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.
GAUZ
Gauzy Ltd. Ordinary Shares
There isn't enough reported data to score GAUZ 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.
GAUZ Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Under pressure | |
| Unavailable | |
| Unavailable |
GAUZ's profitability is currently under pressure. There isn't enough data to rate its revenue, cash flow 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.
GAUZ PE Valuation
GAUZ 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.
GAUZ Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for GAUZ, with profitability improving.
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 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.
GAUZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $33.51 | — |
| Q2 2025 | -$2.40 | +$144.60 |
| Q4 2024 | -$82.20 | +$1.20 |
| Q2 2024 | -$147.00 | -$86.80 |
GAUZ has the edge over AAOI in the latest year-over-year earnings comparison.
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 GAUZ in the latest year-over-year revenue comparison.
| 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.
GAUZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2025 | $42.4M | -14% |
| Q4 2024 | $54.4M | +148% |
| Q2 2024 | $49.1M | +147% |
| Q4 2023 | $22M | +32% |
| Q3 2023 | $18.7M | +60% |
GAUZ's revenue has grown year over year every quarter since late 2023: $42M last quarter, up 127% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2025 | -50% | -5.3 points |
| Q4 2024 | -24% | +17 points |
| Q2 2024 | -36% | -5.9 points |
| Q4 2023 | -43% | +5.1 points |
| Q3 2023 | -45% | +7.5 points |
| Q2 2023 | -41% | N/A |
| Q1 2023 | -30% | N/A |
| Q4 2022 | -48% | N/A |
GAUZ's operating margin was −50% last quarter, down 5.3 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.
GAUZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2025 | -$7.5M | +$12.5M |
| Q4 2024 | -$23.5M | -$6M |
| Q2 2024 | -$20M | -$9.4M |
| Q4 2023 | -$17.5M | -$4.6M |
| Q3 2023 | -$8M | -$4.5M |
GAUZ has burned cash in almost every quarter: −$69M over the past year, against −$37M the year before.
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.
GAUZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +165% | +583K shares |
| 1 year | -1.7% | -16.1K shares |
GAUZ has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GAUZ Net Leverage
GAUZ'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).
GAUZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.6 | Neutral |
| Stochastic | 14.7 | Oversold |
GAUZ's weekly RSI is 34 (neutral) and its Stochastic is 15 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
GAUZ PE vs Technology Sector
GAUZ 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 GAUZ above 0 of 4.
GAUZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.24 | 1.1% below |
| 20 week MA | $6.66 | 22% below |
| 50 week MA | $12.5 | 59% below |
| 100 week MA | $84.8 | 94% below |
GAUZ is in a downtrend: it's below all four of its weekly moving averages, and 94% below its 100-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 GAUZ on returns for 2026, with the stronger performance.
GAUZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $314.8 | $194.4 | -38% |
| 2025 | $194.4 | $29.4 | -85% |
| 2026 YTD | $29.4 | $5.18 | -82% |
GAUZ has finished every year since 2024 lower, and it's down 82% so far in 2026.