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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$187.89 +14.91 (+8.62%)
As of 01:20 PM Eastern
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AAOI vs. LHX, STM, CLS, ON, and ERIC

Should you be buying Applied Optoelectronics stock or one of its competitors? The main competitors of Applied Optoelectronics include L3Harris Technologies (LHX), STMicroelectronics (STM), Celestica (CLS), onsemi (ON), and Ericsson (ERIC). These companies are all part of the "electronic equipment" industry.

How does Applied Optoelectronics compare to L3Harris Technologies?

L3Harris Technologies (NYSE:LHX) and Applied Optoelectronics (NASDAQ:AAOI) are both large-cap electronic equipment companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, media sentiment, risk, earnings, dividends, valuation, profitability and analyst recommendations.

84.8% of L3Harris Technologies shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 0.7% of L3Harris Technologies shares are held by company insiders. Comparatively, 3.8% of Applied Optoelectronics shares are held by company 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.

L3Harris Technologies has higher revenue and earnings than Applied Optoelectronics. Applied Optoelectronics is trading at a lower price-to-earnings ratio than L3Harris Technologies, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
L3Harris Technologies$22.48B2.51$1.61B$9.2132.81
Applied Optoelectronics$455.71M33.00-$38.23M-$0.65N/A

In the previous week, L3Harris Technologies had 18 more articles in the media than Applied Optoelectronics. MarketBeat recorded 31 mentions for L3Harris Technologies and 13 mentions for Applied Optoelectronics. L3Harris Technologies' average media sentiment score of 0.91 beat Applied Optoelectronics' score of 0.75 indicating that L3Harris Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
L3Harris Technologies
14 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
3 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

L3Harris Technologies has a net margin of 7.71% compared to Applied Optoelectronics' net margin of -8.39%. L3Harris Technologies' return on equity of 10.65% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
L3Harris Technologies7.71% 10.65% 5.05%
Applied Optoelectronics -8.39%-5.29%-2.99%

L3Harris Technologies presently has a consensus target price of $354.75, indicating a potential upside of 17.39%. Applied Optoelectronics has a consensus target price of $52.80, indicating a potential downside of 71.90%. Given L3Harris Technologies' stronger consensus rating and higher possible upside, research analysts clearly believe L3Harris Technologies is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
L3Harris Technologies
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.88
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29

L3Harris Technologies has a beta of 0.51, meaning that its stock price is 49% less volatile than the S&P 500. Comparatively, Applied Optoelectronics has a beta of 3.76, meaning that its stock price is 276% more volatile than the S&P 500.

Summary

L3Harris Technologies beats Applied Optoelectronics on 14 of the 17 factors compared between the two stocks.

How does Applied Optoelectronics compare to STMicroelectronics?

Applied Optoelectronics (NASDAQ:AAOI) and STMicroelectronics (NYSE:STM) are both large-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, earnings, dividends, profitability, analyst recommendations, valuation and risk.

Applied Optoelectronics presently has a consensus target price of $52.80, indicating a potential downside of 71.90%. STMicroelectronics has a consensus target price of $49.07, indicating a potential downside of 14.79%. Given STMicroelectronics' stronger consensus rating and higher probable upside, analysts clearly believe STMicroelectronics is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
STMicroelectronics
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.69

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M33.00-$38.23M-$0.65N/A
STMicroelectronics$11.80B4.38$166M$0.16359.93

In the previous week, STMicroelectronics had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 17 mentions for STMicroelectronics and 13 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.75 beat STMicroelectronics' score of 0.49 indicating that Applied Optoelectronics is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
3 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
STMicroelectronics
4 Very Positive mention(s)
7 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 5.1% of STMicroelectronics shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

STMicroelectronics has a net margin of 1.19% compared to Applied Optoelectronics' net margin of -8.39%. STMicroelectronics' return on equity of 3.01% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.39% -5.29% -2.99%
STMicroelectronics 1.19%3.01%2.18%

Applied Optoelectronics has a beta of 3.76, meaning that its share price is 276% more volatile than the S&P 500. Comparatively, STMicroelectronics has a beta of 1.89, meaning that its share price is 89% more volatile than the S&P 500.

Summary

STMicroelectronics beats Applied Optoelectronics on 11 of the 16 factors compared between the two stocks.

How does Applied Optoelectronics compare to Celestica?

Applied Optoelectronics (NASDAQ:AAOI) and Celestica (NYSE:CLS) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, valuation, earnings, profitability, dividends, risk, analyst recommendations and institutional ownership.

Applied Optoelectronics presently has a consensus target price of $52.80, indicating a potential downside of 71.90%. Celestica has a consensus target price of $427.42, indicating a potential upside of 0.94%. Given Celestica's stronger consensus rating and higher probable upside, analysts plainly believe Celestica is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
Celestica
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M33.00-$38.23M-$0.65N/A
Celestica$13.79B3.53$832.50M$8.2751.20

In the previous week, Celestica had 30 more articles in the media than Applied Optoelectronics. MarketBeat recorded 43 mentions for Celestica and 13 mentions for Applied Optoelectronics. Celestica's average media sentiment score of 0.89 beat Applied Optoelectronics' score of 0.75 indicating that Celestica 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)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Celestica
19 Very Positive mention(s)
10 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Optoelectronics has a beta of 3.76, meaning that its stock price is 276% more volatile than the S&P 500. Comparatively, Celestica has a beta of 2.09, meaning that its stock price is 109% more volatile than the S&P 500.

