Alliance Fiber Optic Products Inc.

Company Details:

Company Symbol: AFOP
Sector: Technology
Company Rating:
URL: http://www.afop.com

Related Research

  • 06/07/16 Update AFOP ($18.51, Neutral; $18.50 PT): Discontinuing Coverage of AFOP
  • 06/07/16 Morning Note B. Riley AM Note: AFOP, DSW, EXAR, IMAX, NVDA, XCRA; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW)
  • 04/08/16 Morning Note B. Riley AM Note: ACLS, AFOP, AKAM, IPHI, LOV, MCFT, SIMO, WDFC
  • 04/08/16 Update AFOP ($15.46, Neutral; $18.50 PT): 1Q Sales Significantly Below Consensus; GLW to Acquire AFOP for $18.50/share; Lowering Estimates while Raising PT from $13.75 to $18.50
  • 03/18/16 Update Industry Update: Optical Components OFC Preview (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Morning Note B. Riley AM Note: ACLS, GES, LRCX, NWL, SQNS, TLYS; Optical Components (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 02/22/16 Morning Note B. Riley AM Note: ARC, ARTX, CTG, DMRC, FORM, IMAX, ISIL, JAKK, TROX, VFC, XCRA; Consumer Products (FLWS, FTD, NTRI), February Focus List Update (NTRI), Optical Components (AFOP, FN, FNSR, LITE, NPTN, OCLR), The Weiser Consumer (JAKK, NWL, PG, PRGO)
  • 02/22/16 Update Industry Update: Wireless and Optical’s Yin and Yang Relationship (AFOP, FN, FNSR, LITE, NPTN, OCLR)
  • 02/19/16 Morning Note B. Riley AM Note: AFOP, AMAT, ELNK, OSIS, OUTR, PCMI, PRGO, ROG, SIX, SKX, TRUE, TYL, UEIC, VPG, WWW; Marine (BC, HZO, MPX, WMAR), Retail Apparel (OXM, SHOO, SKX)
  • 02/19/16 Update AFOP ($14.32, Neutral; $13.75 PT): 4Q/1Q Results/Outlook Below Consensus; Datacom Expected to Resume Growth in 1Q; Lowering 2016 EPS Estimate and PT from $14.25 to $13.75; Maintain Neutral
  • 02/16/16 Morning Note B. Riley AM Note: AFOP, MAT, MCS, P, PRGO, VPG; EMS Transition (BHE, CLS, FLEX, IEC, JBL, KE, KTCC, MFLX, PLXS, SANM, SPA), Semiconductors & Semi. Cap. Equipment (ADI, AMAT, NVDA)
  • 02/16/16 Update AFOP ($15.12, Neutral; $14.25 PT): Earnings Preview: Expect 4Q/1Q Results/Outlook to be In Line; Customer Concentration Risk Has Been Mitigated; Maintain Neutral Based on Valuation
  • 12/17/15 Update Industry Update: Optical Components - Rising Demand Tightens Supply Chain
  • 12/17/15 Morning Note B. Riley AM Note: JBL, NTRI, P; Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 10/29/15 Update AFOP ($17.87, Neutral; $14.25 PT): 3Q/4Q Results/Outlook Significantly Below Consensus as Sales to GOOGL Declined Sharply; Lowering Estimates and PT from $17.00 to $14.25; Maintain Neutral
  • 10/29/15 Morning Note B. Riley AM Note: AFOP, BLKB, CLX, CSGP, DHX, DMRC, DORM, DRAD, EL, FORM, IMAX, ISIL, NTRI, PCTI, ROG, ROVI, SIMO, SLAB, SONS, TYPE, YELP
  • 10/27/15 Morning Note B. Riley AM Note: AFOP, AXTI, BLKB, BRCM, CSGP, GPX, JAKK, KTOS, MRVL, MWW, NTCT, NTRI, PLXS, PRMW, REIS, RLD, ROG, SWKS
  • 10/27/15 Update AFOP ($17.46, Neutral; $17.00 PT): Earnings Preview: Expect In Line 3Q/4Q Results/Outlook; Waiting for Next Growth Catalyst; Maintain Neutral
  • 10/26/15 Update Industry Update: Optical Components - 3Q Earnings Season Week #1 Highlights
  • 10/05/15 Morning Note B. Riley AM Note: IPAR, JCP, MAT, SYRX; Optical Components (AFOP, CIEN, FN, GIG, LITE, NPTN, OCLR)
