AAOI
Applied Optoelectronics, Inc.
AAOI has the edge over ODYS overall, supported by stronger fundamentals and stronger modeled upside.
ODYS
Odysight.ai Inc.
ODYS 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.
ODYS Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Weak | |
| Weak | |
| Unavailable |
ODYS's revenue, profitability and cash flow are currently 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.
ODYS PE Valuation
ODYS 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.
ODYS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| -- | |
| Limited | |
| High |
Analysts expect ODYS's revenue to grow, with its earnings and profitability holding steady.
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 ODYS on earnings, with more consistent year-over-year improvement.
ODYS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$1.11 | +$0.55 |
| Q1 2026 | -$1.10 | +$0.52 |
| Q4 2025 | -$1.07 | -$0.04 |
| Q3 2025 | -$1.70 | -$1.47 |
| Q2 2025 | -$1.66 | -$1.42 |
| Q1 2025 | -$1.62 | -$1.31 |
| Q4 2024 | -$1.03 | -$0.05 |
| Q3 2024 | -$0.23 | +$0.89 |
ODYS is still losing money, but less than at its worst: $1.11 per share over the past year, against $1.87 at its worst in mid-2022.
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 ODYS 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 ODYS on profitability, with a higher operating margin.
ODYS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $420K | +16% |
| Q1 2026 | $82K | -96% |
| Q4 2025 | $439K | -66% |
| Q3 2025 | $149K | -88% |
| Q2 2025 | $362K | -69% |
| Q1 2025 | $2.1M | +1004% |
| Q4 2024 | $1.3M | -33% |
| Q3 2024 | $1.3M | +1075% |
ODYS's revenue is recovering but still below its 2025 peak: $420,000 last quarter, up 16% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -1079% | +147 points |
| Q1 2026 | -6510% | -6289 points |
| Q4 2025 | -1009% | -721 points |
| Q3 2025 | -3159% | -2926 points |
| Q2 2025 | -1226% | -1026 points |
| Q1 2025 | -221% | +1578 points |
| Q4 2024 | -289% | -193 points |
| Q3 2024 | -233% | +2378 points |
ODYS's operating margin was −1079% last quarter, up 147 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.
ODYS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$4.5M | -$314K |
| Q1 2026 | -$4.3M | -$2M |
| Q4 2025 | -$3.9M | -$1.2M |
| Q3 2025 | -$3.4M | -$1.2M |
| Q2 2025 | -$4.2M | -$2.1M |
| Q1 2025 | -$2.3M | -$1M |
| Q4 2024 | -$2.7M | -$20K |
| Q3 2024 | -$2.2M | +$85K |
ODYS 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 88M diluted shares, up 39% from a year ago.
ODYS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.5% | +406K shares |
| 1 year | +15% | +2.2M shares |
| 3 years | +136% | +9.7M shares |
ODYS has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
ODYS Net Leverage
ODYS'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).
ODYS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 27.6 | Oversold |
| Stochastic | 2.1 | Oversold |
ODYS's weekly RSI is 28 (oversold) and its Stochastic is 2 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
ODYS PE vs Technology Sector
ODYS 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 the edge over ODYS on trend strength, trading above more of its moving averages.
ODYS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.27 | 28% below |
| 20 week MA | $3.32 | 51% below |
| 50 week MA | $4.23 | 61% below |
| 100 week MA | $4.86 | 66% below |
| 200 week MA | $4.74 | 65% below |
ODYS is in a downtrend: it's below all five of its weekly moving averages, and 65% 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 ODYS on returns for 2026, with the stronger performance.
ODYS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $7.20 | $8.00 | +11% |
| 2022 | $8.00 | $5.00 | -38% |
| 2023 | $5.00 | $3.05 | -39% |
| 2024 | $3.05 | $7.90 | +159% |
| 2025 | $7.90 | $3.41 | -57% |
| 2026 YTD | $3.41 | $1.64 | -52% |
ODYS's yearly returns have swung widely, from +159% in 2024 to −57% in 2025. It's down 52% so far in 2026.