A59 Stock Chart & Stats
€93.38
-€5.89(-7.67%)
At close: 4:00 PM EDT
€93.38
-€5.89(-7.67%)
Day’s Range― - ―
52-Week Range€16.10 - €197.08
Previous CloseN/A
Volume8.88K
Average Volume (3M)7.56K
Market Cap
€8.14B
Enterprise Value€11.88K
Total Cash (Recent Filing)€499.74M
Total Debt (Recent Filing)€264.54M
Price to Earnings (P/E)―
Beta0.80
Next Earnings
Nov 05, 2026EPS Estimate
0.12Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.78
Shares Outstanding84,906,290
10 Day Avg. Volume2,834
30 Day Avg. Volume7,564
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
€140.71Price Target Upside50.68% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)0.65
Revenue Forecast (FY)€912.60M
Bulls Say, Bears Say
Bulls Say
Strong Revenue And Data-center Product GrowthRapid revenue growth and expanding adoption of 400G and 800G products indicate strong demand for AAOI’s networking portfolio. Continued migration toward higher-speed infrastructure can support durable volume growth, improve product mix, and strengthen the company’s position as customer networks scale.
In-house Technology And Scalable ManufacturingIn-house laser production can help AAOI manage industry shortages while retaining greater control over a critical component. Manufacturing lines designed to support both 800G and 1.6T products may enable operating leverage and faster product transitions as demand shifts to higher speeds.
Manageable Leverage Supports Investment FlexibilityLow relative leverage gives AAOI more balance-sheet flexibility to fund capacity expansion and absorb operating volatility than a highly indebted structure would allow. Sizable equity relative to debt also reduces immediate solvency pressure while management works to convert demand growth into sustainable returns.
Bears Say
Deeply Negative Cash GenerationPersistent cash consumption limits AAOI’s ability to finance growth internally and increases reliance on equity issuance, borrowing, or other external funding. Negative operating and free cash flow also reduces resilience if demand, production ramps, or working-capital requirements develop less favorably.
Profitability Remains UnprovenDespite improved revenue momentum and a return to quarterly non-GAAP profitability, AAOI remains loss-making on a TTM and GAAP basis. Elevated operating expenses could delay sustained operating leverage, leaving future earnings dependent on successful scale-up, product mix, and disciplined cost control.
Severe Customer ConcentrationRevenue concentration creates substantial dependence on a small number of customers and programs. Changes in one major customer’s purchasing plans, network buildout, or product requirements could materially affect AAOI’s revenue trajectory, capacity utilization, cash generation, and bargaining position.
A59 FAQ
What was Applied Optoelectronics’s price range in the past 12 months?
Applied Optoelectronics lowest stock price was €16.10 and its highest was €197.08 in the past 12 months.
What is Applied Optoelectronics’s market cap?
Applied Optoelectronics’s market cap is €8.14B.
When is Applied Optoelectronics’s upcoming earnings report date?
Applied Optoelectronics’s upcoming earnings report date is Nov 05, 2026 which is in 56 days.
How were Applied Optoelectronics’s earnings last quarter?
Applied Optoelectronics released its earnings results on Aug 06, 2026. The company reported €0.051 earnings per share for the quarter, beating the consensus estimate of €0.013 by €0.038.
Is Applied Optoelectronics overvalued?
According to Wall Street analysts Applied Optoelectronics’s price is currently Undervalued.
Does Applied Optoelectronics pay dividends?
Applied Optoelectronics does not currently pay dividends.
What is Applied Optoelectronics’s EPS estimate?
Applied Optoelectronics’s EPS estimate is 0.12.
How many shares outstanding does Applied Optoelectronics have?
Applied Optoelectronics has 84,906,290 shares outstanding.
What happened to Applied Optoelectronics’s price movement after its last earnings report?
Applied Optoelectronics reported an EPS of €0.051 in its last earnings report, beating expectations of €0.013. Following the earnings report the stock price went up 6.149%.
Which hedge fund is a major shareholder of Applied Optoelectronics?
Currently, no hedge funds are holding shares in DE: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
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
€140.71 (50.68% Upside)
€140.71 (50.68% Upside)
Blogger Sentiment
Bullish
DE:A59 Sentiment 69%
Sector Average 60%
Sector Average 60%
Insider Transactions
Sold Shares
Worth €56.6M 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
355.01%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
188.79%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Applied Optoelectronics
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
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call communicated very strong demand, record revenue growth (86% YoY), return to non-GAAP profitability, clear product momentum in 400G/800G/1.6T, and aggressive U.S. capacity expansion funded by recent equity raises. However, the company repeatedly emphasized that near-term revenue is capacity- and component-constrained, is incurring elevated OpEx and heavy CapEx to scale, and faces customer concentration and some supply-chain/timing risks. On balance, the operational wins, robust guidance, and financial resources to fund expansion outweigh the execution and supply constraints described.View all DE:A59 earnings summariesA59 Stock 12 Month Forecast
Average Price Target
€140.71
▲(50.68% Upside)












