AAOI
Applied Optoelectronics, Inc.Technology · $8.1B market cap
Verdict
Share price
$115.59
close of Oct 3, 2026
Fair value
$28.88
Sticker Price
Payback Price
—
no buy price
AAOI is Overpriced: at $115.59 it trades 300% above its fair value of $28.88. There's no buy price: it has lost money 3 years in a row, so its value rests on sales alone. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Sales-Based (P/S). It has reported a loss for 3 years in a row and doesn't produce cash consistently yet (0 of the last 3 years), so we value it on its sales.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold AAOI. In Q2 2026, 1 added and 1 trimmed. Who we track
Insider activity
Since Sep 8, 2026: no open-market purchases and 2 sales worth $4.0M. Why purchases matter
Sales
About Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment…
Communication Equipment
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works