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AAOI
Volume: 10.82M

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 on track for notable revenue growth, with consensus estimates projecting a $14 million quarter-over-quarter increase in 1Q26, reaching $146 million. The company's anticipated revenue could exceed $1 billion in 2026, driven by significant contributions from various sectors including CTV, Amazon, and Microsoft, reflecting robust demand in the fiber-optic networking market. Furthermore, the firm is well-positioned to capitalize on the rapidly expanding AI Data Center transceiver market, which is expected to grow nearly 50% in 2026, underpinning optimism for future financial performance.

Bears say

Applied Optoelectronics Inc. has projected a decline in CTV revenues to slightly above $50 million for the fourth quarter of 2025, primarily due to reduced capital expenditures from key customer Charter, which raises concerns about the company's future free cash flow. The reliance on a limited customer base puts Applied Optoelectronics at significant risk, particularly if demand falters or if they fail to capture anticipated market share, which could lead to underperformance relative to expectations. Additionally, insufficient demand may result in elevated inventory carrying costs and the potential for increased inventory obsolescence, further straining the company's financial health.

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 Mar 17, 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)

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