Theses›Listed companies›AAOI

Applied Optoelectronics

NASDAQ: AAOI · US
Datacenter transceivers — Microsoft is largest customer.

Markets it anchors
015254060+cheapfairfullexpensive10.9x 015254060+cheapfairfullexpensive10.9x
Fig. 1The screen as it last ran, 6 Nov 2026: Cheap at 10.9x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price50.13 USD
Market value$4.3B
Revenue, last 12 months$747M
Forward P/E10.9x
EV to revenue5.4x
Gross and operating margin29% · -1%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.