Applied Optoelectronics, Inc. (AAOI)

Applied Optoelectronics Stock Forecast

Stock Price Forecast

According to 6 analysts polled by S&P Global, Applied Optoelectronics stock has a consensus rating of "Buy" and an average price target of $151.3. The average 1-year stock price forecast is 16.63% lower than the current stock price, while the lowest is $57.5 (-68.32%) and the highest is $220 (+21.22%).

Price Target: $151.3 (-16.63%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$57.5	$151.3	$160	$220
Change	-68.32%	-16.63%	-11.84%	+21.22%

Analyst Ratings

The average analyst rating for Applied Optoelectronics stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Dec '25	Jan '26	Feb '26	Mar '26	Apr '26	May '26
Strong Buy	2	2	2	2	2	2
Buy	2	2	2	2	2	2
Hold	1	1	2	2	2	2
Sell	0	0	0	0	0	0
Strong Sell	1	1	0	0	0	0
Total	6	6	6	6	6	6

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Mike Genovese Rosenblatt	Rosenblatt	Strong Buy Maintains $140 → $220	Strong Buy	Maintains	$140 → $220	+21.22%	May 8, 2026
Mike Genovese Rosenblatt	Rosenblatt	Strong Buy Maintains $125 → $140	Strong Buy	Maintains	$125 → $140	-22.86%	Mar 9, 2026
Mike Genovese Rosenblatt	Rosenblatt	Strong Buy Maintains $50 → $125	Strong Buy	Maintains	$50 → $125	-31.13%	Feb 27, 2026
Ryan Koontz Needham	Needham	Strong Buy Maintains $43 → $80	Strong Buy	Maintains	$43 → $80	-55.92%	Feb 27, 2026
David Kang B. Riley Securities	B. Riley Securities	Strong Sell → Hold Upgrades $15 → $54	Strong Sell → Hold	Upgrades	$15 → $54	-70.25%	Feb 27, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

1.05B

Increased by 130.63%

from 455.72M

Revenue Next Year

2.63B

Increased by 149.86%

from 1.05B

EPS This Year

0.91

from -0.64

EPS Next Year

4.87

Increased by 436.91%

from 0.91

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026	Dec 31, 2027
Revenue	211.57M	222.82M	217.65M	249.37M	455.72M	1.05B	2.63B
Revenue Growth	-9.83%	5.32%	-2.32%	14.57%	82.75%	130.63%	149.86%
EPS	-2.01	-2.38	-1.75	-4.50	-0.64	0.91	4.87
EPS Growth	-	-	-	-	-	-	436.91%
Forward PE	-	-	-	-	-	200.19	37.28
No. Analysts	-	-	-	-	-	10	8

Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2026	2027
High	1.2B	3.7B
Avg	1.1B	2.6B
Low	868.6M	1.8B

Revenue Growth

Revenue Growth	2026	2027
High	154.1%	249.9%
Avg	130.6%	149.9%
Low	90.6%	71.3%

EPS Forecast

EPS	2026	2027
High	1.33	8.42
Avg	0.91	4.87
Low	0.44	3.28

EPS Growth

EPS Growth	2026	2027
High	-	828.8%
Avg	-	436.9%
Low	-	262.2%

Sources: Price targets and consensus ratings provided by S&P Global Market Intelligence. Historical ratings and analyst data provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data sources.