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AAOI Stock Forecast: Applied Optoelectronics, Inc. Price Predictions for 2026-2027

Last close, 11 Aug 2026
$134
+1.17% on the day

The 6 Wall Street analysts covering Applied Optoelectronics, Inc. hold a median 12-month price target of $178 — +32.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 14 of 100 as at 10 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$11.2B
Ticker Nerd rank
14 / 100
Median analyst target
$178
Analysts covering
6
Total return, dividends reinvested
1W
+2.1%
1M
+12.0%
YTD
+285.5%
1Y
+544.2%
From 52W high
−39.8%
From 52W low
+589.4%
$19
$223
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AAOI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Applied Optoelectronics, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Aug 2026
14 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
84
Growth
79
Revisions
43
Quality
32
Size
15
Accruals
13
Issuance
13
Value
6
Volatility
0

Momentum (84): The shares have been drifting up relative to others.

Volatility (0): The share price moves around a lot.

Wall Street

AAOI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AAOI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$50$100$150$200Oct 25Jan 26Apr 26Jul 26AAOIHigh $220Median $178Low $109

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says6 analysts
3 Buy3 Hold0 Sell
Low $109Median $178High $220

The green dot is the last close — the median target sits +32.5% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
7 Aug 2026NeedhamMaintainsBuy$220 → $190
7 Aug 2026RosenblattMaintainsBuy$220
22 July 2026NeedhamMaintainsBuy$260 → $220
22 July 2026NeedhamMaintainsBuy—
22 June 2026RosenblattMaintainsBuy—
22 June 2026RosenblattMaintainsBuy$220
8 May 2026RosenblattMaintainsBuy—
21 Apr 2026NeedhamMaintainsBuy—
9 Mar 2026RosenblattMaintainsBuy—
27 Feb 2026B. Riley SecuritiesUpgradeNeutral—
27 Feb 2026NeedhamMaintainsBuy—
27 Feb 2026RosenblattMaintainsBuy—
19 Feb 2026RosenblattMaintainsBuy—
19 Dec 2025RosenblattMaintainsBuy—
11 Dec 2025NeedhamMaintainsBuy—
11 Dec 2025RosenblattMaintainsBuy—
17 Nov 2025Northland Capital MarketsMaintainsOutperform—
10 Nov 2025B. Riley SecuritiesDowngradeSell—
8 Aug 2025B. Riley SecuritiesMaintainsNeutral—
8 Aug 2025Raymond JamesMaintainsOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AAOI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

AAOI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−21.6%
Analysts raising
3
Analysts cutting
2
Fundamentals

Applied Optoelectronics, Inc. (AAOI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−210.0×

Cheaper than 99% of US stocks

Price / sales
18.8×

Cheaper than 10% of US stocks

Price / book
6.7×

Cheaper than 16% of US stocks

EV / EBITDA
−343.6×

Cheaper than 98% of US stocks

Growth & margins
Revenue growth (YoY)
86.4%

Higher than 92% of US stocks

Earnings growth (YoY)
86.4%

Higher than 83% of US stocks

Gross margin
27.7%

Higher than 32% of US stocks

Operating margin
−12.9%

Higher than 24% of US stocks

Net margin
−9.6%

Higher than 20% of US stocks

Returns & dividend
Return on equity
−5.4%

Higher than 39% of US stocks

Return on assets
−2.7%

Higher than 35% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AAOI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCommunication Equipment
CompanyMarket capTKN rank
AAOIApplied Optoelectronics, Inc.$11.2B
14
VSATViaSat, Inc.$11.6B
62
VIAVViavi Solutions, Inc.$9.1B
78
ZBRAZebra Technologies Corp.$18.0B
17
ONDSOndas, Inc.$5.3B
47
BDCBelden, Inc.$5.3B
92
ASTSAST Spacemobile, Inc.$26.3B
9

The rank is the raw material. Whether the rules would actually own Applied Optoelectronics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AAOI news & analysis

Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review

Seeking Alpha · 11 Aug 2026neutral

A Seeking Alpha fund portfolio review for Q2 2026 discussed market conditions affecting holdings, noting that the optical industry has seen unprecedented demand driven by massive hyperscaler capital expenditure announcements. The review also covered Bloom Energy's strong performance and Karman's results falling slightly below market expectations.

Why it matters — AAOI watchers would care because the review highlights unprecedented demand in the optical industry tied to large hyperscaler capital expenditure announcements, a backdrop directly relevant to AAOI's business environment.

