Applied Optoelectronics (AAOI) Competitors $28.63 -0.79 (-2.69%) Closing price 04:00 PM EasternExtended Trading$28.57 -0.06 (-0.21%) As of 07:39 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 Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock AAOI vs. LITE, TSEM, SITM, LPL, PI, SIMO, VIAV, NN, LUNR, and KLICShould 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 Tower Semiconductor SiTime LG Display Impinj Silicon Motion Technology Viavi Solutions NextNav Intuitive Machines Kulicke and Soffa Industries 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. Is LITE or AAOI more profitable? 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% Does the media prefer LITE or AAOI? 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 Do analysts recommend LITE or AAOI? 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) 2.82Applied Optoelectronics 0 Sell rating(s) 3 Hold rating(s) 3 Buy rating(s) 0 Strong Buy rating(s) 2.50 Which has more volatility & risk, LITE or AAOI? 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. Which has preferable earnings and valuation, LITE or AAOI? 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 RatioLumentum$1.36B5.22-$546.50M-$6.45-15.85Applied Optoelectronics$249.37M6.38-$186.73M-$3.86-7.42 Do institutionals and insiders have more ownership in LITE or AAOI? 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. SummaryLumentum beats Applied Optoelectronics on 10 of the 17 factors compared between the two stocks. Get Applied Optoelectronics News Delivered to You Automatically Sign up to receive the latest news and ratings for AAOI and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart AAOI vs. The Competition Export to ExcelMetricApplied OptoelectronicsELEC COMP IndustryComputer SectorNASDAQ ExchangeMarket Cap$1.63B$39.42B$28.69B$9.41BDividend YieldN/A2.13%3.07%4.03%P/E Ratio-7.4255.6243.9220.09Price / Sales6.38269.171,807.2699.01Price / CashN/A92.7138.0658.27Price / Book5.855.267.635.65Net Income-$186.73M$528.96M$779.03M$257.91M7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)AAOIApplied Optoelectronics1.1477 of 5 stars$28.63-2.7%$24.80-13.4%+168.6%$1.63B$249.37M-7.423,309LITELumentum3.9133 of 5 stars$92.24-0.8%$85.53-7.3%+78.8%$6.40B$1.36B-14.307,257Positive NewsAnalyst ForecastTSEMTower Semiconductor2.087 of 5 stars$44.70-1.3%$60.00+34.2%+19.5%$4.95B$1.44B24.705,359News CoveragePositive NewsUpcoming EarningsSITMSiTime1.0929 of 5 stars$205.77-0.3%$224.00+8.9%+33.2%$4.88B$202.70M-54.15380Positive NewsAnalyst ForecastGap UpLPLLG Display0.4999 of 5 stars$3.43+0.4%N/A-24.2%$3.43B$27.43T-1.9360,792Upcoming EarningsPIImpinj4.0227 of 5 stars$112.70-3.5%$155.38+37.9%-32.2%$3.27B$366.09M-2,816.80390Positive NewsUpcoming EarningsSIMOSilicon Motion Technology4.4532 of 5 stars$72.41-1.4%$83.89+15.9%-3.1%$2.46B$780.73M25.951,819Dividend AnnouncementVIAVViavi Solutions4.4193 of 5 stars$10.22-0.5%$12.69+24.1%+31.8%$2.28B$1.00B511.263,600News CoveragePositive NewsNNNextNav2.2509 of 5 stars$16.25+0.7%$20.00+23.1%+58.5%$2.15B$6.16M-15.9360News CoveragePositive NewsLUNRIntuitive Machines2.6332 of 5 stars$11.07+1.9%$16.06+45.0%+191.7%$1.98B$228M-4.051Analyst ForecastInsider TradeGap UpKLICKulicke and Soffa Industries3.9662 of 5 stars$35.77-1.4%$44.50+24.4%-29.1%$1.89B$691.08M99.362,746Positive News Related Companies and Tools Related Companies LITE Alternatives TSEM Alternatives SITM Alternatives LPL Alternatives PI Alternatives SIMO Alternatives VIAV Alternatives NN Alternatives LUNR Alternatives KLIC Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:AAOI) was last updated on 7/18/2025 by MarketBeat.com Staff From Our PartnersUtah’s New Oil FindThe Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...Stansberry Research | SponsoredCritical AI announcement set to ignite AI 2.0 I just put together an urgent new presentation that you need to see right away. 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