APPLIED OPTOELECTRONICS INC (AAOI) Forecast, Price Target & Analyst Ratings
NASDAQ:AAOI • US03823U1025
95.58 USD
-5.56 (-5.5%)
At close: Mar 6, 2026
99 USD
+3.42 (+3.58%)
Pre-Market: 3/9/2026, 5:37:19 AM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for APPLIED OPTOELECTRONICS INC (AAOI).
Forecast Snapshot
Consensus Price Target
$38.08
-60.16% Downside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate-$0.05
Revenue Estimate160.12M
ChartMill Buy Consensus
76.92%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$38.08
Upside
-60.16%
From current price of $95.58 to mean target of $38.08, Based on 13 analyst forecasts
Low
$15.15
Median
$42.84
High
$52.50
Price Target Revisions
1 Month
0.00%
3 Months
15.46%
Price Target Summary
13 analysts have analysed AAOI and the average price target is 38.08 USD. This implies a price decrease of -60.16% is expected in the next year compared to the current price of 95.58.
The average price target has been revised upward by 15.46% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
76.92%
AAOI was analyzed by 13 analysts. The buy percentage consensus is at 77. So analysts seem to be have mildly positive about AAOI.
In the previous month the buy percentage consensus was at a similar level.
AAOI was analyzed by 13 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-27 | Needham | Maintains | Buy -> Buy |
| 2026-02-27 | Rosenblatt | Maintains | Buy -> Buy |
| 2026-02-27 | B. Riley Securities | Upgrade | Sell -> Neutral |
| 2026-02-19 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-12-19 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-12-11 | Needham | Maintains | Buy -> Buy |
| 2025-12-11 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-11-17 | Northland Capital Markets | Maintains | Outperform -> Outperform |
| 2025-11-10 | B. Riley Securities | Downgrade | Neutral -> Sell |
| 2025-08-08 | B. Riley Securities | Maintains | Neutral -> Neutral |
| 2025-08-08 | Raymond James | Maintains | Outperform -> Outperform |
| 2025-07-25 | Needham | Initiate | Buy |
| 2025-07-08 | Wolfe Research | Initiate | Peer Perform |
| 2025-06-26 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-05-09 | Raymond James | Maintains | Outperform -> Outperform |
| 2025-04-22 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-04-14 | Raymond James | Maintains | Outperform -> Outperform |
| 2025-03-14 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-02-27 | Rosenblatt | Maintains | Buy -> Buy |
| 2025-02-24 | Rosenblatt | Maintains | Buy -> Buy |
| 2024-12-20 | Raymond James | Maintains | Outperform -> Outperform |
| 2024-12-18 | Northland Capital Markets | Reiterate | Outperform -> Outperform |
| 2024-12-13 | Rosenblatt | Maintains | Buy -> Buy |
| 2024-12-10 | B. Riley Securities | Downgrade | Neutral -> Sell |
| 2024-11-08 | Rosenblatt | Maintains | Buy -> Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate-$0.05
Revenue Estimate160.12M
Revenue Q2Q60.35%
EPS Q2Q-165.20%
Number of Analysts7
Next Earnings Revisions
Revenue (1 Month)
0.00%
Revenue (3 Months)
0.00%
EPS (1 Month)
0.00%
EPS (3 Months)
0.00%
Next Earnings Summary
AAOI is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is -0.05 USD and the consensus revenue estimate is 160.12M USD.
The next earnings revenue estimate has been revised downward by 0% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 222.8M 5.29% | 217.646M -2.31% | 249.365M 14.57% | 463.48M 85.86% | 1.004B 116.62% | 2.278B 126.89% | |
| EBITDA YoY % growth | -35.8M -13.90% | -20.922M 41.56% | -50.259M -140.22% | 16.881M 133.59% | 130.64M 673.89% | 361.87M 177.00% | |
| EBIT YoY % growth | -59M -3.87% | -41.349M 29.92% | -70.908M -71.49% | -34.883M 50.81% | 63.206M 281.19% | 152.59M 141.42% | |
| Operating Margin | -26.48% | -19.00% | -28.44% | -7.53% | 6.30% | 6.70% | |
| EPS YoY % growth | -1.02 -34.21% | -0.47 53.92% | -0.82 -74.47% | -0.38 65.85% | 0.94 437.33% | 4.29 353.94% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | |
|---|---|---|---|---|---|---|
| EPS Q2Q % growth | -0.05 -165.20% | 0.09 154.83% | 0.19 306.72% | 0.30 3,092.68% | 0.84 1,676.92% | 0.90 923.26% |
| Revenue Q2Q % growth | 160.12M 60.35% | 200.62M 94.87% | 205.59M 73.30% | 229.36M 70.81% | 483.58M 202.01% | 493.17M 145.82% |
| EBITDA Q2Q % growth | 41.459M 1,390.75% | 21.676M 662.87% | 9.384M 619.63% | 14.739M -30.02% | N/A | N/A |
| EBIT Q2Q % growth | -4.632M 48.18% | 7.664M 147.97% | 15.747M 186.58% | 35.156M 515.60% | 62.832M 1,456.60% | 68.544M 794.36% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
N/A
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
N/A
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
109.26%
EBIT Next 5 Year
N/A
APPLIED OPTOELECTRONICS INC / AAOI Forecast FAQ
What do analysts expect the price target to be for APPLIED OPTOELECTRONICS INC (AAOI)?
13 analysts have analysed AAOI and the average price target is 38.08 USD. This implies a price decrease of -60.16% is expected in the next year compared to the current price of 95.58.
What is the next earnings date for AAOI stock?
APPLIED OPTOELECTRONICS INC (AAOI) will report earnings on 2026-05-06.
Can you provide the consensus estimates for APPLIED OPTOELECTRONICS INC next earnings?
The consensus EPS estimate for the next earnings of APPLIED OPTOELECTRONICS INC (AAOI) is -0.05 USD and the consensus revenue estimate is 160.12M USD.
What is the consensus rating for AAOI stock?
The consensus rating for APPLIED OPTOELECTRONICS INC (AAOI) is 76.9231 / 100 . This indicates that analysts generally have a positive outlook on the stock.