Best-Performing Leveraged Single-Stock ETFs of Last Week

Zacks Investment Research · 10 Aug 2026positive

Last week, several leveraged single-stock exchange-traded funds delivered outsized gains, driven by strong corporate earnings, a rebound in the technology sector, and easing concerns over further interest-rate hikes, according to Zacks Investment Research.

Why it matters — The reported tech rebound and favorable market conditions that lifted these single-stock ETFs could be relevant context for Applied Optoelectronics, whose shares trade with technology-sector and market-rate sensitivity.

These AI ‘Pick and Shovel' Plays Soared on Friday

Investopedia · 7 Aug 2026positive

Photonics and optics stocks, including Applied Optoelectronics, rose in Friday trading following strong earnings reports and ahead of a potential setback for overseas competition, according to Investopedia.

Why it matters — A AAOI watcher would care because favorable industry momentum and a possible competitive advantage over overseas rivals could support the company's stock performance.

Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?

Zacks Investment Research · 7 Aug 2026neutral

Applied Optoelectronics reported record second-quarter revenues, with surging AI-driven demand supporting growth. However, supply constraints, competition, and valuation concerns cloud the company's outlook.

Why it matters — AAOI watchers would care because the combination of record revenue growth and AI demand is tempered by supply, competitive, and valuation risks that could shape the stock's forward performance.

Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y

Zacks Investment Research · 7 Aug 2026positive

Applied Optoelectronics reported second-quarter earnings that beat analyst estimates, with revenues rising 86.4% year over year. Growth was driven by demand in datacenter and CATV markets, along with rapid expansion of its 800G product line.

Why it matters — The earnings beat and strong revenue growth signal accelerating demand across AAOI's key datacenter and networking segments, which is a key driver of the company's performance outlook.

FAQ

Frequently asked questions about AAOI stock

What is the AAOI stock price forecast for 2026-2027?

The 6 Wall Street analysts covering Applied Optoelectronics, Inc. have a median 12-month price target of $178, with estimates ranging from $109 to $220. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AAOI stock a buy right now?

Of the 6 analysts covering Applied Optoelectronics, Inc., 3 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Optoelectronics, Inc. 14 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AAOI?

As at 10 Aug 2026, Applied Optoelectronics, Inc. ranks 14 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (84 of 100).

Will AAOI stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +32.5% from the last close, and Ticker Nerd's factor model ranks Applied Optoelectronics, Inc. 14 out of 100 as at 10 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AAOI stock forecast for 2030?

No analyst covering Applied Optoelectronics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AAOI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $109 to $220 over the next 12 months.

How has AAOI stock performed over the past year?

Applied Optoelectronics, Inc. returned +544.2% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Applied Optoelectronics, Inc. do?

Applied Optoelectronics, Inc. is a technology company that designs, manufactures, and sells fiber-optic networking products for communication and data connectivity markets.

What is the latest news on AAOI?

The most recent item we track (Seeking Alpha, 11 Aug 2026): "Carillon Eagle Small Cap Growth Fund Q2 2026 Portfolio Review". A Seeking Alpha fund portfolio review for Q2 2026 discussed market conditions affecting holdings, noting that the optical industry has seen unprecedented demand driven by massive hyperscaler capital expenditure announcements. The review also covered Bloom Energy's strong performance and Karman's results falling slightly below market expectations.

Company

About Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. is a technology company that designs, manufactures, and sells fiber-optic networking products for communication and data connectivity markets. The company focuses on optical modules, lasers, laser components, optical filters, subassemblies, transmitters, transceivers, amplifiers, and turnkey equipment used to enable high-speed data transmission over fiber networks. Its solutions serve internet data center operators, cable television providers, telecom equipment manufacturers, fiber-to-the-home deployments, and internet service providers, addressing demand for bandwidth-intensive applications and reliable network infrastructure. Applied Optoelectronics, Inc. operates across the United States, Taiwan, and China, using both direct and indirect sales channels to reach large enterprise and service provider customers. Founded in 1997 and headquartered in Sugar Land, Texas, the company plays a specialized role in the semiconductor and optical communications ecosystem by providing vertically integrated optical components and systems that support modern broadband, cloud computing, and content delivery networks.

CEO Dr. Chih-Hsiang Lin Ph.D. · 4,691 employees · United States · https://www.ao-inc.com