APPLIED OPTOELECTRONICS INC (AAOI) Forecast, Price Target & Analyst Ratings

NASDAQ:AAOI • US03823U1025

Current stock price

150.6 USD
+17.3 (+12.98%)
At close:
151.99 USD
+1.39 (+0.92%)
After Hours:

Analyst forecast overview

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

Price Target
$85.85
-42.99% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
-$0.05
Revenue Estimate
160.21M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
76.92%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$85.85
Upside
-42.99%
From current price of $150.60 to mean target of $85.85, Based on 13 analyst forecasts
Low
$41.41
Median
$71.40
High
$147.00

Price Target Revisions

1 Month
125.45%
3 Months
125.45%

Price Target Summary

13 Wall Street analysts provided a forecast for the next 12 months for AAOI. The average price target is 85.85 USD. This implies a price decrease of -42.99% is expected in the next year compared to the current price of 150.6.
The average price target has been revised upward by 125.45% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AAOI Current Analyst RatingAAOI Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

AAOI Historical Analyst RatingsAAOI Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8 10

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 should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-09RosenblattMaintains Buy -> Buy
2026-02-27NeedhamMaintains Buy -> Buy
2026-02-27RosenblattMaintains Buy -> Buy
2026-02-27B. Riley SecuritiesUpgrade Sell -> Neutral
2026-02-19RosenblattMaintains Buy -> Buy
2025-12-19RosenblattMaintains Buy -> Buy
2025-12-11NeedhamMaintains Buy -> Buy
2025-12-11RosenblattMaintains Buy -> Buy
2025-11-17Northland Capital MarketsMaintains Outperform -> Outperform
2025-11-10B. Riley SecuritiesDowngrade Neutral -> Sell
2025-08-08B. Riley SecuritiesMaintains Neutral -> Neutral
2025-08-08Raymond JamesMaintains Outperform -> Outperform
2025-07-25NeedhamInitiate Buy
2025-07-08Wolfe ResearchInitiate Peer Perform
2025-06-26RosenblattMaintains Buy -> Buy
2025-05-09Raymond JamesMaintains Outperform -> Outperform
2025-04-22RosenblattMaintains Buy -> Buy
2025-04-14Raymond JamesMaintains Outperform -> Outperform
2025-03-14RosenblattMaintains Buy -> Buy
2025-02-27RosenblattMaintains Buy -> Buy
2025-02-24RosenblattMaintains Buy -> Buy
2024-12-20Raymond JamesMaintains Outperform -> Outperform
2024-12-18Northland Capital MarketsReiterate Outperform -> Outperform
2024-12-13RosenblattMaintains Buy -> Buy
2024-12-10B. Riley SecuritiesDowngrade Neutral -> Sell

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
-$0.05
Revenue Estimate
160.21M
Revenue Q2Q
60.44%
EPS Q2Q
-147.71%
Number of Analysts
9

Next Earnings Revisions

Revenue (1 Month)
0.06%
Revenue (3 Months)
7.48%
EPS (1 Month)
-0.50%
EPS (3 Months)
53.92%

Next Earnings Summary

AAOI is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is -0.05 USD and the consensus revenue estimate is 160.21M USD.
The next earnings revenue estimate has been revised upward by 7.48% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2027

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027
Revenue
YoY % growth
AAOI revenue by date.AAOI revenue by date.
217.646M
-2.31%		249.365M
14.57%		455.715M
82.75%		1.002B
119.87%		2.303B
129.84%
EBITDA
YoY % growth
AAOI ebitda by date.AAOI ebitda by date.
-20.922M
41.56%		-50.259M
-140.22%		-26.906M
46.47%		130.22M
583.98%		361.87M
177.89%
EBIT
YoY % growth
AAOI ebit by date.AAOI ebit by date.
-41.349M
29.92%		-70.908M
-71.49%		-54.602M
23.00%		97.113M
277.86%		489.74M
404.30%
Operating Margin
AAOI operating margin by date.AAOI operating margin by date.
-19.00%-28.44%-11.98%9.69%21.27%
EPS
YoY % growth
AAOI eps by date.AAOI eps by date.
-0.47
53.92%		-0.82
-74.47%		-0.28
65.85%		0.83
397.15%		3.89
366.96%

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 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.05
-147.71%		0.07
146.45%		0.25
373.89%		0.56
5,727.03%		0.62
1,356.33%		0.88
1,079.52%		1.16
372.46%		1.22
116.29%
Revenue
Q2Q % growth		160.21M
60.44%		200.62M
94.87%		257.87M
117.37%		363.01M
170.35%		402.92M
151.49%		518.64M
158.52%		665.76M
158.18%		690.32M
90.17%
EBITDA
Q2Q % growth		31.789M
1,089.69%		19.725M
612.20%		18.021M
1,281.98%		39.182M
141.94%		71.288M
124.25%		83.379M
322.71%		99.786M
453.72%		107.36M
174.00%
EBIT
Q2Q % growth		-4.632M
48.18%		7.664M
147.97%		27.26M
249.89%		66.795M
680.78%		70.018M
1,611.76%		107.56M
1,303.44%		152.86M
460.75%		159.25M
138.42%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AAOI Yearly Revenue VS EstimatesAAOI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 500M 1B 1.5B 2B
AAOI Yearly EPS VS EstimatesAAOI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 0 1 -1 2 3 4

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
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

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 85.85 USD. This implies a price decrease of -42.99% is expected in the next year compared to the current price of 150.6.

Can you provide the upcoming earnings date for APPLIED OPTOELECTRONICS INC?

APPLIED OPTOELECTRONICS INC (AAOI) will report earnings on 2026-04-30.

What are the consensus estimates for AAOI stock 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 160.21M USD.