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AAOI
Volume: 7.99M

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 expected to continue its strong growth in the data center and CATV markets, with revenues projected to increase in the coming quarters. The company is also set to benefit from its investments in expanding its manufacturing capacity for 800G+ optical transceivers, as well as its differentiated manufacturing automation technology. However, limited visibility and customer concentration are potential risks to the company's performance. Overall, positive market trends and the company's competitive advantages make it an attractive investment opportunity.

Bears say

Applied Optoelectronics is expected to report earnings for the fourth quarter and has the potential to increase sales in the quarter by an estimated $14 million through additional Amazon sales, despite a likely $20 million decrease in CATV revenue. The company's recent partnership with Fabrinet, who will manufacture 800G transceivers for Amazon, could result in significant revenue growth as Amazon plans to spend over $3 billion on these transceivers in 2026. However, the company faces high fixed costs and operational challenges in adjusting to changing market conditions, which could result in high inventory costs and reduced gross profits. With the development of a new 400mw narrow linewidth laser and successful qualification for their 800G transceiver, Applied Optoelectronics has de-risked their portfolio and secured new customers like Amazon, potentially paving the way for long-term growth. While the company has faced delays in production and shipping, their recent volume order for 800G transceivers signals a promising future and the potential for increased production capacity and revenue. Despite these positive developments, we maintain our negative outlook on Applied Optoelectronics due to the operational challenges and uncertainties the company may face in the future.

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 May 6, 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 $66.80, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $66.80, 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)

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