Go Pro

Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$119.92 -2.29 (-1.87%)
Closing price 07/10/2026 04:00 PM Eastern
Extended Trading
$119.68 -0.24 (-0.20%)
As of 07/10/2026 08:00 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 Massive. Learn more.

AAOI vs. CLS, GFS, ERIC, ON, and UI

Should you buy Applied Optoelectronics stock or one of its competitors? MarketBeat compares Applied Optoelectronics with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Applied Optoelectronics include Celestica (CLS), GlobalFoundries (GFS), Ericsson (ERIC), onsemi (ON), and Ubiquiti (UI). These companies are all part of the "electronic equipment" industry.

How does Applied Optoelectronics compare to Celestica?

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

Applied Optoelectronics currently has a consensus target price of $113.80, suggesting a potential downside of 5.10%. Celestica has a consensus target price of $427.42, suggesting a potential upside of 18.55%. 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)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33
Celestica
0 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
3.00

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 67.4% of Celestica shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by company insiders. Comparatively, 1.1% of Celestica shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Celestica had 15 more articles in the media than Applied Optoelectronics. MarketBeat recorded 21 mentions for Celestica and 6 mentions for Applied Optoelectronics. Celestica's average media sentiment score of 0.81 beat Applied Optoelectronics' score of 0.60 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
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Celestica
11 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Celestica has a net margin of 6.95% compared to Applied Optoelectronics' net margin of -8.55%. 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-8.55% -4.64% -2.90%
Celestica 6.95%36.91%10.56%

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$455.71M21.12-$38.23M-$0.66N/A
Celestica$12.39B3.35$832.50M$8.2743.59

Applied Optoelectronics has a beta of 3.69, indicating that its stock price is 269% more volatile than the broader market. Comparatively, Celestica has a beta of 2.05, indicating that its stock price is 105% more volatile than the broader market.

Summary

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

How does Applied Optoelectronics compare to GlobalFoundries?

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

In the previous week, GlobalFoundries had 11 more articles in the media than Applied Optoelectronics. MarketBeat recorded 17 mentions for GlobalFoundries and 6 mentions for Applied Optoelectronics. GlobalFoundries' average media sentiment score of 0.69 beat Applied Optoelectronics' score of 0.60 indicating that GlobalFoundries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GlobalFoundries
7 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

GlobalFoundries has a net margin of 11.40% compared to Applied Optoelectronics' net margin of -8.55%. GlobalFoundries' return on equity of 6.85% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.55% -4.64% -2.90%
GlobalFoundries 11.40%6.85%4.76%

Applied Optoelectronics currently has a consensus price target of $113.80, suggesting a potential downside of 5.10%. GlobalFoundries has a consensus price target of $74.63, suggesting a potential upside of 8.20%. Given GlobalFoundries' stronger consensus rating and higher possible upside, analysts clearly believe GlobalFoundries is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33
GlobalFoundries
1 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.47

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M21.12-$38.23M-$0.66N/A
GlobalFoundries$6.79B5.57$885M$1.3949.62

Applied Optoelectronics has a beta of 3.69, indicating that its share price is 269% more volatile than the broader market. Comparatively, GlobalFoundries has a beta of 1.76, indicating that its share price is 76% more volatile than the broader market.

Summary

GlobalFoundries beats Applied Optoelectronics on 13 of the 17 factors compared between the two stocks.

How does Applied Optoelectronics compare to Ericsson?

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

8.0% of Ericsson shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Ericsson has a beta of 0.93, suggesting that its stock price is 7% less volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.69, suggesting that its stock price is 269% more volatile than the broader market.

In the previous week, Applied Optoelectronics had 2 more articles in the media than Ericsson. MarketBeat recorded 6 mentions for Applied Optoelectronics and 4 mentions for Ericsson. Applied Optoelectronics' average media sentiment score of 0.60 beat Ericsson's score of -0.11 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
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Optoelectronics
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ericsson presently has a consensus target price of $11.00, suggesting a potential downside of 3.08%. Applied Optoelectronics has a consensus target price of $113.80, suggesting a potential downside of 5.10%. Given Ericsson's higher possible upside, equities research 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)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

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$24.19B1.58$2.91B$0.7914.37
Applied Optoelectronics$455.71M21.12-$38.23M-$0.66N/A

Ericsson has a net margin of 10.80% compared to Applied Optoelectronics' net margin of -8.55%. 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 -8.55%-4.64%-2.90%

Summary

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

How does Applied Optoelectronics compare to onsemi?

