Applied Optoelectronics, Inc. (AAOI)

Applied Optoelectronics, Inc. (AAOI) — VMCI valuation read

AAOI prints VMCI 36/100 inside the Technology sector, where the median sits at 50. The 14-point below-median delta is the cleanest single-number summary of Applied Optoelectronics, Inc.'s composite stance, and in the mid-cap bucket it places the share behind the typical peer on the five-pillar mix.

On AAOI, the SEC EDGAR Form 4 stream shows no insider buys or sells in the past 30 days. Quiet tapes happen; they just remove a signal that bull and bear cases sometimes lean on for confirmation.

**Investor frame.** AAOI trades at 18.0x earnings, 0% above the Technology median of 18.0x; that is the value line. ROIC of 14.0% sits 4.0pp above the Technology median (10.0%); that is the quality line. net debt to EBITDA of 2.5x is the rate-sensitivity line to watch; that is the risk line for Applied Optoelectronics, Inc. on the trailing financials.

AAOI fell 0.4% over the trailing 7 days, with a -15.0% read on a 30-day basis.