Applied OptoelectronicsAAOI
AAOI
About: Applied Optoelectronics Inc is a provider of fiber-optic networking products for the Internet data center, cable television, telecommunications and fiber-to-the-home end markets. The company focuses on designing and manufacturing a range of optical communication products from components, to subassemblies, and modules to complete turn-key equipment. Demand for Applied Optoelectronics is driven by bandwidth demand in end markets. 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 derives maximum revenue from Taiwan.
Employees: 2,149
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
166% more capital invested
Capital invested by funds: $422M [Q3] → $1.12B (+$701M) [Q4]
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
49% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 37
47% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 32
17% more call options, than puts
Call options by funds: $140M | Put options by funds: $120M
9% more funds holding
Funds holding: 140 [Q3] → 152 (+12) [Q4]
8.48% less ownership
Funds ownership: 72.12% [Q3] → 63.64% (-8.48%) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
48%
downside
Avg. target
$34
27%
upside
High target
$44
63%
upside
4 analyst ratings
3 positive
75%
0 neutral
0%
1 negative
25%
Raymond James Simon Leopold 68% 1-year accuracy 13 / 19 met price target | 44%upside $39 | Outperform Maintained | 20 Dec 2024 |
Northland Capital Markets Tim Savageaux 60% 1-year accuracy 18 / 30 met price target | 48%upside $40 | Outperform Reiterated | 18 Dec 2024 |
Rosenblatt Mike Genovese 76% 1-year accuracy 29 / 38 met price target | 63%upside $44 | Buy Maintained | 13 Dec 2024 |
B. Riley Securities David Kang 100% 1-year accuracy 1 / 1 met price target | 48%downside $14 | Sell Downgraded | 10 Dec 2024 |
Financial journalist opinion
Based on 3 articles about AAOI published over the past 30 days
Neutral
GlobeNewsWire
15 hours ago
Applied Optoelectronics Announces Equity Grants To Employees Under Inducement Plan
SUGAR LAND, Texas, Feb. 21, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that the Compensation Committee of its Board of Directors granted inducement awards for 6,812 shares of common stock to 4 new employees, with a grant date of February 21, 2025, pursuant to the Applied Optoelectronics, Inc. 2023 Equity Inducement Plan (the “Inducement Plan”).
Neutral
The Motley Fool
1 week ago
Why Applied Optoelectronics Stock Was Sliding This Week
No investor likes when an analyst becomes less bullish on one of their stocks, sometimes even when the change is relatively slight.
Neutral
GlobeNewsWire
2 weeks ago
Applied Optoelectronics Announces Date of Fourth Quarter and Full Year 2024 Financial Results Conference Call
SUGAR LAND, Texas, Feb. 05, 2025 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, today announced that it will release financial results for its fourth quarter and full year ended December 31, 2024 on Wednesday, February 26, 2025.
Positive
24/7 Wall Street
1 month ago
Why AAOI Stock Is Skyrocketing Today
Applied Optoelectronics ( NASDAQ:AAOI ) has surged by more than 9% today.
Neutral
Business Wire
1 month ago
CIG USA Has Filed Petitions for IPR Against AOI Patents in Legal Dispute
SANTA CLARA, Calif.--(BUSINESS WIRE)-- #25GPON--Cambridge Industries USA, Inc. (CIG USA), a Delaware corporation headquartered in Santa Clara, California, today announced that it has filed Petitions with the Patent Trial and Appeal Board (PTAB) of the U.S. Patent and Trademark Office for Inter Partes Review (IPR) of U.S. patents asserted by Applied Optoelectronics, Inc. (AOI, NASDAQ:AAOI) in AOI's infringement action, which is pending in the United States District Court for the Northern District of Calif.
Neutral
Zacks Investment Research
1 month ago
AAOI Surges 184% in 6 Months: Should You Hold or Fold the Stock?
Though growing applications across AI and hyperscale computing are aiding Applied Optoelectronics' growth, rising expenses are weighing on margins.
Positive
Zacks Investment Research
1 month ago
All You Need to Know About Applied Optoelectronics (AAOI) Rating Upgrade to Buy
Applied Optoelectronics (AAOI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Positive
Seeking Alpha
1 month ago
Applied Optoelectronics Rises On Strong Q4-2024 Outlook And Future Data Center Growth
Applied Optoelectronics is up 326.38% over the last six months. The company reported impressive Q3-2024 results and foresees a 40% revenue growth QoQ for Q4-2024. The company benefits from the high demand for fiber optics used at US datacenters.
Neutral
GlobeNewsWire
1 month ago
Applied Optoelectronics Closes Exchange of 2026 Notes and Concurrent Registered Direct Offering
SUGAR LAND, Texas, Dec. 23, 2024 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI,” “we,” “us” or “our”) announced today that it has closed its exchange with holders (the “Noteholders”) of its 5.25% Convertible Senior Notes due 2026 (the “2026 Notes”) of approximately $76.7 million principal amount of the 2026 Notes for (i) $125 million aggregate principal amount of 2.75% Convertible Senior Notes due 2030 (the “2030 Notes”), (ii) 1,487,874 shares of our common stock (the “Exchange Shares”) and (iii) approximately $89.6 thousand in cash representing accrued interest on the 2026 Notes and the value of fractional shares (such transactions, collectively, the “Exchanges”).
Neutral
GlobeNewsWire
2 months ago
Applied Optoelectronics Announces Entry into Exchange Transactions for 2026 Notes and Pricing of a Concurrent Registered Direct Offering
SUGAR LAND, Texas, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI,” “we,” “us” or “our”) announced today that it has entered into transactions with holders (the “Noteholders”) of its 5.25% Convertible Senior Notes due 2026 (the “2026 Notes”) to exchange approximately $76.7 million principal amount of the 2026 Notes for (i) approximately $125 million aggregate principal amount of 2.75% Convertible Senior Notes due 2030 (the “2030 Notes”), (ii) approximately 1,487,874 shares of our common stock (the “Exchange Shares”) and (iii) approximately $89.6 thousand in cash representing accrued interest on the 2026 Notes and the value of fractional shares (such transactions, collectively, the “Exchanges”).
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