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

In the previous week, onsemi had 295 more articles in the media than Applied Optoelectronics. MarketBeat recorded 301 mentions for onsemi and 6 mentions for Applied Optoelectronics. onsemi's average media sentiment score of 0.89 beat Applied Optoelectronics' score of 0.60 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
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
onsemi
175 Very Positive mention(s)
44 Positive mention(s)
34 Neutral mention(s)
34 Negative mention(s)
12 Very Negative mention(s)
Positive

Applied Optoelectronics currently has a consensus target price of $113.80, indicating a potential downside of 5.10%. onsemi has a consensus target price of $103.24, indicating a potential upside of 7.59%. Given onsemi's stronger consensus rating and higher possible upside, analysts clearly 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)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33
onsemi
1 Sell rating(s)
15 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.41

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$455.71M21.12-$38.23M-$0.66N/A
onsemi$6.00B6.27$121M$1.4168.06

onsemi has a net margin of 9.46% compared to Applied Optoelectronics' net margin of -8.55%. onsemi's return on equity of 12.79% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.55% -4.64% -2.90%
onsemi 9.46%12.79%7.80%

Applied Optoelectronics has a beta of 3.69, suggesting that its share price is 269% more volatile than the broader market. Comparatively, onsemi has a beta of 2.01, suggesting that its share price is 101% more volatile than the broader market.

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 97.7% of onsemi shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by insiders. Comparatively, 0.4% of onsemi 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.

Summary

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

How does Applied Optoelectronics compare to Ubiquiti?

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

4.0% of Ubiquiti shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 93.1% of Ubiquiti shares are owned by company insiders. Comparatively, 3.8% of Applied Optoelectronics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ubiquiti$2.57B12.91$711.92M$15.5635.28
Applied Optoelectronics$455.71M21.12-$38.23M-$0.66N/A

Ubiquiti presently has a consensus price target of $750.67, suggesting a potential upside of 36.73%. Applied Optoelectronics has a consensus price target of $113.80, suggesting a potential downside of 5.10%. Given Ubiquiti's higher probable upside, equities research analysts plainly believe Ubiquiti is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ubiquiti
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

Ubiquiti has a net margin of 30.43% compared to Applied Optoelectronics' net margin of -8.55%. Ubiquiti's return on equity of 95.62% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Ubiquiti30.43% 95.62% 56.55%
Applied Optoelectronics -8.55%-4.64%-2.90%

Ubiquiti has a beta of 1.31, suggesting that its share price is 31% more volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.69, suggesting that its share price is 269% more volatile than the broader market.

In the previous week, Applied Optoelectronics had 3 more articles in the media than Ubiquiti. MarketBeat recorded 6 mentions for Applied Optoelectronics and 3 mentions for Ubiquiti. Applied Optoelectronics' average media sentiment score of 0.60 beat Ubiquiti's score of -0.21 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ubiquiti
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Optoelectronics
1 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Ubiquiti beats Applied Optoelectronics on 9 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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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$9.81B$72.46B$38.99B$12.61B
Dividend YieldN/A1.02%3.19%7.83%
P/E Ratio-181.7085.76170.3324.56
Price / Sales21.12113.51599.73121.87
Price / Cash4,905.63194.1046.3760.04
Price / Book11.168.829.586.39
Net Income-$38.23M$854.67M$1.07B$331.76M
7 Day Performance-0.85%0.02%-0.27%0.37%
1 Month Performance-30.59%-7.62%-0.38%0.53%
1 Year Performance322.25%136.30%142.55%21.93%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
1.8948 of 5 stars
$119.92
-1.9%
$113.80
-5.1%
+324.5%$9.81B$455.71MN/A4,691
CLS
Celestica
4.934 of 5 stars
$350.24
+4.2%
$427.42
+22.0%
+127.0%$38.66B$12.39B42.3529,591
GFS
GlobalFoundries
4.0494 of 5 stars
$68.91
-1.3%
$74.63
+8.3%
+67.3%$38.32B$6.79B48.5014,000
ERIC
Ericsson
1.6231 of 5 stars
$10.89
+0.9%
$11.00
+1.0%
+38.8%$36.37B$24.19B13.7888,826
ON
onsemi
4.3454 of 5 stars
$94.69
+3.8%
$101.19
+6.9%
+61.2%$35.75B$6.00B67.1622,670

Related Companies and Tools


This page (NASDAQ:AAOI) was last updated on 7/11/2026 by MarketBeat.com Staff.
From Our Partners