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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$100.38 -2.75 (-2.67%)
As of 09/3/2026 04:00 PM Eastern

AAOI vs. ERIC, FFIV, VSAT, VIAV, and BDC

Should you buy Applied Optoelectronics stock or one of its competitors? Applied Optoelectronics's main competitors and comparable companies include Ericsson (ERIC), F5 (FFIV), Viasat (VSAT), Viavi Solutions (VIAV), and Belden (BDC). 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 Ericsson?

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

In the previous week, Ericsson had 1 more articles in the media than Applied Optoelectronics. MarketBeat recorded 13 mentions for Ericsson and 12 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.97 beat Ericsson's score of 0.41 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
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Ericsson
4 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Applied Optoelectronics has a beta of 3.79, suggesting that its share price is 279% more volatile than the broader market. Comparatively, Ericsson has a beta of 0.95, suggesting that its share price is 5% less volatile than the broader market.

Applied Optoelectronics currently has a consensus target price of $139.40, indicating a potential upside of 38.87%. Ericsson has a consensus target price of $11.00, indicating a potential upside of 8.59%. Given Applied Optoelectronics' stronger consensus rating and higher probable upside, equities analysts plainly believe Applied Optoelectronics is more favorable than Ericsson.

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
Ericsson
1 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13

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$455.71M18.63-$38.23M-$0.78N/A
Ericsson$24.19B1.41$2.91B$0.7812.99

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
Applied Optoelectronics-9.57% -1.98% -1.34%
Ericsson 10.72%20.63%7.61%

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

Summary

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

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

In the previous week, F5 had 17 more articles in the media than Applied Optoelectronics. MarketBeat recorded 29 mentions for F5 and 12 mentions for Applied Optoelectronics. F5's average media sentiment score of 1.36 beat Applied Optoelectronics' score of 0.97 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
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
F5
21 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$455.71M18.63-$38.23M-$0.78N/A
F5$3.09B7.19$692.38M$12.5631.22

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%

Applied Optoelectronics has a beta of 3.79, indicating that its share price is 279% 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.

Applied Optoelectronics presently has a consensus price target of $139.40, indicating a potential upside of 38.87%. F5 has a consensus price target of $416.63, indicating a potential upside of 6.24%. Given Applied Optoelectronics' higher possible upside, equities analysts clearly believe Applied Optoelectronics is more favorable than F5.

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

Summary

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

How does Applied Optoelectronics compare to Viasat?

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

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
Applied Optoelectronics$455.71M18.63-$38.23M-$0.78N/A
Viasat$4.64B2.13-$34.09M-$0.24N/A

Applied Optoelectronics presently has a consensus target price of $139.40, suggesting a potential upside of 38.87%. Viasat has a consensus target price of $90.67, suggesting a potential upside of 26.42%. Given Applied Optoelectronics' higher probable upside, equities analysts clearly believe Applied Optoelectronics is more favorable than Viasat.

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
Viasat
1 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.73

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
Applied Optoelectronics-9.57% -1.98% -1.34%
Viasat -0.64%1.44%0.45%

In the previous week, Viasat had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 16 mentions for Viasat and 12 mentions for Applied Optoelectronics. Viasat's average media sentiment score of 1.20 beat Applied Optoelectronics' score of 0.97 indicating that Viasat is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Viasat
12 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Optoelectronics has a beta of 3.79, suggesting that its stock price is 279% more volatile than the broader market. Comparatively, Viasat has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market.

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 86.1% of Viasat shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by company insiders. Comparatively, 1.4% of Viasat 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

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 mid-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation.

In the previous week, Viavi Solutions had 7 more articles in the media than Applied Optoelectronics. MarketBeat recorded 19 mentions for Viavi Solutions and 12 mentions for Applied Optoelectronics. Viavi Solutions' average media sentiment score of 1.16 beat Applied Optoelectronics' score of 0.97 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
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Viavi Solutions
15 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Optoelectronics currently has a consensus price target of $139.40, suggesting a potential upside of 38.87%. Viavi Solutions has a consensus price target of $55.43, suggesting a potential upside of 64.82%. Given Viavi Solutions' stronger consensus rating and higher probable 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)
1 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.78

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

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$455.71M18.63-$38.23M-$0.78N/A
Viavi Solutions$1.52B5.47-$30.40M-$0.15N/A

Applied Optoelectronics has a beta of 3.79, suggesting that its share price is 279% more volatile than the broader market. Comparatively, Viavi Solutions has a beta of 1.22, suggesting that its share price is 22% more volatile than the broader market.

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%

Summary

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

How does Applied Optoelectronics compare to Belden?

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

61.7% of Applied Optoelectronics shares are held by institutional investors. Comparatively, 98.8% of Belden shares are held by institutional investors. 3.8% of Applied Optoelectronics shares are held by company insiders. Comparatively, 1.1% of Belden shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Optoelectronics$455.71M18.63-$38.23M-$0.78N/A
Belden$2.72B1.72$237.52M$6.1519.42

Belden has a net margin of 8.52% compared to Applied Optoelectronics' net margin of -9.57%. Belden's return on equity of 25.00% beat Applied Optoelectronics' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Optoelectronics-9.57% -1.98% -1.34%
Belden 8.52%25.00%9.24%

Applied Optoelectronics presently has a consensus target price of $139.40, suggesting a potential upside of 38.87%. Belden has a consensus target price of $160.00, suggesting a potential upside of 33.96%. Given Applied Optoelectronics' higher possible upside, equities research analysts plainly believe Applied Optoelectronics is more favorable than Belden.

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
Belden
0 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
3.14

Applied Optoelectronics has a beta of 3.79, suggesting that its share price is 279% more volatile than the broader market. Comparatively, Belden has a beta of 1.09, suggesting that its share price is 9% more volatile than the broader market.

In the previous week, Belden had 2 more articles in the media than Applied Optoelectronics. MarketBeat recorded 14 mentions for Belden and 12 mentions for Applied Optoelectronics. Belden's average media sentiment score of 1.14 beat Applied Optoelectronics' score of 0.97 indicating that Belden is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Optoelectronics
9 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Belden
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Belden beats Applied Optoelectronics on 13 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 OptoelectronicsCommunications Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$8.72B$16.03B$29.51B$12.73B
Dividend YieldN/A4.20%2.73%8.86%
P/E Ratio-128.6930.8275.7625.38
Price / Sales18.6334.30591.9592.55
Price / Cash4,139.74103.5447.3252.26
Price / Book5.095.989.296.14
Net Income-$38.23M$310.13M$678.51M$349.01M
7 Day Performance-5.51%-2.31%-0.87%-0.27%
1 Month Performance-23.74%-7.73%-1.06%0.68%
1 Year Performance330.45%51.08%185.84%14.84%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
4.3361 of 5 stars
$100.38
-2.7%
$139.40
+38.9%
+336.1%$8.72B$455.71MN/A4,691
ERIC
Ericsson
3.1102 of 5 stars
$10.09
+1.4%
$11.00
+9.0%
+29.0%$33.54B$24.19B12.9488,826
FFIV
F5
3.678 of 5 stars
$407.13
+3.3%
$416.63
+2.3%
+26.9%$22.32B$3.09B32.416,578
VSAT
Viasat
3.3742 of 5 stars
$67.27
-0.1%
$90.67
+34.8%
+143.1%$9.28B$4.64BN/A7,000
VIAV
Viavi Solutions
4.6654 of 5 stars
$36.29
-0.7%
$49.88
+37.4%
+192.4%$9.02B$1.52BN/A4,100

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This page (NASDAQ:AAOI) was last updated on 9/4/2026 by MarketBeat.com Staff.
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