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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$28.63 -0.79 (-2.69%)
Closing price 04:00 PM Eastern
Extended Trading
$28.57 -0.06 (-0.21%)
As of 07:39 PM Eastern
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AAOI vs. LITE, TSEM, SITM, LPL, PI, SIMO, VIAV, NN, LUNR, and KLIC

Should you be buying Applied Optoelectronics stock or one of its competitors? The main competitors of Applied Optoelectronics include Lumentum (LITE), Tower Semiconductor (TSEM), SiTime (SITM), LG Display (LPL), Impinj (PI), Silicon Motion Technology (SIMO), Viavi Solutions (VIAV), NextNav (NN), Intuitive Machines (LUNR), and Kulicke and Soffa Industries (KLIC). These companies are all part of the "electronic equipment" industry.

Applied Optoelectronics vs. Its Competitors

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

Lumentum has a net margin of -29.87% compared to Applied Optoelectronics' net margin of -55.98%. Lumentum's return on equity of -8.69% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-29.87% -8.69% -1.98%
Applied Optoelectronics -55.98%-15.40%-7.40%

In the previous week, Lumentum had 3 more articles in the media than Applied Optoelectronics. MarketBeat recorded 10 mentions for Lumentum and 7 mentions for Applied Optoelectronics. Lumentum's average media sentiment score of 1.10 beat Applied Optoelectronics' score of 0.91 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lumentum presently has a consensus target price of $87.07, suggesting a potential downside of 14.82%. Applied Optoelectronics has a consensus target price of $24.80, suggesting a potential downside of 13.38%. Given Applied Optoelectronics' higher probable upside, analysts plainly believe Applied Optoelectronics is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.82
Applied Optoelectronics
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

Lumentum has a beta of 1.34, meaning that its stock price is 34% more volatile than the S&P 500. Comparatively, Applied Optoelectronics has a beta of 2.78, meaning that its stock price is 178% more volatile than the S&P 500.

Applied Optoelectronics has lower revenue, but higher earnings than Lumentum. Lumentum 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
Lumentum$1.36B5.22-$546.50M-$6.45-15.85
Applied Optoelectronics$249.37M6.38-$186.73M-$3.86-7.42

94.1% of Lumentum shares are held by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are held by institutional investors. 0.2% of Lumentum shares are held by company insiders. Comparatively, 4.5% 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.

Summary

Lumentum beats Applied Optoelectronics on 10 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$1.63B$39.42B$28.69B$9.41B
Dividend YieldN/A2.13%3.07%4.03%
P/E Ratio-7.4255.6243.9220.09
Price / Sales6.38269.171,807.2699.01
Price / CashN/A92.7138.0658.27
Price / Book5.855.267.635.65
Net Income-$186.73M$528.96M$779.03M$257.91M
7 Day Performance0.81%1.40%2.35%2.09%
1 Month Performance44.82%11.09%7.48%11.13%
1 Year Performance175.29%30.07%52,761.55%18.40%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
1.1477 of 5 stars
$28.63
-2.7%
$24.80
-13.4%
+168.6%$1.63B$249.37M-7.423,309
LITE
Lumentum
3.9133 of 5 stars
$92.24
-0.8%
$85.53
-7.3%
+78.8%$6.40B$1.36B-14.307,257Positive News
Analyst Forecast
TSEM
Tower Semiconductor
2.087 of 5 stars
$44.70
-1.3%
$60.00
+34.2%
+19.5%$4.95B$1.44B24.705,359News Coverage
Positive News
Upcoming Earnings
SITM
SiTime
1.0929 of 5 stars
$205.77
-0.3%
$224.00
+8.9%
+33.2%$4.88B$202.70M-54.15380Positive News
Analyst Forecast
Gap Up
LPL
LG Display
0.4999 of 5 stars
$3.43
+0.4%
N/A-24.2%$3.43B$27.43T-1.9360,792Upcoming Earnings
PI
Impinj
4.0227 of 5 stars
$112.70
-3.5%
$155.38
+37.9%
-32.2%$3.27B$366.09M-2,816.80390Positive News
Upcoming Earnings
SIMO
Silicon Motion Technology
4.4532 of 5 stars
$72.41
-1.4%
$83.89
+15.9%
-3.1%$2.46B$780.73M25.951,819Dividend Announcement
VIAV
Viavi Solutions
4.4193 of 5 stars
$10.22
-0.5%
$12.69
+24.1%
+31.8%$2.28B$1.00B511.263,600News Coverage
Positive News
NN
NextNav
2.2509 of 5 stars
$16.25
+0.7%
$20.00
+23.1%
+58.5%$2.15B$6.16M-15.9360News Coverage
Positive News
LUNR
Intuitive Machines
2.6332 of 5 stars
$11.07
+1.9%
$16.06
+45.0%
+191.7%$1.98B$228M-4.051Analyst Forecast
Insider Trade
Gap Up
KLIC
Kulicke and Soffa Industries
3.9662 of 5 stars
$35.77
-1.4%
$44.50
+24.4%
-29.1%$1.89B$691.08M99.362,746Positive News

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This page (NASDAQ:AAOI) was last updated on 7/18/2025 by MarketBeat.com Staff
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