Applied OptoelectronicsAAOI
AAOI
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
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
168% more capital invested
Capital invested by funds: $422M [Q3] → $1.13B (+$710M) [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]
7.97% less ownership
Funds ownership: 72.05% [Q3] → 64.08% (-7.97%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$20
83%
upside
Avg. target
$25
128%
upside
High target
$30
174%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Rosenblatt Mike Genovese 30% 1-year accuracy 12 / 40 met price target | 174%upside $30 | Buy Maintained | 22 Apr 2025 |
Raymond James Simon Leopold 15% 1-year accuracy 3 / 20 met price target | 83%upside $20 | Outperform Maintained | 14 Apr 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
5 days ago
Applied Optoelectronics Announces Date of First Quarter 2025 Financial Results Conference Call
SUGAR LAND, Texas, April 17, 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 first quarter ended March 31, 2025, on Thursday, May 8, 2025.
Neutral
Zacks Investment Research
3 weeks ago
Should You Hold on to AAOI Stock Despite its 51% Decline in 3 Months?
Applied Optoelectronics gains from growing adoption of fiber-optics across AI and hyperscale computing markets, making the stock worth retaining.
Positive
Investopedia
1 month ago
Applied Optoelectronics Stock Soars on Amazon Deal Giving Option to Buy Shares
Applied Optoelectronics' (AAOI) stock is surging more than 50% in premarket trading after the optical products maker said it had struck a deal with Amazon (AMZN) that gives the tech giant the right to buy almost 8 million shares.
Positive
Seeking Alpha
1 month ago
Applied Optoelectronics Rallies On Amazon Stock Warrant Agreement
Applied Optoelectronics issued a stock warrant to Amazon allowing the purchase of 7.95 million shares at the price of $23.69 per share. AAOI stock price rallied 82% on the news after the market closed. It is not clear what business deal is covered in the warrant agreement, but it may concern outfitting datacenters for Amazon.
Neutral
Seeking Alpha
1 month ago
Applied Optoelectronics Q4: Top-Line Growth Overshadowed By Decline In Margins
Applied Optoelectronics, Inc. reported strong Q4 sales growth but faced significant declines in efficiency and profitability, raising concerns about a sustainable turnaround. The company's CATV segment drove top-line growth, but gross margins and net income suffered due to one-time charges and operational inefficiencies. Macroeconomic uncertainties, including tariff wars, add volatility, making it difficult to confidently predict a near-term improvement in profitability.
Neutral
Seeking Alpha
1 month ago
Applied Optoelectronics, Inc. (AAOI) Q4 2024 Earnings Call Transcript
Applied Optoelectronics, Inc. (NASDAQ:AAOI ) Q4 2024 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Lindsay Savarese – Investor Relations Thompson Lin – Founder, Chairman and Chief Executive Officer Stefan Murry – Chief Financial Officer and Chief Strategy Officer Conference Call Participants Tim Savageaux – Northland Capital Markets Michael Genovese – Rosenblatt Securities Jeff Koche – Raymond James Dave Kang – B. Riley Securities Operator Good afternoon.
Neutral
Zacks Investment Research
1 month ago
Applied Optoelectronics (AAOI) Reports Q4 Loss, Tops Revenue Estimates
Applied Optoelectronics (AAOI) came out with a quarterly loss of $0.02 per share in line with the Zacks Consensus Estimate. This compares to earnings of $0.04 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
Applied Optoelectronics Reports Fourth Quarter and Full Year 2024 Results
SUGAR LAND, Texas, Feb. 26, 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 financial results for its fourth quarter and full year ended December 31, 2024.
Neutral
GlobeNewsWire
1 month 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
2 months 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.
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