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AAOI
Volume: 364.2K

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 significantly increase its revenues, with consensus estimates indicating a growth of $14 million quarter-over-quarter in 1Q26, reaching $146 million. The company anticipates an overall revenue surpassing $1 billion in 2026, substantially driven by diverse contributions from CTV, Amazon, and Microsoft sales. Furthermore, the anticipated expansion of production capacity and the robust growth forecast for the AI Data Center transceiver market highlight the company’s potential for sustained revenue growth in the coming years.

Bears say

The outlook for Applied Optoelectronics Inc remains negative due to a significant reduction in expected CTV revenues to slightly above $50 million for Q4 2025, primarily driven by budget constraints from key customer Charter. Furthermore, the company's reliance on a limited customer base increases vulnerability, as any downturn affecting these major clients could materially impact financial performance, exacerbating risks linked to insufficient demand. Lastly, potential high inventory carrying costs and the threat of increased inventory obsolescence underscore concerns regarding the company's ability to adapt to market changes effectively.

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 6, 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: 364.2K

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