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AAOI
Volume: 12.73M

Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

Based on 5 analyst ratings
Buy
Strong Buy 40%
Buy 40%
Hold 20%
Sell 0%
Strong Sell 0%

Bulls say

Applied Optoelectronics is experiencing growth in all of its end-markets and is well-positioned for future success due to its vertical integration and strong relationships with key customers, such as Amazon and Microsoft. The company's recent 1Q26 sales, including $5mn for 800G, and its expected qualification with Oracle demonstrate its forward momentum and minimization of risk in this high priority project. Additionally, with raised revenue guidance for 2026 and projected sequential revenue growth of 60% to 80% in 3Q26, 4Q26, and 1Q27, the company is on a strong growth trajectory.

Bears say

Applied Optoelectronics is facing challenges in maintaining gross margins due to changing product mix and increasing capital expenditures, resulting in higher fixed costs. Additionally, the company's reliance on a few major customers and exposure to foreign currency fluctuations pose risks to their financial performance. Despite promising growth opportunities in 400G and 800G products, uncertainties surrounding demand and market share could impact the company's potential for long-term profitability.

Applied Optoelectronics (AAOI) has been analyzed by 5 analysts, with a consensus rating of Buy. 40% of analysts recommend a Strong Buy, 40% recommend Buy, 20% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Applied Optoelectronics and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Applied Optoelectronics (AAOI) Forecast

Analysts have given Applied Optoelectronics (AAOI) a Buy based on their latest research and market trends.

According to 5 analysts, Applied Optoelectronics (AAOI) has a Buy consensus rating as of Jun 3, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $82.80, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $82.80, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Applied Optoelectronics (AAOI)

Volume: 12.73M

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