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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$150.28 +20.20 (+15.53%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$151.20 +0.92 (+0.61%)
As of 08/14/2026 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. UI, ERIC, FFIV, VSAT, and VIAV

Should you buy Applied Optoelectronics stock or one of its competitors? Applied Optoelectronics's main competitors and comparable companies include Ubiquiti (UI), Ericsson (ERIC), F5 (FFIV), Viasat (VSAT), and Viavi Solutions (VIAV). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "communications equipment" industry.

How does Applied Optoelectronics compare to Ubiquiti?

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

In the previous week, Applied Optoelectronics had 15 more articles in the media than Ubiquiti. MarketBeat recorded 18 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 media.

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

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
Applied Optoelectronics$455.71M27.89-$38.23M-$0.78N/A
Ubiquiti$2.57B13.50$711.92M$15.5636.89

Ubiquiti has a net margin of 30.43% compared to Applied Optoelectronics' net margin of -9.57%. Ubiquiti's return on equity of 95.62% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-9.57% -1.98% -1.34%
Ubiquiti 30.43%95.62%56.55%

Applied Optoelectronics has a beta of 3.76, suggesting that its stock price is 276% more volatile than the broader market. Comparatively, Ubiquiti has a beta of 1.31, suggesting that its stock price is 31% more volatile than the broader market.

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 4.0% of Ubiquiti shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by company insiders. Comparatively, 93.1% of Ubiquiti shares are owned 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.

Applied Optoelectronics currently has a consensus price target of $139.40, suggesting a potential downside of 7.24%. Ubiquiti has a consensus price target of $750.67, suggesting a potential upside of 30.78%. Given Ubiquiti's stronger consensus rating and higher possible upside, analysts plainly believe Ubiquiti 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
Ubiquiti
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.75

Summary

Ubiquiti beats Applied Optoelectronics on 11 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 large-cap technology companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, valuation, analyst recommendations, profitability, media sentiment and risk.

In the previous week, Applied Optoelectronics had 13 more articles in the media than Ericsson. MarketBeat recorded 18 mentions for Applied Optoelectronics and 5 mentions for Ericsson. Applied Optoelectronics' average media sentiment score of 0.60 beat Ericsson's score of 0.54 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
1 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
10 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

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

Ericsson has a beta of 0.95, suggesting that its stock price is 5% less volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.76, suggesting that its stock price is 276% more volatile than the broader market.

Ericsson has a net margin of 10.72% compared to Applied Optoelectronics' net margin of -9.57%. Ericsson's return on equity of 20.63% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Ericsson10.72% 20.63% 7.61%
Applied Optoelectronics -9.57%-1.98%-1.34%

Ericsson presently has a consensus target price of $11.00, indicating a potential upside of 7.11%. Applied Optoelectronics has a consensus target price of $139.40, indicating a potential downside of 7.24%. 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)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00
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$24.19B1.43$2.91B$0.7813.17
Applied Optoelectronics$455.71M27.89-$38.23M-$0.78N/A

Summary

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

How does Applied Optoelectronics compare to F5?

Applied Optoelectronics (NASDAQ:AAOI) and F5 (NASDAQ:FFIV) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability, risk and media sentiment.

F5 has a net margin of 21.95% compared to Applied Optoelectronics' net margin of -9.57%. F5's return on equity of 21.54% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-9.57% -1.98% -1.34%
F5 21.95%21.54%12.16%

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 90.7% of F5 shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Comparatively, 0.5% of F5 shares are held by 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.

F5 has higher revenue and earnings than Applied Optoelectronics. Applied Optoelectronics is trading at a lower price-to-earnings ratio than F5, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M27.89-$38.23M-$0.78N/A
F5$3.09B7.39$692.38M$12.5632.10

In the previous week, Applied Optoelectronics had 10 more articles in the media than F5. MarketBeat recorded 18 mentions for Applied Optoelectronics and 8 mentions for F5. F5's average media sentiment score of 1.44 beat Applied Optoelectronics' score of 0.60 indicating that F5 is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
10 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
F5
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Optoelectronics currently has a consensus price target of $139.40, indicating a potential downside of 7.24%. F5 has a consensus price target of $416.63, indicating a potential upside of 3.33%. Given F5's stronger consensus rating and higher probable upside, analysts plainly believe F5 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
F5
1 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.36

Applied Optoelectronics has a beta of 3.76, indicating that its share price is 276% more volatile than the broader market. Comparatively, F5 has a beta of 1.03, indicating that its share price is 3% more volatile than the broader market.

