Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
131.41
-23.48 (-15.16%)
At close: Aug 18, 2026, 4:00 PM EDT
128.79
-2.62 (-1.99%)
After-hours: Aug 18, 2026, 7:59 PM 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 $163.4. The average 1-year stock price forecast is 24.34% higher than the current stock price, while the lowest is $109 (-17.05%) and the highest is $220 (+67.41%).

Price Target: $163.4 (+24.34%)
Analyst Consensus: Buy

Price Target

Chart
TargetLowAverageMedianHigh
Price$109$163.4$178$220
Change-17.05%+24.34%+35.45%+67.41%

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

Chart
RatingMar '26Apr '26May '26Jun '26Jul '26Aug '26
Strong Buy111111
Buy222222
Hold333333
Sell000000
Strong Sell000000
Total666666

Latest Forecasts

AnalystFirmRatingRatingActionPrice TargetUpsideDate
Raymond James
Raymond James
Buy
Maintains
$151$178
BuyMaintains$151$178+35.45%Aug 11, 2026
Northland Securities
Northland Securities
Hold
Maintains
$58$120
HoldMaintains$58$120-8.68%Aug 7, 2026
B. Riley Securities
B. Riley Securities
Hold
Maintains
$94$109
HoldMaintains$94$109-17.05%Aug 7, 2026
Rosenblatt Securities
Rosenblatt Securities
Buy
Reiterates
$220
BuyReiterates$220+67.41%Aug 7, 2026
Needham
Needham
Buy
Maintains
$190
BuyMaintains$190+44.59%Aug 7, 2026
More Analyst Ratings

Financial Forecast

Revenue This Year
1.04B
from 455.72M
Increased by 127.87%
Revenue Next Year
2.66B
from 1.04B
Increased by 156.48%
EPS This Year
0.68
from -0.26
EPS Next Year
4.60
from 0.68
Increased by 576.76%
Fiscal YearFY 2021FY 2022FY 2023FY 2024FY 2025FY 2026
Period EndingDec 31, 2021Dec 31, 2022Dec 31, 2023Dec 31, 2024Dec 31, 2025Dec 31, 2026
Revenue
211.57M222.82M217.65M249.37M455.72M1.04B
Revenue Growth
-9.83%5.32%-2.32%14.57%82.75%127.87%
Gross Profit
37.72M33.63M58.92M61.80M136.91M316.10M
Gross Margin
17.83%15.09%27.07%24.78%30.04%30.44%
Operating Income
-56.77M-59.00M-41.35M-70.91M-54.60M48.43M
Net Income
-54.16M-66.40M-56.05M-186.73M-38.23M400.00K
EPS
-----0.260.68
Forward PE
174.26174.2687.8281.01144.95193.25
Free Cash Flow
-2.98M7.67M2.10M-96.63M-383.90M-520.63M
No. Analysts
-----5
EPS and Forward PE are based on non-GAAP adjusted numbers.

Revenue Forecast

Revenue202620272028
High1.1B
Avg1.0B
Low1,000.0M

Revenue Growth

Revenue Growth202620272028
High
139.6%
Avg
127.9%
Low
119.4%

EPS Forecast

EPS202620272028
High0.85
Avg0.68
Low0.47

EPS Growth

EPS Growth202620272028
High-
Avg-
Low-