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AAOI Stock Forecast 2026-2027
$133.30
Current Price
$10.35B
Market Cap
Buy 3
Hold 3
Sell 0
Wall St Analyst Ratings
Distance to AAOI Price Targets
+5.0%
To High Target of $140.00
-45.6%
To Median Target of $72.50
-59.5%
To Low Target of $54.00
AAOI Price Momentum
+28.3%
1 Week Change
+10.6%
1 Month Change
+1,037.4%
1 Year Change
+282.4%
Year-to-Date Change
-8.1%
From 52W High of $145.10
+1,272.7%
From 52W Low of $9.71
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Latest AAOI Stock Price Targets & Analyst Predictions
Based on our analysis of 13 Wall Street analysts, AAOI has a neutral consensus with a median price target of $72.50 (ranging from $54.00 to $140.00). The overall analyst rating is Buy (7.3/10). Currently trading at $133.30, the median forecast implies a -45.6% downside. This outlook is supported by 3 Buy, 3 Hold, and 0 Sell ratings.
The most optimistic forecast comes from Mike Genovese at Rosenblatt, projecting a 5.0% upside. Conversely, the most conservative target is provided by David Kang at B. Riley Securities, suggesting a 59.5% downside.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
AAOI Analyst Ratings
3
Buy
3
Hold
0
Sell
AAOI Price Target Range
Low
$54.00
Average
$72.50
High
$140.00
Current: $133.30
Latest AAOI Stock Forecasts by Analyst
These are the latest 20 analyst ratings and price targets for AAOI.
| Date | Firm | Analyst | Rating | Change | Price Target |
|---|---|---|---|---|---|
| Mar 9, 2026 | Rosenblatt | Mike Genovese | Buy | Maintains | $140.00 |
| Feb 27, 2026 | Needham | Ryan Koontz | Buy | Maintains | $80.00 |
| Feb 27, 2026 | B. Riley Securities | David Kang | Neutral | Upgrade | $54.00 |
| Feb 27, 2026 | Rosenblatt | Mike Genovese | Buy | Maintains | $125.00 |
| Feb 19, 2026 | Rosenblatt | Mike Genovese | Buy | Maintains | $50.00 |
| Dec 19, 2025 | Rosenblatt | Mike Genovese | Buy | Maintains | $50.00 |
| Dec 11, 2025 | Rosenblatt | Mike Genovese | Buy | Maintains | $50.00 |
| Dec 11, 2025 | Needham | Ryan Koontz | Buy | Maintains | $43.00 |
| Nov 17, 2025 | Northland Capital Markets | Tim Savageaux | Outperform | Maintains | $35.00 |
| Nov 10, 2025 | B. Riley Securities | David Kang | Sell | Downgrade | $15.00 |
| Aug 8, 2025 | B. Riley Securities | David Kang | Neutral | Maintains | $15.00 |
| Aug 8, 2025 | Raymond James | Simon Leopold | Outperform | Maintains | $25.00 |
| Jul 25, 2025 | Needham | Ryan Koontz | Buy | Initiates | $32.00 |
| Jul 8, 2025 | Wolfe Research | George Notter | Peer Perform | Initiates | $N/A |
| Jun 26, 2025 | Rosenblatt | Mike Genovese | Buy | Maintains | $34.00 |
| May 9, 2025 | Raymond James | Simon Leopold | Outperform | Maintains | $18.00 |
| Apr 22, 2025 | Rosenblatt | Mike Genovese | Buy | Maintains | $30.00 |
| Apr 14, 2025 | Raymond James | Simon Leopold | Outperform | Maintains | $20.00 |
| Mar 14, 2025 | Rosenblatt | Mike Genovese | Buy | Maintains | $36.00 |
| Mar 7, 2025 | B. Riley Securities | Neutral | Upgrade | $N/A |
Applied Optoelectronics, Inc. (AAOI) Competitors
The following stocks are similar to AAOI based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.
Applied Optoelectronics, Inc. (AAOI) Financial Data
Applied Optoelectronics, Inc. has a market capitalization of $10.35B with a P/E ratio of -208.3x. The company generates $455.72M in trailing twelve-month revenue with a -8.4% profit margin.
Revenue growth is +33.9% quarter-over-quarter, while maintaining an operating margin of -8.6% and return on equity of -7.9%.
Valuation Metrics
Market Cap
$10.35B
Enterprise Value
$10.02B
P/E Ratio
-208.3x
PEG Ratio
2.1x
Price/Sales
22.6x
Growth & Margins
Revenue Growth (YoY)
+33.9%
Gross Margin
+31.2%
Operating Margin
-8.6%
Net Margin
-8.4%
EPS Growth
+33.9%
Financial Health
Cash/Price Ratio
+2.1%
Current Ratio
2.6x
Debt/Equity
33.8x
ROE
-7.9%
ROA
-4.0%
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Applied Optoelectronics, Inc. (AAOI) Business Model
About Applied Optoelectronics, Inc.
What They Do
Provides advanced fiber-optic networking products.
Business Model
The company designs, manufactures, and sells a range of fiber-optic networking products, focusing on high-speed optical transceivers and related equipment. It generates revenue through direct and indirect sales to internet data center operators, telecom equipment manufacturers, and service providers, catering to the growing demand for high-bandwidth and AI data center solutions.
