Applied Optoelectronics, Inc. (AAOI) Stock Forecast
AAOI analyst forecast
as of October 18, 2026- Analyst consensus
- Buy 3.67 / 5 from 6 analysts
- Price target
- $160.00 average of analyst targets
- Upside to target
- +111.7% from the latest close
- Next earnings
- November 5, 2026 EPS estimate $0.08
- 52-week range
- $19.49 – $223.10
AAOI analyst ratings
6 analystsNumber of analysts at each rating.
AAOI price target
The average of analyst 12-month price targets compared with the latest close and the 52-week range.
AAOI earnings per share estimates
| Period | Average | Low | High | Year ago | Growth | Analysts |
|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | $0.14 | $0.10 | $0.19 | −$0.09 | +259.3% | 6 |
| Current fiscal year (2026) | $0.68 | $0.47 | $0.85 | −$0.26 | +361.5% | 6 |
| Next fiscal year (2027) | $4.60 | $3.52 | $8.08 | $0.68 | +576.8% | 5 |
Consensus EPS estimates; growth compares the average estimate with the year-ago EPS.
AAOI revenue estimates
| Period | Average | Low | High | Growth | Analysts |
|---|---|---|---|---|---|
| Current quarter (Sep '26) | $268.1M | $260.7M | $274.7M | +126.0% | 5 |
| Current fiscal year (2026) | $1.04B | $1.00B | $1.09B | +127.9% | 5 |
| Next fiscal year (2027) | $2.66B | $2.18B | $3.53B | +156.5% | 4 |
AAOI EPS: reported and forecast
Fiscal years; "E" marks estimates, the line shows the range from the lowest to the highest estimate.
AAOI revenue: reported and forecast
AAOI EPS estimate revisions
| Period | 90 days ago | 60 days ago | 30 days ago | 7 days ago | Now | Change (90 d) | Revisions (30 d) |
|---|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | $0.28 | $0.14 | $0.14 | $0.14 | $0.14 | −48.5% | 0 up · 6 down |
| Current fiscal year (2026) | $0.89 | $0.68 | $0.68 | $0.68 | $0.68 | −23.4% | 2 up · 4 down |
| Next fiscal year (2027) | $4.77 | $4.60 | $4.60 | $4.60 | $4.60 | −3.6% | 3 up · 2 down |
How the consensus EPS estimate changed over the last 90 days, and how many analysts raised or lowered it in the last 30 days.
AAOI earnings surprises
Reported EPS vs the consensus estimate for the last 12 quarters; AAOI beat in 6 of 12.
What analysts expect from AAOI
6 analysts cover Applied Optoelectronics; their consensus rating is buy (3.67 on a 1–5 scale, where 5 is a strong buy). The average price target is $160.00, 111.7% above the latest close of $75.57. Analysts expect earnings of $0.68 per share for 2026, +361.5% from a year earlier. For 2027 the average estimate is $4.60 per share on revenue of $2.7 billion. Applied Optoelectronics beat the EPS estimate in 6 of the last 12 quarters.
Related: AAOI income statement, AAOI key metrics, AAOI chart. See the AAOI stock overview for the latest quote and news.
AAOI forecast FAQ
What is Applied Optoelectronics's price target?
The average analyst price target for Applied Optoelectronics is $160.00, 111.7% above the latest close of $75.57.
Is Applied Optoelectronics a buy, hold or sell?
Of 6 analysts covering Applied Optoelectronics, 1 rate it a strong buy, 2 a buy, 3 a hold, 0 a sell and 0 a strong sell, a consensus of buy. Ratings are opinions, not a recommendation from Quotelinks.
What is Applied Optoelectronics's EPS forecast?
Analysts forecast $0.68 per share for 2026 (range $0.47 to $0.85); for 2027 the estimate is $4.60.
What is Applied Optoelectronics's revenue forecast?
The average revenue estimate for 2026 is $1.0 billion, growth of 127.9%; for 2027 it is $2.7 billion.
When does Applied Optoelectronics report earnings?
Applied Optoelectronics is expected to report results for the quarter ending September 30, 2026 on November 5, 2026 after the market closes; the EPS estimate is $0.08.
Does Applied Optoelectronics usually beat earnings estimates?
Applied Optoelectronics reported EPS at or above the analyst estimate in 6 of the last 12 quarters.