AAOI

Applied Optoelectronics Inc

TMT, Hardware


Presented:10/08/2024
Price:$16.45
Cap:$0.67B
Current Price:$17.40
Cap:$0.71B

Presented

Date10/08/2024
Price$16.45
Market Cap$0.67B
Ent Value$0.42B
P/E RatioN/A
Book Value$4.59
Div Yield0%
Shares O/S40.90M
Ave Daily Vol2,408,054
Short Int28.27%

Current

Price$17.40
Market Cap$0.71B
Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), Applied Optoelectronics Inc (AAOI), Charter Communications Inc (CHTR), Microsoft Corp (MSFT), Nvidia Corp (NVDA), Oracle Corp (ORCL) Rogers Communications Inc (RCI)

Highlights

The presenter is long shares of Applied Optoelectronics Inc (AAOI), a fiber optic networking products manufacturer. He believes that the business is at an inflection point as Charter and other customers upgrade to DOCSIS 4.0 equipment. Additionally, supply constraints in the transceiver market could boost AAOI’s 400G and 800G transceiver business beyond expectations. While the Street projects earnings of $1 per share in 2026, the presenter suggests EPS could reach $2 to $3.

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Idea Discussion

Commentor 1 - 2 weeks ago

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