InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,187.70
(
0.13%
)
US TECH 100
17,617.63
(
0.04%
)
Dow Jones
38,884.26
(
0.08%
)
Brent Oil
82.75
(
-0.14%
)
Bitcoin
62,899.57
(
0.91%
)
Post# of 112833
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

wadegarret

Send PM Follow Ignore
Followers 122
Posts 28230
Boards Moderated 2
Alias Born 10/04/2004

wadegarret

Member Level

Re: None

Thursday, 02/22/2024 4:12:52 PM

Thursday, February 22, 2024 4:12:52 PM

Post# of 112833
Value- AAOI has few analysts vs SMCI

I agree, if you used only analyst estimates. However I'm not going by analyst opinions on AAOI, as I've done my own math, and come out with something completely different based on revenue recognition on the $300M MSFT contract. SMCI has too many moving parts for me to try and analyze, so on that one I am going by the numerous analysts on average, which is around $30 going forward.
Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up