Applied Optoelectronics: 800G Inflection Point [Seeking Alpha]
Applied Optoelectronics, Inc. (AAOI)
Last applied optoelectronics, inc. earnings: 2/27 04:10 pm
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US:NASDAQ Investor Relations:
investors.ao-inc.com/investor-relations
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Source: Seeking Alpha
The legacy CATV business surged to $70.6 million in sales, tripling year-over-year, driven by 1.8 GHz amplifier nodes with QuantumLink software. 800G optical modules are in final qualification with Tier 1 customers, with mass production expected in Q4 and capacity expanding 8.5× by 2025. Gross margin improved to 31% non-GAAP from 25% last year, while adjusted loss narrowed to $0.09 per share and cash reached $150.7 million. At $25 per share, AAOI trades at 4.5x EV/Sales, below AI peers, despite consensus projecting 65% revenue growth to $754 million in 2026. MF3d/iStock via Getty Images Investment Thesis Applied Optoelectronics ( AAOI is radically misunderstood, and this creates a deep mispricing in the market. I remain bullish on AAOI post-earnings, even as the stock has fallen from around $35 since my This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AAOI either through stock ownership, options, or other derivati
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AAOI
News
- Applied Optoelectronics Stock Scores RS Rating Upgrade [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Reports Record Revenues For Q3 2025 [Seeking Alpha]Seeking Alpha
- Applied Optoelectronics (AAOI) Soars 12.5% on Buy Reco [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer Conference [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics to Present at the Raymond James 2025 TMT & Consumer ConferenceGlobeNewswire
AAOI
Earnings
- 11/6/25 - Beat
AAOI
Sec Filings
- 12/3/25 - Form 8-K
- 12/1/25 - Form 4
- 11/7/25 - Form 8-K
- AAOI's page on the SEC website