AAOI - NASDAQ
Applied Optoelectronics, Inc.
$184.07
-9.0%Applied Optoelectronics, Inc. designs, manufactures, and sells various fiber-optic networking products worldwide. It offers optical modules, lasers, subassemblies, transmitters and transceivers, and turn-key equipment, as well as headend, node, and distribution equipment. The company sells its products to internet data center operators, cable television and telecom equipment manufacturers, and internet service providers through its direct and indirect sales channels. Applied Optoelectronics, Inc. was incorporated in 1997 and is headquartered in Sugar Land, Texas.
At a Glance
Live SnapshotApplied Optoelectronics, Inc. Street Expectations Map
Wall Street analysts project that AAOI stock may decline over the coming 12 months. The consensus 1-year price target stands at 74.50, with estimates ranging from a low of 43.00 to a high of 160.00.
The consensus 1-year price target stands at 74.50, with estimates ranging from a low of 43.00 to a high of 160.00.
Analyst Consensus Analysis
Upside Potential
Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuation—requires deep sector expertise and contrarian mindset.
Applied Optoelectronics, Inc. Forward Estimates of Revenue
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Limited coverage may indicate reduced institutional interest or information availability.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Limited coverage may indicate reduced institutional interest or information availability.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.
Applied Optoelectronics, Inc. Insider Positioning
During the last 12 months, insiders have purchased $20K and sold $72.18M worth of AAOI shares, resulting in $72.16M of net selling activity.
3 Months
0
0.00
389.3K
57.80M
-57.8M
-$57.80M
3-6 Months
0
0.00
172.2K
14.06M
-14.1M
-$14.06M
6-9 Months
0
0.00
1.7K
56.95K
-57K
-$57K
9-12 Months
920
19.87K
12.0K
268.44K
-249K
-$249K
Top Buyers
Lin Chih-Hsiang (Thompson)
Director, Officer: President And Ceo
$20K
Top Sellers
Delaney Cynthia
Director
$12.76M
Yeh Shu-Hua (Joshua)
Officer: *** See Remarks
$11.64M
Lin Chih-Hsiang (Thompson)
Director, Officer: President And Ceo
$10.05M
Loboa Elizabeth G
Director
$9.93M
Chang Hung-Lun (Fred)
Officer: *** See Remarks
$9.53M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $72.16M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your AAOI research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.