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ARRIWYKS
#AAOIQ3800GOutlook
Guide $255-290M / $0.11-0.26 EPS. Q2 BEAT: $191.9M vs $190.5M, EPS $0.06 vs $0.01 (+0.22 YoY). 5th record Qtr.
Why YES:
800G transceiver ramp, 1.6T orders, TX fab expansion. Datacenter AI optics = Nvidia rack boom. Rev 5Qs up. Gross margin improving.
Valuation: $102, $5.7B mcap, 52W $18.5-$233.7, -30% off high, RSI 30 oversold, below 50/200 SMA ($106/$132). P/E -87x, beta 3.85.
Call: 70% BEAT — needs >$280M + EPS >$0.20 + 1.6T guide to reclaim $135. Miss <$250M = $85.
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