Applied Optoelectronics rated 'Buy' on strong demand, 86% revenue growth, and 60%+ upside potential.

Applied Optoelectronics (AAOI) is rated 'Buy' due to robust demand for its 1.6T and 800G optical transceivers, which are driving significant revenue growth. The company reported an 86.4% year-over-year revenue increase to $191.9 million and an adjusted EPS of $0.06, surpassing analyst expectations. Trading at just 3 times forward sales, AAOI offers over 60% upside potential in the next 12 to 16 months, making it an attractive investment ahead of its growth inflection.

Applied Optoelectronics (AAOI) trades at USD 99.88 on Pluang as of Sep 18, 2026 20:12 WIB, with a 1-day gain of 1.86%. The stock's market cap stands at $8.33 billion, and it has a 52-week range between $19.49 and $223.10. Pluang users show strong buying interest, with 100% buy orders and a typical hold time of 3 days.