KenSG
2026.06.24 13:09

$Applied Optoelectronics(AAOI.US) trend is bullish

This stock mainly has a Beta that's too high, around 3.8. It was pulled down by QQQ yesterday.

It has a considerable degree of certainty. I believe revenue will take off directly when the scale effect kicks in.

The revenue growth rate from FY2025 to expected FY2026 is at 112%.

And FY2027, which is the second half of the natural year 2027, will see a substantial increase in revenue. Currently, it's estimated that FY2026 will be around 1.5 billion, and FY2027 will be around 5.5 billion. A P/S ratio of 2 is quite good.

Moreover, the insufficient performance growth is due to supply shortages, with a particularly large backlog! Medium-term bullish. It could be the next $Sandisk(SNDK.US)

Generally, such companies have a P/S ratio of 6-8.

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