Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
137.26
-8.52 (-5.84%)
At close: Apr 28, 2026, 4:00 PM EDT
138.90
+1.64 (1.19%)
After-hours: Apr 28, 2026, 7:44 PM EDT
Applied Optoelectronics Stock Forecast
Stock Price Forecast
The 5 analysts with 12-month price forecasts for Applied Optoelectronics stock have an average target of 66.8, with a low estimate of 25 and a high estimate of 140. The average target predicts a decrease of -51.33% from the current stock price of 137.26.
Analyst Consensus: Buy
* Price targets were last updated on Mar 9, 2026.
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 | Nov '25 | Dec '25 | Jan '26 | Feb '26 | Mar '26 | Apr '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Hold | 1 | 1 | 1 | 2 | 2 | 2 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 1 | 1 | 1 | 0 | 0 | 0 |
| Total | 6 | 6 | 6 | 6 | 6 | 6 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Rosenblatt | Rosenblatt | Strong Buy Maintains $125 → $140 | Strong Buy | Maintains | $125 → $140 | +2.00% | Mar 9, 2026 |
| Rosenblatt | Rosenblatt | Strong Buy Maintains $50 → $125 | Strong Buy | Maintains | $50 → $125 | -8.93% | Feb 27, 2026 |
| Needham | Needham | Strong Buy Maintains $43 → $80 | Strong Buy | Maintains | $43 → $80 | -41.72% | Feb 27, 2026 |
| B. Riley Securities | B. Riley Securities | Strong Sell → Hold Upgrades $15 → $54 | Strong Sell → Hold | Upgrades | $15 → $54 | -60.66% | Feb 27, 2026 |
| Rosenblatt | Rosenblatt | Strong Buy Maintains $50 | Strong Buy | Maintains | $50 | -63.57% | Feb 19, 2026 |
Financial Forecast
Revenue This Year
1.00B
from 455.72M
Increased by 119.87%
Revenue Next Year
2.30B
from 1.00B
Increased by 129.84%
EPS This Year
0.83
from -0.64
EPS Next Year
3.89
from 0.83
Increased by 366.96%
Revenue Forecast
| Revenue | 2026 | 2027 |
|---|---|---|
| High | 1.1B | 3.5B |
| Avg | 1.0B | 2.3B |
| Low | 852.0M | 1.6B |
Revenue Growth
| Revenue Growth | 2026 | 2027 |
|---|---|---|
| High | 151.5% | 246.3% |
| Avg | 119.9% | 129.8% |
| Low | 87.0% | 61.2% |
EPS Forecast
| EPS | 2026 | 2027 |
|---|---|---|
| High | 1.24 | 6.56 |
| Avg | 0.83 | 3.89 |
| Low | 0.39 | 2.79 |
EPS Growth
| EPS Growth | 2026 | 2027 |
|---|---|---|
| High | - | 688.7% |
| Avg | - | 367.0% |
| Low | - | 235.7% |
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.