Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc.(AAOI)の株式分析

$83.730

-2.420 (-2.89%)終値時点

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高値
85.020
始値
80.910
出来高加重平均価格
81.65
出来高
17.69M
時価総額
331.50M
安値
76.210
売買代金
1.44B
EV/EBITDA(TTM)
-26.19

Applied Optoelectronics, Inc. is a developer and manufacturer of advanced optical and hybrid fiber coaxial (HFC) networking products that are the building blocks for artificial intelligence (AI) datacenters, Cable TV Broadband (CATV) and broadband fiber access networks around the world. The Company supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and fiber-to-the-home (FTTH) markets. It designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. In the CATV market, it supplies a broad array of products, including lasers, transmitters and transceivers, and turn-key equipment. It supplies optical transceivers that plug into switches and servers within the data center and allow these network devices to send and receive data over fiber optic cables. In the telecom market, it supplies lasers and laser subassemblies.

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AI分析 of Applied Optoelectronics, Inc. (AAOI)

買い

Applied Optoelectronics Inc is a good buy right now due to its strong growth potential and recent positive market sentiment. The current price is $109.64, and the stock has shown a remarkable year-to-date change of +176.87%. Additionally, the RSI is at 47.33, indicating that the stock is not overbought, which presents a buying opportunity. However, the main risk is the negative net income, which was -22,781,000 USD in Q2 2026, indicating ongoing financial challenges.

アナリスト評価(9)

-54.32% 下落余地
買い
6 買い
1 中立
2 売り
現在: 83.73
安値
15.00
平均
38.25
高値
50.00

Raymond James

2026-08-11

目標株価

$178

アウトパフォーム

Northland

2026-08-07

目標株価

$120

Market Perform

Needham

2026-08-07

目標株価

$190

買い

B. Riley

2026-08-07

目標株価

$109

中立

Rosenblatt

2026-05-08

目標株価

$220

買い

バリュエーション指標

Applied Optoelectronics, Inc.(AAOI)の現在の予想PERは84.03で、5年平均は31.53です。

予想PER

適正
5年平均 P/E
31.53
現在のP/E
84.03
割高
153.82
割安
-90.76

予想EV/EBITDA

適正
5年平均 EV/EBITDA
6.73
現在のEV/EBITDA
-26.19
割高
93.70
割安
-80.23

予想PSR

適正
5年平均 P/S
1.77
現在のP/S
3.12
割高
3.25
割安
0.29

Alphio AI による AAOI の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%AAOI

$30.66

シナリオ価格

基

基本

基本 · 50%AAOI

$25.36

シナリオ価格

弱

弱気

弱気 · 25%AAOI

$21.31

シナリオ価格

AAOI を保有するクジラ

O

Oak Ridge Investments, LLC

+ を保有AAOI

+8.16%

3か月リターン

I

IMC Trading B.V.

+ を保有AAOI

+5.78%

3か月リターン

C

Capula Management Ltd

+ を保有AAOI

+5.00%

3か月リターン

S

Steward Partners Investment Advisory, LLC

+ を保有AAOI

+4.24%

3か月リターン

G

Greenwoods Asset Management

+ を保有AAOI

-0.66%

3か月リターン

G

Group One Trading LLC

+ を保有AAOI

-1.47%

3か月リターン

イベントタイムライン

2026-09-16 (ET)

14:00:00

Ciena Announces Three-Year Financial Targets Through Fiscal Year 2029

2026-09-08 (ET)

12:00:00

Applied Optoelectronics Shares Up 9.26% to $115.30

2026-08-24 (ET)

16:30:00

Nvidia Informs Customers of 15% Price Increase for AI Servers

12:30:00

Applied Optoelectronics Shares Down 11.7% to $110.16

12:00:00

Nasdaq and S&P 500 Decline as Nvidia Faces Price Hike

ニュース

AAOI のよくある質問 — Alphio AI が回答

Applied Optoelectronics, Inc. is a developer and manufacturer of advanced optical and hybrid fiber coaxial (HFC) networking products that are the building blocks for artificial intelligence (AI) datacenters, Cable TV Broadband (CATV) and broadband fiber access networks around the world. The Company supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and fiber-to-the-home (FTTH) markets. It designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. In the CATV market, it supplies a broad array of products, including lasers, transmitters and transceivers, and turn-key equipment. It supplies optical transceivers that plug into switches and servers within the data center and allow these network devices to send and receive data over fiber optic cables. In the telecom market, it supplies lasers and laser subassemblies. It operates in the Technology sector (SEMICONDUCTORS & RELATED DEVICES industry).

Applied Optoelectronics Inc is a good buy right now due to its strong growth potential and recent positive market sentiment. The current price is $109.64, and the stock has shown a remarkable year-to-date change of +176.87%. Additionally, the RSI is at 47.33, indicating that the stock is not overbought, which presents a buying opportunity. However, the main risk is the negative net income, which was -22,781,000 USD in Q2 2026, indicating ongoing financial challenges.

9 analysts cover AAOI: 6 rate it Buy, 1 Hold and 2 Sell. The average price target is 38.25.

コミュニティ

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0xSkewfalcon3 日前

$AAOI is testing its supporting trendline and the psychological $100 level. The GEX Heatmap shows the King Node at $120 for this week. A move back toward the DMAs is likely this week.

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FoxKettle2026/10/8

$AAOI Sitting right on the 105 support, yet open interest dropped 10 points 🤯 Fewer people but price didn't collapse—that's a shakeout, not a trend change. 66% longs still holding, funding rate running hot. If it can't be pushed down, that's strength—this move favors the longs. 😏

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