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Applied Optoelectronics (AAOI) Stock Forecast, Price Target & Predictions

OverviewRevenueOwnershipFinancialsChartTranscripts

AAOI Stock Forecast

Applied Optoelectronics (AAOI) stock forecast, based on 16 Wall Street analysts, predicts a 12-month average price target of $184.00, with a high of $190.00 and a low of $178.00. This represents a 70.48% increase from the last price of $107.93.

- $40 $80 $120 $160 $200 High: $190 Avg: $184 Low: $178 Last Closed Price: $107.93

AAOI Stock Rating

Applied Optoelectronics stock's rating consensus is Buy, based on 16 Wall Street analysts. The breakdown includes 0 Strong Buy (0.00%), 7 Buy (43.75%), 6 Hold (37.50%), 3 Sell (18.75%), and 0 Strong Sell (0.00%).

Buy
Total 16 0 3 6 7 Strong Sell Sell Hold Buy Strong Buy

AAOI Price Target Upside V Benchmarks

TypeNameUpside
StockApplied Optoelectronics70.48%
SectorTechnology Stocks 26.78%
IdeaSemiconductor Stocks List 34.31%

Price Target Trends

1M3M12M
# Anlaysts-38
Avg Price Target-$173.00$106.50
Last Closing Price$107.93$107.93$107.93
Upside/Downside-60.29%-1.32%
Ratings Trends
DateStrong BuyBuyHoldSellStrong SellTotal
Sep, 26213--6
Aug, 26213--6
Jul, 26213--6
Jun, 26213--6
May, 26213--6
Analyst Price Target Forecasts
DateAnalystCompanyPrice TargetPrice when PublishedPrice Target/Price when PublishedPrice Target/Last Closing Price
Aug 11, 2026Simon LeopoldRaymond James$178.00$132.8134.03%64.92%
Aug 07, 2026Raymond James$151.00$136.4810.64%39.91%
Aug 07, 2026Ryan KoontxNeedham$190.00$124.2252.95%76.04%
May 08, 2026Raymond James$160.00$150.736.15%48.24%
Dec 11, 2025Tim SavageauxNorthland Securities$45.00$34.8529.12%-58.31%
Dec 11, 2025Needham$43.00$34.6724.03%-60.16%
Dec 11, 2025Mike GenoveseRosenblatt Securities$50.00$34.7144.05%-53.67%
Nov 17, 2025Northland Securities$35.00$22.4755.76%-67.57%
Aug 08, 2025Tim SavageauxNorthland Securities$30.00$21.5938.95%-72.20%
Aug 08, 2025Simon LeopoldRaymond James$25.00$22.4611.31%-76.84%
Analyst Rating Forecasts
DateCompanyPrevious RatingNew RatingRating Change
Aug 11, 2026Raymond JamesOutperformOutperformhold
Aug 07, 2026B. RileyNeutralNeutralhold
Aug 07, 2026NeedhamBuyBuyhold
Jun 10, 2026Raymond JamesOutperformOutperformhold
May 08, 2026Raymond JamesOutperformOutperformhold
Nov 24, 2025NeedhamBuyBuyhold
Aug 08, 2025B. RileyNeutralNeutralhold
Aug 08, 2025Raymond JamesOutperformOutperformhold
Jul 07, 2025Wolfe ResearchPeer Performinitialise
Mar 07, 2025B. RileyNeutralupgrade

Financial Forecast

EPS Forecast

$-5 $-4 $-3 $-2 $-1 $0 $1 $2 Dec 21 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26
Dec 21Dec 22Dec 23Dec 24Dec 25Dec 26
Reported$-2.01$-2.38$-1.75$-4.50$-0.64-
Avg Forecast$-0.77$-1.12$-0.49$-0.81$0.90$1.33
High Forecast$-0.69$-1.04$-0.46$-0.80$1.21$1.38
Low Forecast$-0.88$-1.15$-0.52$-0.82$0.69$1.22
Surprise %161.04%112.50%257.14%455.56%-171.11%-

Revenue Forecast

$150M $290M $430M $570M $710M $850M Dec 21 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26
Dec 21Dec 22Dec 23Dec 24Dec 25Dec 26
Reported$211.56M$222.82M$217.65M$249.37M$455.71M-
Avg Forecast$211.36M$222.51M$227.34M$249.23M$596.80M$780.71M
High Forecast$234.11M$228.05M$227.46M$249.66M$602.24M$804.03M
Low Forecast$194.74M$210.39M$227.19M$248.87M$591.91M$729.30M
Surprise %0.10%0.14%-4.27%0.06%-23.64%-

Net Income Forecast

$-200M $-150M $-100M $-50M $0 $50M Dec 21 Dec 22 Dec 23 Dec 24 Dec 25 Dec 26
Dec 21Dec 22Dec 23Dec 24Dec 25Dec 26
Reported$-54.16M$-66.40M$-56.05M$-186.73M$-38.23M-
Avg Forecast$-63.32M$-71.80M$-56.05M$-25.87M$33.40M$41.49M
High Forecast$-50.66M$-57.44M$-44.84M$-25.55M$38.70M$44.14M
Low Forecast$-75.99M$-86.16M$-67.26M$-26.19M$22.19M$38.85M
Surprise %-14.46%-7.52%-621.84%-214.46%-

AAOI Forecast FAQ

Is Applied Optoelectronics stock a buy?

Applied Optoelectronics stock has a consensus rating of Buy, based on 16 Wall Street analysts. The rating breakdown includes 0 Strong Buy, 7 Buy, 6 Hold, 3 Sell, and 0 Strong Sell, reflecting a consensus that Applied Optoelectronics is a favorable investment for most analysts.

What is Applied Optoelectronics's price target?

Applied Optoelectronics's price target, set by 16 Wall Street analysts, averages $184 over the next 12 months. The price target range spans from $178 at the low end to $190 at the high end, suggesting a potential 70.48% change from the previous closing price of $107.93.

How does Applied Optoelectronics stock forecast compare to its benchmarks?

Applied Optoelectronics's stock forecast shows a 70.48% upside, outperforming the average forecast for the technology stocks sector (26.78%), leading the semiconductor stocks list (34.31%) investment idea.

What is the breakdown of analyst ratings for Applied Optoelectronics over the past three months?

  • September 2026: 33.33% Strong Buy, 16.67% Buy, 50.00% Hold, 0% Sell, 0% Strong Sell.
  • August 2026: 33.33% Strong Buy, 16.67% Buy, 50.00% Hold, 0% Sell, 0% Strong Sell.
  • July 2026: 33.33% Strong Buy, 16.67% Buy, 50.00% Hold, 0% Sell, 0% Strong Sell.

What is Applied Optoelectronics’s EPS forecast?

Applied Optoelectronics's average annual EPS forecast for its fiscal year ending in December 2026 is $1.33, marking a -307.81% decrease from the reported $-0.64 in 2025..

What is Applied Optoelectronics’s revenue forecast?

Applied Optoelectronics's average annual revenue forecast for its fiscal year ending in December 2026 is $780.71M, reflecting a 71.31% increase from the reported $455.72M in 2025.

What is Applied Optoelectronics’s net income forecast?

Applied Optoelectronics's net income forecast for the fiscal year ending in December 2026 stands at $41.49M, representing a -208.54% decrease from the reported $-38.228M in 2025.