Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
135.69
-2.85 (-2.06%)
At close: Jun 26, 2026, 4:00 PM EDT
134.00
-1.69 (-1.25%)
After-hours: Jun 26, 2026, 7:59 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 151.3, with a low estimate of 57.5 and a high estimate of 220. The average target predicts an increase of 11.50% from the current stock price of 135.69.
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 | Jan '26 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 1 | 1 | 1 | 1 | 1 |
| Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Hold | 1 | 3 | 3 | 3 | 3 | 3 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 1 | 0 | 0 | 0 | 0 | 0 |
| Total | 6 | 6 | 6 | 6 | 6 | 6 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Rosenblatt Securities | Rosenblatt Securities | Buy Reiterates $220 | Buy | Reiterates | $220 | +62.13% | Jun 21, 2026 |
| Northland Securities | Northland Securities | Hold Reiterates $55 → $58 | Hold | Reiterates | $55 → $58 | -57.62% | May 8, 2026 |
| Raymond James | Raymond James | Buy Maintains $73 → $160 | Buy | Maintains | $73 → $160 | +17.92% | May 8, 2026 |
| B. Riley Securities | B. Riley Securities | Hold Reiterates $54 → $129 | Hold | Reiterates | $54 → $129 | -4.93% | May 8, 2026 |
| Needham | Needham | Buy Maintains $80 → $190 | Buy | Maintains | $80 → $190 | +40.03% | May 8, 2026 |
Financial Forecast
Revenue This Year
1.03B
from 455.72M
Increased by 125.99%
Revenue Next Year
2.57B
from 1.03B
Increased by 149.95%
EPS This Year
0.89
from -0.26
EPS Next Year
4.77
from 0.89
Increased by 437.19%
Revenue Forecast
| Revenue | 2026 | 2027 |
|---|---|---|
| High | 1.1B | 3.5B |
| Avg | 1.0B | 2.6B |
| Low | 886.3M | 1.8B |
Revenue Growth
| Revenue Growth | 2026 | 2027 |
|---|---|---|
| High | 142.1% | 240.0% |
| Avg | 126.0% | 149.9% |
| Low | 94.5% | 78.3% |
EPS Forecast
| EPS | 2026 | 2027 |
|---|---|---|
| High | 1.27 | 8.02 |
| Avg | 0.89 | 4.77 |
| Low | 0.45 | 3.35 |
EPS Growth
| EPS Growth | 2026 | 2027 |
|---|---|---|
| High | - | 802.8% |
| Avg | - | 437.2% |
| Low | - | 277.1% |
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.