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Applied Optoelectronics (AAOI) Competitors

Applied Optoelectronics logo
$101.06 -5.94 (-5.55%)
Closing price 09/23/2026 04:00 PM Eastern
Extended Trading
$98.84 -2.22 (-2.20%)
As of 05:31 AM 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. 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?

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

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 company is poised for long-term growth.

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
Ericsson10.72% 20.63% 7.61%
Applied Optoelectronics -9.57%-1.98%-1.34%

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

In the previous week, Ericsson had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 11 mentions for Ericsson and 7 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.84 beat Ericsson's score of 0.17 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
3 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Applied Optoelectronics
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 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$24.19B1.36$2.91B$0.7812.47
Applied Optoelectronics$455.71M18.75-$38.23M-$0.78N/A

Ericsson currently has a consensus price target of $9.00, suggesting a potential downside of 7.50%. Applied Optoelectronics has a consensus price target of $139.40, suggesting a potential upside of 37.94%. Given Applied Optoelectronics' stronger consensus rating and higher probable upside, analysts clearly believe Applied Optoelectronics is more favorable than Ericsson.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ericsson
2 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.00
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Ericsson and Applied Optoelectronics tied by winning 8 of the 16 factors compared between the two stocks.

How does Applied Optoelectronics compare to F5?

F5 (NASDAQ:FFIV) and Applied Optoelectronics (NASDAQ:AAOI) are both technology companies, but which is the better investment? We will contrast the two companies based on the strength of their earnings, profitability, dividends, media sentiment, analyst recommendations, valuation, risk and institutional ownership.

F5 presently has a consensus price target of $416.63, indicating a potential downside of 8.63%. Applied Optoelectronics has a consensus price target of $139.40, indicating a potential upside of 37.94%. Given Applied Optoelectronics' higher probable upside, analysts plainly believe Applied Optoelectronics is more favorable than F5.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
F5
1 Sell rating(s)
5 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.36
Applied Optoelectronics
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33

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
F5$3.31B7.80$692.38M$12.5636.30
Applied Optoelectronics$455.71M18.75-$38.23M-$0.78N/A

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
F521.95% 21.54% 12.16%
Applied Optoelectronics -9.57%-1.98%-1.34%

90.7% of F5 shares are owned by institutional investors. Comparatively, 61.7% of Applied Optoelectronics shares are owned by institutional investors. 0.5% of F5 shares are owned by company insiders. Comparatively, 3.8% of Applied Optoelectronics shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

F5 has a beta of 1.03, indicating that its share price is 3% more volatile than the broader market. Comparatively, Applied Optoelectronics has a beta of 3.79, indicating that its share price is 279% more volatile than the broader market.

In the previous week, F5 had 1 more articles in the media than Applied Optoelectronics. MarketBeat recorded 8 mentions for F5 and 7 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.84 beat F5's score of 0.76 indicating that Applied Optoelectronics is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
F5
4 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Optoelectronics
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

F5 beats Applied Optoelectronics on 11 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 technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, media sentiment, institutional ownership, risk, valuation, dividends and profitability.

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

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

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%

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$455.71M18.75-$38.23M-$0.78N/A
Viasat$4.63B2.19-$34.09M-$0.24N/A

Applied Optoelectronics presently has a consensus target price of $139.40, suggesting a potential upside of 37.94%. Viasat has a consensus target price of $90.67, suggesting a potential upside of 23.05%. Given Applied Optoelectronics' higher probable upside, research 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

In the previous week, Viasat had 4 more articles in the media than Applied Optoelectronics. MarketBeat recorded 11 mentions for Viasat and 7 mentions for Applied Optoelectronics. Applied Optoelectronics' average media sentiment score of 0.84 beat Viasat's score of 0.60 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
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Viasat
4 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Viasat beats Applied Optoelectronics on 11 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 superior business? We will compare the two companies based on the strength of their dividends, earnings, risk, profitability, media sentiment, analyst recommendations, institutional ownership and valuation.

Applied Optoelectronics currently has a consensus target price of $139.40, indicating a potential upside of 37.94%. Viavi Solutions has a consensus target price of $55.43, indicating a potential upside of 52.15%. 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

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$455.71M18.75-$38.23M-$0.78N/A
Viavi Solutions$1.52B5.92-$30.40M-$0.15N/A

In the previous week, Applied Optoelectronics had 1 more articles in the media than Viavi Solutions. MarketBeat recorded 7 mentions for Applied Optoelectronics and 6 mentions for Viavi Solutions. Viavi Solutions' average media sentiment score of 1.02 beat Applied Optoelectronics' score of 0.84 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
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Viavi Solutions
4 Very Positive mention(s)
0 Positive mention(s)
0 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, 95.5% of Viavi Solutions shares are owned by institutional investors. 3.8% of Applied Optoelectronics shares are owned by company insiders. Comparatively, 1.8% of Viavi Solutions shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Applied Optoelectronics has a beta of 3.79, meaning that its stock price is 279% more volatile than the broader market. Comparatively, Viavi Solutions has a beta of 1.22, meaning that its stock 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 12 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 superior investment? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, media sentiment, earnings, risk, dividends and analyst recommendations.

Applied Optoelectronics currently has a consensus target price of $139.40, suggesting a potential upside of 37.94%. Belden has a consensus target price of $156.00, suggesting a potential upside of 36.47%. Given Applied Optoelectronics' higher probable upside, equities analysts clearly 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)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88

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$455.71M18.75-$38.23M-$0.78N/A
Belden$2.72B1.65$237.52M$6.1518.59

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 insiders. Comparatively, 1.1% of Belden shares are held 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.

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

In the previous week, Applied Optoelectronics and Applied Optoelectronics both had 7 articles in the media. Applied Optoelectronics' average media sentiment score of 0.84 beat Belden's score of 0.65 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
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Belden
1 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Belden beats Applied Optoelectronics on 11 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 OptoelectronicsCommunications Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$9.05B$16.42B$31.38B$13.29B
Dividend YieldN/A4.24%2.75%12.57%
P/E Ratio-129.5630.2678.9825.69
Price / Sales18.7541.75590.4679.71
Price / Cash4,295.09107.1149.7052.76
Price / Book9.407.008.016.32
Net Income-$38.23M$310.13M$702.96M$359.73M
7 Day Performance3.06%-0.11%1.41%0.17%
1 Month Performance-6.10%-2.54%-1.06%-3.27%
1 Year Performance278.64%49.33%178.57%5.58%

Applied Optoelectronics Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AAOI
Applied Optoelectronics
3.9539 of 5 stars
$101.06
-5.6%
$139.40
+37.9%
+260.2%$9.05B$455.71MN/A4,691
ERIC
Ericsson
2.1284 of 5 stars
$10.25
+0.8%
$11.00
+7.3%
+16.9%$34.28B$24.19B13.1488,826
FFIV
F5
2.5111 of 5 stars
$450.10
+4.2%
$416.63
-7.4%
+40.4%$24.46B$3.09B35.846,578
VSAT
Viasat
3.065 of 5 stars
$76.38
flat
$90.67
+18.7%
+147.2%$10.52B$4.64BN/A7,000
VIAV
Viavi Solutions
4.3314 of 5 stars
$36.20
+2.4%
$55.43
+53.1%
+193.6%$8.73B$1.52BN/A4,100

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This page (NASDAQ:AAOI) was last updated on 9/24/2026 by MarketBeat.com Staff.
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