to see the balance sheet and 10 historical years.

Login — it's free

(* All numbers are in thousands)

Cash Flow Statement

Year202320242025
Operating Cash Flow-7,929-69,526-174,428
Capital Expenditure-9,667-43,4060
Free Cash Flow-17,596-112,932-174,428
Net Income-56,048-186,733-38,228
Net Change in Cash19,51024,036136,902

Log in to continue

Log in to see the cash flow statement and 10 historical years.

Login — it's free

(* All numbers are in thousands)

Analyst Estimates

Fiscal Year2028Research AccessResearch AccessResearch AccessResearch Access
Estimated Revenue (Low)4,683,718.553Research AccessResearch AccessResearch AccessResearch Access
Estimated Revenue (High)5,819,868.309Research AccessResearch AccessResearch AccessResearch Access
Estimated Revenue (Avg)5,114,750Research AccessResearch AccessResearch AccessResearch Access
Estimated Ebitda (Low)-1,243,117.456Research AccessResearch AccessResearch AccessResearch Access
Estimated Ebitda (High)-1,000,437.120Research AccessResearch AccessResearch AccessResearch Access
Estimated Ebitda (Avg)-1,092,504.962Research AccessResearch AccessResearch AccessResearch Access
Estimated Net Income (Low)571,811.804Research AccessResearch AccessResearch AccessResearch Access
Estimated Net Income (High)757,250.146Research AccessResearch AccessResearch AccessResearch Access
Estimated Net Income (Avg)664,530.975Research AccessResearch AccessResearch AccessResearch Access
Estimated SGA Expense (Low)1,259,562.220Research AccessResearch AccessResearch AccessResearch Access
Estimated SGA Expense (High)1,565,099.646Research AccessResearch AccessResearch AccessResearch Access
Estimated SGA Expense (Avg)1,375,476.727Research AccessResearch AccessResearch AccessResearch Access
Estimated EPS (Avg)10.670Research AccessResearch AccessResearch AccessResearch Access
Estimated EPS (High)12.580Research AccessResearch AccessResearch AccessResearch Access
Estimated EPS (Low)9.500Research AccessResearch AccessResearch AccessResearch Access
Number of Analysts (Estimated Revenue)1Research AccessResearch AccessResearch AccessResearch Access
Number of Analysts (Estimated EPS)1Research AccessResearch AccessResearch AccessResearch Access

Log in to continue

Log in and subscribe to Full Access to see up to 5 years of analyst estimates.

Login — it's free

(* All numbers are in thousands)

Current Key Metrics

?Revenue
 (TTM)
: 
249.365M  ?P/S
 (TTM)
: 
16.81
?Net Income
 (TTM)
: 
-186733000  ?P/E
 (TTM)
: 
-160.27
?Enterprise Value
 (TTM)
: 
9.781B  ?EV/FCF
 (TTM)
: 
-23.67
?Dividend Yield
 (TTM)
: 
0%  ?Payout Ratio
 (TTM)
: 
0%
?ROE
 (TTM)
: 
-5.61%  ?ROIC
 (TTM)
: 
-3.15%
?Net Debt
 (TTM)
: 
111.727M  ?Debt/Equity
 (TTM)
: 
0.16
?P/B
 (TTM)
: 
6.1  ?Current Ratio
 (TTM)
: 
2.78

Log in to continue

Log in to see all key valuation metrics and ratios for this symbol.

Login — it's free

Forward P/E Ratios

?

Forward P/E (Avg EPS estimate) — log in with Research Access for high/low estimates and the interactive table.

Forward P/E 1YResearch AccessResearch AccessResearch AccessResearch Access
135.31Research AccessResearch AccessResearch AccessResearch Access

Log in to continue

Log in with Full Access for forward P/E high/low estimates and the full multi-year table.

Login — it's free

SWOT Analysis

Strengths (preview)

  • Applied Optoelectronics reported Q4 2024 revenue of $100 million, supported by established operations in datacenter and CATV product segments.
  • Strategic investments and planned capacity expansions position the company to scale production in response to anticipated demand growth.
  • Forward P/E ratios and valuation metrics provide a framework for assessing earnings potential relative to current price levels.

Log in with Research Access for Weaknesses, Opportunities, Threats, and the complete SWOT.

