AAOI
Applied Optoelectronics, Inc.
AAOI has the edge over MYPS overall, supported by stronger fundamentals and stronger modeled upside.
MYPS
PLAYSTUDIOS, Inc.
MYPS has lower modeled downside risk, despite its lower overall score.
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.
MYPS Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Stable | |
| Strong |
MYPS's balance sheet is currently strong, and its cash flow is stable, 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.
MYPS PE Valuation
MYPS 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 MYPS on the outlook, with more favorable revenue expectations.
MYPS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Decline | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect MYPS's losses to shrink, with revenue declining.
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 MYPS on earnings, with more consistent year-over-year improvement.
MYPS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$3.92 | -$1.02 |
| Q2 2026 | -$3.70 | -$1.30 |
| Q1 2026 | -$2.90 | -$0.50 |
| Q4 2025 | -$2.30 | -$0.10 |
| Q3 2025 | -$2.90 | -$1.00 |
| Q2 2025 | -$2.40 | -$1.00 |
| Q1 2025 | -$2.40 | -$1.10 |
| Q4 2024 | -$2.20 | -$0.70 |
MYPS lost $3.92 per share over the past year, a bigger loss than the year before.
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 MYPS 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 has the edge over MYPS on profitability, with a higher operating margin.
MYPS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $48.9M | -15% |
| Q2 2026 | $55M | -7.3% |
| Q1 2026 | $58.4M | -6.9% |
| Q4 2025 | $55.4M | -18% |
| Q3 2025 | $57.6M | -19% |
| Q2 2025 | $59.3M | -18% |
| Q1 2025 | $62.7M | -19% |
| Q4 2024 | $67.8M | -12% |
MYPS's revenue has slid since its 2023 peak: $49M last quarter, down 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -40% | -27 points |
| Q2 2026 | -17% | -12 points |
| Q1 2026 | -23% | -18 points |
| Q4 2025 | -18% | +15 points |
| Q3 2025 | -14% | -6.9 points |
| Q2 2025 | -5.9% | -0.4 points |
| Q1 2025 | -4.4% | -2.2 points |
| Q4 2024 | -33% | -30 points |
MYPS's operating margin was −40% last quarter, down 27 points from the same quarter a year ago, near the bottom of its range since 2019.
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.
MYPS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.6M | +42% |
| Q2 2026 | $5.4M | -59% |
| Q1 2026 | $3.7M | +15% |
| Q4 2025 | $3.6M | -69% |
| Q3 2025 | $5.4M | -62% |
| Q2 2025 | $13.2M | +3.4% |
| Q1 2025 | $3.2M | -10% |
| Q4 2024 | $11.5M | -19% |
MYPS 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.
MYPS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -5.6% | -718K shares |
| 1 year | -4.2% | -526K shares |
| 3 years | -20% | -2.9M shares |
| 5 years | -13% | -1.8M shares |
| Available history | -53% | -13.5M shares |
MYPS has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.2M |
| Q2 2026 | $1.6M |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $49,000 |
| Q2 2025 | $1.9M |
| Q1 2025 | $1.6M |
| Q4 2024 | $2M |
MYPS spent $6M buying back its own shares over the past year, up 4.5% 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.
MYPS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -25.2x | Net Cash |
| Q4 2025 | -7.3x | Net Cash |
| Q3 2025 | -36.8x | Net Cash |
| Q2 2025 | -14.2x | Net Cash |
| Q1 2025 | -11.0x | Net Cash |
| Q4 2024 | -8.6x | Net Cash |
| Q3 2024 | -3.2x | Net Cash |
| Q2 2024 | -3.1x | Net Cash |
MYPS has more cash than debt.
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).
MYPS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.0 | Neutral |
| Stochastic | 29.3 | Neutral |
MYPS's weekly RSI is 47 (neutral) and its Stochastic is 29 (neutral).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
MYPS PE vs Technology Sector
| Metric | MYPS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
MYPS 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.
MYPS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.45 | 8.1% above |
| 20 week MA | $5.36 | 10% below |
| 50 week MA | $5.39 | 11% below |
| 100 week MA | $9.16 | 47% below |
| 200 week MA | $19.1 | 75% below |
MYPS has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 75% below its 200-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 MYPS on returns for 2026, with the stronger performance.
MYPS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $100.5 | $100.5 | 0% |
| 2021 | $100.5 | $41.8 | -58% |
| 2022 | $41.8 | $37.7 | -9.8% |
| 2023 | $37.7 | $27.1 | -28% |
| 2024 | $27.1 | $19.1 | -30% |
| 2025 | $19.1 | $6.76 | -65% |
| 2026 YTD | $6.76 | $4.81 | -29% |
MYPS has finished every year since 2020 lower, and it's down 29% so far in 2026.