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AAOI
Volume: 13.93M

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 substantial revenue growth, with consensus expectations showing a $14 million quarter-over-quarter increase in 1Q26 revenues, reaching $146 million. The company aims to exceed $1 billion in total revenue by 2026, up from approximately $450 million in 2025, driven by strong contributions from CTV sales, Amazon, and Microsoft, alongside growth in their legacy products. Additionally, the anticipated expansion in the AI Data Center transceiver market, expected to grow nearly 50% in 2026, further supports a positive outlook for the company's future performance and profitability.

Bears say

Applied Optoelectronics is anticipating a decline in CTV revenues, projecting slightly above $50 million in 4Q25 largely due to tightened capital expenditures from key customer Charter, which could signal overall weakness in demand. The company's reliance on a limited number of customers raises concerns about significant vulnerability to downturns, as a decline in orders from major clients could materially affect financial performance. Additionally, risks associated with insufficient demand include elevated inventory carrying costs and the potential for increased obsolescence, further complicating the company's financial outlook.

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 26, 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: 13.93M

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