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

Last close, 14 Aug 2026
$150
+15.53% on the day

The 6 Wall Street analysts covering Applied Optoelectronics, Inc. hold a median 12-month price target of $178 — +18.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 15 of 100 as at 15 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
$12.7B
Ticker Nerd rank
15 / 100
Median analyst target
$178
Analysts covering
6
Total return, dividends reinvested
1W
+10.8%
1M
+19.8%
YTD
+331.1%
1Y
+615.3%
From 52W high
−32.6%
From 52W low
+671.1%
$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 15 Aug 2026
15 / 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
85
Growth
78
Revisions
47
Quality
32
Size
14
Issuance
12
Accruals
12
Value
8
Volatility
3

Momentum (85): The shares have been drifting up relative to others.

Volatility (3): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

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 +18.4% 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
−234.8×

Cheaper than 99% of US stocks

Price / sales
21.3×

Cheaper than 9% of US stocks

Price / book
7.6×

Cheaper than 14% of US stocks

EV / EBITDA
−389.6×

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 82% of US stocks

Gross margin
27.7%

Higher than 32% of US stocks

Operating margin
−12.9%

Higher than 23% 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.$12.7B
15
VSATViaSat, Inc.$11.3B
62
VIAVViavi Solutions, Inc.$10.7B
67
ZBRAZebra Technologies Corp.$17.9B
76
ASTSAST Spacemobile, Inc.$27.1B
6
BDCBelden, Inc.$5.3B
91
ONDSOndas, Inc.$5.3B
31

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 →

News

Latest AAOI news & analysis

The Optical Shift: Why AAOI is Built for the AI Boom

Zacks Investment Research · 14 Aug 2026positive

Zacks Investment Research reports that as traditional copper infrastructure shifts to high-speed optical transceivers, Applied Optoelectronics' vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.

Why it matters — The article highlights several of AAOI's structural strengths—vertical integration, margin expansion, and long-term contracts—that could support its ability to benefit from AI-driven demand for optical technology.

AAOI Rides on Datacenter & CATV Growth: Can It Beat LITE and COHR?

Zacks Investment Research · 14 Aug 2026positive

Zacks reports that Applied Optoelectronics is gaining momentum through growth in its datacenter and CATV segments, along with manufacturing expansion and product innovation. The piece frames these developments as positioning AAOI against competitors LITE and COHR.

Why it matters — AAOI watchers would care because the item highlights how the company's datacenter and CATV segment growth, manufacturing expansion, and innovation are shaping its competitive position against LITE and COHR.

Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week

24/7 Wall Street · 14 Aug 2026positive

The article reports that optics stocks, including Applied Optoelectronics, are climbing through Friday's midday session, with the character of the move being highlighted as significant.

Why it matters — A AAOI watcher would care because the stock is participating in a broad optics-sector rally that could influence investor attention on the company.

Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally

24/7 Wall Street · 12 Aug 2026positive

Lumentum Holdings shares surged 14% to $932 on Wednesday afternoon following a strong fiscal Q4 report. The headline notes the news sparked a broad optics rally that lifted Nokia, Celestica, and Applied Optoelectronics shares as well.

Why it matters — Applied Optoelectronics is part of the broader optics sector that rallied in response to Lumentum's results, which is directly relevant to AAOI watchers tracking momentum in the industry.

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.

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. 15 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AAOI?

As at 15 Aug 2026, Applied Optoelectronics, Inc. ranks 15 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 (85 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 +18.4% from the last close, and Ticker Nerd's factor model ranks Applied Optoelectronics, Inc. 15 out of 100 as at 15 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 +615.3% over the 12 months to 14 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 (Zacks Investment Research, 14 Aug 2026): "The Optical Shift: Why AAOI is Built for the AI Boom". Zacks Investment Research reports that as traditional copper infrastructure shifts to high-speed optical transceivers, Applied Optoelectronics' vertical integration, expanding profit margins, and multi-year deals position it to capitalize on the AI boom.

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