Applied Optoelectronics (AAOI) Competitors $18.13 +1.81 (+11.09%) As of 10:39 AM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock AAOI vs. PI, LPL, SIMO, VIAV, LUNR, KLIC, NN, HIMX, COMM, and PLShould you be buying Applied Optoelectronics stock or one of its competitors? The main competitors of Applied Optoelectronics include Impinj (PI), LG Display (LPL), Silicon Motion Technology (SIMO), Viavi Solutions (VIAV), Intuitive Machines (LUNR), Kulicke and Soffa Industries (KLIC), NextNav (NN), Himax Technologies (HIMX), CommScope (COMM), and Planet Labs PBC (PL). These companies are all part of the "electronic equipment" industry. Applied Optoelectronics vs. Its Competitors Impinj LG Display Silicon Motion Technology Viavi Solutions Intuitive Machines Kulicke and Soffa Industries NextNav Himax Technologies CommScope Planet Labs PBC Impinj (NASDAQ:PI) and Applied Optoelectronics (NASDAQ:AAOI) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their media sentiment, risk, earnings, analyst recommendations, institutional ownership, profitability, valuation, community ranking and dividends. Does the media refer more to PI or AAOI? In the previous week, Impinj had 2 more articles in the media than Applied Optoelectronics. MarketBeat recorded 9 mentions for Impinj and 7 mentions for Applied Optoelectronics. Impinj's average media sentiment score of 1.09 beat Applied Optoelectronics' score of 0.45 indicating that Impinj is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Impinj 4 Very Positive mention(s) 0 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 1 Very Negative mention(s) Positive Applied Optoelectronics 0 Very Positive mention(s) 2 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Which has more risk and volatility, PI or AAOI? Impinj has a beta of 1.67, suggesting that its share price is 67% more volatile than the S&P 500. Comparatively, Applied Optoelectronics has a beta of 2.64, suggesting that its share price is 164% more volatile than the S&P 500. Does the MarketBeat Community believe in PI or AAOI? Applied Optoelectronics received 142 more outperform votes than Impinj when rated by MarketBeat users. However, 68.74% of users gave Impinj an outperform vote while only 64.81% of users gave Applied Optoelectronics an outperform vote. CompanyUnderperformOutperformImpinjOutperform Votes47568.74% Underperform Votes21631.26% Applied OptoelectronicsOutperform Votes61764.81% Underperform Votes33535.19% Is PI or AAOI more profitable? Impinj has a net margin of 11.15% compared to Applied Optoelectronics' net margin of -38.61%. Impinj's return on equity of 7.11% beat Applied Optoelectronics' return on equity.Company Net Margins Return on Equity Return on Assets Impinj11.15% 7.11% 1.90% Applied Optoelectronics -38.61%-22.36%-12.08% Do analysts recommend PI or AAOI? Impinj presently has a consensus target price of $155.38, suggesting a potential upside of 40.59%. Applied Optoelectronics has a consensus target price of $22.00, suggesting a potential upside of 21.35%. Given Impinj's stronger consensus rating and higher probable upside, research analysts clearly believe Impinj is more favorable than Applied Optoelectronics.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Impinj 0 Sell rating(s) 1 Hold rating(s) 7 Buy rating(s) 0 Strong Buy rating(s) 2.88Applied Optoelectronics 0 Sell rating(s) 2 Hold rating(s) 3 Buy rating(s) 0 Strong Buy rating(s) 2.60 Which has stronger earnings & valuation, PI or AAOI? Impinj has higher revenue and earnings than Applied Optoelectronics. Impinj is trading at a lower price-to-earnings ratio than Applied Optoelectronics, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioImpinj$363.54M8.81$40.84M-$0.04-2,763.00Applied Optoelectronics$308.55M3.26-$56.05M-$3.86-4.70 Do institutionals & insiders have more ownership in PI or AAOI? 61.7% of Applied Optoelectronics shares are owned by institutional investors. 12.4% of Impinj shares are owned by company insiders. Comparatively, 4.5% of Applied Optoelectronics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term. SummaryImpinj beats Applied Optoelectronics on 15 of the 18 factors compared between the two stocks. Get Applied Optoelectronics News Delivered to You Automatically Sign up to receive the latest news and ratings for AAOI and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding AAOI and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart AAOI vs. The Competition Export to ExcelMetricApplied OptoelectronicsSemiconductors & related devices IndustryComputer SectorNASDAQ ExchangeMarket Cap$1.01B$64.20B$26.18B$8.59BDividend YieldN/A2.25%2.85%4.18%P/E Ratio-8.8045.2645.2420.00Price / Sales3.2657.511,985.65155.53Price / CashN/A26.4934.7434.64Price / Book3.007.196.994.69Net Income-$56.05M$751.41M$741.34M$247.88M7 Day Performance11.50%5.41%1.64%2.34%1 Month Performance-0.60%8.73%3.99%6.06%1 Year Performance73.66%48.89%52,555.94%13.59% Applied Optoelectronics Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)AAOIApplied Optoelectronics2.682 of 5 stars$18.13+11.1%$22.00+21.3%+60.5%$1.01B$308.55M-8.802,210Gap UpHigh Trading VolumePIImpinj3.6037 of 5 stars$116.51+2.1%$155.38+33.4%-25.3%$3.38B$363.54M85.67390Positive NewsAnalyst RevisionLPLLG Display0.585 of 5 stars$3.12-1.6%N/A-4.1%$3.12B$27.43T-1.2927,700News CoverageAnalyst UpgradeSIMOSilicon Motion Technology3.5384 of 5 stars$63.56+3.9%$75.88+19.4%-19.5%$2.16B$780.73M23.631,430Short Interest ↑VIAVViavi Solutions4.6598 of 5 stars$9.15+0.4%$12.69+38.7%+24.4%$2.04B$1.05B-50.833,600LUNRIntuitive Machines3.7911 of 5 stars$11.01-3.5%$16.06+45.8%+170.4%$1.97B$217.31M-3.741Insider TradeAnalyst RevisionKLICKulicke and Soffa Industries4.3519 of 5 stars$32.22+0.2%$44.50+38.1%-23.7%$1.70B$691.08M268.503,170Positive NewsNNNextNav2.9858 of 5 stars$11.60-7.6%$20.00+72.4%+67.4%$1.54B$6.16M-15.4760High Trading VolumeHIMXHimax Technologies3.3163 of 5 stars$8.31+2.0%$11.90+43.2%+31.1%$1.45B$914.39M18.472,100Positive NewsCOMMCommScope2.9989 of 5 stars$5.63-6.8%$4.75-15.6%+313.3%$1.22B$4.42B-1.2730,000Positive NewsPLPlanet Labs PBC2.5284 of 5 stars$3.81-0.9%$5.98+57.2%+170.6%$1.15B$244.35M-9.28800Analyst RevisionGap Up Related Companies and Tools Related Companies PI Alternatives LPL Alternatives SIMO Alternatives VIAV Alternatives LUNR Alternatives KLIC Alternatives NN Alternatives HIMX Alternatives COMM Alternatives PL Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:AAOI) was last updated on 6/12/2025 by MarketBeat.com Staff From Our PartnersTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | SponsoredTrump wipes out trillions overnight…Is there anybody more powerful than Donald Trump right now? 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