AAOI - NASDAQ

Applied Optoelectronics, Inc.

AAOI·NASDAQ

$184.07

-9.0%

TechnologySemiconductors

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.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$14.77B

EPS-0.6400

P/E Ratio-287.61

Earnings Date08/06/2026

aaoi

Long Term Debt

Last Annual Value

129.83M

3-Year CAGR

18%

5-Year CAGR

10-Year CAGR

14%

Adjust for Inflation

Applied Optoelectronics, Inc. Competitors Analysis of Long Term Debt

AAOI · NASDAQ

Company	Long Term Debt	CAGR 3Y	CAGR 5Y	CAGR 10Y
Applied Optoelectronics, Inc. NASDAQ:AAOI	129.83M	19.4%	9.2%	14.0%
Power Integrations, Inc. NASDAQ:POWI	0.00	N/A	N/A	N/A
nLIGHT, Inc. NASDAQ:LASR	0.00	N/A	N/A	N/A
Veeco Instruments Inc. NASDAQ:VECO	257.85M	-2.1%	2.4%	77.6%
MaxLinear, Inc. NASDAQ:MXL	135.93M	3.6%	-15.0%	N/A
Ultra Clean Holdings, Inc. NASDAQ:UCTT	623.60M	10.6%	3.3%	28.5%
Sonos, Inc. NASDAQ:SONO	0.00	N/A	N/A	N/A
Vishay Intertechnology, Inc. NYSE:VSH	1.05B	8.6%	18.1%	11.4%

Applied Optoelectronics, Inc. Fair Value Envelope

AAOI · NASDAQ

Our analysis suggests that AAOI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $184.07, this represents a potential HIDDEN relative to our calculated worth for Applied Optoelectronics, Inc..

HIDDEN

Intrinsic Value

Current Price: $184.07

Related Guides

Blog Categories

Continue your AAOI research with focused valuation guides.

Fundamentals

Decode statement quality and operating durability.

Accounting

Interpret line items with cleaner analytical framing.

Forecasting

Translate historical performance into forward scenarios.

Reference

Use practical frameworks for statement-led valuation.

Research Paths

Pick your next lens

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.