Applied Optoelectronics (AAOI) Competitors $28.99 -0.05 (-0.17%) Closing price 09/19/2025 04:00 PM EasternExtended Trading$28.94 -0.05 (-0.19%) As of 09/19/2025 07:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock AAOI vs. OLED, ALGM, PI, LPL, COMM, SIMO, PL, VIAV, NN, and ONDSShould you be buying Applied Optoelectronics stock or one of its competitors? The main competitors of Applied Optoelectronics include Universal Display (OLED), Allegro MicroSystems (ALGM), Impinj (PI), LG Display (LPL), CommScope (COMM), Silicon Motion Technology (SIMO), Planet Labs PBC (PL), Viavi Solutions (VIAV), NextNav (NN), and Ondas (ONDS). These companies are all part of the "electronic equipment" industry. Applied Optoelectronics vs. Its Competitors Universal Display Allegro MicroSystems Impinj LG Display CommScope Silicon Motion Technology Planet Labs PBC Viavi Solutions NextNav Ondas Applied Optoelectronics (NASDAQ:AAOI) and Universal Display (NASDAQ:OLED) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, analyst recommendations, valuation, institutional ownership, profitability, media sentiment and earnings. Is AAOI or OLED more profitable? 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 Applied Optoelectronics-42.29% -10.60% -5.19% Universal Display 36.95%15.82%13.99% Do analysts prefer AAOI or OLED? Applied Optoelectronics currently has a consensus target price of $27.20, suggesting a potential downside of 6.17%. Universal Display has a consensus target price of $190.43, suggesting a potential upside of 34.10%. Given Universal Display's higher possible upside, analysts clearly believe Universal Display is more favorable than Applied Optoelectronics.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Applied Optoelectronics 0 Sell rating(s) 2 Hold rating(s) 4 Buy rating(s) 0 Strong Buy rating(s) 2.67Universal Display 0 Sell rating(s) 3 Hold rating(s) 5 Buy rating(s) 0 Strong Buy rating(s) 2.63 Do insiders & institutionals have more ownership in AAOI or OLED? 61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 78.2% of Universal Display shares are owned by institutional investors. 4.5% of Applied Optoelectronics shares are owned by insiders. Comparatively, 2.0% of Universal Display shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth. Which has more risk and volatility, AAOI or OLED? Applied Optoelectronics has a beta of 2.91, suggesting that its share price is 191% more volatile than the S&P 500. Comparatively, Universal Display has a beta of 1.5, suggesting that its share price is 50% more volatile than the S&P 500. Which has stronger valuation and earnings, AAOI or OLED? 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 RatioApplied Optoelectronics$249.37M7.25-$186.73M-$3.36-8.63Universal Display$647.68M10.42$222.08M$5.1227.74 Does the media refer more to AAOI or OLED? In the previous week, Universal Display had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 9 mentions for Universal Display and 5 mentions for Applied Optoelectronics. Universal Display's average media sentiment score of 1.22 beat Applied Optoelectronics' score of 1.21 indicating that Universal Display is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Applied Optoelectronics 3 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Universal Display 6 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive SummaryUniversal Display beats Applied Optoelectronics on 13 of the 16 factors compared between the two stocks. 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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 OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ ExchangeMarket Cap$1.81B$45.13B$32.50B$10.47BDividend YieldN/A2.18%3.15%4.57%P/E Ratio-8.63687.66451.7726.84Price / Sales7.25235.892,007.29125.78Price / CashN/A40.2435.7331.15Price / Book5.936.067.366.42Net Income-$186.73M$551.26M$809.78M$271.73M7 Day Performance-1.93%21.23%3.74%2.82%1 Month Performance16.94%27.97%6.99%6.60%1 Year Performance109.62%72.07%24,359.89%28.60% Applied Optoelectronics Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)AAOIApplied Optoelectronics1.9262 of 5 stars$28.99-0.2%$27.20-6.2%+109.6%$1.81B$249.37M-8.633,309Positive NewsOLEDUniversal Display4.1651 of 5 stars$134.16-1.7%$190.43+41.9%-32.8%$6.49B$647.68M25.37440News CoveragePositive NewsEx-DividendAnalyst RevisionALGMAllegro MicroSystems2.935 of 5 stars$29.87+0.2%$36.78+23.1%+38.6%$5.51B$725.01M298.002,300Positive NewsPIImpinj2.6799 of 5 stars$190.81+6.7%$167.57-12.2%-5.1%$5.20B$366.09M496.56390LPLLG Display0.9557 of 5 stars$4.50+0.9%N/A+16.3%$4.46B$19.51B0.0060,792High Trading VolumeCOMMCommScope4.3664 of 5 stars$16.65+2.1%$14.75-11.4%+164.9%$3.61B$4.21B27.1820,000Positive NewsSIMOSilicon Motion Technology3.1898 of 5 stars$90.01+1.4%$87.78-2.5%+68.0%$3.02B$803.55M37.441,819PLPlanet Labs PBC1.4159 of 5 stars$9.82+0.4%$7.56-23.0%+440.3%$3.01B$244.35M0.00800VIAVViavi Solutions4.6721 of 5 stars$12.11+0.7%$13.50+11.5%+46.1%$2.69B$1.08B44.563,600Positive NewsNNNextNav1.1648 of 5 stars$17.50+1.5%$20.00+14.3%+122.0%$2.30B$5.67M0.0060Positive NewsONDSOndas1.0003 of 5 stars$6.38-2.7%$5.67-11.2%+770.8%$2.11B$7.19M0.0070Gap Up Related Companies and Tools Related Companies OLED Alternatives ALGM Alternatives PI Alternatives LPL Alternatives COMM Alternatives SIMO Alternatives PL Alternatives VIAV Alternatives NN Alternatives ONDS 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 9/22/2025 by MarketBeat.com Staff From Our PartnersA New Way to Double Your Retirement Income?Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boo...Investors Alley | SponsoredOut of 18,347 Cryptocurrencies... 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