Skip to main
AAOI
AAOI logo

Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

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

Bulls say

Applied Optoelectronics, Inc. is poised for substantial revenue growth driven by increased confidence in its Data Center products, particularly as it aligns with hyperscaler demands and expands its production capacity in Texas. The transition to DOCSIS 4.0 in the CATV sector is expected to further enhance revenues and gross margins, bolstered by the company's proprietary manufacturing automation technology that differentiates it from competitors. Additionally, the increasing capacity for critical products like 800G transceivers and the anticipated growth in customer relationships, particularly with Amazon, indicates a promising trajectory for cash flow and operational stability moving forward.

Bears say

The negative outlook on Applied Optoelectronics Inc. stems from potential lower demand for its fiber-optic networking products and the risk of losing market share, which could lead to underperformance relative to expectations. The company faces challenges from significant working capital tied up in inventory, leading to high carrying costs and the potential for increased inventory obsolescence, which could adversely impact gross profits and earnings. Additionally, external factors such as currency fluctuations and export controls, along with the slower-than-anticipated secular growth opportunities in the AI Data Centers market, may further hinder the company's financial performance.

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, 0% suggest Holding, 0% advise Selling, and 20% 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.

Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy

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 Dec 17, 2025. 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 $33.60, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $33.60, 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)


Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy
Disclaimer: Any investment listed here, which may be available on the Public platform, is intended to be used for informational purposes only, should not be the sole basis for making an investment decision, and is not a recommendation or advice.