Hardik Shah
2026.06.10 13:35

$Applied Optoelectronics(AAOI.US) | 𝐑𝐚𝐲đĻ𝐨𝐧𝐝 𝐉𝐚đĻ𝐞đŦ đĢ𝐞đĸ𝐭𝐞đĢ𝐚𝐭𝐞đŦ 𝐎𝐮𝐭𝐩𝐞đĢ𝐟𝐨đĢđĻ on 𝐀𝐩𝐩đĨđĸ𝐞𝐝 𝐎𝐩𝐭𝐨𝐞đĨ𝐞𝐜𝐭đĢ𝐨𝐧đĸ𝐜đŦ, maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟔𝟎, 'annualized earnings power near capacity could reach low double-digits'

Analyst sees capacity expansion plans suggesting upward estimate revisions are possible; annualized EPS could reach $11-$12, a realistic bull case.

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