Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
120.95
-18.05 (-12.99%)
At close: Jul 2, 2026, 4:00 PM EDT
120.71
-0.24 (-0.20%)
Pre-market: Jul 6, 2026, 6:02 AM EDT
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 25.09% higher than the current stock price, while the lowest is $57.5 (-52.46%) and the highest is $220 (+81.89%).
Price Target: $151.3 (+25.09%)
Analyst Consensus: Buy
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 | Jan '26 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 1 | 1 | 1 | 1 | 1 |
| Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Hold | 1 | 3 | 3 | 3 | 3 | 3 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 1 | 0 | 0 | 0 | 0 | 0 |
| Total | 6 | 6 | 6 | 6 | 6 | 6 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Rosenblatt Securities | Rosenblatt Securities | Buy Reiterates $220 | Buy | Reiterates | $220 | +81.89% | Jun 21, 2026 |
| Northland Securities | Northland Securities | Hold Reiterates $55 → $58 | Hold | Reiterates | $55 → $58 | -52.46% | May 8, 2026 |
| Raymond James | Raymond James | Buy Maintains $73 → $160 | Buy | Maintains | $73 → $160 | +32.29% | May 8, 2026 |
| B. Riley Securities | B. Riley Securities | Hold Reiterates $54 → $129 | Hold | Reiterates | $54 → $129 | +6.66% | May 8, 2026 |
| Needham | Needham | Buy Maintains $80 → $190 | Buy | Maintains | $80 → $190 | +57.09% | May 8, 2026 |
Financial Forecast
Revenue This Year
1.03B
from 455.72M
Increased by 125.99%
Revenue Next Year
2.57B
from 1.03B
Increased by 149.95%
EPS This Year
0.89
from -0.26
EPS Next Year
4.77
from 0.89
Increased by 437.19%
EPS and Forward PE are based on non-GAAP adjusted numbers.
Revenue Forecast
| Revenue | 2026 | 2027 |
|---|---|---|
| High | 1.1B | |
| Avg | 1.0B | |
| Low | 886.3M |
Revenue Growth
| Revenue Growth | 2026 | 2027 |
|---|---|---|
| High | 142.1% | |
| Avg | 126.0% | |
| Low | 94.5% |
EPS Forecast
| EPS | 2026 | 2027 |
|---|---|---|
| High | 1.27 | |
| Avg | 0.89 | |
| Low | 0.45 |
EPS Growth
| EPS Growth | 2026 | 2027 |
|---|---|---|
| High | - | |
| Avg | - | |
| Low | - |