AAOI
AAOI targets 650,000 monthly units by year-end 2026 as 800G and 1.6T demand continues exceeding available capacity.
Management’s mid 2027 targets imply roughly $471 million monthly optical revenue, equivalent to $5.65 billion annualized before CATV
AAOI’s vertical integration provides laser capacity while future CPO laser products could potentially generate gross margins near 60%.
Revenue could surge 156% to $2.66 billion in 2027 reducing today’s valuation to roughly 20.8 times projected earnings
Still a great buy sub 100 imo picked up more at 95$
