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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$100.15 -11.87 (-10.60%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$99.30 -0.84 (-0.84%)
As of 07/24/2026 07:34 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. GFS, SKHY, TSEM, HUBB, and NXT

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 GlobalFoundries (GFS), SK hynix (SKHY), Tower Semiconductor (TSEM), Hubbell (HUBB), and Nextpower (NXT). These companies are all part of the "electronic equipment" industry.

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 compare the two companies based on the strength of their media sentiment, institutional ownership, valuation, earnings, risk, dividends, profitability and analyst recommendations.

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

Applied Optoelectronics presently has a consensus target price of $141.80, indicating a potential upside of 41.59%. GlobalFoundries has a consensus target price of $74.63, indicating a potential upside of 39.41%. Given Applied Optoelectronics' higher possible upside, equities research analysts clearly believe Applied Optoelectronics is more favorable than GlobalFoundries.

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$455.71M17.63-$38.23M-$0.66N/A
GlobalFoundries$6.79B4.33$885M$1.3938.51

In the previous week, Applied Optoelectronics had 5 more articles in the media than GlobalFoundries. MarketBeat recorded 14 mentions for Applied Optoelectronics and 9 mentions for GlobalFoundries. GlobalFoundries' average media sentiment score of 0.87 beat Applied Optoelectronics' score of 0.36 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
4 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
GlobalFoundries
3 Very Positive mention(s)
0 Positive mention(s)
4 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 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.

Summary

GlobalFoundries beats Applied Optoelectronics on 11 of the 17 factors compared between the two stocks.

How does Applied Optoelectronics compare to SK hynix?

SK hynix (NASDAQ:SKHY) and Applied Optoelectronics (NASDAQ:AAOI) are both electronic equipment companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

SK hynix has a net margin of 0.00% compared to Applied Optoelectronics' net margin of -8.55%. SK hynix's return on equity of 0.00% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
SK hynixN/A N/A N/A
Applied Optoelectronics -8.55%-4.64%-2.90%

In the previous week, SK hynix had 25 more articles in the media than Applied Optoelectronics. MarketBeat recorded 39 mentions for SK hynix and 14 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.36 beat SK hynix's score of 0.35 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SK hynix
16 Very Positive mention(s)
5 Positive mention(s)
11 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Optoelectronics
4 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral

SK hynix has higher revenue and earnings than Applied Optoelectronics.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SK hynix$132.08T0.01N/AN/AN/A
Applied Optoelectronics$455.71M17.63-$38.23M-$0.66N/A

SK hynix presently has a consensus target price of $330.00, suggesting a potential upside of 113.50%. Applied Optoelectronics has a consensus target price of $141.80, suggesting a potential upside of 41.59%. Given SK hynix's stronger consensus rating and higher possible upside, analysts plainly believe SK hynix is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SK hynix
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
3.50
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

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, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

SK hynix beats Applied Optoelectronics on 8 of the 13 factors compared between the two stocks.

How does Applied Optoelectronics compare to Tower Semiconductor?

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

In the previous week, Tower Semiconductor and Tower Semiconductor both had 14 articles in the media. Tower Semiconductor's average media sentiment score of 1.41 beat Applied Optoelectronics' score of 0.36 indicating that Tower Semiconductor is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
10 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
4 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral

70.5% of Tower Semiconductor shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 1.0% of Tower Semiconductor shares are owned by insiders. Comparatively, 3.8% of Applied Optoelectronics shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tower Semiconductor$1.57B16.76$220.47M$2.15108.54
Applied Optoelectronics$455.71M17.63-$38.23M-$0.66N/A

Tower Semiconductor has a beta of 0.87, suggesting that its stock price is 13% 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.

Tower Semiconductor has a net margin of 15.13% compared to Applied Optoelectronics' net margin of -8.55%. Tower Semiconductor's return on equity of 8.54% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Tower Semiconductor15.13% 8.54% 7.28%
Applied Optoelectronics -8.55%-4.64%-2.90%

Tower Semiconductor currently has a consensus price target of $276.75, indicating a potential upside of 18.59%. Applied Optoelectronics has a consensus price target of $141.80, indicating a potential upside of 41.59%. Given Applied Optoelectronics' higher possible upside, analysts clearly believe Applied Optoelectronics is more favorable than Tower Semiconductor.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Tower Semiconductor beats Applied Optoelectronics on 10 of the 14 factors compared between the two stocks.

