AAOI

Applied Optoelectronics, Inc.

60
Fundamentals62/ 100
Valuation50/ 100
Upside potential70/ 100
Risk potential55/ 100

AAOI lost money over the past year, so it has no meaningful PE right now. Analysts expect earnings to recover and profitability to improve, though they disagree widely on how much.

AGPU

Axe Compute Inc.

There isn't enough reported data to score AGPU yet.

AAOI Fundamentals

MetricStatus
Strong
Under pressure
Weak
Unavailable

AAOI's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.

AGPU Fundamentals

MetricStatus
Strong
Weak
Under pressure
Unavailable

AGPU's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.

AAOI PE Valuation

AAOI has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 18x next year's earnings.

AGPU PE Valuation

AGPU has no meaningful PE right now: it lost money over the past year.

AAOI Forward outlook

MetricOutlook
--
Returning to profit
Strong growth
Strongly improving
Limited
Low

Analysts expect AAOI to return to profit, with revenue growing. However, they disagree widely on these estimates.

AGPU Forward outlook

There aren't enough analyst estimates for AGPU to show an outlook.

AAOI Risk to reward

ScenarioChangePrice
Upside+125%$118.71
Downside-55%$23.99

Calculated from the latest close: $52.85 on Nov 12.

There is not enough scenario data to compare AAOI and AGPU's risk to reward.

AGPU Risk to reward

ScenarioChangePrice
UpsideUnknownโ€”
DownsideUnknownโ€”

Calculated from the latest close: $7.98 on Nov 12.

There is not enough scenario data to compare AAOI and AGPU's risk to reward.

AAOI Earnings Per Share

Q4 2023: $-1.75Q1 2024: $-1.79Q2 2024: $-1.88Q3 2024: $-2.03Q4 2024: $-4.50Q1 2025: $-4.08Q2 2025: $-3.58Q3 2025: $-3.44Q4 2025: $-0.64Q1 2026: $-0.65Q2 2026: $-0.77Q3 2026: $-0.42Forward: $2.98
Q4 2023: $-1.75Q1 2024: $-1.79Q2 2024: $-1.88Q3 2024: $-2.03Q4 2024: $-4.50Q1 2025: $-4.08Q2 2025: $-3.58Q3 2025: $-3.44Q4 2025: $-0.64Q1 2026: $-0.65Q2 2026: $-0.77Q3 2026: $-0.42Forward: $2.98
QuarterTTM EPSYoY
Forward$2.98โ€”
Q3 2026-$0.42+$3.02
Q2 2026-$0.77+$2.81
Q1 2026-$0.65+$3.43
Q4 2025-$0.64+$3.86
Q3 2025-$3.44-$1.41
Q2 2025-$3.58-$1.70
Q1 2025-$4.08-$2.29
Q4 2024-$4.50-$2.75

AAOI has the stronger earnings trend. Trailing diluted EPS is down 112% for AAOI versus AGPU down 356%.

AGPU Earnings Per Share

Q3 2023: $-70.07Q4 2023: $-52.25Q1 2024: $-54.95Q2 2024: $-50.45Q3 2024: $-45.95Q4 2024: $-34.83Q1 2025: $-24.33Q2 2025: $-17.58Q3 2025: $-117.63
Q3 2023: $-70.07Q4 2023: $-52.25Q1 2024: $-54.95Q2 2024: $-50.45Q3 2024: $-45.95Q4 2024: $-34.83Q1 2025: $-24.33Q2 2025: $-17.58Q3 2025: $-117.63
QuarterTTM EPSYoY
Q3 2025-$117.63-$71.68
Q2 2025-$17.58+$32.87
Q1 2025-$24.33+$30.62
Q4 2024-$34.83+$17.42
Q3 2024-$45.95+$24.12
Q2 2024-$50.45+$22.92
Q1 2024-$54.95+$48.72
Q4 2023-$52.25+$53.52

AGPU is still losing money, but far less than before: $117.63 per share over the past year, against $2,571.00 at its worst in late 2019.

