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AAOI
Volume: 3.04M
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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 revenue growth, particularly in the CATV segment, which reported a remarkable 149% sequential increase and 316% year-over-year growth, driven by strong demand for quantum bandwidth networking products. The company's overall revenue is forecasted to increase from $65 million in the third quarter of 2024 to a projected $100 million in the fourth quarter, reflecting a 66% year-over-year increase and supported by substantial gains in sales to Charter. Additionally, the momentum in 400G products, which saw a 40% year-over-year and 70% quarter-over-quarter growth, highlights the company's ongoing innovation and adaptability within the rapidly evolving fiber-optic networking market.

Bears say

Applied Optoelectronics' revenue from 100G products showed a minor decline of 2% quarter-over-quarter, indicating potential challenges as management anticipates a gradual downturn in this segment in favor of 400G, 800G, and 1.6T products ramping up in the latter half of FY26. The company's performance in the 200G/400G segment exhibited a 28% growth quarter-over-quarter but with a significant 12% decline year-over-year, raising concerns about its ability to maintain revenue momentum amidst changing market dynamics. Additionally, operational inefficiencies, such as increased costs associated with supporting customer demands for CTV products and delays in product qualification and capacity expansion, further complicate the outlook and highlight risks related to demand and market share.

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 23, 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 $20.62, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $20.62, 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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