  • 10/04/15 Update Optical Components: 3Q Earnings Season Preview: Buy into October Rally
  • 09/14/15 Morning Note B. Riley & Co. AM Note: ARTX, COTY, FLWS, FTD, KTOS, MRVL, SPCB; Media & Entrtnmt (AMC, CKEC, CNK, IMAX, MCS, RLD, RGC); Optical Cmp (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR); Mitch’s Brdspt (DECK, NKE, VFC); Mitch’s Shoe (COLM, CROX, DECK, RCKY, VFC, WWW)
  • 09/14/15 Update B. Riley & Co. Industry Update: Optical Components (AFOP, CIEN, FN, FNSR, LITE, NPTN, OCLR)
  • 08/21/15 Morning Note B. Riley AM Note: BBY, CONN, SSI; Industry Update: Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR)
  • 08/21/15 Update Industry Update - Optical Components (AFOP, CIEN, FNSR, IIVI, LITE, NPTN, OCLR): 2Q Earnings Season Wrap: Optical industry gets an “A-“; Favorable comps in 2H
  • 07/27/15 Morning Note B. Riley & Co. Morning Notes: DHX, IPAR, ISSI, LGF, PRGX, RNWK, RUBI, SIMO, VFC, YELP; Optical Components (AFOP, CIEN, FN, FNSR, JDSU, NPTN, OCLR), The Weiser Consumer (IPAR, JAKK, KMB, NTRI, PRGO, RDEN, TUP)
  • 07/27/15 Update B. Riley & Co. Industry Update – Optical Components (AFOP, CIEN, FN, FNSR, JDSU, NPTN, OCLR)
  • 07/23/15 Update AFOP ($18.83, Neutral; $17.00 PT): Sales to GOOGL Cool Off as Other Customers Strengthen; Raising EPS Estimates and PT from $16.00 to $17.00; Maintain Neutral
  • 07/23/15 Morning Note Morning Notes: AFOP, CIEN, DLB, DMRC, DRAD, EGHT, HZO, IPAR, JAKK, PII, RCKY, RNWK, SIX, SNDK, TIVO, TRUE, TUP, TXN, TYL, TYPE, VFC, YELP
  • 07/20/15 Morning Note B. Riley & Co. Morning Notes: AFOP, DLB, DMRC, FLWS, FTD, HEAR, HZO, IMAX, JAKK, MCS, PII, RCKY, RLD, SKX, TUP, YELP, VSA, WWW, ZQK; Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR), Semiconductors and Capital Eqp (LLTC, MXIM, SNDK, SWKS, TXN, UTEK), SEMICON West Conclusions (ACLS, AMAT, ASML, BRKS, FORM, INTC, KLAC, LRCX, MTSN, RTEC)
  • 07/20/15 Update B. Riley & Co. Industry Update – Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR)
  • 07/20/15 Update AFOP ($19.16, Neutral; $16.00 PT): Earnings Preview: Could Business be Peaking as GOOGL Becomes More Disciplined in Spending? Maintain Neutral
  • 07/17/15 Morning Note B. Riley & Co. Morning Notes: AFOP, EBAY, GOOGL, MAT
  • 07/14/15 Morning Note B. Riley & Co. Morning Notes: ACLS, AFOP, BHE, HEAR, KTCC, MRVL, MU, PLXS, REMY, RTEC, SPA, VNCE; The Weiser Consumer (AVP, COTY, EL, FLWS, FTD, JAKK, KMB, MAT, NTRI, PBH, PG, RDEN, SBH, TUP, WDFC)
  • 06/29/15 Update B. Riley & Co. Industry Update: Optical Components 2H Outlook: Recovery Hope in Telecom, but Minor Turbulence in Datacom
  • 06/29/15 Update Morning Notes: FINL, IMAX, VNCE; Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR), Semiconductors and Capital Equipment (BRCM, INTC, ISIL, MRVL, NVDA, ON, SWKS)
  • 04/27/15 Update B. Riley & Co. Industry Update - Optical Components
  • 04/23/15 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, ANGI, ASML, CTG, DMRC, EBAY, KFX, NAME, PBH, PII, PRGX, SIMO, SIX, SKX, SONS, TUP, TXN, TYL
  • 04/23/15 Update AFOP ($18.80, Neutral; $16.00 PT): Solid Results/Guide; Risk Profile Increases as GOOGL is a 45% Customer; Raising Estimates and PT from $13.75 to $16.00; Maintain Neutral
