Stock Library / AAOI

AAOI Technology Latest YouTube: Q2 2026 Published 2026-08-07

Applied Optoelectronics, Inc.

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Latest earnings video

Applied Optoelectronics (AAOI): Revenue +86% - And The Only Profit Was A Tax Add-Back

Published 2026-08-07

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Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-07

Podcast available

Yes

Current price

$146.87

+14.41 (+10.88%)

Trailing / Forward P/E

—

Forward: 31.91x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

86.4%

Earnings: —

Margins

-12.9% op

Gross: 28.9% · Net: -9.6%

Balance sheet

2.78x current

Debt / Equity: 18.0

52-week range / Beta

$18.50 - $233.67

Beta: 3.79

Analyst target

$163.40

Upside: 11.3%

Cash / shareholder return

-7.14% FCF yield

Dividend yield: —

Company context

Industry: Communication Equipment

Country: United States

Employees: —

Price to book: 7.43x

Return on equity: -5.4%

Applied Optoelectronics, Inc. engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China. The company offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, and distribution equipment, as well as amplifiers. It sells its products to internet data center operators, cable television, telecom equipment manufacturers, fiber-to-the-home, 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.

Price chart

Market context for AAOI

Competitive view

AAOI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Applied Optoelectronics, Inc. latest YouTube video thumbnail

Applied Optoelectronics, Inc.

AAOI

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

AAOI

$12.42B

Applied Optoelectronics, Inc.

INTC

$543.52B

Intel Corporation

MSFT

$3.68T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

AAOI

—

Applied Optoelectronics, Inc.

INTC

—

Intel Corporation

MSFT

27.6x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

AAOI

31.9x

Applied Optoelectronics, Inc.

INTC

50.4x

Intel Corporation

MSFT

21.1x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

AAOI

86.4%

Applied Optoelectronics, Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

AAOI

—

Applied Optoelectronics, Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

AAOI

-12.9%

Applied Optoelectronics, Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

AAOI

28.9%

Applied Optoelectronics, Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

AAOI

-9.6%

Applied Optoelectronics, Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

AAOI

-5.4%

Applied Optoelectronics, Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

AAOI

-7.1%

Applied Optoelectronics, Inc.

INTC

0.9%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

AAOI

17.99x

Applied Optoelectronics, Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

AAOI

2.78x

Applied Optoelectronics, Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

AAOI

3.79

Applied Optoelectronics, Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

AAOI

—

Applied Optoelectronics, Inc.

INTC

—

Intel Corporation

MSFT

0.7%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

AAOI

11.3%

Applied Optoelectronics, Inc.

INTC

10.9%

Intel Corporation

MSFT

14.3%

Microsoft Corp.

Related research

Non-quarter videos featuring AAOI

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-07

AAOI Stock: Applied Optoelectronics Q2 2026 Earnings - The Tax Add-Back #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

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Episode timeline

Episode archive for AAOI

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-07

Published youtube podcast complete

Applied Optoelectronics (AAOI): Revenue +86% - And The Only Profit Was A Tax Add-Back

Quarterly earnings-analysis entry for Applied Optoelectronics, Inc.. Use the links on the right to open the video or podcast episode.

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