$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ This is one of those names where you either want exposure, or you don't.

The simplified bull case:

▸ FY2026 revenue guided over $1.1B, roughly +140% YoY

▸ Supply constrained vs demand through 2027

▸ Mid-2027 model implies ~$471M/month transceiver revenue, an annualized run-rate of ~$5.7B (before CATV upside)

The key angle: it's one of the only US players vertically integrating laser chip production, just as hyperscalers prioritize supply chain control. On top of that, CPO/ELSFP adoption adds another layer of optionality.

The Street is already chasing it higher:

Rosenblatt around $220

Raymond James around $160

But the run-rate math still looks ahead of consensus.

Yes, volatility is part of the package - this is a high beta infrastructure name.

I'm not trading it. I'm positioned.

Target remains $300 by EOY.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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