Analyst Price Targets — AAOI
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| May 8, 2026 12:56 pm | — | Raymond James | $160.00 | $150.73 | TheFly | Applied Optoelectronics price target raised to $160 from $72.50 at Raymond James |
| December 11, 2025 2:30 pm | Tim Savageaux | Northland Securities | $45.00 | $34.85 | TheFly | Applied Optoelectronics price target raised to $45 from $35 at Northland |
| December 11, 2025 2:27 pm | — | Needham | $43.00 | $34.67 | TheFly | Applied Optoelectronics price target raised to $43 from $38 at Needham |
| December 11, 2025 11:43 am | Mike Genovese | Rosenblatt Securities | $50.00 | $34.71 | StreetInsider | Applied Optoelectronics (AAOI) PT Raised to $50 at Rosenblatt |
| November 17, 2025 2:11 pm | — | Northland Securities | $35.00 | $22.47 | TheFly | Applied Optoelectronics price target raised to $35 from $30 at Northland |
| August 8, 2025 1:04 pm | Tim Savageaux | Northland Securities | $30.00 | $21.59 | TheFly | Applied Optoelectronics price target lowered to $30 from $50 at Northland |
| August 8, 2025 11:59 am | Simon Leopold | Raymond James | $25.00 | $22.46 | TheFly | Applied Optoelectronics price target raised to $25 from $18 at Raymond James |
| September 3, 2024 3:57 am | Simon Leopold | Raymond James | $17.00 | $12.29 | StreetInsider | Raymond James Upgrades Applied Optoelectronics (AAOI) to Outperform |
| May 16, 2024 2:03 pm | Tim Savageaux | Northland Securities | $18.00 | $11.23 | StreetInsider | Northland Reiterates Outperform Rating on Applied Optoelectronics (AAOI) |
| January 30, 2024 10:13 am | Mike Genovese | Rosenblatt Securities | $23.00 | $17.62 | Benzinga | Applied Optoelectronics Set For Explosive Growth In AI Optical Tech By 2025, Says Bullish Analyst |
Latest News for AAOI
SUGAR LAND, Texas, July 16, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI) (“AOI”), a leading provider of advanced optical and HFC networking products that power AI, today announced that it will release financial results for its second quarter ended June 30, 2026, on Thursday, August 6, 2026.
Applied Optoelectronics expands its Texas campus to scale 800G and 1.6T transceiver output as hyperscale AI demand outpaces capacity through mid-2027.
Applied Optoelectronics is seeing strong AI data center demand, but MaxLinear's broader product momentum, hyperscaler adoption, and earnings consistency give it an edge.
Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.
The first 2X short ETFs on Applied Optoelectronics and Oracle are now available Funds represent first-to-market inverse strategies on Applied Optoelectronics and Oracle Corporation NEW YORK, July 15, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation.…
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