How does Applied Optoelectronics compare to Hubbell?

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

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 88.2% of Hubbell shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by company insiders. Comparatively, 0.6% of Hubbell shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M17.63-$38.23M-$0.66N/A
Hubbell$5.84B4.39$887.10M$16.9328.67

Applied Optoelectronics currently has a consensus target price of $141.80, suggesting a potential upside of 41.59%. Hubbell has a consensus target price of $554.38, suggesting a potential upside of 14.23%. Given Applied Optoelectronics' higher probable upside, equities research analysts plainly believe Applied Optoelectronics is more favorable than Hubbell.

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
Hubbell
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56

Applied Optoelectronics has a beta of 3.69, suggesting that its share price is 269% more volatile than the broader market. Comparatively, Hubbell has a beta of 0.89, suggesting that its share price is 11% less volatile than the broader market.

In the previous week, Applied Optoelectronics and Applied Optoelectronics both had 14 articles in the media. Hubbell's average media sentiment score of 1.26 beat Applied Optoelectronics' score of 0.36 indicating that Hubbell is being referred to more favorably in the news media.

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

Hubbell has a net margin of 15.10% compared to Applied Optoelectronics' net margin of -8.55%. Hubbell's return on equity of 27.09% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-8.55% -4.64% -2.90%
Hubbell 15.10%27.09%12.82%

Summary

Hubbell beats Applied Optoelectronics on 11 of the 15 factors compared between the two stocks.

How does Applied Optoelectronics compare to Nextpower?

Nextpower (NASDAQ:NXT) and Applied Optoelectronics (NASDAQ:AAOI) are both electronic equipment companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

In the previous week, Nextpower had 3 more articles in the media than Applied Optoelectronics. MarketBeat recorded 17 mentions for Nextpower and 14 mentions for Applied Optoelectronics. Nextpower's average media sentiment score of 1.14 beat Applied Optoelectronics' score of 0.36 indicating that Nextpower is being referred to more favorably in the media.

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

67.4% of Nextpower shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 0.8% of Nextpower 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Nextpower presently has a consensus price target of $150.62, suggesting a potential upside of 50.57%. Applied Optoelectronics has a consensus price target of $141.80, suggesting a potential upside of 41.59%. Given Nextpower's stronger consensus rating and higher probable upside, analysts clearly believe Nextpower is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nextpower
0 Sell rating(s)
3 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.96
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

Nextpower has a net margin of 16.46% compared to Applied Optoelectronics' net margin of -8.55%. Nextpower's return on equity of 28.18% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Nextpower16.46% 28.18% 15.62%
Applied Optoelectronics -8.55%-4.64%-2.90%

Nextpower has a beta of 1.86, suggesting that its stock price is 86% more 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nextpower$3.56B4.22$585.88M$3.8326.12
Applied Optoelectronics$455.71M17.63-$38.23M-$0.66N/A

Summary

Nextpower beats Applied Optoelectronics on 14 of the 17 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

MetricApplied OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$8.04B$65.16B$37.11B$12.20B
Dividend YieldN/A1.07%3.17%9.41%
P/E Ratio-151.7466.15160.4021.32
Price / Sales17.6391.22596.1989.73
Price / Cash4,020.15163.5743.4058.78
Price / Book9.327.859.076.01
Net Income-$38.23M$854.67M$1.07B$331.99M
7 Day Performance-2.21%-0.30%-1.81%-0.63%
1 Month Performance-27.71%-14.45%-2.70%-2.00%
1 Year Performance269.15%108.90%133.84%13.62%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
4.2533 of 5 stars
$100.15
-10.6%
$141.80
+41.6%
+287.6%$8.04B$455.71MN/A4,691
GFS
GlobalFoundries
4.8734 of 5 stars
$56.81
-1.2%
$74.63
+31.4%
+36.5%$31.54B$6.79B40.8714,000
SKHY
SK hynix
N/A$151.16
-1.9%
$330.00
+118.3%
N/A$26.89B$132.08TN/A47,639
TSEM
Tower Semiconductor
4.1391 of 5 stars
$227.21
-2.9%
$276.75
+21.8%
+395.5%$26.32B$1.57B105.685,316
HUBB
Hubbell
4.2298 of 5 stars
$485.43
-0.7%
$554.38
+14.2%
+10.9%$25.82B$5.84B28.6718,000

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This page (NASDAQ:AAOI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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