Applied Optoelectronics: Bubble Or Bottleneck? I'm Long Anyways
Applied Optoelectronics, Inc. is facing a production capacity issue that limits its revenue potential. The CEO indicated that actual demand could reach $1.4-1.5 billion, while the company's guidance for FY2026 is set at $1.1 billion. The author remains bullish on the stock, pending confirmation of revenue growth in Q3 2026.
- ▪CEO Thompson Lin stated that actual demand for Applied Optoelectronics is between $1.4 billion and $1.5 billion.
- ▪The company's FY2026 revenue guidance is capped at $1.1 billion due to production capacity constraints.
- ▪The author holds a mid single-digit position in AAOI and is optimistic about its future performance.
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