AAOI Quarterly Revenue

Q4 2023: $60MQ1 2024: $41MQ2 2024: $43MQ3 2024: $65MQ4 2024: $100MQ1 2025: $100MQ2 2025: $103MQ3 2025: $119MQ4 2025: $134MQ1 2026: $151MQ2 2026: $192MQ3 2026: $270M
Q4 2023: $60MQ1 2024: $41MQ2 2024: $43MQ3 2024: $65MQ4 2024: $100MQ1 2025: $100MQ2 2025: $103MQ3 2025: $119MQ4 2025: $134MQ1 2026: $151MQ2 2026: $192MQ3 2026: $270M
QuarterRevenueYoY
Q3 2026$269.9M+127%
Q2 2026$191.9M+86%
Q1 2026$151.1M+51%
Q4 2025$134.3M+34%
Q3 2025$118.6M+82%
Q2 2025$103M+138%
Q1 2025$99.9M+146%
Q4 2024$100.3M+66%

AAOI has the edge over AGPU on sales, with more consistent year-over-year improvement.

AGPU Quarterly Revenue

Q3 2023: $715,056Q4 2023: $335,032Q1 2024: $419,646Q2 2024: $278,722Q3 2024: $345,686Q4 2024: $611,585Q1 2025: $110,310Q2 2025: $2,682Q3 2025: $3,618Q4 2025: $8,674Q1 2026: $35,311Q2 2026: $3M
Q3 2023: $715,056Q4 2023: $335,032Q1 2024: $419,646Q2 2024: $278,722Q3 2024: $345,686Q4 2024: $611,585Q1 2025: $110,310Q2 2025: $2,682Q3 2025: $3,618Q4 2025: $8,674Q1 2026: $35,311Q2 2026: $3M
QuarterRevenueYoY
Q2 2026$3.2M+119773%
Q1 2026$35.3K-68%
Q4 2025$8.7K-99%
Q3 2025$3.6K-99%
Q2 2025$2.7K-99%
Q1 2025$110.3K-74%
Q4 2024$611.6K+83%
Q3 2024$345.7K-52%

AGPU's revenue is growing: $3M last quarter, up 119773% from the same quarter a year ago.

AAOI Free Cash Flow

Q4 2023: โˆ’$5MQ1 2024: โˆ’$34MQ2 2024: โˆ’$5MQ3 2024: โˆ’$21MQ4 2024: โˆ’$53MQ1 2025: โˆ’$79MQ2 2025: โˆ’$91MQ3 2025: โˆ’$79MQ4 2025: โˆ’$105MQ1 2026: โˆ’$144MQ2 2026: โˆ’$265MQ3 2026: โˆ’$370M
Q4 2023: โˆ’$5MQ1 2024: โˆ’$34MQ2 2024: โˆ’$5MQ3 2024: โˆ’$21MQ4 2024: โˆ’$53MQ1 2025: โˆ’$79MQ2 2025: โˆ’$91MQ3 2025: โˆ’$79MQ4 2025: โˆ’$105MQ1 2026: โˆ’$144MQ2 2026: โˆ’$265MQ3 2026: โˆ’$370M
QuarterFree cash flowYoY
Q3 2026-$369.9M-$291.2M
Q2 2026-$265.3M-$174.4M
Q1 2026-$143.6M-$64.3M
Q4 2025-$104.6M-$51.6M
Q3 2025-$78.7M-$58M
Q2 2025-$91M-$86M
Q1 2025-$79.3M-$45.1M
Q4 2024-$53M-$48.4M

AAOI has burned cash in almost every quarter: โˆ’$883M over the past year, against โˆ’$302M the year before.

AGPU Free Cash Flow

Q3 2023: โˆ’$3MQ4 2023: โˆ’$3MQ1 2024: โˆ’$3MQ2 2024: โˆ’$3MQ3 2024: โˆ’$2MQ4 2024: โˆ’$2MQ1 2025: โˆ’$985,840Q2 2025: โˆ’$3MQ3 2025: โˆ’$2MQ4 2025: โˆ’$4MQ1 2026: โˆ’$4MQ2 2026: $4M
Q3 2023: โˆ’$3MQ4 2023: โˆ’$3MQ1 2024: โˆ’$3MQ2 2024: โˆ’$3MQ3 2024: โˆ’$2MQ4 2024: โˆ’$2MQ1 2025: โˆ’$985,840Q2 2025: โˆ’$3MQ3 2025: โˆ’$2MQ4 2025: โˆ’$4MQ1 2026: โˆ’$4MQ2 2026: $4M
QuarterFree cash flowYoY
Q2 2026$4M+$7.3M
Q1 2026-$3.8M-$2.8M
Q4 2025-$3.9M-$1.9M
Q3 2025-$1.7M+$625.7K
Q2 2025-$3.3M-$70.3K
Q1 2025-$985.8K+$2.4M
Q4 2024-$2.1M+$1M
Q3 2024-$2.3M+$829.4K

AGPU has the edge over AAOI on cash flow, with more consistent year-over-year improvement.

