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.

AUR

Aurora Innovation, Inc.

There isn't enough reported data to score AUR 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.

AUR Fundamentals

MetricStatus
Unavailable
Weak
Weak
Unavailable

AUR's profitability and cash flow are currently weak. There isn't enough data to rate its revenue and 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.

AUR PE Valuation

AUR 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.

AUR Forward outlook

MetricOutlook
--
Losses steady
Strong growth
--
Limited
Low

Analysts expect AUR's revenue to grow, with its earnings and profitability holding steady. However, they disagree widely on these estimates.

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 AUR's risk to reward.

AUR Risk to reward

ScenarioChangePrice
UpsideUnknownโ€”
DownsideUnknownโ€”

Calculated from the latest close: $4.35 on Nov 12.

There is not enough scenario data to compare AAOI and AUR'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 is still losing money, but far less than before: $0.42 per share over the past year, against $4.50 at its worst in late 2024.

AUR Earnings Per Share

Q4 2023: $-0.60Q1 2024: $-0.54Q2 2024: $-0.48Q3 2024: $-0.48Q4 2024: $-0.46Q1 2025: $-0.47Q2 2025: $-0.46Q3 2025: $-0.44Q4 2025: $-0.44Q1 2026: $-0.43Q2 2026: $-0.46Q3 2026: $-0.47
Q4 2023: $-0.60Q1 2024: $-0.54Q2 2024: $-0.48Q3 2024: $-0.48Q4 2024: $-0.46Q1 2025: $-0.47Q2 2025: $-0.46Q3 2025: $-0.44Q4 2025: $-0.44Q1 2026: $-0.43Q2 2026: $-0.46Q3 2026: $-0.47
QuarterTTM EPSYoY
Q3 2026-$0.47-$0.03
Q2 2026-$0.46$0.00
Q1 2026-$0.43+$0.04
Q4 2025-$0.44+$0.02
Q3 2025-$0.44+$0.04
Q2 2025-$0.46+$0.02
Q1 2025-$0.47+$0.07
Q4 2024-$0.46+$0.14

AUR has the edge over AAOI on earnings, with more consistent year-over-year improvement.

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 AUR on sales, with more consistent year-over-year improvement.

AUR Quarterly Revenue

Q4 2023: --Q1 2024: --Q2 2024: --Q3 2024: --Q4 2024: --Q1 2025: --Q2 2025: $1MQ3 2025: $1MQ4 2025: $1MQ1 2026: $1MQ2 2026: $2MQ3 2026: $3M
Q4 2023: --Q1 2024: --Q2 2024: --Q3 2024: --Q4 2024: --Q1 2025: --Q2 2025: $1MQ3 2025: $1MQ4 2025: $1MQ1 2026: $1MQ2 2026: $2MQ3 2026: $3M
QuarterRevenueYoY
Q3 2026$3M+200%
Q2 2026$2M+100%

AUR's revenue is recovering but still below its 2022 peak: $3M last quarter, up 200% 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.

AUR Free Cash Flow

Q4 2023: โˆ’$137MQ1 2024: โˆ’$158MQ2 2024: โˆ’$187MQ3 2024: โˆ’$150MQ4 2024: โˆ’$150MQ1 2025: โˆ’$150MQ2 2025: โˆ’$151MQ3 2025: โˆ’$157MQ4 2025: โˆ’$154MQ1 2026: โˆ’$184MQ2 2026: โˆ’$256MQ3 2026: โˆ’$206M
Q4 2023: โˆ’$137MQ1 2024: โˆ’$158MQ2 2024: โˆ’$187MQ3 2024: โˆ’$150MQ4 2024: โˆ’$150MQ1 2025: โˆ’$150MQ2 2025: โˆ’$151MQ3 2025: โˆ’$157MQ4 2025: โˆ’$154MQ1 2026: โˆ’$184MQ2 2026: โˆ’$256MQ3 2026: โˆ’$206M
QuarterFree cash flowYoY
Q3 2026-$206M-$49M
Q2 2026-$256M-$105M
Q1 2026-$184M-$34M
Q4 2025-$154M-$4M
Q3 2025-$157M-$7M
Q2 2025-$151M+$36M
Q1 2025-$150M+$8M
Q4 2024-$150M-$13M

AUR 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 88M diluted shares, up 39% from a year ago.

AUR Total Shares

Q4 2023: 1.3BQ1 2024: 1.5BQ2 2024: 1.6BQ3 2024: 1.7BQ4 2024: 1.6BQ1 2025: 1.7BQ2 2025: 1.8BQ3 2025: 1.9BQ4 2025: 1.8BQ1 2026: 1.9BQ2 2026: 2BQ3 2026: 2B
Q4 2023: 1.3BQ1 2024: 1.5BQ2 2024: 1.6BQ3 2024: 1.7BQ4 2024: 1.6BQ1 2025: 1.7BQ2 2025: 1.8BQ3 2025: 1.9BQ4 2025: 1.8BQ1 2026: 1.9BQ2 2026: 2BQ3 2026: 2B
PeriodChange %Net change
Quarterly+1.4%+28M shares
1 year+6%+113M shares
3 years+40%+572M shares
5 years+182%+1.3B shares

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

AAOI Net Leverage

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

AUR Net Leverage

AUR'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).

AUR Weekly Momentum

MetricValueStatus
RSI35.6Neutral
Stochastic15.8Oversold

AUR's weekly RSI is 36 (neutral) and its Stochastic is 16 (oversold).

AAOI PE vs Technology Sector

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

AUR PE vs Technology Sector

AUR 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 the edge over AUR on trend strength, trading above more of its moving averages.

AUR Weekly Moving Averages

Moving averageMA priceRelative
8 week MA$5.0414% below
20 week MA$5.8526% below
50 week MA$5.4019% below
100 week MA$5.7825% below
200 week MA$4.431.8% below

AUR is in a downtrend: it's below all five of its weekly moving averages, and 1.8% 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 AUR on returns for 2026, with the stronger performance.

AUR Yearly ROI

YearStart priceEnd priceROI
2021$9.89$11.8+20%
2022$11.8$1.19-90%
2023$1.19$4.37+267%
2024$4.37$6.94+59%
2025$6.94$4.00-42%
2026 YTD$4.00$4.35+8.7%

AUR's yearly returns have swung widely, from +267% in 2023 to โˆ’90% in 2022. It's up 8.7% so far in 2026.

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