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Applied Optoelectronics (AAOI): analyst forecast and price target
Analyst consensus
Moderate Buy3 Buy2 Hold0 Sell
Ratings of 5 analysts in the last 3 months · top analysts only12-month forecast
Based on 5 price targets given in the last 3 months, the average target is $160, the highest $220, the lowest $92.00. The average is +111.7% from the last price of $75.57.
Analyst ratings 5
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $91.00 → $89.00−2.2% | Hold | +17.8% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $88.00 → $85.00−3.4% | Hold | +12.5% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $87.00 → $85.00−2.3% | Hold | +12.5% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $85.00 → $83.00−2.4% | Hold | +9.8% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $90.00 → $87.00−3.3% | Hold | +15.1% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $88.00 → $85.00−3.4% | Hold | +12.5% | Reiterated | 17.10.26on TipRanks Oct 16 21:05 | — | |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $104 → $91.00−12.5% | Hold | +20.4% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $100 → $88.00−12.0% | Hold | +16.4% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $99.00 → $87.00−12.1% | Hold | +15.1% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $97.00 → $85.00−12.4% | Hold | +12.5% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $102 → $90.00−11.8% | Hold | +19.1% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $99.00 → $88.00−11.1% | Hold | +16.4% | Reiterated | 15.10.26on TipRanks 16:05 | — | |
| Dave Kang★★★★★★★★★★#85 · hits 65% · avg +28.3% | B. Riley Securities | $109 → $92.00−15.6% | Hold | +21.7% | Reiterated | 15.10.26on TipRanks 08:45 | −3.2%next day −8.6% | ↗ |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $112 → $104−7.1% | Hold | +37.6% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $108 → $100−7.4% | Hold | +32.3% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $107 → $99.00−7.5% | Hold | +31.0% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $105 → $97.00−7.6% | Hold | +28.4% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $110 → $102−7.3% | Hold | +35.0% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $107 → $99.00−7.5% | Hold | +31.0% | Reiterated | 14.10.26on TipRanks 06:05 | — | |
| Michael Genovese★★★★★★★★★★#138 · hits 53% · avg +34.9% | Rosenblatt Securities | $220 | Buy | +191.1% | Reiterated | 19.08.26on TipRanks 07:10 | −7.2%next day +6.5% · 5 days −6.5% | ↗ |
| Simon Leopold★★★★★★★★★★#128 · hits 59% · avg +27.9% | Raymond James | $151 → $178+17.9% | Buy | +135.5% | Reiterated | 11.08.26on TipRanks 09:10 | +1.5%next day +2.5% · 5 days −1.8% | ↗ |
| Tim Savageaux★★★★★★★★★★#59 · hits 58% · avg +39.8% | Northland Securities | $57.50 → $120+108.7% | Hold | +58.8% | Reiterated | 07.08.26on TipRanks 09:30 | +8.6%next day −2.1% · 5 days +10.4% | ↗ |
| Ryan Koontz★★★★★★★★★★#253 · hits 47% · avg +30.0% | Needham | $190 | Buy | +151.4% | Reiterated | 07.08.26on TipRanks 06:30 | +8.6%next day −2.1% · 5 days +10.4% | ↗ |
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Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst
Best analysts covering Applied Optoelectronics
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 2 | 2 | 2 |
| Buy | 6 | 5 | 4 | 4 | 3 | 3 |
| Hold | 2 | 2 | 3 | 3 | 3 | 3 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 05.11.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.14 (from $0.10 to $0.19). Last quarter: $0.06.
Sales
Next quarter’s sales estimate — $268M (from $261M to $275M). Last quarter: $192M.
Best top-analyst consensus in the sector · Technology
About Applied Optoelectronics
- CEO: Chih-Hsiang Lin
- Employees: 4,691
- 13139 Jess Pirtle Boulevard, Sugar Land, TX, 77478, US
- www.ao-inc.com
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment. AAOI caters to a varied clientele, including internet data center operators, manufacturers of cable television and telecommunications equipment, and internet service providers, utilizing both direct and partner-based sales channels. Founded in 1997, Applied Optoelectronics, Inc. is headquartered in Sugar Land, Texas.
Data from the stock’s TipRanks forecast page, read 30 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