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 67.4% of Celestica shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Comparatively, 1.1% of Celestica shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Celestica has a net margin of 6.95% compared to Applied Optoelectronics' net margin of -8.39%. Celestica's return on equity of 36.91% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.39% -5.29% -2.99%
Celestica 6.95%36.91%10.56%

Summary

Celestica beats Applied Optoelectronics on 14 of the 17 factors compared between the two stocks.

How does Applied Optoelectronics compare to onsemi?

Applied Optoelectronics (NASDAQ:AAOI) and onsemi (NASDAQ:ON) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, valuation, earnings, profitability, dividends, risk, analyst recommendations and institutional ownership.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M33.00-$38.23M-$0.65N/A
onsemi$6.00B6.73$121M$1.4172.79

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 97.7% of onsemi shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Comparatively, 0.4% of onsemi shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Applied Optoelectronics presently has a consensus target price of $52.80, indicating a potential downside of 71.90%. onsemi has a consensus target price of $78.31, indicating a potential downside of 23.70%. Given onsemi's stronger consensus rating and higher probable upside, analysts plainly believe onsemi is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
onsemi
1 Sell rating(s)
15 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.45

In the previous week, onsemi had 405 more articles in the media than Applied Optoelectronics. MarketBeat recorded 418 mentions for onsemi and 13 mentions for Applied Optoelectronics. onsemi's average media sentiment score of 1.11 beat Applied Optoelectronics' score of 0.75 indicating that onsemi 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)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
onsemi
270 Very Positive mention(s)
62 Positive mention(s)
42 Neutral mention(s)
23 Negative mention(s)
13 Very Negative mention(s)
Positive

onsemi has a net margin of 2.02% compared to Applied Optoelectronics' net margin of -8.39%. onsemi's return on equity of 12.22% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.39% -5.29% -2.99%
onsemi 2.02%12.22%7.45%

Applied Optoelectronics has a beta of 3.76, meaning that its stock price is 276% more volatile than the S&P 500. Comparatively, onsemi has a beta of 1.94, meaning that its stock price is 94% more volatile than the S&P 500.

Summary

onsemi beats Applied Optoelectronics on 13 of the 16 factors compared between the two stocks.

How does Applied Optoelectronics compare to Ericsson?

Ericsson (NASDAQ:ERIC) and Applied Optoelectronics (NASDAQ:AAOI) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, profitability, dividends, media sentiment, risk, institutional ownership, earnings and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ericsson$24.19B1.66$2.91B$0.7915.09
Applied Optoelectronics$455.71M33.00-$38.23M-$0.65N/A

8.0% of Ericsson shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Ericsson currently has a consensus target price of $11.00, suggesting a potential downside of 7.76%. Applied Optoelectronics has a consensus target price of $52.80, suggesting a potential downside of 71.90%. Given Ericsson's higher possible upside, analysts clearly believe Ericsson is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ericsson
2 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.89
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29

In the previous week, Applied Optoelectronics had 4 more articles in the media than Ericsson. MarketBeat recorded 13 mentions for Applied Optoelectronics and 9 mentions for Ericsson. Applied Optoelectronics' average media sentiment score of 0.75 beat Ericsson's score of 0.72 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ericsson
5 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
3 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ericsson has a net margin of 10.80% compared to Applied Optoelectronics' net margin of -8.39%. Ericsson's return on equity of 22.17% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Ericsson10.80% 22.17% 7.93%
Applied Optoelectronics -8.39%-5.29%-2.99%

Ericsson has a beta of 0.88, meaning that its share price is 12% less volatile than the S&P 500. Comparatively, Applied Optoelectronics has a beta of 3.76, meaning that its share price is 276% more volatile than the S&P 500.

Summary

Ericsson and Applied Optoelectronics tied by winning 8 of the 16 factors compared between the two stocks.

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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.
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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.
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AAOI vs. The Competition

Export
MetricApplied OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$15.07B$65.63B$37.25B$11.86B
Dividend YieldN/A1.39%3.16%5.21%
P/E Ratio-289.71245.7377.7428.43
Price / Sales33.00152.63617.8469.98
Price / Cash7,366.28268.0846.3136.52
Price / Book17.489.149.166.64
Net Income-$38.23M$861.73M$1.03B$332.53M
7 Day Performance36.89%16.43%4.77%1.80%
1 Month Performance80.82%48.43%14.33%8.93%
1 Year Performance1,201.18%295.72%168.66%39.10%

Applied Optoelectronics Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
2.279 of 5 stars		$187.89
+8.6%		$52.80
-71.9%		N/A$15.07B$455.71MN/A4,691
LHX
L3Harris Technologies
4.9836 of 5 stars		$308.69
-1.5%		$354.75
+14.9%		N/A$58.53B$21.87B33.5245,000
STM
STMicroelectronics
2.8256 of 5 stars		$55.17
-1.0%		$49.07
-11.1%		N/A$50.07B$11.80B344.8349,157
CLS
Celestica
3.5538 of 5 stars		$420.90
+0.5%		$427.42
+1.6%		N/A$48.17B$12.39B50.8929,591
ON
onsemi
2.5694 of 5 stars		$102.04
-1.0%		$67.15
-34.2%		N/A$40.52B$6.00B300.1322,670

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This page (NASDAQ:AAOI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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