AAOI Total Shares

Q4 2023: 32MQ1 2024: 38MQ2 2024: 39MQ3 2024: 42MQ4 2024: 42MQ1 2025: 50MQ2 2025: 57MQ3 2025: 63MQ4 2025: 60MQ1 2026: 76MQ2 2026: 82MQ3 2026: 88M
Q4 2023: 32MQ1 2024: 38MQ2 2024: 39MQ3 2024: 42MQ4 2024: 42MQ1 2025: 50MQ2 2025: 57MQ3 2025: 63MQ4 2025: 60MQ1 2026: 76MQ2 2026: 82MQ3 2026: 88M
PeriodChange %Net change
Quarterly+7.7%+6.3M shares
1 year+39%+24.5M shares
3 years+168%+55.1M shares
5 years+224%+60.7M shares
Available history+340%+67.9M shares

AAOI has the edge over AGPU on shareholder dilution, with a more favorable share count trend.

AGPU Total Shares

Q3 2023: 268,757Q4 2023: 267,657Q1 2024: 270,857Q2 2024: 310,985Q3 2024: 426,415Q1 2025: 476,815Q2 2025: 607,266Q3 2025: 723,998Q1 2026: 21MQ2 2026: 20M
Q3 2023: 268,757Q4 2023: 267,657Q1 2024: 270,857Q2 2024: 310,985Q3 2024: 426,415Q1 2025: 476,815Q2 2025: 607,266Q3 2025: 723,998Q1 2026: 21MQ2 2026: 20M
PeriodChange %Net change
Quarterly-7.1%-1.5M shares
1 year+4029%+19.2M shares
3 years+7990%+19.4M shares
5 years+39202%+19.6M shares

AGPU has 20M diluted shares, up 4029% from a year ago.

AAOI Net Leverage

AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.

AGPU Net Leverage

AGPU's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.

AAOI Weekly Momentum

MetricValueStatus
RSI35.1Neutral
Stochastic4.8Oversold

AAOI's weekly RSI is 35 (neutral) and its Stochastic is 5 (oversold).

AGPU Weekly Momentum

MetricValueStatus
RSI47.9Neutral
Stochastic19.8Oversold

AGPU's weekly RSI is 48 (neutral) and its Stochastic is 20 (oversold).

AAOI PE vs Technology Sector

AAOI has no meaningful PE right now: it lost money over the past year.

AGPU PE vs Technology Sector

AGPU has no meaningful PE right now: it lost money over the past year.

AAOI Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$80.234% below
20 week MA$100.647% below
50 week MA$100.347% below
100 week MA$62.315% below
200 week MA$36.943% above

AAOI has fallen below most of its moving averages, though it's still 43% above its 200-week average.

AGPU Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$9.2514% below
20 week MA$9.0712% below
50 week MA$6.5422% above
100 week MA$10.624% below
200 week MA$29.373% below

AGPU's trend is mixed: it's above one of its five weekly moving averages, and 73% below its 200-week average.

AAOI Yearly ROI

YearStart priceEnd priceROI
2020$11.5$8.77-24%
2021$8.77$5.64-36%
2022$5.64$1.95-65%
2023$1.95$19.3+891%
2024$19.3$37.7+95%
2025$37.7$37.2-1.5%
2026 YTD$37.2$52.9+42%

AAOI has the edge over AGPU on returns for 2026, with the stronger performance.

AGPU Yearly ROI

YearStart priceEnd priceROI
2020$810.0$213.0-74%
2021$213.0$303.0+42%
2022$303.0$102.1-66%
2023$102.1$49.4-52%
2024$49.4$14.9-70%
2025$14.9$7.20-52%
2026 YTD$7.20$7.98+11%

AGPU has finished four years in a row lower, and it's up 11% so far in 2026.

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