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AAOI
Volume: 5.87M
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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 25%
Sell 8%
Strong Sell 17%

Bulls say

Applied Optoelectronics Inc. has demonstrated impressive growth in its CATV segment, reporting a 149% sequential increase and a staggering 316% year-over-year growth, driven by strong demand for its quantum bandwidth networking products, particularly a significant order from Charter. The company's expectations for sequential revenue increases in the upcoming quarters, alongside an anticipated increase in gross margins, highlight its potential for sustained financial improvement. Additionally, the company’s strong sales to Amazon, combined with its ability to successfully secure equity raises following positive customer contract developments, suggests robust operational momentum and a favorable outlook for future revenue growth.

Bears say

Applied Optoelectronics experienced a slight quarterly decline of 2% in 100G revenue, alongside anticipated challenges in maintaining market share as new, higher-capacity products like 400G and 800G are set to ramp up in late 2025 and 2026. The company reported lower gross margins on its CTV product sales due to incurred additional costs, raising concerns about profitability. Additionally, while 200G/400G revenue grew by 28% quarter-over-quarter, it represented a year-over-year decline of 12%, indicating potential market demand issues and capacity expansion challenges that could further impact overall revenue performance.

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, 25% suggest Holding, 8% advise Selling, and 17% 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 26, 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 $23.21, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $23.21, 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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