Summary

F5 beats Applied Optoelectronics on 12 of the 16 factors compared between the two stocks.

How does Applied Optoelectronics compare to Viasat?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Viasat$4.64B2.46-$34.09M-$0.24N/A
Applied Optoelectronics$455.71M27.89-$38.23M-$0.78N/A

86.1% of Viasat shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 1.4% of Viasat 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Viasat has a net margin of -0.64% compared to Applied Optoelectronics' net margin of -9.57%. Viasat's return on equity of 1.44% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Viasat-0.64% 1.44% 0.45%
Applied Optoelectronics -9.57%-1.98%-1.34%

Viasat has a beta of 1.72, suggesting that its stock price is 72% more volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.76, suggesting that its stock price is 276% more volatile than the broader market.

Viasat currently has a consensus target price of $90.67, suggesting a potential upside of 9.41%. Applied Optoelectronics has a consensus target price of $139.40, suggesting a potential downside of 7.24%. Given Viasat's stronger consensus rating and higher possible upside, analysts plainly believe Viasat is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Viasat
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.73
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Applied Optoelectronics had 8 more articles in the media than Viasat. MarketBeat recorded 18 mentions for Applied Optoelectronics and 10 mentions for Viasat. Viasat's average media sentiment score of 0.69 beat Applied Optoelectronics' score of 0.60 indicating that Viasat is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Viasat
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
10 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

Viasat beats Applied Optoelectronics on 12 of the 17 factors compared between the two stocks.

How does Applied Optoelectronics compare to Viavi Solutions?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M27.89-$38.23M-$0.78N/A
Viavi Solutions$1.52B6.71-$30.40M-$0.15N/A

In the previous week, Viavi Solutions had 7 more articles in the media than Applied Optoelectronics. MarketBeat recorded 25 mentions for Viavi Solutions and 18 mentions for Applied Optoelectronics. Viavi Solutions' average media sentiment score of 0.73 beat Applied Optoelectronics' score of 0.60 indicating that Viavi Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
10 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Viavi Solutions
9 Very Positive mention(s)
5 Positive mention(s)
1 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Optoelectronics currently has a consensus price target of $139.40, indicating a potential downside of 7.24%. Viavi Solutions has a consensus price target of $49.88, indicating a potential upside of 14.55%. Given Viavi Solutions' stronger consensus rating and higher possible upside, analysts plainly believe Viavi Solutions 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
Viavi Solutions
1 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.56

Viavi Solutions has a net margin of -2.00% compared to Applied Optoelectronics' net margin of -9.57%. Viavi Solutions' return on equity of 19.60% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-9.57% -1.98% -1.34%
Viavi Solutions -2.00%19.60%7.48%

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 95.5% of Viavi Solutions shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by company insiders. Comparatively, 1.8% of Viavi Solutions shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Applied Optoelectronics has a beta of 3.76, suggesting that its stock price is 276% more volatile than the broader market. Comparatively, Viavi Solutions has a beta of 1.21, suggesting that its stock price is 21% more volatile than the broader market.

Summary

Viavi Solutions beats Applied Optoelectronics on 12 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

MetricApplied OptoelectronicsCommunications Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$11.00B$16.57B$30.69B$13.10B
Dividend YieldN/A4.16%2.73%10.45%
P/E Ratio-192.6732.5275.5725.28
Price / Sales27.8936.74600.8691.31
Price / Cash5,221.54128.5853.7250.90
Price / Book7.627.439.576.24
Net Income-$38.23M$364.94M$681.19M$347.60M
7 Day Performance10.80%2.18%1.42%1.06%
1 Month Performance37.76%1.05%2.75%0.81%
1 Year Performance572.09%82.57%199.68%20.90%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
2.3415 of 5 stars
$150.28
+15.5%
$139.40
-7.2%
+615.3%$11.00B$455.71MN/A4,691
UI
Ubiquiti
4.1906 of 5 stars
$569.63
+0.6%
$750.67
+31.8%
+37.7%$34.27B$2.57B36.611,667
ERIC
Ericsson
2.454 of 5 stars
$9.98
-1.7%
$11.00
+10.2%
+35.0%$34.22B$24.19B12.8088,826
FFIV
F5
3.0424 of 5 stars
$409.99
+2.4%
$416.63
+1.6%
+26.6%$22.58B$3.09B32.646,578
VSAT
Viasat
2.0879 of 5 stars
$84.82
+5.5%
$90.67
+6.9%
+203.0%$11.07B$4.64BN/A7,000

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This page (NASDAQ:AAOI) was last updated on 8/15/2026 by MarketBeat.com Staff.
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