Applied Optoelectronics, Inc. AAOI
63.97 USD +1.47 (+2.35%)
At closeNov 4, 2026, 4:24 AM EST
65.20 +1.23 +1.92%
Pre-market · Nov 4, 4:24 AM ET
62.30 Day range 66.58
18.50 52-week range 233.67
- YTD
- +83.51%
- 1 year
- +93.61%
Analyst view
Consensus: buy
Buy
Price target (mean) 156.00 +143.9% upside
Now 63.97
- Target (low)
- 92.00
- Target (mean)
- 156.00
- Target (high)
- 220.00
Ratings (0m) 6 4 buy · 2 hold · 0 sell
- Strong buy2
- Buy2
- Hold2
- Sell0
- Strong sell0
Recommendation trend
- This month 6
- 1 month ago 6
- 2 months ago 6
Earnings and revenue estimates
Consensus for the coming quarters and fiscal years
| Period | EPS estimate | Low – high | Year ago | EPS growth | Revenue estimate | Revenue growth | Analysts |
|---|---|---|---|---|---|---|---|
| Current quarter | 0.14333 | 0.10 – 0.19 | -0.09 | +259.3% | 268.11M | +126.0% | 6 |
| Next quarter | 0.555 | 0.44 – 0.75 | -0.01 | +5650.0% | 427.26M | +218.2% | 6 |
| Current year | 0.68 | 0.47 – 0.85 | -0.26 | +361.5% | 1.04B | +127.9% | 6 |
| Next year | 4.60 | 3.52 – 8.08 | 0.68 | +576.8% | 2.66B | +156.5% | 5 |
Upgrades and downgrades
The latest rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 27, 2026 | Needham | Maintained | Buy | Buy |
| Oct 15, 2026 | B. Riley Securities | Maintained | Neutral | Neutral |
| Aug 7, 2026 | Rosenblatt | Maintained | Buy | Buy |
| Aug 7, 2026 | Needham | Maintained | Buy | Buy |
| Jul 22, 2026 | Needham | Maintained | Buy | Buy |
| Jun 22, 2026 | Rosenblatt | Maintained | Buy | Buy |
| May 8, 2026 | Rosenblatt | Maintained | Buy | Buy |
| Apr 21, 2026 | Needham | Maintained | Buy | Buy |
| Mar 9, 2026 | Rosenblatt | Maintained | Buy | Buy |
| Feb 27, 2026 | Rosenblatt | Maintained | Buy | Buy |
| Feb 27, 2026 | Needham | Maintained | Buy | Buy |
| Feb 27, 2026 | B. Riley Securities | Upgrade | Sell | Neutral |
| Feb 19, 2026 | Rosenblatt | Maintained | Buy | Buy |
| Dec 19, 2025 | Rosenblatt | Maintained | Buy | Buy |
| Dec 11, 2025 | Rosenblatt | Maintained | Buy | Buy |
| Dec 11, 2025 | Needham | Maintained | Buy | Buy |
| Nov 17, 2025 | Northland Capital Markets | Maintained | Outperform | Outperform |
| Nov 10, 2025 | B. Riley Securities | Downgrade | Neutral | Sell |
| Aug 8, 2025 | Raymond James | Maintained | Outperform | Outperform |
| Aug 8, 2025 | B. Riley Securities | Maintained | Neutral | Neutral |
| Jul 25, 2025 | Needham | Initiated | — | Buy |
| Jul 8, 2025 | Wolfe Research | Initiated | — | Peer Perform |
| Jun 26, 2025 | Rosenblatt | Maintained | Buy | Buy |
| May 9, 2025 | Raymond James | Maintained | Outperform | Outperform |
| Apr 22, 2025 | Rosenblatt | Maintained | Buy | Buy |
| Apr 14, 2025 | Raymond James | Maintained | Outperform | Outperform |
| Mar 14, 2025 | Rosenblatt | Maintained | Buy | Buy |
| Mar 7, 2025 | B. Riley Securities | Upgrade | Sell | Neutral |
| Mar 3, 2025 | B. Riley Securities | Maintained | Sell | Sell |
| Feb 27, 2025 | Raymond James | Maintained | Outperform | Outperform |