  • 04/20/15 Update AFOP ($18.13, Neutral; $40.00 $13.75 PT): Earnings Preview: Cautious into 1Q Print; Maintain Neutral
  • 04/14/15 Update Industry Update: Optical Components - 1Q Earnings Season Preview, Expect more of the same choppiness from 4Q
  • 03/30/15 Update Industry Update: Optical Components - OFC Wrap
  • 03/18/15 Morning Note B. Riley & Co. Morning Notes: ARTX, DSW, EVOL, NVDA, RNWK, ZQK; Optical Components (AFOP, FN, FNSR, JDSU, NPTN, OCLR)
  • 03/18/15 Update Industry Update - Optical Components: OFC Preview and 4Q Wrap
  • 02/05/15 Update AFOP ($14.89, Neutral; $13.75 PT): Mixed 4Q/1Q Results/Guide; Raising Estimates and PT from $12.25 to $13.75; GOOGL a 36% Customer; Maintain Neutral
  • 02/05/15 Morning Note B. Riley & Co. Morning Notes: AFOP, API, AXTI, CACH, CLX, EXAR, FARM, FORM, IVAC, ODP, P, RNWK, SLAB, TROX, TXN, TYL, ZUMZ; Semiconductors
  • 02/04/15 Update AFOP ($15.08, Neutral; $12.25 PT): Earnings Preview: Expect In Line 4Q/1Q Results/Guide; Wait for Customer Diversification; Maintain Neutral
  • 02/04/15 Morning Note B. Riley & Co. Morning Notes: AFOP, AOSL, BRCM, CALD, DCO, IMMR, OCLR, PBH, PCOM, PLNR, PRGO, SBH, TROX, YELP; Consumer Products Weekly (AVP, IPAR, KMB, MAT, PG, PRGO, TUP)
  • 01/23/15 Update Industry Update - Optical Components: Expecting a mixed bag during 4Q earnings season
  • 01/23/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, DWA, EGHT, IIVI, KLAC, KLIC, KTOS, MXIM, NTCT, SWKS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR)
  • 01/14/15 Morning Note B. Riley & Co. Morning Notes: AFOP, BRKS, DTSI, EGHT, FNSR, GME, IIVI, LLTC
  • 01/09/15 Update Industry Update - Optical Components: 2015 Preview, Expect anemic growth in 1H, but industry consolidation should make 2015 an interesting year
  • 11/18/14 Morning Note B. Riley & Co. Morning Notes: BBY, CVU, GME, MOVE, RUBI, SPLS; Optical Components (AFOP, EMKR, FN, FNSR, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 11/18/14 Update Industry Update: Optical Components - 3Q Wrap, 3Q to be the trough
  • 10/30/14 Update AFOP ($12.99, Neutral; $12.25 PT): Weak 3Q/4Q Results/Guide; Lowering Estimates and PT from $14.75 to $12.25; Maintain Neutral
  • 10/30/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, BIRT, CAMP, CAMT, CLX, COHU, DWA, EVOL, FORM, ISIL, ISSI, JDSU, MPX, NWL, PCTI, REIS, REMY, SIMO, STMP; Automotive (DORM, MPAA, REMY)
  • 10/17/14 Update AFOP ($12.82, Neutral; $14.75 PT): Earnings Preview: Expect In Line 3Q/4Q Results/Guide; Waiting for Incremental Growth; Reducing PT from $18.00 to $14.75; Maintain Neutral
  • 10/16/14 Morning Note B. Riley & Co. Morning Notes: AFOP, EBAY, FN, GOOGL, ITI, MAT, NTCT, OUTR, SNDK, UTEK, WDFC
  • 10/10/14 Update Industry Update: Optical Components - Expecting a mixed bag during 3Q earnings season
  • 10/10/14 Morning Note B. Riley & Co. Morning Notes: EGHT, EVOL, IIVI, JOEZ, MCHP, PRGX, RLD, SNDK; Consumer Products (AVP, CL, CLX, COTY, RDEN, EL, IPAR, JAKK, KMB, MAT, NWL, NTRI, PRGO, PBH, PG, SBH, TUP, WDFC), Optical Components (AFOP, EMKR, FNSR, JDSU, NPTN, OCLR, OPLK)
  • 09/11/14 Update Industry Update - Optical Components: Will JDSU’s Split Trigger the Much-Needed Industry Consolidation?
