Analyst Price Targets — AAOI
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| 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 |
| August 4, 2023 2:58 am | Dave Kang | B.Riley Financial | $11.50 | $6.59 | StreetInsider | B.Riley Upgrades Applied Optoelectronics (AAOI) to Buy, 'Based on Improving Demand and Margins' |
Latest News for AAOI
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for the exits after a massive sector-wide surge yesterday.
Applied Optoelectronics, Inc. (NASDAQ: AAOI - Get Free Report)'s share price gapped up prior to trading on Monday after Wall Street Zen upgraded the stock from a sell rating to a hold rating. The stock had previously closed at $84.23, but opened at $107.55. Applied Optoelectronics shares last traded at $96.2680, with a volume of 10,598,066
Shares of the optical-networking provider have nearly tripled so far this year as AI players seek out high-bandwidth, low-latency connectivity products.
While February tested investor patience with its choppy action and internal weakness, the data entering March tells a vastly different story.
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Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
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