AAOI — Stock Film
STOCK FILMSCENE 1/11AAOI · $129
Stock Expert AI presents
AAOI
Applied Optoelectronics, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Applied Optoelectronics, Inc. A quick introduction.

On the stock market since 2013, it operates in the world of technology. It has 3,309 employees. Now — the numbers.

on the stock market since 2013
3,309 employees
$7.3B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.1.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

WHERE DOES THE MONEY COME FROM?
54%CATV
CATV 54%Data Center 43%Telecom 3%
54% of all revenue comes from a single line: CATV.

The biggest line carries real weight, but it doesn’t decide everything on its own.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 21% a year over the last 4 years. Red columns mark years that ended in a loss.

$211.6M
2021
$222.8M
2022
$217.6M
2023
$249.4M
2024
$455.7M
2025
In the vault right now:
$0
DEBT: $167.3M
At this pace, that money lasts about 5.7 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
31
very weak

Clearly below the class average.

FINANCIAL STRENGTH
14
very weak

Clearly below the class average.

VALUATION
26
very weak

Clearly below the class average.

GROWTH
28
very weak

Clearly below the class average.

PRICE MOMENTUM
89
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 42% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
The product is selling

Sales run at $455.7M a year. A small number, but proof the product has real buyers.

2
THE BRIGHT SIDE · 2/2
Analysts’ target sits above today’s price

The average analyst price target is $18443% above today’s price.

1
THE RISKS · 1/3
Running at a loss

A loss of $38.2M against $455.7M in annual sales.

2
THE RISKS · 2/3
A wildly swinging price

This stock swings about 3.3 times as much as the market average. Big rallies — and big drops — can both happen fast.

3
THE RISKS · 3/3
Executives lean toward selling

Over the last 12 months, executives reported 142 sells against just 19 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
F
0 / 100 · MoonshotScore

On our five-subject report card, AAOI sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: AAOI is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (26/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film