Free Trial

Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$27.45 -1.65 (-5.67%)
As of 10:12 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

AAOI vs. OLED, PI, LPL, ALGM, PL, WOLF, COMM, SIMO, ONDS, and VIAV

Should you be buying Applied Optoelectronics stock or one of its competitors? The main competitors of Applied Optoelectronics include Universal Display (OLED), Impinj (PI), LG Display (LPL), Allegro MicroSystems (ALGM), Planet Labs PBC (PL), Wolfspeed (WOLF), CommScope (COMM), Silicon Motion Technology (SIMO), Ondas (ONDS), and Viavi Solutions (VIAV). These companies are all part of the "electronic equipment" industry.

Applied Optoelectronics vs. Its Competitors

Universal Display (NASDAQ:OLED) and Applied Optoelectronics (NASDAQ:AAOI) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, risk, media sentiment, profitability, earnings, institutional ownership and dividends.

78.2% of Universal Display shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 2.0% of Universal Display shares are owned by insiders. Comparatively, 4.5% of Applied Optoelectronics shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Universal Display has a net margin of 36.95% compared to Applied Optoelectronics' net margin of -42.29%. Universal Display's return on equity of 15.82% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Universal Display36.95% 15.82% 13.99%
Applied Optoelectronics -42.29%-10.60%-5.19%

Universal Display has a beta of 1.55, meaning that its share price is 55% more volatile than the S&P 500. Comparatively, Applied Optoelectronics has a beta of 2.92, meaning that its share price is 192% more volatile than the S&P 500.

Universal Display currently has a consensus price target of $190.43, suggesting a potential upside of 32.06%. Applied Optoelectronics has a consensus price target of $27.20, suggesting a potential downside of 6.53%. Given Universal Display's stronger consensus rating and higher possible upside, research analysts clearly believe Universal Display is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Universal Display
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.43

Universal Display has higher revenue and earnings than Applied Optoelectronics. Applied Optoelectronics is trading at a lower price-to-earnings ratio than Universal Display, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Universal Display$647.68M10.58$222.08M$5.1228.16
Applied Optoelectronics$249.37M7.28-$186.73M-$3.36-8.66

In the previous week, Universal Display had 3 more articles in the media than Applied Optoelectronics. MarketBeat recorded 11 mentions for Universal Display and 8 mentions for Applied Optoelectronics. Universal Display's average media sentiment score of 1.19 beat Applied Optoelectronics' score of 0.93 indicating that Universal Display is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Universal Display
6 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Universal Display beats Applied Optoelectronics on 14 of the 16 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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

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 Chart

Media Sentiment Over Time

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

MetricApplied OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$1.69B$43.77B$31.92B$10.30B
Dividend YieldN/A2.21%3.23%4.82%
P/E Ratio-8.66705.41483.9327.10
Price / Sales7.28374.991,620.07133.20
Price / CashN/A39.1434.3030.18
Price / Book5.956.687.666.69
Net Income-$186.73M$551.26M$819.71M$276.55M
7 Day Performance-7.12%2.93%0.25%-0.40%
1 Month Performance7.50%31.33%6.94%6.53%
1 Year Performance57.98%61.19%23,897.29%41.04%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
2.3354 of 5 stars
$27.45
-5.7%
$27.20
-0.9%
+62.9%$1.69B$249.37M-8.073,309Positive News
Gap Up
OLED
Universal Display
4.2644 of 5 stars
$146.87
+2.1%
$190.43
+29.7%
-30.3%$6.83B$647.68M28.69440Positive News
Gap Up
PI
Impinj
3.4477 of 5 stars
$196.13
+5.9%
$176.00
-10.3%
-16.6%$5.39B$366.09M514.42390
LPL
LG Display
2.2305 of 5 stars
$5.46
+1.5%
N/A+41.1%$5.38B$19.51B-13.0060,792Positive News
ALGM
Allegro MicroSystems
3.0993 of 5 stars
$28.22
-0.4%
$36.78
+30.3%
+29.0%$5.24B$725.01M283.202,300News Coverage
Positive News
PL
Planet Labs PBC
1.2982 of 5 stars
$15.24
-0.5%
$8.56
-43.8%
+575.0%$4.71B$244.35M0.00800Gap Up
WOLF
Wolfspeed
0.3923 of 5 stars
$26.27
+7.8%
$9.80
-62.7%
+187.2%$4.09B$757.60M-2.333,434Gap Up
COMM
CommScope
4.1391 of 5 stars
$15.26
-1.7%
$14.75
-3.3%
+152.9%$3.44B$4.21B25.8820,000Analyst Upgrade
SIMO
Silicon Motion Technology
3.7424 of 5 stars
$99.99
+1.2%
$94.38
-5.6%
+49.8%$3.36B$803.55M42.191,819Gap Up
ONDS
Ondas
1.2884 of 5 stars
$10.66
+7.6%
$7.25
-32.0%
+1,100.7%$3.18B$7.19M0.0070Options Volume
Gap Up
VIAV
Viavi Solutions
4.7535 of 5 stars
$12.78
+0.5%
$13.50
+5.6%
+36.8%$2.83B$1.08B47.113,600Analyst Forecast

Related Companies and Tools


This page (NASDAQ:AAOI) was last updated on 10/14/2025 by MarketBeat.com Staff
From Our Partners