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← @drnhj

$AAOI

BULLISH2026-08-07
Price around the call
↑ 2026-08-07
By horizon✗ miss-17.4%
1d
✓ +1.5%
5d
✓ +16.7%
21d
✗ -17.4%
Original post
루팡 · 2026-08-07

Rosenblatt , AAOI, 투자의견 매수 유지 , 목표주가 $220, 탑픽 $AAOI 당사는 투자자들이 이미 충분히 예상하고 있던 생산 능력 제약과 부품 수급 시기 문제에도 불구하고 AAOI의 2Q26 실적을 매우 긍정적으로 평가합니다. 부품 공급 제약(특히 DSP 및 TIA)과 캐파 확장 시기로 인해 CY26 추정치는 하향 조정되었으나, CY27 추정치는 소폭 상승했습니다. 또한 경영진이 제시한 2H27 데이터센터 매출 목표 대비 약 3분의 1 수준의 할인을 적용했기 때문에 당사의 CY27 수치는 여전히 보수적일 가능성이 있습니다. CY27 EPS의 약 27배를 기반으로 목표가 $220와 함께 '매수' 투자의견 및 Top Pick 지위를 재확인합니다

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