Applied Optoelectronics, Inc. (AAOI) Stock Forecast
Data as of May 2, 2026Technology · Current price $185.83 (+12.83%)
Price Target Range
Consensus Price Target Over Time
Analyst Rating Distribution
Last 3 Months
6-Month Trend
Latest Analyst Forecasts
Price targets issued by Wall Street analysts. Upside calculated against today's price.
| Date | Analyst | Firm | Price Target | Upside |
|---|---|---|---|---|
| Dec 11, 2025 | Tim Savageaux | Northland Securities | $45.00 | -75.8% |
| Dec 11, 2025 | Mike Genovese | Rosenblatt Securities | $50.00 | -73.1% |
| Aug 8, 2025 | Tim Savageaux | Northland Securities | $30.00 | -83.9% |
| Aug 8, 2025 | Simon Leopold | Raymond James | $25.00 | -86.5% |
| Sep 3, 2024 | Simon Leopold | Raymond James | $17.00 | -90.9% |
| May 16, 2024 | Tim Savageaux | Northland Securities | $18.00 | -90.3% |
| Jan 30, 2024 | Mike Genovese | Rosenblatt Securities | $23.00 | -87.6% |
| Aug 4, 2023 | Dave Kang | B.Riley Financial | $11.50 | -93.8% |
Top Analysts Covering AAOI
AAOI vs Sector & Market
| Metric | AAOI | Technology Avg | Large Cap Avg |
|---|---|---|---|
| Analyst Rating | 2.40 | 2.34 | 2.41 |
| Analyst Count | 10 | 13 | 18 |
| Target Upside | -75.3% | +4072.9% | +14.9% |
| P/E Ratio | -252.55 | 28.26 | 31.19 |
Revenue Estimates
| Period | Low | Avg | High | # |
|---|---|---|---|---|
| 2026-06-30 | $180M | $197M | $213M | 4 |
| 2026-09-30 | $229M | $253M | $279M | 2 |
| 2026-12-31 | $322M | $356M | $393M | 3 |
| 2027-03-31 | $357M | $395M | $436M | 3 |
| 2027-06-30 | $460M | $508M | $561M | 2 |
| 2027-09-30 | $591M | $653M | $720M | 2 |
| 2027-12-31 | $612M | $677M | $746M | 3 |
| 2028-12-31 | $4.68B | $5.19B | $5.68B | 1 |
EPS Estimates
| Period | Low | Avg | High | # |
|---|---|---|---|---|
| 2026-06-30 | $0.02 | $0.07 | $0.12 | 4 |
| 2026-09-30 | $0.21 | $0.24 | $0.27 | 1 |
| 2026-12-31 | $0.48 | $0.55 | $0.63 | 2 |
| 2027-03-31 | $0.54 | $0.61 | $0.69 | 2 |
| 2027-06-30 | $0.75 | $0.86 | $0.97 | 1 |
| 2027-09-30 | $1.00 | $1.14 | $1.29 | 1 |
| 2027-12-31 | $1.04 | $1.19 | $1.35 | 2 |
| 2028-12-31 | $13.88 | $15.90 | $17.87 | 1 |
Frequently Asked Questions
What is the analyst consensus for AAOI?
The consensus among 10 analysts covering Applied Optoelectronics, Inc. (AAOI) is Buy with an average price target of $46.00.
What is the highest price target for AAOI?
The highest price target for AAOI is $50.00, set by Mike Genovese at Rosenblatt Securities on 2025-12-11.
What is the lowest price target for AAOI?
The lowest price target for AAOI is $11.50, set by Dave Kang at B.Riley Financial on 2023-08-04.
How many analysts cover AAOI?
10 analysts have issued ratings for Applied Optoelectronics, Inc. in the past 12 months.
Is AAOI a buy or sell right now?
Based on 10 analyst ratings, AAOI has a consensus rating of Buy (2.40/5) with a -75.3% upside to the consensus target of $46.00.
What are the earnings estimates for AAOI?
Analysts estimate AAOI will report EPS of $0.07 for the period ending 2026-06-30, with revenue estimated at $197M.
Related Stock Forecasts
Data updated daily. Analyst price targets sourced from public filings and broker reports. Not investment advice.