$Applied Optoelectronics(AAOI)

$Applied Optoelectronics(AAOI)$ Raymond James projects that AAOI will hit $3B in revenue in the second half of 2027 and achieve an annualized EPS of $11-12 by mid-2027. That aligns with the 16% net profit margin they've mentioned before. What would the stock price be with $11 EPS? I think a P/E of 50-60 is easily justifiable given that growth rate. That puts us in the range of $550-660 per share. Will they keep growing? If projections for 2028 revenue come in even higher, there's no reason we couldn't see $800 per share or more by late 2027. Look at LITE.

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