AAOITechnology · Communication EquipmentThe 6 Wall Street analysts covering Applied Optoelectronics, Inc. hold a median 12-month price target of $178 — +132.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 14 of 100 as at 20 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (79): Sales and profits are climbing, and climbing faster than before.
Volatility (1): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AAOI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +132.0% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | B. Riley Securities | Maintains | Neutral | $109 → $92 |
| 7 Aug 2026 | Needham | Maintains | Buy | $220 → $190 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | $220 |
| 7 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 22 July 2026 | Needham | Maintains | Buy | $260 → $220 |
| 22 July 2026 | Needham | Maintains | Buy | — |
| 22 June 2026 | Rosenblatt | Maintains | Buy | $220 |
| 22 June 2026 | Rosenblatt | Maintains | Buy | — |
| 8 May 2026 | Rosenblatt | Maintains | Buy | — |
| 21 Apr 2026 | Needham | Maintains | Buy | — |
| 9 Mar 2026 | Rosenblatt | Maintains | Buy | — |
| 27 Feb 2026 | B. Riley Securities | Upgrade | Neutral | — |
| 27 Feb 2026 | Needham | Maintains | Buy | — |
| 27 Feb 2026 | Rosenblatt | Maintains | Buy | — |
| 19 Feb 2026 | Rosenblatt | Maintains | Buy | — |
| 19 Dec 2025 | Rosenblatt | Maintains | Buy | — |
| 11 Dec 2025 | Needham | Maintains | Buy | — |
| 11 Dec 2025 | Rosenblatt | Maintains | Buy | — |
| 17 Nov 2025 | Northland Capital Markets | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AAOI is one of 17 companies in AI networking and servers, the part the free map shows in full.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 20 Oct 2026, Applied Optoelectronics, Inc. returned +124.8% against +15.8% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 99% of US stocks
Cheaper than 13% of US stocks
Cheaper than 24% of US stocks
Cheaper than 97% of US stocks
Higher than 91% of US stocks
Higher than 82% of US stocks
Higher than 31% of US stocks
Higher than 23% of US stocks
Higher than 20% of US stocks
Higher than 39% of US stocks
Higher than 35% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Applied Optoelectronics, Inc. has a market value of $6.5B and an enterprise value of $6.3B.
Revenue in the twelve months to 30 June 2026: $596.0M. The latest quarter grew 86.4% year on year.
Net income over the same four quarters: −$57.0M, a −9.6% net margin.
Diluted earnings per share, trailing twelve months: $−0.78.
Free cash flow in the twelve months to 30 June 2026: −$601.3M.
Trailing P/E: −119.9×; forward P/E: 16.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Applied Optoelectronics, Inc. employs 4,691 people — $127K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
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 →
Applied Optoelectronics’ stock fell 50% over six months even as revenue set records. Two analysts see the stock nearly tripling, with the outlook hinging on an upcoming shipment window.
Why it matters — AAOI watchers may weigh the analysts’ optimism against the stock’s decline and the importance of the upcoming shipment window.
Applied Optoelectronics shares rose 5% to $79.01 on Monday as optics stocks advanced ahead of upcoming earnings reports. Lumentum gained 4% and Coherent rose 2%.
Why it matters — AAOI watchers may note that the stock rose alongside other optics companies ahead of their upcoming earnings reports.
Applied Optoelectronics shares fell more than 23% this week amid broader concerns about slowing AI infrastructure spending. Fears that major technology companies face capital constraints are affecting optical networking component suppliers across the industry.
Why it matters — The concerns extend across optical networking suppliers, putting AAOI in focus as investors assess potential effects of constrained technology-company spending.
Applied Optoelectronics said it will release third-quarter 2026 financial results on November 5, 2026. The company will hold a conference call and webcast at 4:30 p.m. to discuss the results and its fourth-quarter 2026 outlook.
Why it matters — AAOI watchers can note the scheduled date and time for the company’s results discussion and fourth-quarter outlook.
Optical suppliers tied to AI data-center expansion extended their slide as money shifted into defensive sectors. Applied Optoelectronics shares fell 6% to $80.97 in early trading, leading the group lower.
Why it matters — AAOI watchers may note the stock's decline amid weakness across optical suppliers linked to AI data-center investment.
The 6 Wall Street analysts covering Applied Optoelectronics, Inc. have a median 12-month price target of $178, with estimates ranging from $92 to $220. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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 20 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 20 Oct 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 Growth (79 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +132.0% from the last close, and Ticker Nerd's factor model ranks Applied Optoelectronics, Inc. 14 out of 100 as at 20 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $92 to $220 over the next 12 months.
Applied Optoelectronics, Inc. returned +124.8% over the 12 months to 20 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Applied Optoelectronics Inc. is a communications equipment company that designs, manufactures, and sells fiber-optic networking products for data centers, cable television broadband, telecommunications, and fiber-to-the-home networks.
The most recent item we track (24/7 Wall Street, 21 Oct 2026): "Applied Optoelectronics Cratered 50% Over 6 Months: It's Going to Triple According to 2 Wall Street Pros". Applied Optoelectronics’ stock fell 50% over six months even as revenue set records. Two analysts see the stock nearly tripling, with the outlook hinging on an upcoming shipment window.
Applied Optoelectronics Inc. is a communications equipment company that designs, manufactures, and sells fiber-optic networking products for data centers, cable television broadband, telecommunications, and fiber-to-the-home networks. Applied Optoelectronics Inc.’s portfolio spans optical modules, lasers, photodiodes, transceivers, subassemblies, and related turn-key equipment used to move high-speed data across fiber-based networks. The company also provides hybrid fiber coaxial and broadband access products that support network operators and service providers in delivering reliable connectivity. Its products serve cloud and internet data center operators, cable and telecom equipment makers, and broadband infrastructure customers across multiple regions. Headquartered in Sugar Land, Texas, and incorporated in 1997, Applied Optoelectronics Inc. plays a specialized role in the global optical communications market by supplying hardware that underpins modern digital infrastructure.
CEO Dr. Chih-Hsiang Lin Ph.D. · 4,691 employees · United States · https://www.ao-inc.com
