Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
84.23
+30.54 (56.88%)
At close: Feb 27, 2026, 4:00 PM EST
88.68
+4.45 (5.28%)
After-hours: Feb 27, 2026, 7:59 PM EST
Applied Optoelectronics Stock Forecast
Stock Price Forecast
The 5 analysts with 12-month price forecasts for Applied Optoelectronics stock have an average target of 63.8, with a low estimate of 25 and a high estimate of 125. The average target predicts a decrease of -24.26% from the current stock price of 84.23.
Analyst Consensus: Buy
Analyst Ratings
The average analyst rating for Applied Optoelectronics stock from 6 stock analysts is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.
Recommendation Trends
| Rating | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 | Feb '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Hold | 2 | 2 | 1 | 1 | 1 | 2 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 0 | 0 | 1 | 1 | 1 | 0 |
| Total | 6 | 6 | 6 | 6 | 6 | 6 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Rosenblatt | Rosenblatt | Strong Buy Maintains $50 → $125 | Strong Buy | Maintains | $50 → $125 | +48.40% | Feb 27, 2026 |
| Needham | Needham | Strong Buy Maintains $43 → $80 | Strong Buy | Maintains | $43 → $80 | -5.02% | Feb 27, 2026 |
| B. Riley Securities | B. Riley Securities | Strong Sell → Hold Upgrades $15 → $54 | Strong Sell → Hold | Upgrades | $15 → $54 | -35.89% | Feb 27, 2026 |
| Rosenblatt | Rosenblatt | Strong Buy Maintains $50 | Strong Buy | Maintains | $50 | -40.64% | Feb 19, 2026 |
| Rosenblatt | Rosenblatt | Strong Buy Maintains $50 | Strong Buy | Maintains | $50 | -40.64% | Dec 19, 2025 |
Financial Forecast
Revenue This Year
820.75M
from 455.72M
Increased by 80.10%
Revenue Next Year
1.66B
from 820.75M
Increased by 102.38%
EPS This Year
0.57
from -0.64
EPS Next Year
1.99
from 0.57
Increased by 251.86%
Revenue Forecast
| Revenue | 2026 | 2027 |
|---|---|---|
| High | 1.1B | 1.7B |
| Avg | 820.8M | 1.7B |
| Low | 597.4M | 1.6B |
Revenue Growth
| Revenue Growth | 2026 | 2027 |
|---|---|---|
| High | 151.5% | 108.3% |
| Avg | 80.1% | 102.4% |
| Low | 31.1% | 94.5% |
EPS Forecast
| EPS | 2026 | 2027 |
|---|---|---|
| High | 1.06 | 2.05 |
| Avg | 0.57 | 1.99 |
| Low | -0.21 | 1.91 |
EPS Growth
| EPS Growth | 2026 | 2027 |
|---|---|---|
| High | - | 262.2% |
| Avg | - | 251.9% |
| Low | - | 238.1% |
Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.