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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 better stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, media sentiment, institutional ownership and profitability.

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 67.4% of Celestica shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Comparatively, 1.1% of Celestica shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Applied Optoelectronics presently has a consensus price target of $113.80, suggesting a potential downside of 5.91%. Celestica has a consensus price target of $427.42, suggesting 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

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

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%

In the previous week, Celestica had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 11 mentions for Celestica and 7 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)
0 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

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

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

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

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 8.0% of Ericsson shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held 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.

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
Applied Optoelectronics-8.55% -4.64% -2.90%
Ericsson 10.80%22.17%7.93%

Applied Optoelectronics currently has a consensus price target of $113.80, indicating a potential downside of 5.91%. Ericsson has a consensus price target of $11.00, indicating a potential upside of 1.95%. Given Ericsson's higher probable upside, analysts plainly believe Ericsson 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
Ericsson
2 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.89

In the previous week, Ericsson had 2 more articles in the media than Applied Optoelectronics. MarketBeat recorded 9 mentions for Ericsson and 7 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 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)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
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 has a beta of 3.69, indicating that its share price is 269% more volatile than the broader market. Comparatively, Ericsson has a beta of 0.93, indicating that its share price is 7% less volatile than the broader market.

Summary

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

In the previous week, onsemi had 246 more articles in the media than Applied Optoelectronics. MarketBeat recorded 253 mentions for onsemi and 7 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 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)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
onsemi
131 Very Positive mention(s)
54 Positive mention(s)
30 Neutral mention(s)
30 Negative mention(s)
7 Very Negative mention(s)
Positive

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

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 97.7% of onsemi shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by insiders. Comparatively, 0.4% of onsemi shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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

Applied Optoelectronics presently has a consensus target price of $113.80, indicating a potential downside of 5.91%. onsemi has a consensus target price of $101.19, indicating a potential upside of 10.93%. 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)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
onsemi
1 Sell rating(s)
15 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.47

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 better stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, valuation, institutional ownership, dividends, analyst recommendations and profitability.

Applied Optoelectronics presently has a consensus target price of $113.80, indicating a potential downside of 5.91%. Ubiquiti has a consensus target price of $750.67, indicating a potential upside of 42.59%. Given Ubiquiti's higher probable upside, analysts clearly 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, meaning that its share price is 269% more volatile than the broader market. Comparatively, Ubiquiti has a beta of 1.31, meaning that its share price is 31% more volatile than the broader market.

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

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

In the previous week, Applied Optoelectronics had 4 more articles in the media than Ubiquiti. MarketBeat recorded 7 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)
0 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

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?

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

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
Applied Optoelectronics-8.55% -4.64% -2.90%
Tower Semiconductor 15.13%8.54%7.28%

61.7% of Applied Optoelectronics shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by insiders. Comparatively, 1.0% of Tower Semiconductor shares are owned by 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.

Applied Optoelectronics has a beta of 3.69, meaning that its share price is 269% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.87, meaning that its share price is 13% less volatile than the broader market.

Applied Optoelectronics currently has a consensus target price of $113.80, indicating a potential downside of 5.91%. Tower Semiconductor has a consensus target price of $276.75, indicating a potential upside of 26.34%. Given Tower Semiconductor's stronger consensus rating and higher possible upside, analysts clearly believe Tower Semiconductor 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
Tower Semiconductor
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40

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

In the previous week, Applied Optoelectronics had 7 more articles in the media than Tower Semiconductor. MarketBeat recorded 7 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 media.

Company Overall Sentiment
Applied Optoelectronics Positive
Tower Semiconductor Neutral

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
1.763 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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