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.
YIBO
Planet Image International Limited Class A Ordinary Shares
There isn't enough reported data to score YIBO 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.
YIBO Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Weak | |
| Unavailable | |
| Unavailable |
YIBO's profitability is currently weak. There isn't enough data to rate its revenue, cash flow and 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.
YIBO PE Valuation
YIBO 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.
YIBO Forward outlook
There aren't enough analyst estimates for YIBO to show an outlook.
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.
YIBO Earnings Per Share
YIBO and AAOI do not have enough comparable growth data to identify a winner.
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 YIBO in the latest year-over-year revenue comparison.
| 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 YIBO on profitability, with a higher operating margin.
YIBO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $69.3M | -7% |
| Q4 2025 | $80.7M | +11% |
| Q2 2025 | $74.5M | -3.6% |
| Q4 2024 | $72.6M | -4.5% |
| Q2 2024 | $77.3M | +4.1% |
| Q4 2023 | $76M | +7.8% |
| Q2 2023 | $74.2M | +3.7% |
| Q4 2022 | $70.5M | +1% |
YIBO's revenue grew through 2021 and has held roughly level since: $69M last quarter, down 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -3.1% | -11 points |
| Q4 2025 | -1% | -4.8 points |
| Q2 2025 | -14% | -27 points |
| Q4 2024 | 1.5% | -4.8 points |
| Q2 2024 | 7.5% | -2.1 points |
| Q4 2023 | 3.8% | +8.8 points |
| Q2 2023 | 13% | +4 points |
| Q4 2022 | 6.3% | +4.1 points |
YIBO's operating margin was −3.1% last quarter, down 11 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.
YIBO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$20.4M | -$15.5M |
| Q4 2025 | $1.6M | +$4.9M |
| Q2 2025 | -$4.9M | -$2M |
| Q4 2024 | -$3.3M | -122% |
| Q2 2024 | -$2.9M | -264% |
| Q4 2023 | $15.1M | +170% |
| Q2 2023 | $1.8M | +163% |
| Q4 2022 | $5.6M | -17% |
YIBO's free cash flow has turned negative after years in the green: −$27M over the past year.
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.
YIBO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4% | +2.3M shares |
| 1 year | +13% | +7M shares |
| 3 years | +9.9% | +5.4M shares |
YIBO has the edge over AAOI on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q4 2024 | — |
| Q2 2024 | — |
| Q4 2023 | — |
| Q2 2023 | — |
| Q4 2022 | — |
| Q2 2022 | — |
| Q4 2021 | — |
AAOI Net Leverage
AAOI's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
YIBO Net Leverage
YIBO'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).
YIBO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.5 | Neutral |
| Stochastic | 31.9 | Neutral |
YIBO's weekly RSI is 51 (neutral) and its Stochastic is 32 (neutral).
AAOI PE vs Technology Sector
AAOI has no meaningful PE right now: it lost money over the past year.
YIBO PE vs Technology Sector
| Metric | YIBO | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 28x | — |
YIBO 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 |
YIBO has stronger trend alignment. AAOI is above 1 of 5 weekly averages versus YIBO above 2 of 4.
YIBO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.08 | 2.8% above |
| 20 week MA | $1.13 | 1.8% below |
| 50 week MA | $1.05 | 5.7% above |
| 100 week MA | $1.35 | 18% below |
YIBO's trend is mixed: it's above two of its four weekly moving averages, and 18% below its 100-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 YIBO on returns for 2026, with the stronger performance.
YIBO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2024 | $2.72 | $3.85 | +42% |
| 2025 | $3.85 | $0.96 | -75% |
| 2026 YTD | $0.96 | $1.11 | +16% |
YIBO has finished lower in one of the last two years. It's up 16% so far in 2026.