Análisis Argos
AAOI
AAOISin veredicto1 señal de riesgo
Applied Optoelectronics, Inc. · Technology
US$ 88.14
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
21/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Tiene más caja que deuda: balance fuerte.
Riesgos
!Beneish M-Score sugiere manipulación (-0.59)
VALOR1/6FUTURO6/6PASADO1/6SALUD0/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO1/6SALUD0/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos21de 100Sin veredicto
Ingresos84%
US$ 0.5 B
Margen operativo58%
-12%
Flujo de caja libre218%
US$ -0.4 B
Deuda neta
US$ -0.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 7.1B
P/E
EV/EBITDA
FCF yield-5%
ROIC-6.5%
Margen operativo-12%
Crecim. ingresos+82.8%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 10 jul
AAOI Soared 251%, But PSI Quietly Doubled Your Money Too
You saw the chart. Applied Optoelectronics (NASDAQ:AAOI) went vertical this year, and your feed will not shut up about it.
zacks.com · 10 jul
AAOI Benefits From Strong 800G Transceivers Demand: More Upside Ahead?
Applied Optoelectronics rides on surging 800G transceiver demand, expanding capacity and targeting major revenue growth as AI infrastructure needs accelerate through 2027.
zacks.com · 6 jul
AAOI Surges 247% YTD: Should You Buy, Sell, or Hold the Stock?
Applied Optoelectronics stock's 247% YTD surge reflects AI-driven demand for next-gen transceivers, but competition, capacity limits, and valuation concerns loom.
247wallst.com · 2 jul
Applied Optoelectronics Plunges 17%, Coherent and Lumentum Sink 10% as Photonics Stocks Reset
Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three.
schaeffersresearch.com · 2 jul
Bullish Options Setup Emerges for Applied Optoelectronics
Subscribers to Schaeffer's Weekend Trader options recommendation service received this AAOI commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
zacks.com · 30 jun
AAOI Rides on Datacenter and CATV Businesses: More Growth Ahead?
AAOI's CATV momentum and AI-driven datacenter demand are fueling strong revenue growth, with management expecting gains through 2026.
247wallst.com · 23 jun
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149.
globenewswire.com · 23 jun
ClassOne Technology Secures Record Solstice® S8 Orders from Applied Optoelectronics, Highlighting Rapid Scale-up of Photonics for AI Datacenters
KALISPELL, Mont., June 23, 2026 (GLOBE NEWSWIRE) -- ClassOne Technology, a leading global provider of advanced electroplating and wet processing tools for microelectronics manufacturing, today announced record follow-on orders from Applied Optoelectronics, Inc. (NASDAQ: AAOI) for multiple Solstice® S8 advanced single-wafer wet processing systems to support the company's expanding production of optical devices in Houston.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.