Additional Information
Founded in 1997 and based in Sugar Land, Texas, the company operates within the electronic technology and semiconductors sector, supporting critical infrastructure for hyperscale AI growth and high-bandwidth networks. Its innovative QuantumLink software further enhances network operations with AI capabilities.
Company Information
Sector
Technology
Industry
Communication Equipment
Employees
3,309
CEO
Dr. Chih-Hsiang Lin Ph.D.
Country
United States
IPO Year
2013
Website
www.ao-inc.comApplied Optoelectronics, Inc. (AAOI) Latest News & Analysis
Featured Analysis
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Realtime BLOG
Latest News
Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst
1 day ago
Quick Summary
Applied Optoelectronics (NASDAQ: AAOI) has experienced significant growth, with its stock rising 894.91% in the past year.
Why It Matters
Applied Optoelectronics' 894.91% rise signals strong market interest and potential for continued growth, attracting investors seeking high-return opportunities in technology stocks.
Source: 24/7 Wall Street
Market Sentiment:
Positive
Applied Optoelectronics stock has surged 237% this year, but analyst sees room to run to $140
22 hours ago
Quick Summary
Rosenblatt Securities raised Applied Optoelectronics' price target to $140 after the company announced a $200 million transceiver order, attracting renewed interest from Wall Street.
Why It Matters
Rosenblatt's price target increase signals positive market sentiment and potential revenue growth for Applied Optoelectronics, boosting investor confidence following the significant order announcement.
Source: 24/7 Wall Street
Market Sentiment:
Positive
Quick Summary
Applied Optoelectronics (NASDAQ:AAOI) has increased 1,140% in the past year, rising from $10.70 to $132.70.
Why It Matters
Applied Optoelectronics' 1,140% rise indicates strong market confidence, potential growth opportunities, and may attract more investment interest, impacting stock volatility and valuation.
Source: 24/7 Wall Street
Market Sentiment:
Neutral
Quick Summary
AI infrastructure stocks AAOI, SNDK, and NBIS are demonstrating resilience despite a downturn in the broader market.
Why It Matters
Resilient AI infrastructure stocks signal sector strength, potentially attracting investment and indicating growth opportunities despite broader market volatility.
Source: Zacks Investment Research
Market Sentiment:
Negative
Quick Summary
Nvidia's $6B investment emphasizes optical connectivity, benefiting firms like Marvell, Lumentum, Coherent, Ciena, and Applied Optoelectronics. Marvell expects 35% revenue growth by FY28.
Why It Matters
Nvidia's investments signal growth in optical connectivity, boosting stocks of Marvell, Lumentum, Coherent, Ciena, and Applied Optoelectronics, indicating strong future revenue potential.
Source: Seeking Alpha
Market Sentiment:
Positive
Quick Summary
Applied Optoelectronics Inc (NASDAQ:AAOI) received a significant Power Inflow alert, indicating increased order flow that may attract trader interest.
Why It Matters
The Power Inflow alert for Applied Optoelectronics signals increased buying interest, suggesting potential price appreciation and stronger market sentiment, influencing trading strategies.
Source: Benzinga
Market Sentiment:
Positive
Frequently Asked Questions About AAOI Stock
What is Applied Optoelectronics, Inc.'s (AAOI) stock forecast for 2026?
Based on our analysis of 13 Wall Street analysts, Applied Optoelectronics, Inc. (AAOI) has a median price target of $72.50. The highest price target is $140.00 and the lowest is $54.00.
Is AAOI stock a good investment in 2026?
According to current analyst ratings, AAOI has 3 Buy ratings, 3 Hold ratings, and 0 Sell ratings. The stock is currently trading at $133.30. Always conduct your own research and consider your investment goals before making investment decisions.
What is the long-term price prediction for AAOI stock?
Wall Street analysts predict AAOI stock could reach $72.50 in the next 12 months. This represents a -45.6% decrease from the current price of $133.30. Please note that this is a projection by Wall Street analysts and not a guarantee.
What is Applied Optoelectronics, Inc.'s business model?
The company designs, manufactures, and sells a range of fiber-optic networking products, focusing on high-speed optical transceivers and related equipment. It generates revenue through direct and indirect sales to internet data center operators, telecom equipment manufacturers, and service providers, catering to the growing demand for high-bandwidth and AI data center solutions.
What is the highest forecasted price for AAOI Applied Optoelectronics, Inc.?
The highest price target for AAOI is $140.00 from Mike Genovese at Rosenblatt, which represents a 5.0% increase from the current price of $133.30.
What is the lowest forecasted price for AAOI Applied Optoelectronics, Inc.?
The lowest price target for AAOI is $54.00 from David Kang at B. Riley Securities, which represents a -59.5% decrease from the current price of $133.30.
What is the overall AAOI consensus from analysts for Applied Optoelectronics, Inc.?
The overall analyst consensus for AAOI is neutral. Out of 13 Wall Street analysts, 3 rate it as Buy, 3 as Hold, and 0 as Sell, with a median price target of $72.50.
How accurate are AAOI stock price projections?
Stock price projections, including those for Applied Optoelectronics, Inc., are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
Important Disclaimer
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.
Last updated: April 10, 2026 2:57 AM UTC