Serenity Predicts AAOI Monthly Revenue Could Reach $471M in H1 2027

According to Serenity on X, the analyst predicts AAOI's monthly revenue could reach $471 million in the first half of 2027, implying an annualized run rate of $5.6 billion at a $13.5 billion market valuation. Serenity cited AAOI's rare laser capabilities sought by major enterprises like AMD, supply chain advantages for large-scale 800g and 1.6T transceivers, and a supply-demand imbalance as key catalysts.
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