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AAOI
Volume: 5.89M
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Applied Optoelectronics (AAOI) Stock Forecast & Price Target

Applied Optoelectronics (AAOI) Analyst Ratings

Based on 12 analyst ratings
Hold
Strong Buy 25%
Buy 25%
Hold 17%
Sell 8%
Strong Sell 25%

Bulls say

Applied Optoelectronics Inc. has demonstrated a robust growth trajectory, with CATV revenue experiencing a remarkable 149% sequential increase and 316% year-over-year growth, largely driven by a significant order from Charter and increased demand for quantum bandwidth networking products. The company anticipates continued revenue growth, with projected quarterly revenues rising from $65 million in 3Q24 to $100 million in 4Q24, reflecting a 66% year-over-year increase and showcasing strong performance within the CTV segment. Furthermore, Applied Optoelectronics has effectively managed to improve its gross margins, particularly in CTV sales, while benefiting from strategic relationships with key customers such as Amazon, enhancing its position in the competitive landscape.

Bears say

Applied Optoelectronics Inc. has reported a concerning trend in its 100G revenue, which, despite a year-over-year increase of 8%, saw a 2% decline quarter-over-quarter, indicating potential weakness in future demand as the transition to higher-capacity products is anticipated. Additionally, the company's gross margins from its second-half 2024 CTV product sales were negatively affected by unanticipated extra costs incurred to support customers, signaling operational inefficiencies. Furthermore, while 200G/400G revenue experienced a quarter-over-quarter growth of 28%, the year-over-year decline of 12% alongside missed expectations for product qualification and capacity expansion raises further concerns regarding Applied Optoelectronics's ability to capture market share moving forward.

Applied Optoelectronics (AAOI) has been analyzed by 12 analysts, with a consensus rating of Hold. 25% of analysts recommend a Strong Buy, 25% recommend Buy, 17% suggest Holding, 8% advise Selling, and 25% 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 Hold based on their latest research and market trends.

According to 12 analysts, Applied Optoelectronics (AAOI) has a Hold consensus rating as of Aug 2, 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 $22.54, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $22.54, 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)

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