AAOI
Applied Optoelectronics, Inc.
AAOI has a slight edge over WYY overall, supported by stronger fundamentals.
WYY
WidePoint Corporation
WYY's outlook is improving, though it still trails on the 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.
WYY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Stable | |
| Under pressure | |
| Strong |
WYY's revenue and balance sheet are currently healthy, and its profitability is stable, but its cash flow is 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.
WYY PE Valuation
WYY 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 11x 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.
WYY Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect WYY to return to profit, with revenue growing.
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.
WYY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.56 | — |
| Q3 2026 | -$0.08 | +$0.17 |
| Q2 2026 | -$0.12 | +$0.11 |
| Q1 2026 | -$0.19 | +$0.03 |
| Q4 2025 | -$0.28 | -$0.07 |
| Q3 2025 | -$0.25 | +$0.06 |
| Q2 2025 | -$0.23 | +$0.15 |
| Q1 2025 | -$0.22 | +$0.20 |
| Q4 2024 | -$0.21 | +$0.25 |
WYY has the edge over AAOI on earnings, with more consistent year-over-year improvement.
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 WYY 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.
WYY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $45.1M | +25% |
| Q2 2026 | $38M | +0.3% |
| Q1 2026 | $40.6M | +19% |
| Q4 2025 | $42.3M | +12% |
| Q3 2025 | $36.1M | +4.3% |
| Q2 2025 | $37.9M | +5.1% |
| Q1 2025 | $34.2M | 0% |
| Q4 2024 | $37.7M | +33% |
WYY's revenue has grown year over year for 15 quarters in a row: $45M last quarter, up 25% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.5% | +0.8 points |
| Q2 2026 | 0% | +1.9 points |
| Q1 2026 | -0.1% | +2.3 points |
| Q4 2025 | -1.9% | -1 points |
| Q3 2025 | -1.3% | 0 points |
| Q2 2025 | -1.9% | -0.6 points |
| Q1 2025 | -2.4% | -0.5 points |
| Q4 2024 | -0.8% | +3.6 points |
WYY 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.
WYY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $642.6K | -89% |
| Q2 2026 | -$118.1K | -104% |
| Q1 2026 | -$1M | +$2.3M |
| Q4 2025 | -$270K | -111% |
| Q3 2025 | $5.9M | +225% |
| Q2 2025 | $3.1M | +$4.1M |
| Q1 2025 | -$3.3M | -$1.7M |
| Q4 2024 | $2.4M | +$3.6M |
WYY 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.
WYY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.5% | -148K shares |
| 1 year | +3.8% | +363K shares |
| 3 years | +13% | +1.2M shares |
| 5 years | +9.4% | +860K shares |
| Available history | +19% | +1.6M shares |
WYY has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2021 | $8M |
| Q2 2021 | — |
| Q1 2021 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | $10,113 |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
WYY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2022 | -25.5x | Net Cash |
| Q4 2021 | -4.0x | Net Cash |
| Q3 2021 | -5.7x | Net Cash |
| Q2 2021 | -4.2x | Net Cash |
| Q1 2021 | -4.0x | Net Cash |
| Q4 2020 | -3.7x | Net Cash |
| Q3 2020 | -3.0x | Net Cash |
| Q2 2020 | -2.5x | Net Cash |
WYY 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).
WYY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 26.1 | Neutral |
WYY's weekly RSI is 42 (neutral) and its Stochastic is 26 (neutral).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
WYY PE vs Technology Sector
| Metric | WYY | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
WYY 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.
WYY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $6.67 | 9.6% below |
| 20 week MA | $9.46 | 36% below |
| 50 week MA | $8.12 | 26% below |
| 100 week MA | $6.19 | 2.6% below |
| 200 week MA | $4.39 | 37% above |
WYY has fallen below most of its moving averages, though it's still 37% above 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 WYY on returns for 2026, with the stronger performance.
WYY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.96 | $10.2 | +157% |
| 2021 | $10.2 | $3.97 | -61% |
| 2022 | $3.97 | $1.76 | -56% |
| 2023 | $1.76 | $2.32 | +32% |
| 2024 | $2.32 | $4.91 | +112% |
| 2025 | $4.91 | $5.31 | +8.1% |
| 2026 YTD | $5.31 | $6.03 | +14% |
WYY's yearly returns have swung widely, from +157% in 2020 to −61% in 2021. It's up 14% so far in 2026.