Serenity Projects AAOI Monthly Revenue of $471M in H2 2027, Valuation at $13.5B

Serenity posted on X that it maintains a high-conviction bullish position on AAOI, citing the company's rare laser capabilities sought by hyperscalers like AMD. With the broader industry constrained by Nvidia bottlenecks and a mature U.S. transceiver supply chain for 800G and 1.6T production, Serenity projects AAOI's monthly revenue could reach $471 million in the second half of 2027, corresponding to an annualized run rate of $5.6 billion at a $13.5 billion valuation.

Serenity also noted significant inflection points may arrive later in 2028, while potential headwinds include a possible $600 million ATM facility and macro volatility that could trigger volatility, though the timeline remains in early stages.