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
ASML Holding's EUV dominance, rising chip demand and strong 2026 outlook position it ahead of Applied Optoelectronics despite booming AI data center growth.
SUGAR LAND, Texas, April 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics, Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products powering AI, today announced plans to expand its Houston-area footprint through the addition of two adjacent buildings in Pearland, Texas, adding approximately 388,000 square feet of manufacturing capacity. The expansion builds on AOI's existing U.S.…
Applied Optoelectronics, Inc.'s newly disclosed Pearland facility acquisition adds incremental U.S. capacity on top of the Sugar Land expansion, improving visibility into supply-driven upside that the market's potentially underpricing. Management's 99% confidence in the $1 billion 2026 revenue guidance offered in February suggests dependence on existing expansion efforts at the time, suggesting room for incremental…
In 2026, the market has very clearly established which stocks it believes are artificial intelligence (AI) winners and losers. Software stocks in general have taken a big toll, but some are being affected by AI-driven fears more than others.
Applied Optoelectronics (AAOI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
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