A59 Stock Chart & Stats
CHF92.06
CHF0.00(0.00%)
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Day’s Range― - ―
52-Week RangeCHF92.06 - CHF134.88
Previous CloseN/A
VolumeN/A
Average Volume (3M)199.00
Market Cap
CHF7.93B
Enterprise ValueCHF13.15B
Total Cash (Recent Filing)CHF449.38M
Total Debt (Recent Filing)CHF173.67M
Price to Earnings (P/E)―
Beta-4.32
Next Earnings
Jul 30, 2026EPS Estimate
0.01Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.66
Shares OutstandingN/A
10 Day Avg. Volume211
30 Day Avg. Volume199
Financial Highlights & Ratios
PEG Ratio0.63
Price to Book (P/B)2.86
Price to Sales (P/S)4.60
P/FCF Ratio-5.93
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
CHF122.15Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)0.83
Revenue Forecast (FY)CHF837.59M
Bulls Say, Bears Say
Bulls Say
Revenue Growth & Margin ImprovementStrong top-line growth and improving gross margins create durable operating leverage: TTM revenue rose to ~$507M with gross margin near 29.6%, reflecting better pricing/mix and cost management. Sustained revenue momentum supports scale benefits and margin expansion as volumes rise over months.
Large Capacity Expansion RoadmapAmbitious capacity roadmap (target >650k/month 800G/1.6T by end‑2026, >930k/month by end‑2027) materially increases addressable production for data‑center optics. If executed, this expands supply capability, reduces per‑unit costs, and supports large, repeat hyperscaler contracts over multiple years.
Vertical Integration: In‑house Laser & Cleanroom BuildIn‑house laser fabrication expansion (~350% by 2027) plus a new 195k sqft cleanroom (FAB4) strengthens vertical integration and supply security for photonics. Owning critical laser capacity reduces vendor risk, shortens qualification cycles long‑term, and can create cost and timing advantages versus contract manufacturers.
Bears Say
Severe Cash BurnPersistent negative operating cash flow (TTM -$209M) and free cash flow (-$239M) mean the company consumes capital while scaling. This structural cash burn pressures liquidity and forces ongoing external financing or equity dilution until sustained positive operating cash flow and free cash flow are achieved.
High Customer ConcentrationExtremely concentrated revenue base (top 10 customers = 98%; one CATV customer ~44%) creates brittle demand exposure: loss or slowdown at a single major customer could sharply reduce revenue, hinder capacity planning, and amplify working capital swings over a multi‑quarter horizon.
Execution & Timing Risk From Long Lead TimesRamp depends on heavy ongoing CapEx, long equipment leadtimes (laser tools 18–24+ months) and multi‑month qualification cycles. These structural execution lags raise risk that supply won't meet demand in time, causing delayed revenue, higher unit costs, and potential margin pressure across multiple quarters.
A59 FAQ
What was Applied Optoelectronics Inc’s price range in the past 12 months?
Applied Optoelectronics Inc lowest stock price was CHF92.06 and its highest was CHF134.88 in the past 12 months.
What is Applied Optoelectronics Inc’s market cap?
Applied Optoelectronics Inc’s market cap is CHF7.93B.
When is Applied Optoelectronics Inc’s upcoming earnings report date?
Applied Optoelectronics Inc’s upcoming earnings report date is Jul 30, 2026 which is in 19 days.
How were Applied Optoelectronics Inc’s earnings last quarter?
Applied Optoelectronics Inc released its earnings results on May 07, 2026. The company reported -CHF0.057 earnings per share for the quarter, missing the consensus estimate of -CHF0.04 by -CHF0.017.
Is Applied Optoelectronics Inc overvalued?
According to Wall Street analysts Applied Optoelectronics Inc’s price is currently Undervalued.
Does Applied Optoelectronics Inc pay dividends?
Applied Optoelectronics Inc does not currently pay dividends.
What is Applied Optoelectronics Inc’s EPS estimate?
Applied Optoelectronics Inc’s EPS estimate is 0.01.
How many shares outstanding does Applied Optoelectronics Inc have?
Currently, no data Available
What happened to Applied Optoelectronics Inc’s price movement after its last earnings report?
Applied Optoelectronics Inc reported an EPS of -CHF0.057 in its last earnings report, missing expectations of -CHF0.04. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Applied Optoelectronics Inc?
Currently, no hedge funds are holding shares in CH:A59
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Applied Optoelectronics Stock Smart Score
Neutral
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF122.15 (― Downside)
CHF122.15 (― Downside)
Blogger Sentiment
Bullish
CH:A59 Sentiment 70%
Sector Average 65%
Sector Average 65%
Insider Transactions
Sold Shares
Worth CHF114.4M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
324.49%
12-Months-Change
Fundamentals
Return on Equity
-6.14%
Trailing 12-Months
Asset Growth
142.90%
Trailing 12-Months
Company Description
Applied Optoelectronics Inc
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.
A59 Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a constructive and growth-oriented outlook driven by record revenue, significant YoY data center expansion (154% YoY), early volume shipments/orders for next-generation 800G and 1.6T products, large capacity expansion plans, and a materially stronger cash position. Management upgraded 2026 revenue to >$1.1B and expects >$140M non-GAAP operating income, reflecting confidence in demand. Offsetting factors include ongoing non-GAAP and GAAP losses in Q1, lower near-term gross margins (29.2%), high customer concentration, capacity constraints that limit the near-term ability to meet demand, heavy CapEx and inventory build, and operational/qualification timing risks tied to long equipment lead times. Overall, the positive operational momentum, bookings, and upgraded guidance outweigh the execution and timing risks described on the call.View all CH:A59 earnings summariesA59 Stock 12 Month Forecast
Average Price Target
CHF122.15
Technical Analysis
Options Prices
Currently, No data available
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