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Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

Based on 12 analyst ratings
Hold
Strong Buy 25%
Buy 25%
Hold 17%
Sell 8%
Strong Sell 25%

Bulls say

Applied Optoelectronics Inc. has demonstrated significant growth in its CATV revenue, which surged 149% sequentially and 316% year-over-year, primarily driven by robust demand for quantum bandwidth networking products and a notable order from Charter. In the fourth quarter of 2024, the company reported revenues of $100 million, reflecting a 66% increase year-over-year and a 56% increase sequentially, bolstered by a remarkable more than 300% year-over-year growth in CTV sales. Furthermore, the company's strategic positioning and potential share gains with major clients, such as Amazon, alongside expected improvements in gross margins, underpin a favorable outlook for Applied Optoelectronics's stock performance.

Bears say

Applied Optoelectronics has experienced a mixed performance in its revenue streams, with 100G revenue demonstrating a modest year-over-year increase of 8% but a quarter-over-quarter decline of 2%, indicating an anticipated gradual decrease as newer products ramp up. Additionally, while the company reported a significant quarterly growth of 28% in 200G/400G revenue, this category was still down 12% year-over-year, accounting for only 32% of total revenue, suggesting underlying growth challenges. Compounding these concerns are indications of potential capacity expansion delays and product qualification issues that could hinder market share gains and overall demand, thereby contributing to a cautious outlook for the stock.

Applied Optoelectronics (AAOI) has been analyzed by 12 analysts, with a consensus rating of Hold. 25% of analysts recommend a Strong Buy, 25% recommend Buy, 17% suggest Holding, 8% advise Selling, and 25% 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 Hold based on their latest research and market trends.

According to 12 analysts, Applied Optoelectronics (AAOI) has a Hold consensus rating as of Jul 27, 2025. 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 $22.54, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $22.54, 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)


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