Back
“800G/1.6T output is set to quadruple by year-end as Pearland breaks ground, and AAOI says 2026 revenue is capped only by what it can build, not what customers want.”
Source
high cagrX“$AAOI has had a rough couple of months, yes. But…”span
“My entire thesis for AOI rests on one sentence from the company itself: 2026 revenue is limited by production capacity, not market demand.”
Performance
Entry$111.83
Current$110.80
Since call-0.92%
Confidence72%
How this was scored
Entry$111.83Jul 15, 2026 · 15:01 UTC · paste.trade
Current$110.80Jul 15, 2026 · 15:41 UTC · Finnhub
HorizonQ2 earnings early August; EOY 2026parsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.