Applied Optoelectronics
AAOI
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
142% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 26
78% more capital invested
Capital invested by funds: $478M [Q1] → $848M (+$371M) [Q2]
66% more call options, than puts
Call options by funds: $66.8M | Put options by funds: $40.2M
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
1% less funds holding
Funds holding: 146 [Q1] → 145 (-1) [Q2]
2.48% less ownership
Funds ownership: 61.9% [Q1] → 59.41% (-2.48%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Raymond James
Simon Leopold
|
$25
|
Outperform
Maintained
|
8 Aug 2025 |
|
B. Riley Securities
David Kang
|
$15
|
Neutral
Maintained
|
8 Aug 2025 |
|
Needham
Ryan Koontz
|
$32
|
Buy
Initiated
|
25 Jul 2025 |
|
Rosenblatt
Mike Genovese
|
$34
|
Buy
Maintained
|
26 Jun 2025 |
Financial journalist opinion
Based on 3 articles about AAOI published over the past 30 days
