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

Cost of Revenue

Last Annual Value

318.80M

3-Year CAGR

19%

5-Year CAGR

12%

10-Year CAGR

Adjust for Inflation

Applied Optoelectronics, Inc. Competitors Analysis of Cost of Revenue

AAOI · NASDAQ

Company	Cost of Revenue	CAGR 3Y	CAGR 5Y	CAGR 10Y
Applied Optoelectronics, Inc. NASDAQ:AAOI	318.80M	26.2%	12.9%	6.3%
Power Integrations, Inc. NASDAQ:POWI	201.85M	-2.2%	-10.0%	0.3%
nLIGHT, Inc. NASDAQ:LASR	183.37M	3.8%	-1.0%	8.9%
Veeco Instruments Inc. NASDAQ:VECO	398.88M	1.5%	3.2%	7.2%
MaxLinear, Inc. NASDAQ:MXL	201.83M	-13.4%	-13.6%	2.5%
Ultra Clean Holdings, Inc. NASDAQ:UCTT	1.73B	5.9%	0.7%	13.8%
Sonos, Inc. NASDAQ:SONO	812.75M	-4.7%	-2.2%	N/A
Vishay Intertechnology, Inc. NYSE:VSH	2.47B	0.6%	1.0%	3.5%

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

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