AAOI Applied Optoelectronics, Inc. Loading... : Bullish and Bearish Analyst Opinions
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17:08
Jun 03
Jun 03
Author asks for AI supply-chain stock ideas with high growth potential, listing examples as research candidates without stating a personal position.
LOW
16:12
Jun 03
Jun 03
Buy AAOI as CEO/founder incentive alignment, onshore laser fab buildout (potential CHIPS Act funding), and a credible path to ~$5B revenue run rate in 2027 support a 2.3x price target; author holds it as largest position in his photonics fund with Q1 guide of $150–165M and expanding margins.
HIGH
16:05
Jun 03
Jun 03
Buy AAOI on CEO incentive alignment — founder Dr. Thompson Lin holds 2.26M shares and needs ~2.3x appreciation to cross $1B net worth, with a credible path via onshore laser fab buildout targeting $5B revenue run rate by 2027.
MED
15:07
Jun 03
Jun 03
Buy AAOI as a vertically integrated photonics bottleneck play — in-house laser manufacturing gives supply advantage over competitors, with hyperscaler demand commitments and revenue guided above $1.1B for 2026 vs. $456M recorded.
MED
05:20
Jun 03
Jun 03
Co-mentioned in CPO/photonics basket beneficiary list; no individual thesis provided.
LOW
23:34
Jun 02
Jun 02
Author welcomes a fellow investor back to AAOI, implying a shared long position and bullish sentiment on the stock.
23:30
Jun 02
Jun 02
The author acknowledges that shorting AAOI is not advisable, referencing Citron Research's short position at $140 as a cautionary note.
LOW
22:07
Jun 02
Jun 02
The author advises against shorting disliked stocks rather than endorsing any position, making these tickers watch-only.
LOW
20:39
Jun 02
Jun 02
Avoid AAOI as the author sees it as highly vulnerable to any market downturn or correction, with no interest in holding at current levels given its risk profile in a risk-off environment.
MED
20:04
Jun 02
Jun 02
The author celebrates a strong trading day with multiple green positions but only explicitly states buying AAOI, making the rest watch-level mentions without forward-looking conviction.
LOW
19:47
Jun 02
Jun 02
Author is long optical names, viewing recent weakness as a rotation setup; strong demand and new ATH today confirm the consolidation/rip pattern.
MED
18:30
Jun 02
Jun 02
The author defends AAOI against skepticism, asserting it will be fine, implying a confident bullish stance on the stock.
18:27
Jun 02
Jun 02
Buy AAOI on sector-driven pullback; vertically integrated laser manufacturing gives supply advantage competitors lack, hyperscaler demand confirmed via order book, guidance raised to $1.1B with management flagging supply-constrained demand through 2027 — dilution overhang, not fundamentals, drove the discount.
HIGH
16:04
Jun 02
Jun 02
Author reiterates a buy call on AAOI from $155 to current $204, framing the move as a momentum opportunity that institutions missed.
15:31
Jun 02
Jun 02
Author reports tripling S&P 500 gains in two days with a full-portfolio account and explicitly invites followers to ride along with $AAOI, indicating a strong bullish position.
14:09
Jun 02
Jun 02
Author reports being up over 20% on an all-in position in AAOI, indicating a strong bullish conviction and past trade success.
13:10
Jun 02
Jun 02
Author promotes subscription success with past trade examples but frames them as shared ideas and gut feelings, not current positions or forward calls.
12:30
Jun 02
Jun 02
Named as a photonics ecosystem beneficiary alongside $SIVE; no separate directional thesis or position disclosed by speaker.
LOW
03:31
Jun 02
Jun 02
Author discloses current long positions in photonics stocks SIVE and AAOI, with stated belief in SIVE, indicating conviction in the photonics theme.
MED
22:10
Jun 01
Jun 01
Author asks if the parent poster now owns ONDS and AAOI after the parent disclosed buying the AAOI dip, but does not state their own position.
LOW
21:54
Jun 01
Jun 01
Author bought AAOI calls at 155 and sold at 189 for a 75% profit, framing options as a "cheat" in a stock challenge context.
21:43
Jun 01
Jun 01
Author bought 6-month calls on AAOI at 155 and sold for a 75% gain, sharing the trade with subscribers.
21:39
Jun 01
Jun 01
Author bought 6-month calls on AAOI at 155 and sold at 189 for a 75% same-day gain, sharing the trade with subscribers.
20:03
Jun 01
Jun 01
The author recaps a strong green day for their portfolio with multiple stocks up significantly but does not state any forward-looking position or trade idea.
LOW
19:20
Jun 01
Jun 01
Buy AAOI as a photonics/optical play positioned for a revenue ramp inflection into H1–H2 2027; author entered a long position today, endorsing the thesis that the market is ~8 months forward-looking and current capacity build-up precedes a major inflection similar to SNDK's historical re-rating.
MED
19:08
Jun 01
Jun 01
Author nominates AAOI as the best percentage gainer among NOK/AAOI/NOW by Fall, with no stated catalyst or reasoning — extremely low-conviction directional pick in response to a direct comparison question.
LOW
18:43
Jun 01
Jun 01
Buy AAOI as the only vertically integrated US optical transceiver maker with in-house indium phosphide lasers — enabling it to fill hyperscaler demand competitors cannot, with gross margins expanding from 24.8% to 30%+ and a $200M+ 1.6T qualification locking in sticky, high-ASP revenue as the market migrates to 1.6T by 2029-2030.
HIGH
17:47
Jun 01
Jun 01
The author expresses a bullish sentiment on Nokia as a good day while mentioning Ambarella and Applied Optoelectronics as watch items without explicit positions.
LOW
17:26
Jun 01
Jun 01
Buy AAOI as mechanical ATM selling pressure is expected to abate, while hyperscaler volume orders (1.6T+), laser fab bottlenecks, GS optical TAM expansion, and Made in America tailwinds support a structural re-rating in photonics exposure.
MED
17:22
Jun 01
Jun 01
Long AAOI as author's highest-conviction US photonics position, held since $28 with ongoing conviction; catalysts include 1.6T hyperscaler volume orders, laser fab bottlenecks, GS optical TAM expansion, Made in America tailwinds, and NVDA/AMD integration rumors. ATM selling pressure seen as temporary; revenue ramp inflection expected H1–H2 2027.
HIGH
About AAOI Analyst Coverage
Buzzberg tracks AAOI (Applied Optoelectronics, Inc.) across 37 sources. 357 bullish vs 5 bearish calls from 39 analysts. Sentiment: predominantly bullish (67%). 527 total trade ideas tracked.