AAOI
Applied Optoelectronics, Inc.
AAOI's outlook is improving, though it still trails on the overall score.
GDDY
GoDaddy Inc.
GDDY has the edge over AAOI overall, supported by lower modeled downside and stronger valuation.
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.
GDDY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Healthy |
GDDY's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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.
GDDY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $112 | — |
| Cheap | 14x | $101 | -9.8% |
| Current | 15x | $112 | — |
| Fair | 35x | $253 | +125% |
| Expensive | 59x | $434 | +286% |
Historical ranges are pointers, not guarantees.
GDDY's PE is in its cheap range at 15x. If earnings grow as analysts expect, today's price would be 13x next year's earnings.
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.
GDDY Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for GDDY, with profitability improving. 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 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.
GDDY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.86 | +21% |
| Q3 2026 | $7.30 | +26% |
| Q2 2026 | $6.73 | +20% |
| Q1 2026 | $6.31 | +21% |
| Q4 2025 | $6.22 | -3.6% |
| Q3 2025 | $5.79 | -55% |
| Q2 2025 | $5.60 | -55% |
| Q1 2025 | $5.20 | -57% |
| Q4 2024 | $6.45 | -33% |
GDDY has the edge over AAOI on earnings quality, reporting a profit while its opponent remains loss making.
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 GDDY on sales, with stronger typical year-over-year growth.
| 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.
GDDY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +6% |
| Q2 2026 | $1.3B | +6.6% |
| Q1 2026 | $1.3B | +6.1% |
| Q4 2025 | $1.3B | +6.8% |
| Q3 2025 | $1.3B | +10% |
| Q2 2025 | $1.2B | +8.3% |
| Q1 2025 | $1.2B | +7.7% |
| Q4 2024 | $1.2B | +8.4% |
GDDY's revenue has grown year over year every quarter since late 2020: $1.3B last quarter, up 6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 27% | +3.6 points |
| Q2 2026 | 26% | +4.5 points |
| Q1 2026 | 25% | +3.8 points |
| Q4 2025 | 25% | +3.4 points |
| Q3 2025 | 23% | +1.3 points |
| Q2 2025 | 22% | +3.4 points |
| Q1 2025 | 21% | +4.8 points |
| Q4 2024 | 21% | +4.2 points |
GDDY 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.
GDDY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $475.8M | +9.4% |
| Q2 2026 | $437.4M | +16% |
| Q1 2026 | $466.9M | +16% |
| Q4 2025 | $363.7M | +12% |
| Q3 2025 | $434.9M | +24% |
| Q2 2025 | $375.8M | +29% |
| Q1 2025 | $401.1M | +37% |
| Q4 2024 | $326.1M | +11% |
GDDY 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.
GDDY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -4% | -5.3M shares |
| 1 year | -9.6% | -13.4M shares |
| 3 years | -15% | -21.6M shares |
| 5 years | -26% | -44.1M shares |
| Available history | -29% | -51.9M shares |
GDDY has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $480.6M |
| Q2 2026 | $543.9M |
| Q1 2026 | $280.5M |
| Q4 2025 | $218.9M |
| Q3 2025 | $590.5M |
| Q2 2025 | $25.1M |
| Q1 2025 | $767.4M |
| Q4 2024 | $8.4M |
GDDY spent $1.5B buying back its own shares over the past year, up 9.5% from the year before.
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GDDY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 1.9x | Healthy |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 2.2x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 2.4x | Moderate |
| Q1 2025 | 2.8x | Moderate |
| Q4 2024 | 2.6x | Moderate |
GDDY's net debt is about 1.9 years of its operating earnings (EBITDA), down from 2.4 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).
GDDY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 81.4 | Overbought |
GDDY's weekly RSI is 63 (neutral) and its Stochastic is 81 (overbought).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
GDDY PE vs Technology Sector
| Metric | GDDY | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 28x | 45% below |
| PE % | 24 | 35 | 11 pts below |
GDDY is trading at 15x earnings, a 45% discount to the Technology sector's median of 28x.
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.
GDDY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $107.7 | 4.3% above |
| 20 week MA | $99.3 | 13% above |
| 50 week MA | $96.7 | 16% above |
| 100 week MA | $132.0 | 15% below |
| 200 week MA | $121.5 | 7.5% below |
GDDY 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 has the edge over GDDY on returns for 2026, with the stronger performance.
GDDY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $68.9 | $85.0 | +23% |
| 2021 | $85.0 | $76.0 | -11% |
| 2022 | $76.0 | $74.8 | -1.6% |
| 2023 | $74.8 | $106.2 | +42% |
| 2024 | $106.2 | $203.5 | +92% |
| 2025 | $203.5 | $127.1 | -38% |
| 2026 YTD | $127.1 | $112.3 | -12% |
GDDY has finished lower in three of the last six years. It's down 12% so far in 2026.