Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$8.9B
85M shares
52-week range
$18.50 – $233.67
36% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
13.2
Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to meet turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
www.ao-inc.comNo one on the platform currently holds AAOI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 565,279 | $47.8M |
| Bridgewater Associatesas of 2026-03-31 | 223,935 | $18.9M |
No one on the platform has traded AAOI yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 82.8% | 14.2% | ||||
| Profit Margin % | -8.4% | -32.9% | -19.3% | |||
| Free Cash Flow Margin % | -77.6% | -29.9% | -21.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +117.3% on the P/E track.
At today's price, your expected annual return is +135.6% on the P/E track.
At today's price, your expected annual return is +156.6% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.0B | +131.7% | $0.74 | $0.67–$0.80 | 130.8× | 3 |
| 2027 | $3.0B | +182.3% | $5.55 | $4.92–$6.17 | 17.4× | 3 |
| 2028 | $5.1B | +72.7% | $10.67 | $9.50–$12.58 | 9.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.02 | $0.06 | +296.6% |
| 2026-05-07 | $-0.05 | $-0.07 | -42.9% |
| 2026-02-26 | $-0.12 | $-0.01 | +91.7% |
| 2025-11-06 | $-0.10 | $-0.09 | +10.0% |
| 2025-08-07 | $-0.08 | $-0.16 | -100.0% |
| 2025-05-08 | $-0.04 | $-0.02 | +50.0% |
| 2025-02-26 | $-0.02 | $-0.02 | +0.0% |
| 2024-11-07 | $-0.17 | $-0.21 | -23.5% |
| $5.9B |
| — |
| PGYPagaya Technologies Ltd. | $21.49 | +7.61% | $1.8B | — |
| POWIPower Integrations, Inc. | $48.51 | -7.21% | $2.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$CRDO $NBIS $IREN $AAOI bloody day ahead. look for -10%+
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$AAOI would like this one more if ATM was done running.
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$AAOI lot of negatives on ai and atm offering http://suspense.beats have having lot of luck
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$AAOI You and $58. Their fiber optic networking business line alone is worth $58 per share. Enjoy while you can. When their revs are 2 to 2.5 in two months this will all be an afterthought
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$AAOI tomorrow’s the real dump… Wednesday the bubble will pop 💀💀💀 $58 gap fill😵
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$AAOI Nope I'm flushing it. I've definitely reached Max Pain! I'll make my money back quicker with $MU $SNDK or $SPCX
View on StockTwits ↗$AAOI I hate to sell it here. I also hate to hold it here. I'd feel a whole lot different if I bought it here. I guess I'll give it one more day. Yuck!
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$AAOI "The stock lies in the middle of a very wide and falling trend in the short term and further fall within the trend is signaled. Given the current short-term trend, the stock is expected to fall -22.27% during the next 3 months and, with a 90% probability hold a price between $43.11 and $110.68 at the end of this 3-month period". --SI
View on StockTwits ↗$AAOI wait for gap fill at 58🤦♂️ how many freakin times do I have to say it😩 starting to think you all just really hate money💀
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$LITE $COHR $GLW $AAOI $AXTI Out of all the strong sell alerts we issued, the optical group fell the hardest today. I even attempted a long swing trade in the afternoon with a couple of these names but opted to bail when they fell through support. There's being greedy when others are fearful, and then there's understanding the new reality we're in. We closed out our bear put spreads for a nice profit today, and we'll be back at it again tomorrow. If you're not a Bullseye Private Alerts member yet, check out our profile. 🎯
View on StockTwits ↗$AAOI five year chart looks like potential for a deep cut as it has already started rolling off that right shoulder.
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$AAOI $AAOG $AAOX WATCHING = 91.80 (50dma on 2 or chrt - #1BUY🎯 IF FAILS AS SUPPORT ⚠️ SPRTS= 87 + 🚨⤵️ GAP FILL =60.00 +58.17 (100DMA)
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.