  • 08/22/14 Morning Note B. Riley & Co. Morning Notes: ADI, GME, MRVL, SSI; Optical Component (AFOP, API, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 08/22/14 Update Industry Update: Optical Components - 2Q Earnings Update: Deceleration of Growth Rates in the Optical Industry
  • 07/29/14 Update AFOP ($16.59, Neutral; $18.00 PT): Growth Engine Seems to Have Stalled; Lowering Estimates and PT from $22.00 to $18.00; Downgrading from Buy to Neutral
  • 07/29/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, COHU, CTP, DCO, FORM, GIG, GPX, IVAC, MOVE, NEWP, PLNR, PRGX, SIMO, SNAK, TREC, TYPE, YELP
  • 07/25/14 Update AFOP ($17.08, Buy; $22.00 PT) Earnings Preview: Expect In Line 2Q; 3Q Outlook Hinges on GOOGL CapEx Plans; Wait for the Print
  • 07/25/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BCOV, CSGP, DECK, DLB, GIG, HZO, IMAX, IPAR, ISSI, KLAC, MCS, MTSN, MXIM, OSTK, P, RGC, TUP, TYL, WMAR; Optical Components
  • 07/25/14 Update Industry Update - Optical Components Week #1 Highlights and Lowlights
  • 07/15/14 Update Industry Update - Optical Components C2Q Earnings Preview: Expecting a Mixed Bag
  • 07/15/14 Morning Note B. Riley & Co. Morning Notes: EBAY, MSTR, SABA, UTEK; Optical Components (API, AFOP, EMKR, FN, FNSR, GIG, IIVI, JDSU, NPTN, OCLR, OPLK)
  • 06/24/14 Update Industry Update - The Great Divide in the Optical Component Industry
  • 05/15/14 Morning Note B. Riley & Co. Morning Notes: ARTX, CHKE, COTY, TIVO, VOXX, WYY, XOXO; Optical Components, Semiconductors
  • 05/15/14 Update Industry Update - Optical Components 1Q Wrap: Still on Track for a 10%+ Growth in 2014
  • 04/25/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BC, BRCM, CAMP, CERN, CSGP, DECK, EOPN, HZO, IMAX, JAKK, KLAC, MSFT, MTSN, MXIM, NTCT, OSTK, P, PCTI, QLIK, RGC, RTEC, TIVO, TYL, VSAT, WMAR
  • 04/25/14 Update AFOP ($18.36, Buy; $22.00 PT): Solid 1Q/2Q Results/Guide; Raising Estimates and PT from $20.00 to $22.00; Maintain Buy
  • 04/24/14 Morning Note B. Riley & Co. Morning Notes: AFOP, ANGI, DCO, DWCH, LRCX, MPX, NOW, PII, PTC, RDEN, SIX, TUP, TXN
  • 04/24/14 Update AFOP ($18.90, Buy; $20.00 PT): Earnings Preview: Already Raised 1Q Revenue Forecast; Focus will be on 2Q Guide and Comments; Wait for the Print
  • 04/22/14 Update B. Riley & Co. Industry Update: Optical Components
  • 04/17/14 Update B. Riley & Co. Industry Update - Optical Components: Increased Conviction about the Optical Industry’s Growth Prospects in 2014
  • 04/03/14 Update AFOP ($16.68, Buy; $20.00 PT): Raises 1Q Revenue Forecast; Raising Estimates and PT from $18.00 to $20.00; Maintain Buy
  • 04/03/14 Morning Note B. Riley & Co. Morning Notes: AFOP, DECK, EXAR, GOOGL, IMAX, MCS, ONNN, RLD, ROVI, SABA
