$Applied Optoelectronics(AAOI)

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$Applied Optoelectronics(AAOI)$ Evercore just raised CRDO's price target to $325, citing their shift from copper cables to optical interconnect. Copper is on the way out, so this move is critical for CRDO. However, I believe AAOI is much better positioned to benefit from optical interconnect, as they recognized the need and began expanding long ago.

CRDO has a TTM revenue of $1.34B ($7.48 per share), a P/S ratio of over 38, and a market cap of $56B. CRDO's projected revenue for 2027 is $3.58B ($19.2 per share).

Now look at AAOI, with an expected 2026 revenue of $1B ($12.34 per share), giving it a P/S ratio of 12.8. AAOI's currently projected 2027 revenue is $2.57B ($31.7 per share), which is 65% higher than CRDO's. And AAOI could actually hit twice what analysts are projecting. Relatively speaking, AAOI is severely undervalued.

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