Applied Optoelectronics, Inc. (AAOI)
NASDAQ: AAOI · Real-Time Price · USD
26.59
+0.35 (1.33%)
At close: Dec 5, 2025, 4:00 PM EST
26.57
-0.02 (-0.08%)
After-hours: Dec 5, 2025, 7:58 PM EST
Applied Optoelectronics Stock Forecast
Stock Price Forecast
According to 5 professional analysts, the 12-month price target for Applied Optoelectronics stock ranges from a low of $15 to a high of $35. The average analyst price target of $27.4 forecasts a 3.05% increase in the stock price over the next year.
Price Target: $27.40 (+3.05%)
Analyst Consensus: Buy
Analyst Ratings
The average analyst rating for Applied Optoelectronics stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.
Recommendation Trends
| Rating | Jul '25 | Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Buy | 2 | 2 | 2 | 2 | 2 | 2 |
| Hold | 2 | 2 | 2 | 2 | 1 | 1 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
| Strong Sell | 0 | 0 | 0 | 0 | 1 | 1 |
| Total | 6 | 6 | 6 | 6 | 6 | 6 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Northland Capital Markets | Northland Capital Markets | Buy Maintains $30 → $35 | Buy | Maintains | $30 → $35 | +31.63% | Nov 17, 2025 |
| B. Riley Securities | B. Riley Securities | Hold → Strong Sell Downgrades $15 | Hold → Strong Sell | Downgrades | $15 | -43.59% | Nov 10, 2025 |
| Raymond James | Raymond James | Buy Maintains $18 → $25 | Buy | Maintains | $18 → $25 | -5.98% | Aug 8, 2025 |
| B. Riley Securities | B. Riley Securities | Hold Maintains $13 → $15 | Hold | Maintains | $13 → $15 | -43.59% | Aug 8, 2025 |
| Needham | Needham | Strong Buy Initiates $32 | Strong Buy | Initiates | $32 | +20.35% | Jul 25, 2025 |
Financial Forecast
Revenue This Year
463.48M
from 249.37M
Increased by 85.86%
Revenue Next Year
762.31M
from 463.48M
Increased by 64.48%
EPS This Year
-0.38
from -4.50
EPS Next Year
0.57
from -0.38
Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.
Revenue Forecast
| Revenue | 2025 | 2026 | 2027 |
|---|---|---|---|
| High | 480.2M | 942.2M | |
| Avg | 463.5M | 762.3M | |
| Low | 441.5M | 597.4M |
Revenue Growth
| Revenue Growth | 2025 | 2026 | 2027 |
|---|---|---|---|
| High | 92.6% | 103.3% | |
| Avg | 85.9% | 64.5% | |
| Low | 77.0% | 28.9% |
EPS Forecast
| EPS | 2025 | 2026 | 2027 |
|---|---|---|---|
| High | -0.37 | 1.06 | |
| Avg | -0.38 | 0.57 | |
| Low | -0.42 | -0.21 |
EPS Growth
| EPS Growth | 2025 | 2026 | 2027 |
|---|---|---|---|
| High | - | - | |
| Avg | - | - | |
| Low | - | - |
Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.