  • 03/18/14 Update AFOP ($13.59, Buy; $18.00 PT): Raising from Neutral to Buy Based on Increased Comfort Level with Web 2.0 Customer; Raising 2015 Estimates and PT from $16.25 to $18.00
  • 03/18/14 Morning Note B. Riley & Co. Morning Notes: AFOP, IIVI, TIBX
  • 03/13/14 Update Industry Update - Optical Components - OFC Wrap: Strength in 100G and China
  • 03/11/14 Update Industry Update - Optical Components OFC Preview: Expect the spotlight to be on 100G and China
  • 02/04/14 Morning Note B. Riley & Co. Morning Notes: AFOP, CFN, CIDM, DRCO, FN, OCLR, TYL; Consumer Products (CL, COTY, IPAR, MAT, NWL, PG, RDEN, TUP)
  • 02/04/14 Update AFOP ($15.54, Neutral; $16.25 PT): 4Q/1Q Results/Guide Slightly Light; Maintaining 2015 EPS Estimate and PT of $16.25; Maintain Neutral
  • 01/31/14 Morning Note B. Riley & Co. Morning Notes: ACCL, AFOP, AMZN, BCOV, BRCM, CL, CPSI, FN, GOOG, HGG, JDSU, LIOX, MCHP, OSTK
  • 01/31/14 Update AFOP ($15.83, Neutral; $16.25 PT): Earnings Preview: Uncertainties with Web 2.0 Customer Increases AFOP’s Risk Profile Heading into 4Q Print; Maintain Neutral
  • 01/10/14 Update B. Riley & Co. Industry Update - Optical Components - 2014 Preview: After a Solid 2013, Expect 2014 to be Even Better
  • 12/17/13 Update B. Riley & Co. Industry Update: Optical Components - Solid 2013; A Slight Pause in the Optical Industry Represents a Buying Opportunity; Initiating Coverage of FN, GIG and NPTN
  • 12/12/13 Update AFOP ($14.60, Neutral; $16.25 PT): Sales Could Peak in 2014; Introducing CY15 Estimates and Lowering PT from $20.00 to $16.25; Maintain Neutral
  • 12/12/13 Morning Note B. Riley & Co. Morning Notes: AFOP, CWTR, GLUU, IIVI, RLD, TWX, UNTD, YELP
  • 10/25/13 Update AFOP ($17.47, Neutral; $20.00 PT): No Major Surprises in 3Q/4Q Results/Guide; Raising EPS Estimates and PT from $19.00 to $20.00; Maintain Neutral
  • 10/25/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BC, BCOV, BJRI, CSGP, DAVE, DCO, EGHT, IIVI, IMAX, IPAR, ITI, KLAC, MDSO, MXIM, OUTR, RGC, QSII, SIMO, SLAB, TUP, TYL
  • 10/23/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, BRCM, CAKE, CTG, KMB, LGF, MTSN, PII, PPC, RSH, SKX, SYMM
  • 10/23/13 Update AFOP ($19.13, Neutral; $19.00 PT): Earnings Preview: Already Raised 3Q Sales Forecast; Expect 4Q Guidance to be In Line; Maintain Neutral
  • 09/18/13 Update AFOP ($20.24, Neutral; $19.00 PT): Raises 3Q Sales Guidance; Raising EPS Estimates and PT to $19.00 from $15.60; Maintain “Neutral”
  • 09/18/13 Morning Note B. Riley & Co. Morning Notes: ADBE, AFOP, BCOV, RDEN, SABA, SNDK, XOXO
  • 07/25/13 Update Industry Update - Optical Components: 2Q Earnings Halftime Report: So Far So Good