AAOI
Applied Optoelectronics, Inc.
AAOI has the edge over BMBL overall, supported by stronger fundamentals.
BMBL
Bumble Inc.
BMBL trails on the overall score without a compensating advantage in the available component scores.
AAOI Fundamentals
| Metric | Status |
|---|---|
| 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.
BMBL Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Strong | |
| Healthy |
BMBL's cash flow and balance sheet are currently healthy, but its revenue and profitability are under pressure.
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.
BMBL PE Valuation
BMBL has no meaningful PE right now: it lost money over the past year.
AAOI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
AAOI has the edge over BMBL on the outlook, with more favorable earnings and revenue expectations.
BMBL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect BMBL's earnings and revenue to decline, with profitability weakening. However, they disagree widely on these estimates.
AAOI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.98 | — |
| 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 edge over BMBL on earnings, with more consistent year-over-year improvement.
BMBL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.63 | — |
| Q3 2026 | -$4.26 | -$2.36 |
| Q2 2026 | -$4.13 | +$3.21 |
| Q1 2026 | -$5.74 | -$1.07 |
| Q4 2025 | -$5.95 | -$1.34 |
| Q3 2025 | -$1.90 | +$2.99 |
| Q2 2025 | -$7.34 | -2259% |
| Q1 2025 | -$4.67 | -2847% |
| Q4 2024 | -$4.61 | -$4.58 |
BMBL is still losing money, but less than at its worst: $4.26 per share over the past year, against $7.34 at its worst in mid-2025.
AAOI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 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 BMBL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.5% | +15 points |
| Q2 2026 | -13% | +2.6 points |
| Q1 2026 | -8.6% | +0.3 points |
| Q4 2025 | -8.6% | -2.1 points |
| Q3 2025 | -15% | +10 points |
| Q2 2025 | -16% | +45 points |
| Q1 2025 | -8.9% | +44 points |
| Q4 2024 | -6.5% | +1 points |
AAOI's operating margin was −0.5% last quarter, up 15 points from the same quarter a year ago, near the top of its range since 2019.
BMBL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $207.1M | -16% |
| Q2 2026 | $210.5M | -15% |
| Q1 2026 | $212.4M | -14% |
| Q4 2025 | $224.2M | -14% |
| Q3 2025 | $246.2M | -10% |
| Q2 2025 | $248.2M | -7.6% |
| Q1 2025 | $247.1M | -7.7% |
| Q4 2024 | $261.6M | -4.4% |
BMBL's revenue has slid since its 2023 peak: $207M last quarter, down 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 26% | +0.5 points |
| Q2 2026 | -53% | +83 points |
| Q1 2026 | 31% | +13 points |
| Q4 2025 | -257% | -271 points |
| Q3 2025 | 26% | +332 points |
| Q2 2025 | -136% | -156 points |
| Q1 2025 | 18% | -0.1 points |
| Q4 2024 | 14% | +17 points |
BMBL has the edge over AAOI on profitability, with a higher operating margin.
AAOI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| 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: −$883M over the past year, against −$302M the year before.
BMBL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56M | -27% |
| Q2 2026 | $53.6M | -25% |
| Q1 2026 | $77.2M | +79% |
| Q4 2025 | $59.1M | +$64.5M |
| Q3 2025 | $76.8M | -18% |
| Q2 2025 | $71.2M | +116% |
| Q1 2025 | $43.2M | +1687% |
| Q4 2024 | -$5.4M | -109% |
BMBL has the edge over AAOI on cash generation, producing positive trailing cash flow while its opponent burns cash.
AAOI Total Shares
| Period | Change % | 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.
BMBL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.1% | +1.4M shares |
| 1 year | +28% | +28.9M shares |
| 3 years | +0.4% | +497K shares |
| 5 years | +19% | +20.7M shares |
BMBL has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $28.7M |
| Q4 2024 | $40.3M |
BMBL hasn't bought back shares in the past year.
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
BMBL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2024 | 1.7x | Healthy |
| Q1 2024 | 2.2x | Moderate |
| Q4 2023 | 2.2x | Moderate |
| Q3 2022 | 1.9x | Healthy |
| Q2 2022 | 2.6x | Moderate |
| Q1 2022 | 3.0x | Elevated |
| Q4 2020 | 9.0x | High |
| Q3 2020 | 4.2x | High |
BMBL's net debt is about 1.7 years of its operating earnings (EBITDA), down from 2.6 years a year ago.
AAOI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 35.1 | Neutral |
| Stochastic | 4.8 | Oversold |
AAOI's weekly RSI is 35 (neutral) and its Stochastic is 5 (oversold).
BMBL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 77.0 | Overbought |
| Stochastic | 99.3 | Overbought |
BMBL's weekly RSI is 77 (overbought) and its Stochastic is 99 (overbought).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
BMBL PE vs Technology Sector
| Metric | BMBL | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
BMBL has no meaningful PE right now: it lost money over the past year.
AAOI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $80.2 | 34% below |
| 20 week MA | $100.6 | 47% below |
| 50 week MA | $100.3 | 47% below |
| 100 week MA | $62.3 | 15% below |
| 200 week MA | $36.9 | 43% above |
AAOI has fallen below most of its moving averages, though it's still 43% above its 200-week average.
BMBL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.70 | 28% above |
| 20 week MA | $3.61 | 66% above |
| 50 week MA | $3.47 | 73% above |
| 100 week MA | $4.71 | 28% above |
| 200 week MA | $9.16 | 34% below |
BMBL has the edge over AAOI on trend strength, trading above more of its moving averages.
AAOI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 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's yearly returns have swung widely, from +891% in 2023 to −65% in 2022. It's up 42% so far in 2026.
BMBL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $75.5 | $34.9 | -54% |
| 2022 | $34.9 | $20.9 | -40% |
| 2023 | $20.9 | $14.7 | -30% |
| 2024 | $14.7 | $8.02 | -46% |
| 2025 | $8.02 | $3.52 | -56% |
| 2026 YTD | $3.52 | $6.01 | +71% |
BMBL has the edge over AAOI on returns for 2026, with the stronger performance.