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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$120.95 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$121.23 +0.28 (+0.23%)
As of 07/2/2026 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 Massive. Learn more.

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

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), Ericsson (ERIC), onsemi (ON), Ubiquiti (UI), and Tower Semiconductor (TSEM). 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 superior stock? We will compare the two companies based on the strength of their profitability, valuation, dividends, earnings, institutional ownership, analyst recommendations, media sentiment and risk.

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%

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

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$455.71M21.30-$38.23M-$0.66N/A
Celestica$13.79B2.80$832.50M$8.2740.67

In the previous week, Celestica had 3 more articles in the media than Applied Optoelectronics. MarketBeat recorded 11 mentions for Celestica and 8 mentions for Applied Optoelectronics. Celestica's average media sentiment score of 1.21 beat Applied Optoelectronics' score of 1.13 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
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Celestica
9 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Applied Optoelectronics currently has a consensus target price of $113.80, indicating a potential downside of 5.91%. Celestica has a consensus target price of $427.42, indicating a potential upside of 27.08%. Given Celestica's stronger consensus rating and higher probable upside, analysts clearly 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)
2 Hold rating(s)
18 Buy rating(s)
2 Strong Buy rating(s)
3.00

Summary

Celestica beats Applied Optoelectronics on 14 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 business? We will compare the two companies based on the strength of their media sentiment, earnings, institutional ownership, profitability, valuation, analyst recommendations, risk and dividends.

Ericsson presently has a consensus target price of $11.00, suggesting a potential upside of 1.95%. Applied Optoelectronics has a consensus target price of $113.80, suggesting a potential downside of 5.91%. Given Ericsson's higher possible upside, equities 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

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

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%

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

In the previous week, Ericsson had 1 more articles in the media than Applied Optoelectronics. MarketBeat recorded 9 mentions for Ericsson and 8 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 1.13 beat Ericsson's score of 0.19 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
2 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Applied Optoelectronics
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$24.19B1.50$2.91B$0.7913.66
Applied Optoelectronics$455.71M21.30-$38.23M-$0.66N/A

Summary

Ericsson beats Applied Optoelectronics on 9 of the 16 factors compared between the two stocks.

How does Applied Optoelectronics compare to onsemi?

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

97.7% of onsemi shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 0.4% of onsemi 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, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, onsemi had 244 more articles in the media than Applied Optoelectronics. MarketBeat recorded 252 mentions for onsemi and 8 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 1.13 beat onsemi's score of 0.86 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
onsemi
131 Very Positive mention(s)
54 Positive mention(s)
29 Neutral mention(s)
30 Negative mention(s)
7 Very Negative mention(s)
Positive
Applied Optoelectronics
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
onsemi$6.00B5.96$121M$1.4164.70
Applied Optoelectronics$455.71M21.30-$38.23M-$0.66N/A

onsemi presently has a consensus price target of $101.19, indicating a potential upside of 10.93%. Applied Optoelectronics has a consensus price target of $113.80, indicating a potential downside of 5.91%. Given onsemi's stronger consensus rating and higher possible upside, equities research analysts clearly believe onsemi is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
onsemi
1 Sell rating(s)
15 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.47
Applied Optoelectronics
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29

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
onsemi9.46% 12.79% 7.80%
Applied Optoelectronics -8.55%-4.64%-2.90%

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

Summary

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

How does Applied Optoelectronics compare to Ubiquiti?

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

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$455.71M21.30-$38.23M-$0.66N/A
Ubiquiti$2.57B12.38$711.92M$15.5633.83

In the previous week, Applied Optoelectronics had 5 more articles in the media than Ubiquiti. MarketBeat recorded 8 mentions for Applied Optoelectronics and 3 mentions for Ubiquiti. Applied Optoelectronics' average media sentiment score of 1.13 beat Ubiquiti's score of 0.38 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
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Ubiquiti
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Applied Optoelectronics currently has a consensus price target of $113.80, indicating a potential downside of 5.91%. Ubiquiti has a consensus price target of $750.67, indicating a potential upside of 42.59%. Given Ubiquiti's 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)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
Ubiquiti
1 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.25

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

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

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
Applied Optoelectronics-8.55% -4.64% -2.90%
Ubiquiti 30.43%95.62%56.55%

Summary

Ubiquiti beats Applied Optoelectronics on 9 of the 16 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 business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings and valuation.

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$1.57B15.73$220.47M$2.15101.88
Applied Optoelectronics$455.71M21.30-$38.23M-$0.66N/A

Tower Semiconductor has a beta of 0.87, meaning that its share price is 13% less volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.69, meaning that its share 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 26.34%. Applied Optoelectronics has a consensus price target of $113.80, indicating a potential downside of 5.91%. Given Tower Semiconductor's stronger consensus rating and higher possible upside, research analysts clearly believe Tower Semiconductor is more favorable than Applied Optoelectronics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40
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 8 more articles in the media than Tower Semiconductor. MarketBeat recorded 8 mentions for Applied Optoelectronics and 0 mentions for Tower Semiconductor. Applied Optoelectronics' average media sentiment score of 1.13 beat Tower Semiconductor's score of 0.00 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Overall Sentiment
Tower Semiconductor Neutral
Applied Optoelectronics Positive

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 is poised for long-term growth.

Summary

Tower Semiconductor beats Applied Optoelectronics on 10 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 OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$9.71B$68.56B$38.42B$12.48B
Dividend YieldN/A1.05%3.17%6.52%
P/E Ratio-183.2685.0178.9324.70
Price / Sales21.30109.02599.3299.42
Price / Cash4,855.09191.0245.6257.09
Price / Book11.258.609.556.46
Net Income-$38.23M$854.67M$1.07B$337.01M
7 Day Performance-11.07%-2.14%0.97%1.69%
1 Month Performance-31.67%-3.98%0.23%3.81%
1 Year Performance320.78%134.82%143.56%23.90%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
1.7635 of 5 stars
$120.95
flat
$113.80
-5.9%
+320.8%$9.71B$455.71MN/A4,691
CLS
Celestica
4.9264 of 5 stars
$342.98
+1.6%
$427.42
+24.6%
+109.5%$38.81B$12.39B41.4729,591
ERIC
Ericsson
1.8446 of 5 stars
$11.15
+1.7%
$11.00
-1.3%
+28.4%$36.95B$24.19B14.1188,826
ON
onsemi
4.5508 of 5 stars
$88.57
-2.3%
$102.73
+16.0%
+60.6%$35.53B$6.00B62.8222,670
UI
Ubiquiti
4.003 of 5 stars
$541.54
+2.9%
$750.67
+38.6%
+24.4%$31.85B$2.57B34.801,667

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This page (NASDAQ:AAOI) was last updated on 7/5/2026 by MarketBeat.com Staff.
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