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AAOI
Volume: 6.97M
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Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

Based on 12 analyst ratings
Hold
Strong Buy 25%
Buy 25%
Hold 17%
Sell 8%
Strong Sell 25%

Bulls say

Applied Optoelectronics Inc. demonstrates substantial growth prospects, evidenced by a remarkable 149% sequential and 316% year-over-year increase in CATV revenue, driven by strong demand for quantum bandwidth networking products and a significant order from Charter. Moreover, the company anticipates revenues to rise significantly from $65 million in 3Q24 to approximately $100 million in 4Q24, reflecting 66% year-over-year and 56% quarter-over-quarter growth, bolstered by a more than 300% year-over-year increase in CTV sales. Additionally, Applied Optoelectronics has positioned itself well within the data center market, achieving a notable 40% year-over-year growth in its 400G product line, and is expected to gain market share with Amazon as it transitions from its largest transceiver vendor, positioning the company for future financial success.

Bears say

Applied Optoelectronics's quarterly performance highlighted a decline in 100G revenue, which dropped 2% quarter-over-quarter despite an 8% year-over-year increase, with management forecasting a gradual decline as higher-capacity products become more prominent in the market. While the 200G/400G segment saw a 28% quarter-over-quarter increase, it still fell 12% year-over-year, raising concerns about the company's ability to capture anticipated market share amidst qualification and capacity challenges. The potential for lower demand for products and missed expectations regarding market share could result in underperformance relative to the company's forecasts and guidance.

Applied Optoelectronics (AAOI) has been analyzed by 12 analysts, with a consensus rating of Hold. 25% of analysts recommend a Strong Buy, 25% recommend Buy, 17% suggest Holding, 8% advise Selling, and 25% predict a Strong Sell.

This aggregate rating is based on analysts' research of Applied Optoelectronics and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Applied Optoelectronics (AAOI) Forecast

Analysts have given Applied Optoelectronics (AAOI) a Hold based on their latest research and market trends.

According to 12 analysts, Applied Optoelectronics (AAOI) has a Hold consensus rating as of Jul 5, 2025. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $20.62, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $20.62, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Applied Optoelectronics (AAOI)

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