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AAOI
Volume: 12.21M

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 significant revenue growth, with forecasts indicating an increase of $14 million quarter-over-quarter in 1Q26, leading to total revenues of $146 million. The company's outlook for 2026 anticipates revenues exceeding $1 billion, driven by substantial contributions from CTV sales, Amazon, and Microsoft, reflecting a diversified sales portfolio. Additionally, the expected ramp-up in Data Center products and increasing demand in the AI DataCenter transceiver market, which is anticipated to grow nearly 50% in 2026, further underscores the strong revenue growth potential for Applied Optoelectronics.

Bears say

Applied Optoelectronics Inc. has revised its guidance for CTV revenues to slightly above $50 million for the fourth quarter of 2025, primarily due to tight capital expenditures from a key customer, Charter, which underscores potential challenges in meeting financial expectations. The company's reliance on a limited number of customers raises significant risks; any downturn in business from these top clients could lead to pronounced negative impacts on revenue and market share performance. Furthermore, a potential shortfall in product demand may expose Applied Optoelectronics to high inventory carrying costs and increased risks of inventory obsolescence, compounding its financial difficulties.

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 Mar 21, 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: 12.21M

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