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AAOI
Volume: 1.92M

Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

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

Bulls say

Applied Optoelectronics Inc. is projected to experience a significant uptick in Q4 2025 revenues, driven by a robust need for Data Center products as it anticipates a quarterly increase of approximately $35 million, despite a decline in CATV revenues. The transition to 400G and 800G technology is expected to bolster sales considerably, with 400G revenues ramping up from $30 million to the potential full capacity of $60 million in the second half of 2026, alongside a projected growth from $7 million to the $20-$25 million range for 800G products. Moreover, the company is positioned to enhance its market share through proprietary manufacturing automation and U.S.-based production, which is expected to be further strengthened by the upcoming CATV transition to DOCSIS 4.0, all while paving the way for improved cash flows and reduced reliance on external capital.

Bears say

Applied Optoelectronics Inc is facing a potentially negative outlook due to concerns over insufficient demand for its fiber-optic networking products, which could hinder the company's market share expansion. The company's reliance on a limited number of customers increases its vulnerability to downturns in business from these key clients, potentially resulting in significant financial impacts. Additionally, risks related to high inventory carrying costs and increased inventory obsolescence may further strain the company's financial stability if demand does not meet expectations.

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, 0% suggest Holding, 0% advise Selling, and 20% 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 Jan 12, 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 $33.60, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $33.60, 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: 1.92M

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