AAOI
Applied Optoelectronics, Inc.
AAOI offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
YEXT
Yext, Inc.
YEXT has a slight edge over AAOI overall, supported by lower modeled downside.
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.
YEXT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Healthy |
YEXT's balance sheet is currently healthy, and its revenue and cash flow are stable, but its profitability 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.
YEXT PE Valuation
YEXT 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 YEXT on the outlook, with more favorable revenue expectations.
YEXT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect YEXT's earnings to grow and its profitability to improve, with its revenue 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 stronger earnings trend. Trailing diluted EPS is down 112% for AAOI versus YEXT down 340%.
YEXT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.76 | — |
| Q3 2025 | -$0.12 | -$0.07 |
| Q2 2025 | -$0.18 | -$0.13 |
| Q1 2025 | -$0.22 | -$0.20 |
| Q4 2024 | -$0.15 | -$0.05 |
| Q3 2024 | -$0.05 | +$0.15 |
| Q2 2024 | -$0.05 | +$0.28 |
| Q1 2024 | -$0.02 | +$0.51 |
| Q4 2023 | -$0.10 | +$0.54 |
YEXT is still losing money, but far less than before: $0.12 per share over the past year, against $1.16 at its worst in early 2020.
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 YEXT 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'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.
YEXT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $111.1M | -1.8% |
| Q2 2026 | $107.9M | -1.4% |
| Q1 2026 | $112M | -1% |
| Q4 2025 | $112M | -1.7% |
| Q3 2025 | $113.1M | +16% |
| Q2 2025 | $109.5M | +14% |
| Q1 2025 | $113.1M | +12% |
| Q4 2024 | $114M | +13% |
YEXT's revenue grew through 2024 and has held roughly level since: $111M last quarter, down 1.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | -10 points |
| Q2 2026 | 5.2% | +4.2 points |
| Q1 2026 | 5.3% | +13 points |
| Q4 2025 | 7% | +16 points |
| Q3 2025 | 26% | +34 points |
| Q2 2025 | 1% | +6.7 points |
| Q1 2025 | -8% | -9.1 points |
| Q4 2024 | -9.1% | -7.3 points |
YEXT 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.
YEXT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $7.7M | -1.9% |
| Q2 2026 | $37M | -0.4% |
| Q1 2026 | $28.6M | -25% |
| Q4 2025 | -$20.3M | -$4M |
| Q3 2025 | $7.8M | +$19M |
| Q2 2025 | $37.2M | -1.3% |
| Q1 2025 | $38M | +38% |
| Q4 2024 | -$16.4M | -$14M |
YEXT 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.
YEXT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -8.7% | -9.8M shares |
| 1 year | -21% | -28.2M shares |
| 3 years | -16% | -20.2M shares |
| 5 years | -18% | -22.3M shares |
| Available history | -9.1% | -10.4M shares |
YEXT has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $8.9M |
| Q2 2026 | $142M |
| Q1 2026 | $7.7M |
| Q4 2025 | $14.4M |
| Q3 2025 | $17.7M |
| Q2 2025 | $27.6M |
| Q1 2025 | $11.1M |
| Q4 2024 | $6.6M |
YEXT spent $173M buying back its own shares over the past year, up 174% 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.
YEXT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.0x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2024 | -66.4x | Net Cash |
| Q1 2024 | -21.9x | Net Cash |
| Q4 2023 | -83.4x | Net Cash |
YEXT's net debt is about a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
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).
YEXT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 80.0 | Neutral |
YEXT's weekly RSI is 68 (neutral) and its Stochastic is 80 (neutral).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
YEXT PE vs Technology Sector
YEXT 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.
YEXT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.07 | 8.2% above |
| 20 week MA | $6.32 | 21% above |
| 50 week MA | $5.79 | 32% above |
| 100 week MA | $6.63 | 15% above |
| 200 week MA | $6.83 | 12% above |
YEXT has the edge over AAOI on trend strength, trading above more of its moving averages.
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 YEXT on returns for 2026, with the stronger performance.
YEXT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.6 | $16.9 | +16% |
| 2021 | $16.9 | $10.6 | -37% |
| 2022 | $10.6 | $6.14 | -42% |
| 2023 | $6.14 | $5.89 | -4.1% |
| 2024 | $5.89 | $6.33 | +7.5% |
| 2025 | $6.33 | $8.10 | +28% |
| 2026 YTD | $8.10 | $7.65 | -5.6% |
YEXT has finished lower in three of the last six years. It's down 5.6% so far in 2026.