$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ This is a massive turnaround story scaling rapidly as 400G and 800G optical transceiver demand kicks into overdrive. Top-line revenue surged over 80% to $455M in FY25, pulling gross margins up to 30% and narrowing net losses dramatically. With strong hyperscale partnerships and Wall Street targeting a $163+ price tag, the operating leverage is just starting to ignite.

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