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AAOI
Volume: 115.51K

Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

Based on 5 analyst ratings
Buy
Strong Buy 40%
Buy 40%
Hold 20%
Sell 0%
Strong Sell 0%

Bulls say

Applied Optoelectronics Inc. is projected to experience significant revenue growth, with consensus estimates indicating a rise of $14 million quarter-over-quarter to $146 million in 1Q26 and an expectation to exceed $1 billion in total revenue for 2026, substantially increasing from approximately $450 million in 2025. The company anticipates strong performance driven by diverse product lines, particularly in CTV sales, forecasted to generate between $300 million and $350 million in 2026, alongside robust contributions from Amazon and Microsoft sales. Furthermore, the demand for their Data Center products and new production plans in Texas are expected to enhance revenue and profitability, particularly as the market for AI DataCenter transceivers is set to expand significantly.

Bears say

Applied Optoelectronics Inc. is facing a negative outlook primarily due to lowered revenue guidance for CTV, now projected to be slightly above $50 million in 4Q25 as a significant customer, Charter, is tightening capital expenditures, impacting overall free cash flow. The company's reliance on a limited number of key customers heightens its vulnerability, as downturns for any major client could materially affect performance, including potential inventory challenges such as high carrying costs and increased obsolescence risk. Furthermore, delays in shipments, particularly of 400G transceivers, highlight operational issues that may further exacerbate revenue pressures in a growing market context.

Applied Optoelectronics (AAOI) has been analyzed by 5 analysts, with a consensus rating of Buy. 40% of analysts recommend a Strong Buy, 40% recommend Buy, 20% suggest Holding, 0% advise Selling, and 0% 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 Buy based on their latest research and market trends.

According to 5 analysts, Applied Optoelectronics (AAOI) has a Buy consensus rating as of Apr 16, 2026. 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 $66.80, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $66.80, 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)

Volume: 115.51K

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