My dears,
who is involved, or who of you even knows the company?
Of course we can't be on every train.
But we should have noticed this train in the community.
Because it's not a samba train, it's an express train.
Performance
1 week + 14.28 %
1 month + 53.88 %
6 months + 114.16 %
3 years + 1,957.09 %
My dears, I should do even better here. And also make sure that I present such values from my watch to the community at an early stage.
I will do better here.
Rosenblatt raises price target for Applied Optoelectronics to 125 US dollars due to strong sales forecast
Applied Optoelectronics (AAOI) - US fiber optic technology specialist beats expectations and bets on AI-driven bandwidth boom! The provider of fiber optic network technology Applied Optoelectronics presents quarterly results that significantly exceed analysts' expectations and further underpin the growth story in the age of AI. Fundamentally, the growth momentum remains high. The company is benefiting from strong demand from the cable network and data center market, driven by AI applications and increasing bandwidth requirements.
Financial overview of the fourth quarter of 2025
- GAAP revenue amounted to USD 134.3 million, compared to USD 100.3 million in the fourth quarter of 2024 and USD 118.6 million in the third quarter of 2025.
- GAAP gross margin was 31.2%, compared to 28.7% in the fourth quarter of 2024 and 28.0% in the third quarter of 2025. Non-GAAP gross margin was 31.4%, compared to 28.9% in the fourth quarter of 2024 and 31.0% in the third quarter of 2025.
- GAAP net loss was USD 2.0 million, or USD 0.03 per basic share, compared to a net loss of USD 119.7 million, or USD 2.60 per basic share, in the fourth quarter of 2024 and a net loss of USD 17.9 million, or USD 0.28 per basic share, in the third quarter of 2025.
- Non-GAAP net loss amounted to USD 0.6 million, or USD 0.01 per basic share, compared to a net loss of USD 1.0 million, or USD 0.02 per basic share, in the fourth quarter of 2024 and a net loss of USD 5.4 million, or USD 0.09 per basic share, in the third quarter of 2025.
Financial overview of the year 2025
- GAAP revenue amounted to USD 455.7 million, compared to USD 249.4 million in 2024.
- GAAP gross margin was 30.0% compared to 24.8% in 2024. Non-GAAP gross margin was 30.9% compared to 25.1% in 2024.
- GAAP net loss was USD 38.2 million, or USD 0.64 per basic share, compared to a net loss of USD 186.7 million, or USD 4.50 per basic share, in 2024.
- Non-GAAP net loss amounted to USD 15.7 million, or USD 0.26 per basic share, compared to a net loss of USD 32.7 million, or USD 0.79 per basic share, in 2024.
