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.
WYFI
WhiteFiber, Inc. Ordinary Shares
There isn't enough reported data to score WYFI 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.
WYFI Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Strong |
WYFI's revenue and balance sheet are currently healthy, but its profitability and cash flow are weak.
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.
WYFI PE Valuation
WYFI 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.
WYFI Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect WYFI's losses to shrink, with revenue growing. 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 has the edge over WYFI on earnings, with more consistent year-over-year improvement.
WYFI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$3.19 | -$2.78 |
| Q2 2026 | -$1.22 | -2540% |
| Q1 2026 | -$0.77 | -1640% |
| Q4 2025 | -$0.42 | -1150% |
WYFI lost $3.19 per share over the past year, and its loss has widened in each of the last five quarters.
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 WYFI 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 has the edge over WYFI on profitability, with a higher operating margin.
WYFI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24M | +19% |
| Q2 2026 | $28.8M | +55% |
| Q1 2026 | $21.9M | +31% |
| Q4 2025 | $23.6M | +58% |
| Q3 2025 | $20.2M | +69% |
| Q2 2025 | $18.7M | +48% |
| Q1 2025 | $16.8M | +105% |
WYFI's revenue has grown year over year every quarter since early 2025: $24M last quarter, up 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -52% | +20 points |
| Q2 2026 | -32% | +17 points |
| Q1 2026 | -50% | -61 points |
| Q4 2025 | -22% | -25 points |
| Q3 2025 | -72% | -62 points |
| Q2 2025 | -49% | -68 points |
| Q1 2025 | 11% | -0.9 points |
| Q4 2024 | 2.9% | N/A |
WYFI's operating margin was −52% last quarter, up 20 points from the same quarter a year ago, near the bottom of its range since 2024.
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.
WYFI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$82.9M | -$50.4M |
| Q1 2026 | -$165.9M | -$112.8M |
| Q4 2025 | -$52.5M | +$21.9M |
| Q3 2025 | -$32.5M | -293% |
| Q1 2025 | -$53.1M | -$49.6M |
WYFI has burned cash in most quarters: −$391M over the past year, against −$143M 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.
WYFI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +7.7% | +3M shares |
| 1 year | +23% | +7.9M shares |
WYFI has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
WYFI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2025 | -1.8x | Net Cash |
| Q1 2025 | -0.6x | Net Cash |
| Q4 2024 | 0.1x | Very low |
WYFI 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).
WYFI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.3 | Neutral |
| Stochastic | 7.3 | Oversold |
WYFI's weekly RSI is 38 (neutral) and its Stochastic is 7 (oversold).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
WYFI PE vs Technology Sector
WYFI 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 WYFI above 0 of 3.
WYFI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $13.1 | 21% below |
| 20 week MA | $19.9 | 48% below |
| 50 week MA | $19.9 | 48% below |
WYFI is in a downtrend: it's below all three of its weekly moving averages, and 48% 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 WYFI on returns for 2026, with the stronger performance.
WYFI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $15.3 | $16.6 | +8.3% |
| 2026 YTD | $16.6 | $10.3 | -38% |
WYFI has finished every year since 2025 higher, and it's down 38% so far in 2026.