Applied OptoelectronicsAAOI
About: Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to complete turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
Employees: 3,309
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
58% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 38
7% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $25.7M
2.18% less ownership
Funds ownership: 64.08% [Q4 2024] → 61.9% (-2.18%) [Q1 2025]
5% less funds holding
Funds holding: 155 [Q4 2024] → 147 (-8) [Q1 2025]
18% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 39
58% less capital invested
Capital invested by funds: $1.13B [Q4 2024] → $478M (-$654M) [Q1 2025]
100% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 0 (-2) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Raymond James Simon Leopold | 16%upside $18 | Outperform Maintained | 9 May 2025 |
Rosenblatt Mike Genovese | 94%upside $30 | Buy Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 3 articles about AAOI published over the past 30 days









