Nama's AI scorecard currently rates Applied Optoelectronics Sell (4.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.

What is AAOI's P/E ratio?

Applied Optoelectronics trades at a trailing price-to-earnings ratio of 334.2.

When does AAOI report earnings?

Applied Optoelectronics's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $0.56.

What is the AAOI price target?

The median analyst price target from 5 analysts is $170.00, with a range of $92.00 – $220.00.

Is AAOI Shariah compliant?

Nama's AAOIFI-style screen reads Applied Optoelectronics as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.

Nama Insights

Applied Optoelectronics (AAOI)

Technology · Communication Equipment · NASDAQ

Applied Optoelectronics (AAOI) is a Technology company in the Communication Equipment industry. It has a market capitalization of $4.26B, a trailing price-to-earnings ratio of 334.2 and a free-cash-flow yield of -11.7%. Over the most recent reported fiscal year, revenue grew 82.8%. Nama's AI scorecard rates it Sell, 4.1 out of 10. On 12-month momentum it ranks in the leading band of its market.

AI scorecard

Sell · 4.1/10

Negative, at the mild end of Sell. As of Nov 7, 2026.

Momentum

Leading · +321.1% over 12 months ex. last

Top 20% of its market on the past year's steady rise.

Shariah screen

Shariah Compliant

Passes our debt, cash and income screen; not a scholar's ruling.

Off its high

-78.5%

How far the last close sits under the highest price of the past five years.

Market cap	$4.26B
Trailing P/E	334.2
Price / book	2.5
Price / sales	7.1
FCF yield	-11.7%
Dividend yield	—
Gross margin	28.9%
Operating margin	-10.6%
Net margin	-9.6%
Revenue growth (YoY)	+82.8%
Revenue growth (3-yr annual)	+26.9%
EPS growth (YoY)	—
FCF/share growth (YoY)	—
Beta	3.8
Exchange	NASDAQ
Sector	Technology
Industry	Communication Equipment

AAOI earnings

Next report: Feb 25, 2027 (Q4 2026, EPS estimate $0.56). Beat the EPS estimate in 3 of 4 recent quarters.

Quarter	Reported	EPS	Estimate	Surprise	Revenue
Q3 2026	Nov 5, 2026	$0.17	$0.14	+21.4%	—
Q2 2026	Aug 6, 2026	$0.06	$0.02	+200.0%	$191.92M
Q1 2026	May 7, 2026	-$0.07	-$0.05	-40.0%	$151.14M
Q4 2025	Feb 26, 2026	-$0.01	-$0.11	+90.9%	$134.27M

AAOI analyst price target

Median target $170.00 from 5 analysts, ranging $92.00 – $220.00.

Communication Equipment peers

Ticker	Company	Market cap	P/E
CSCO	Cisco Systems	$370.01B	21.7
MSI	Motorola Solutions	$85.07B	30.2
HPE	Hewlett Packard Enterprise	$59.43B	17.9
LITE	Lumentum	$48.84B	45.5
NOK	Nokia Oyj	$43.35B	17.8
UI	Ubiquiti	$35.87B	33.3
CIEN	Ciena	$34.51B	40.5
ERIC	Telefonaktiebolaget LM Ericsson	$33.25B	13.3

Explore live AAOI data on Nama Insights →

AAOI FAQ

Is AAOI a buy?: Nama's AI scorecard currently rates Applied Optoelectronics Sell (4.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AAOI's P/E ratio?: Applied Optoelectronics trades at a trailing price-to-earnings ratio of 334.2.
When does AAOI report earnings?: Applied Optoelectronics's next scheduled report is on Feb 25, 2027. Analysts expect EPS of $0.56.
What is the AAOI price target?: The median analyst price target from 5 analysts is $170.00, with a range of $92.00 – $220.00.
Is AAOI Shariah compliant?: Nama's AAOIFI-style screen reads Applied Optoelectronics as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.