Applied Optoelectronics (AAOI, US) is a USA company in the Optical Modules & Devices segment of the AI compute value chain. As of October 04, 2026, its market cap is $9.8 billion ($9.8B), ranking #148 of 244 companies overall and #13 of 23 in the Optical Modules & Devices segment (1.6% of the segment, 0.04% of the chain). Over the past year the stock gained 313.1% (52-week range 19.49 – 223.10 USD).
| Company | Applied Optoelectronics（应用光电） |
|---|---|
| Ticker | AAOI · US |
| Segment | Optical Modules & Devices |
| Headquarters | USA |
| Market cap | $9.8B（$9.8 billion） |
| Close | 115.59 USD (October 04, 2026) |
| Today | +7.71% |
| 30 days | -10.46% |
| 1 year | +313.12% |
| 52-wk high / low | 223.10 / 19.49 USD |
| Share of segment | 1.6% (Optical Modules & Devices: 23 companies) |
| Share of chain | 0.04% (244 companies combined) |
| Segment leader | Zhongji Innolight ($141.8B) |
| Revenue (TTM) | $596.0 million |
|---|---|
| Net income (TTM) | $-57.0 million |
| Employees | 4,691 |
| P/B ratio | 5.85 |
| Gross margin | 28.9% |
| Net margin | -9.6% |
| Basis | TTM (source: StockAnalysis, 2026-10-05 07:49) |
| # | Company | Market | Market cap |
|---|---|---|---|
| 1 | Zhongji Innolight 300308 | SZ | $141.8B |
| 2 | Lumentum Holdings LITE | US | $97.4B |
| 3 | Eoptolink Technology 300502 | SZ | $80.8B |
| 4 | Coherent Corp COHR | US | $66.0B |
| 5 | T&S Communications 300394 | SZ | $42.4B |
| 6 | Yuanjie Semiconductor 688498 | SH | $29.9B |
| 7 | Accelink Technologies 002281 | SZ | $20.3B |
| 8 | Fabrinet FN | US | $16.6B |
| 9 | HGTech 000988 | SZ | $13.8B |
| 13 | Applied Optoelectronics AAOI | US | $9.8B |
| 10 | Cambridge Technology 603083 | SH | $11.3B |