AAOI
Applied Optoelectronics, Inc.
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.
CSAI
CLOUDASTRUCTURE, INC.
There isn't enough reported data to score CSAI yet.
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.
CSAI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Weak | |
| Unavailable |
CSAI's revenue is currently healthy, 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.
CSAI PE Valuation
CSAI 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 |
Analysts expect AAOI to return to profit, with revenue growing. However, they disagree widely on these estimates.
CSAI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Moderate |
Analysts expect CSAI's losses to shrink, with revenue growing.
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 CSAI in the latest year-over-year earnings comparison.
CSAI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q4 2024 | -$13.66 | +$4.88 |
CSAI is still losing money, but less than at its worst: $13.66 per share over the past year, against $18.54 at its worst in late 2023.
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's revenue has grown year over year for 10 quarters in a row: $270M last quarter, up 127% from the same quarter a year ago.
| 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 has the edge over CSAI on profitability, with a higher operating margin.
CSAI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2M | +13% |
| Q1 2026 | $1.3M | +78% |
| Q4 2025 | $1.8M | +306% |
| Q3 2025 | $1.5M | +272% |
| Q2 2025 | $1.1M | +267% |
| Q1 2025 | $738K | +212% |
| Q4 2024 | $440K | +214% |
| Q3 2024 | $390.3K | +54% |
CSAI has the edge over AAOI on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -170% | +5.8 points |
| Q1 2026 | -198% | +132 points |
| Q4 2025 | -101% | +182 points |
| Q3 2025 | -137% | +269 points |
| Q2 2025 | -176% | +411 points |
| Q1 2025 | -330% | +354 points |
| Q4 2024 | -283% | +1963 points |
| Q3 2024 | -406% | +48 points |
CSAI's operating margin was −170% last quarter, up 5.8 points from the same quarter a year ago.
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.
CSAI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$1.9M | +$88K |
| Q1 2026 | -$2.6M | -$57K |
| Q4 2025 | -$1.3M | -4216% |
| Q3 2025 | -$1.5M | -$413K |
| Q2 2025 | -$2M | -$763K |
| Q1 2025 | -$2.5M | -$1.5M |
| Q4 2024 | $32K | +$1.2M |
| Q3 2024 | -$1M | +$274K |
CSAI has the edge over AAOI on cash flow, with more consistent year-over-year improvement.
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 the edge over CSAI on shareholder dilution, with a more favorable share count trend.
CSAI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +5.6K shares |
| 1 year | +64% | +311K shares |
CSAI has 797,585 diluted shares, up 64% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2025 | — |
| Q2 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $7,000 |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
CSAI Net Leverage
CSAI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
CSAI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 14.9 | Oversold |
| Stochastic | 1.3 | Oversold |
CSAI's weekly RSI is 15 (oversold) and its Stochastic is 1 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
CSAI PE vs Technology Sector
CSAI 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 stronger trend alignment. AAOI is above 1 of 5 weekly averages versus CSAI above 0 of 3.
CSAI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.32 | 34% below |
| 20 week MA | $4.97 | 69% below |
| 50 week MA | $14.3 | 89% below |
CSAI is in a downtrend: it's below all three of its weekly moving averages, and 89% below its 50-week average.
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 has the edge over CSAI on returns for 2026, with the stronger performance.
CSAI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $762.3 | $30.6 | -96% |
| 2026 YTD | $30.6 | $1.53 | -95% |
CSAI has finished every year since 2025 lower, and it's down 95% so far in 2026.