Log in to continue

Log in with Full Access for the complete SWOT analysis.

Login — it's free

At what price to buy it? -
Intrinsic Value Calculator

This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.

[intrinsic_calculator]

Common questions about AAOI valuation

Is Applied Optoelectronics, Inc. (AAOI) overvalued or undervalued right now?

MARKETSnap estimates intrinsic value for Applied Optoelectronics, Inc. (AAOI) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.

Is AAOI a buy, hold, or sell for long-term investors?

MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether AAOI trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.

What is AAOI’s P/E ratio?

You can see AAOI’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.

How is intrinsic value calculated for AAOI?

MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.

Is AAOI a good long-term investment?

Whether AAOI fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.

AAOI

1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.

Daily snapshot

-1.28
MARKETSnap

Trading Metrics:

Open: 117.15   Previous Close: 113.76
Day Low: 111.56   Day High: 118.9
Year Low: 18.5   Year High: 233.67
Price Avg 50: 124.92   Price Avg 200: 98.64
Volume: 2.907M   Average Volume: 11.897M

Log in to continue

Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.

Login — it's free

AAOI full analysis

20/05/2026

Hey everyone, welcome back to the channel where we break down stocks like we're chatting over coffee about what really matters for long-term investing. Today we're diving deep into Applied Optoelectronics, ticker AAOI, a company that's been on an absolute tear thanks to the AI boom and surging demand for optical networking gear. Over the past year shares have skyrocketed more than 900 percent as hyperscalers scramble to build out AI infrastructure, and management is betting big on capacity expansions…

Listen to full analysis (audio file)

Open in MarketSnap Listen

Log in to continue

Log in to see the full analysis preview and audio links.

Login — it's free

See in Nexus

Relevant news

Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
24-08-2026 17:13
Why Applied Optoelectronics Stock Dived by Almost 14% on Monday
A Single Meta Data Center Will Require “8 Million Miles of Fiber.” These Stocks Are Cashing In On the 802 Data Centers Currently Under Construction
21-08-2026 09:22
A Single Meta Data Center Will Require “8 Million Miles of Fiber.” These Stocks Are Cashing In On the 802 Data Centers Currently Under Construction
AAOI vs. Lumentum: Which Optical Networking Stock Is the Better Buy?
19-08-2026 13:57
AAOI vs. Lumentum: Which Optical Networking Stock Is the Better Buy?
Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
18-08-2026 14:31
Applied Optoelectronics, Inc. (AAOI) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript
AAOI Rides on Datacenter & CATV Growth: Can It Beat LITE and COHR?
14-08-2026 12:46
AAOI Rides on Datacenter & CATV Growth: Can It Beat LITE and COHR?
These AI ‘Pick and Shovel' Plays Soared on Friday
07-08-2026 17:01
These AI ‘Pick and Shovel' Plays Soared on Friday

DISCLAIMER: The stock market data provided on this website is for informational purposes only and is not intended for trading purposes. While we strive to provide accurate and timely information, we cannot guarantee that the information is accurate at the moment it is received or that it will continue to be accurate in the future. We are not responsible for any actions taken based on the information provided on this website. Always consult with a licensed financial professional before making any investment decisions.
Terms of Service

Copyright © 2025 MarketSnap. All rights reserved.

Contact Us

Privacy Policy

Cookie Policy

Terms of Service

Hover Image
MARKETSnap

Market

🇺🇸 United States

Language

    • Gainers & Losers
    • Most Active & More
    • 52-Week High/Low
    • Dividends
      • Large Caps
      • Absolute
      • Total Market PE
      • Large Caps
      • Absolute
      • Industry
      • Sector
  • 💰 Stock intrinsic value Calculator
  • 📈 Investment Compounding Calculator
  • 🤖 Stock Pick Screener
  • 📋 Watchlist & Portfolio
    • Earnings Calendar
    • Dividends Calendar
    • Economics Calendar
    • Commodities
    • Currencies
      • Inflation
      • Consumer Sentiment
      • Recession Probability
      • Treasury Rates
      • GDP
  • Philosophy
  • Nexus
  • Login Login
  • Profile Profile
  • Watchlist & Portfolio Watchlist & Portfolio
  • My Valuations My Valuations
  • Settings Settings

Media

Watch Listen Read