Applied OptoelectronicsAAOI
About: 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 complete 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.
Employees: 3,309
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
168% more capital invested
Capital invested by funds: $422M [Q3] → $1.13B (+$709M) [Q4]
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
53% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 32
49% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 37
17% more call options, than puts
Call options by funds: $140M | Put options by funds: $120M
11% more funds holding
Funds holding: 140 [Q3] → 155 (+15) [Q4]
8.03% less ownership
Funds ownership: 72.11% [Q3] → 64.08% (-8.03%) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Rosenblatt Mike Genovese 46% 1-year accuracy 19 / 41 met price target | 142%upside $36 | Buy Maintained | 14 Mar 2025 |
Financial journalist opinion
Based on 4 articles about AAOI published over the past 30 days
