Applied Optoelectronics (FRA:A59) Tariff Resilience Score: 4/10 (As of Jul. 17, 2026)

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FRA:A59 Applied Optoelectronics Inc FRA:A59
46 GF Score
Price €86.68
GF Value €17.51
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Applied Optoelectronics Tariff Resilience Score?

Applied Optoelectronics FRA:A59 -9.05% 46 Tariff Resilience Score is 4 as of Jul. 17, 2026. GuruFocus rates FRA:A59 with a GF Score™ of 46/100 and a GF Value™ of €17.51 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 2,467 Hardware companies, Applied Optoelectronics ranks better than 91.53% on this metric.

Applied Optoelectronics has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Applied Optoelectronics has Applied Optoelectronics is vulnerable to tariffs due to its reliance on Asian manufacturing and U.S. sales. Previous tariffs have impacted costs, but the company is exploring alternative suppliers and markets to mitigate risks.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Applied Optoelectronics might have Average Resilient.

Applied Optoelectronics  (FRA:A59) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Applied Optoelectronics Tariff Resilience Score Related Terms

FRA:A59 vs VIAV, ZBRA, VSAT: Tariff Resilience Score Comparison

For the Communication Equipment subindustry, Applied Optoelectronics's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Applied Optoelectronics Tariff Resilience Score vs Hardware Industry

For the Hardware industry and Technology sector, Applied Optoelectronics's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Applied Optoelectronics's Tariff Resilience Score falls into.


FRA:A59
46GF Score
Applied Optoelectronics Inc FRA:A59
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Applied Optoelectronics (FRA:A59) has a Tariff Resilience Score of 4 as of Jul. 17, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Applied Optoelectronics ranks #209 out of 2467 companies in the Hardware industry, placing it in the top 8.5%.
Is Applied Optoelectronics' Tariff Resilience Score too high?
Applied Optoelectronics' current Tariff Resilience Score is 4. Based on the distribution chart, Applied Optoelectronics ranks #209 out of 2467 companies in the Hardware industry, which is in the top quartile — a strong position relative to peers. 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' Tariff Resilience Score compare to VIAV and ZBRA?
According to the Hardware industry distribution chart, Applied Optoelectronics ranks #209 out of 2467 companies for Tariff Resilience Score. This places Applied Optoelectronics in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Hardware company?
A good Tariff Resilience Score depends on the Hardware industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Applied Optoelectronics's current Tariff Resilience Score is 4. 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 (FRA:A59) is currently considered Significantly Overvalued. The stock's GF Value™ is €17.51, compared to a current price of €86.68 — trading 395% above its estimated fair value. The current Tariff Resilience Score is 4. 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 Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Applied Optoelectronics (FRA:A59), the current Tariff Resilience Score is 4 as of Jul. 17, 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 (FRA:A59) Overvalued in 2026?

Based on GuruFocus' analysis, Applied Optoelectronics stock appears to be overvalued. The current stock price of €86.68 is trading 395% above its estimated GF Value™ of €17.51. GuruFocus considers Applied Optoelectronics to be Significantly Overvalued.

Key valuation signals for FRA:A59:

  • Tariff Resilience Score: 4
  • GF Value™: €17.51 vs. price of €86.68 (395% above fair value)
  • GF Score™: 46/100 with 7 warning signs

No single metric tells the full story. See the FRA:A59 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Applied Optoelectronics Business Description

Other Exchanges AAOI:USA1AAOI:Italy0HGV:UK
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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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€86.68
Price
€17.51
GF Value