AAOI (Applied Optoelectronics) Inventories, Raw Materials & Components: $98.7 Mil (As of Mar. 2026)


AAOI Applied Optoelectronics Inc AAOI
46 GF Score
Price $121.05
GF Value $20.27
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Applied Optoelectronics Inventories, Raw Materials & Components?

Applied Optoelectronics AAOI -12.99% 46 Inventories, Raw Materials & Components is $98.7 Mil as of Mar. 2026. GuruFocus rates AAOI with a GF Score™ of 46/100 and a GF Value™ of $20.27 (Significantly Overvalued). The stock has 7 warning signs investors should review.

Applied Optoelectronics's inventories, raw materials & components for the quarter that ended in Mar. 2026 was $98.7 Mil.

Applied Optoelectronics's quarterly raw materials declined from Sep. 2025 ($108.6 Mil) to Dec. 2025 ($85.7 Mil) but then increased from Dec. 2025 ($85.7 Mil) to Mar. 2026 ($98.7 Mil).

Applied Optoelectronics's annual raw materials increased from Dec. 2023 ($22.1 Mil) to Dec. 2024 ($50.4 Mil) and increased from Dec. 2024 ($50.4 Mil) to Dec. 2025 ($85.7 Mil).

Applied Optoelectronics Inventories, Raw Materials & Components Historical Data

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The historical data trend for Applied Optoelectronics's Inventories, Raw Materials & Components can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Applied Optoelectronics Inventories, Raw Materials & Components Chart

Applied Optoelectronics Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Inventories, Raw Materials & Components
Get a 7-Day Free Trial Premium Member Only Premium Member Only 29.47 25.73 22.13 50.38 85.74

Applied Optoelectronics Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Inventories, Raw Materials & Components Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 58.29 77.12 108.61 85.74 98.67
AAOI
46GF Score
Applied Optoelectronics Inc AAOI
Inventories, Raw Materials & Components is just one metric. See GF Score™, valuation, warning signs, and more.
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Applied Optoelectronics Inventories, Raw Materials & Components Calculation

Materials and components scheduled for use in making a product.

What does a Inventories, Raw Materials & Components of $98.7 Mil mean?
Applied Optoelectronics (AAOI) has a Inventories, Raw Materials & Components of $98.7 Mil as of Mar. 2026. Raw materials are the components a company uses for its main products. View historical data on Applied Optoelectronics and its competitors.
Is Applied Optoelectronics' Inventories, Raw Materials & Components too high?
Applied Optoelectronics' current Inventories, Raw Materials & Components is $98.7 Mil. Overall, Applied Optoelectronics has a GF Score™ of 46/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Applied Optoelectronics' Inventories, Raw Materials & Components compare to VIAV and ZBRA?
Applied Optoelectronics' Inventories, Raw Materials & Components of $98.7 Mil can be compared against companies in the Hardware industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Inventories, Raw Materials & Components for a Hardware company?
A good Inventories, Raw Materials & Components depends on the Hardware industry context. However, Inventories, Raw Materials & Components should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Inventories, Raw Materials & Components mean?
A high Inventories, Raw Materials & Components can signal that a stock is expensive relative to its fundamentals. Raw materials are the components a company uses for its main products. View historical data on Applied Optoelectronics and its competitors. Applied Optoelectronics's current Inventories, Raw Materials & Components is $98.7 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Applied Optoelectronics stock overvalued right now?
Based on GuruFocus' analysis, Applied Optoelectronics (AAOI) is currently considered Significantly Overvalued. The stock's GF Value™ is $20.27, compared to a current price of $121.05 — trading 497.2% above its estimated fair value. The current Inventories, Raw Materials & Components is $98.7 Mil. Applied Optoelectronics' overall GF Score™ is 46/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Inventories, Raw Materials & Components calculated?
Inventories, Raw Materials & Components is calculated from a company's financial statements. For Applied Optoelectronics (AAOI), the current Inventories, Raw Materials & Components is $98.7 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Applied Optoelectronics (AAOI) Overvalued in 2026?

Based on GuruFocus' analysis, Applied Optoelectronics stock appears to be overvalued. The current stock price of $121.05 is trading 497.2% above its estimated GF Value™ of $20.27. GuruFocus considers Applied Optoelectronics to be Significantly Overvalued.

Key valuation signals for AAOI:

  • Inventories, Raw Materials & Components: $98.7 Mil
  • GF Value™: $20.27 vs. price of $121.05 (497.2% above fair value)
  • GF Score™: 46/100 with 7 warning signs

No single metric tells the full story. See the AAOI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Applied Optoelectronics Business Description

Address 13139 Jess Pirtle Boulevard, Sugar Land, TX, USA, 77478
Applied Optoelectronics Inc is a provider of fiber-optic networking products, for four networking end-markets; internet data center, CATV, telecom, and FTTH. The Company designs and manufactures a wide range of optical communications products at varying levels of integration, from components, subassemblies, and modules to meet turn-key equipment. Through direct sales personnel, and manufacturing teams in the United States, China, and Taiwan, the company coordinates with customers to determine product design, qualifications, and performance. The Company has manufacturing and research and development facilities located in the U.S., Taiwan, and China.
46GF Score

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Inventories, Raw Materials & Components is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$121.05
Price
$20.27
GF Value