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.
MOB
Mobilicom Ltd
There isn't enough reported data to score MOB 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.
MOB Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Unavailable | |
| Unavailable | |
| Unavailable |
There isn't enough reported data to rate MOB's fundamentals.
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.
MOB PE Valuation
MOB 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.
MOB Forward outlook
There aren't enough analyst estimates for MOB to show an outlook.
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.
MOB Earnings Per Share
MOB and AAOI do not have enough comparable growth data to identify a winner.
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 MOB 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 has the edge over MOB on profitability, with a higher operating margin.
MOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.7M | +19% |
| Q4 2025 | $1.9M | +309% |
| Q2 2025 | $1.5M | -20% |
| Q4 2024 | $467.8K | -73% |
| Q2 2024 | $1.8M | +228% |
| Q4 2023 | $1.7M | +129% |
| Q2 2023 | $550K | -37% |
| Q4 2022 | $747.3K | -31% |
MOB's revenue is growing: $2M last quarter, down 4.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -488% | N/A |
| Q4 2025 | -390% | N/A |
| Q2 2025 | -182% | N/A |
| Q4 2024 | -191% | +156 points |
| Q4 2022 | -347% | -148 points |
| Q2 2022 | -200% | -47 points |
| Q4 2021 | -132% | +22 points |
| Q2 2021 | -58% | +52 points |
MOB's operating margin was −488% last quarter, down 141 points from the same quarter a year ago, near the bottom of its range since 2017.
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.
MOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$5.2M | -$3.6M |
| Q4 2025 | -$354.9K | +$1.8M |
| Q2 2025 | -$1.6M | -$476.3K |
| Q4 2024 | -$2.1M | +$542.5K |
| Q2 2024 | -$1.1M | +$474.5K |
| Q4 2023 | -$2.7M | -$606.4K |
| Q2 2023 | -$1.6M | -$634K |
| Q4 2022 | -$2.1M | -$1.3M |
MOB has burned cash in almost every quarter: −$9M over the past year, against −$7M 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 the edge over MOB on shareholder dilution, with a more favorable share count trend.
MOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +43% | +3.8M shares |
| 1 year | +124% | +7M shares |
| 3 years | +637% | +10.9M shares |
MOB has 13M diluted shares, up 124% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q4 2025 | — |
| Q2 2025 | — |
| Q4 2024 | — |
| Q4 2022 | — |
| Q2 2022 | — |
| Q4 2021 | — |
| Q2 2021 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
MOB Net Leverage
MOB'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).
MOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.9 | Oversold |
| Stochastic | 5.9 | Oversold |
MOB's weekly RSI is 29 (oversold) and its Stochastic is 6 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
MOB PE vs Technology Sector
MOB 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 MOB above 0 of 3.
MOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.36 | 31% below |
| 20 week MA | $4.50 | 48% below |
| 50 week MA | $5.48 | 58% below |
MOB is in a downtrend: it's below all three of its weekly moving averages, and 58% 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 MOB on returns for 2026, with the stronger performance.
MOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $8.01 | $6.40 | -20% |
| 2026 YTD | $6.40 | $2.32 | -64% |
MOB has finished every year since 2025 lower, and it's down 64% so far in 2026.