I Was Early On Applied Optoelectronics, Here's What's Next [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
Company Research
Source: Seeking Alpha
AAOI exited 2025 with 90,000 monthly 800G capacity, targeting over 500,000 units by the end of 2026. Vertical integration of indium phosphide lasers supports a path toward 35–38% gross margins by 2027. Three hyperscale customers are expected to each contribute more than 10% of 2026 revenue. At a $3.85 billion enterprise value and over a $1.0 billion 2026 revenue target, shares trade near 3.8x EV/revenue. panumas nikomkai/iStock via Getty Images Investment Thesis I turned very bullish on Applied Optoelectronics ( AAOI ) in November when it traded at $24 , allocating a sizable portion of my portfolio to the stock, as I believed that the 800G inflection point had occurred before consensus 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 derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than f
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AAOI
News
- A Look At Applied Optoelectronics' (AAOI) Valuation After Record Results And Strong AI Data Center Outlook [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics Ties Record Results To AI Driven Texas Expansion [Yahoo! Finance]Yahoo! Finance
- Applied Optoelectronics (AAOI) Is Up 63.0% After AI-Focused Revenue Guidance And Equity Offering News Event - Has The Bull Case Changed? [Yahoo! Finance]Yahoo! Finance
- Buy Applied Optoelectronics, But Be Very Careful [Seeking Alpha]Seeking Alpha
- Applied Optoelectronics Rallies On Record Revenue For Q4-2025 [Seeking Alpha]Seeking Alpha
AAOI
Earnings
- 2/26/26 - Beat
AAOI
Sec Filings
- 2/27/26 - Form 8-K
- 2/26/26 - Form 8-K
- 2/26/26 - Form 424B5
- AAOI's page on the SEC website