Is Applied Opt (AAOI) overvalued? · rev $343.1M
Applied Opt (AAOI) is a communication equipment company listed on US.
This page asks whether Applied Opt (AAOI) looks expensive on cached numbers — not a short thesis.
Latest reported AAOI revenue for 2026-06-30 was $343.1M. Net income was -$37.1M. AAOI currently screens at market cap $1.56B.
AAOI currently screens at market cap $1.56B. A high multiple can be growth prepaid or a bubble. The filing has to explain the gap.
If the next AAOI 8-K cuts growth or raises capex, this “expensive” read gets worse. Until then the SEC page is the source.
Not investment advice. Use the AAOI stock page for the full model, not this heading.
Not investment advice.