---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40537835.md"
description: "$Applied Optoelectronics(AAOI.US) "Significantly larger growth is expected starting from the third quarter, as production capacity comes online."Regarding the outlook for 2027, the CEO gave a staggering expected figure of 471 million in monthly revenue.In theory, this number represents the company's market value could still grow fivefold by next year, wouldn't that put it on par with the industry leader, coherent, with a market cap of 60 billion?!I think it might be forgivable, should I go help the brothers holding this stock pump it up? 🤔"
datetime: "2026-05-08T00:45:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40537835.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40537835.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40537835.md)
author: "[京城Z先生](https://longbridge.com/en/profiles/9198235.md)"
generator: "portal-rs"
---

# $Applied Optoelectronics(AAOI.US) "Significant…


### Related Stocks

- [AAOI.US](https://longbridge.com/en/quote/AAOI.US.md)
- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)

## Comments (73)

- **不奋东西 · 2026-05-11T06:25:55.000Z**: Z's research is really precise!I'm reacting much slower than other readers!Can only watch it go, my respects!
- **Jack www · 2026-05-09T01:43:20.000Z**: However, AAOI's past financials were quite aggressive, favoring additional share issuance to build production lines and signing customer equity certification agreements with major manufacturers. I am indeed optimistic about their long-term valuation improvement, but I still prefer Lite a bit more in
  - **Jack www** (2026-05-09T01:44:15.000Z): Whatever, betting on both sides😃
- **天才交易员9号 · 2026-05-08T15:24:43.000Z**: What do you say, Z bro, thinking about coming to help pump it up?
- **星環使者888 · 2026-05-08T14:25:58.000Z**: Hello, Brother Z
- **不断学习，不断进步。 · 2026-05-08T13:34:57.000Z**: It's a bit weird, it actually rose compared to yesterday's closing price. The after-hours drop was meaningless.
- **莫泰 · 2026-05-08T09:31:07.000Z**: Come on, Z-bro, give me a lift (pump the stock).
- **双双2026 · 2026-05-08T09:21:22.000Z**: As someone with an option, I was shivering in the morning and grinning from ear to ear in the afternoon, having been hurt by bottom-fishing Lite and ARM two days ago, I dare not bottom-fish AAOI again.
  - **小蚂蚁搬家** (2026-05-08T09:36:53.000Z): Me too, trying to bottom-fish these three stocks, every attempt ends up in a pit. This AAOX, the main crash happened in the middle of the night, otherwise I would have been losing on the bottom-fishin
  - **双双2026** (2026-05-08T09:51:21.000Z): I woke up at 4 a.m. and saw it, but I didn't dare to bottom-fish. The app dropped and I still didn't dare to bottom-fish, because I got trapped both times I tried to bottom-fish in the past two days.
  - **双双2026** (2026-05-08T09:54:58.000Z): This morning, I saw coreweave surge nine points and then plummet ten points. Only a ghost would have dared to bottom-fish AAOI. After ARM's earnings report came out, I chased the high at eight points 
- **山顶资本-美股版 · 2026-05-08T09:09:45.000Z**: Already all in and chased the rally. Thanks, Z! 😜
- **不断学习，不断进步。 · 2026-05-08T08:48:42.000Z**: It's now risen to 160, the price has already exceeded yesterday's closing price. Are there too many naive investors, or is it really worth more than its price?
  - **小蚂蚁搬家** (2026-05-08T09:17:01.000Z): Mr. Z's influence, huh, from over 30 to 58 now, that's almost doubled.
- **京城Z先生 · 2026-05-08T08:37:16.000Z · 👍 11**: I know why so many people read my stuff but make much higher returns than me...Me: Feels like there's an opportunity, need to research it first.Reader: Master Z said we could go all in, damn, we actually made money 🥲
  - **千年伯爵** (2026-05-08T08:38:00.000Z): All in, thanks Z bro
  - **akski** (2026-05-08T08:38:26.000Z): 😋😋Buy first, research later😃
  - **ai C N** (2026-05-08T08:38:45.000Z): Little brother, I'm pulling out first. Got trapped by 20 points yesterday. Took a 3-point loss and left 😬
- **Justinti2009 · 2026-05-08T05:35:20.000Z**: Then sell it to the stock god after it rises to a certain level? 😁
  - **京城Z先生** (2026-05-08T05:51:43.000Z): The stock gods are all buying secretly and then everyone ends up eating noodles together…
  - **by不甜** (2026-05-08T08:41:26.000Z): The ability of the stock god has been fully felt in Micron over the past two days.
  - **星環使者888** (2026-05-08T14:26:43.000Z): That makes sense🤣
- **Amy-MP20250808 · 2026-05-08T05:22:18.000Z**: Bought
- **邹pietHk · 2026-05-08T04:28:57.000Z**: Come quickly, boss 😂
- **未来millionaire · 2026-05-08T02:35:59.000Z**: Okay, waiting to bottom-fish, awaiting your instructions.
- **日落时起舞 · 2026-05-08T02:17:51.000Z**: Sold his 140 strike price put. If it falls below the strike price today, I'd be willing to exercise and buy some to try. If it doesn't reach that, then forget it.😐
  - **dudujie** (2026-05-08T07:11:58.000Z): Fellow enthusiast, hahahaha
- **得鹿为鱼 · 2026-05-08T02:08:36.000Z**: When everyone lifts the flowery sedan chair, it rises high; let's go, Z-bro!
  - **京城Z先生** (2026-05-08T02:10:45.000Z): Let's see the reaction of the Americans tonight, I'm genuinely interested 😄
  - **不断学习，不断进步。** (2026-05-08T02:39:04.000Z): Z, will there be a valuation report?
- **发财财多米 · 2026-05-08T01:57:14.000Z**: Bookmarking this, waiting for Z-boss to make a move.
- **程宫_658 · 2026-05-08T01:50:29.000Z · 👍 1**: After analysis, I have compiled for you a reference for the reasonable valuation and entry price of Applied Optoelectronics, Inc. (AAOI):  I. Clarification of Core DataThe "monthly revenue of 471 million" you mentioned in the chart is actually $471 million per month (mid-2027 expectation), c
- **大鹅最没有纪律 · 2026-05-08T01:39:05.000Z**: Bought some at 133 after hours.
- **Roger_LV · 2026-05-08T01:34:27.000Z**: Chinese people are starting to forgive🤣


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**