$130.16
7.07%
Nasdaq, Oct 06, 04:27 pm EDT. Closed.
ISIN
US03823U1025
Symbol
AAOI

Applied Optoelectronics, Inc. Target price 2026 - Analyst rating & recommendation

Applied Optoelectronics, Inc. Classifications & Recommendation

Buy
69%
Hold
31%

Applied Optoelectronics, Inc. Price Target

Target Price $151.98
Price $130.16
Potential
Number of Estimates 8
8 Analysts have issued a price target Applied Optoelectronics, Inc. 2027 . The average Applied Optoelectronics, Inc. target price is $151.98. This is higher than the current stock price. The highest price target is , the lowest is .
A rating was issued by 13 analysts: 9 Analysts recommend Applied Optoelectronics, Inc. to buy, 4 to hold and 0 to sell.
Analysts don't have a crystal ball either, but they do represent the opinion of the market quite well. You should not take the price potential and the ratings as a recommendation to act. Rather, they serve as an additional building block for your own opinion or stock analysis.
Analyst Estimates: Analysts believe that the Applied Optoelectronics, Inc. stock has an average upside potential 2027 of . Most analysts recommend the Applied Optoelectronics, Inc. stock at Purchase.

Sales and Margin forecast 2026, 2027 & 2028

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Select at least one metric to display the chart.


Quarter Annually
Dec '25 2026
Estimates
Revenue Million $ 455.72 1,059.00
82.75% 132.38%
EBITDA Margin -11.89% 9.34%
57.94% 178.53%
Net Margin -8.39% 6.08%
88.80% 172.48%

9 Analysts have issued a sales forecast Applied Optoelectronics, Inc. 2026 . The average Applied Optoelectronics, Inc. sales estimate is

$1.1b
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. This is
77.69% higher
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than the revenue of the last 12 months(TTM). The highest sales forecast is
$1.1b 92.46%
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, the lowest is
$980m 64.44%
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.

This results in the following potential growth metrics:

Revenue Estimates

2025 $456m 82.75%
2026
$1.1b 132.38%
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2027
$2.7b 156.56%
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2028
$4.0b 48.84%
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6 Analysts have issued an Applied Optoelectronics, Inc. EBITDA forecast 2026. The average Applied Optoelectronics, Inc. EBITDA estimate is

$98.9m
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. This is
247.60% higher
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than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is
$124m 285.27%
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, the lowest is
$74.2m 210.71%
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.

This results in the following potential growth metrics and future EBITDA Margins:

EBITDA Estimates

2025 $-54.2m 23.13%
2026
$98.9m 282.49%
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2027
$449m 354.22%
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EBITDA Margin

2025 -11.89% 57.94%
2026
9.34% 178.53%
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2027
16.54% 77.09%
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10 Applied Optoelectronics, Inc. Analysts have issued a net profit forecast 2026. The average Applied Optoelectronics, Inc. net profit estimate is

$64.3m
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. This is
212.84% higher
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than the net profit for the last 12 months(TTM). The highest net profit forecast is
$75.3m 232.09%
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, the lowest is
$51.3m 189.93%
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.

This results in the following potential growth metrics and future Net Margins:

Net Profit Estimates

2025 $-38.2m 79.53%
2026
$64.3m 268.30%
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2027
$396m 515.68%
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2028
$767m 93.61%
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Net Margin

2025 -8.39% 88.80%
2026
6.08% 172.48%
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2027
14.58% 139.80%
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2028
18.97% 30.11%
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Earnings per share, P/E ratio and EV/sales Estimates 2026, 2027 & 2028

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Select at least one metric to display the chart.


Quarter Annually
Dec '25 2026
Estimates
Earnings Per Share $ -0.64 0.76
85.78% 218.75%
P/E 170.71
EV/Sales 10.17

10 Analysts have issued a Applied Optoelectronics, Inc. forecast for earnings per share. The average Applied Optoelectronics, Inc. EPS is

$0.76
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. This is
210.14% higher
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than earnings per share in the financial year 2025. The highest EPS forecast is
$0.89 228.99%
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, the lowest is
$0.61 188.41%
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.

This results in the following potential growth metrics and future valuations:

Earnings Per Share

2025 $-0.64 85.78%
2026
$0.76 218.75%
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2027
$4.69 517.11%
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2028
$9.09 93.82%
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P/E ratio

Current -188.64 1,750.59%
2026
170.71 190.50%
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2027
27.73 83.76%
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2028
14.32 48.36%
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Based on analysts' sales estimates for 2026, the Applied Optoelectronics, Inc. stock is valued at an EV/Sales of

10.17
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and an P/S ratio of
10.44
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.

This results in the following potential growth metrics and future valuations:

EV/Sales

Current 18.08 256.61%
2026
10.17 43.73%
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2027
3.97 61.02%
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2028
2.66 32.81%
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P/S ratio

Current 18.54 292.00%
2026
10.44 43.72%
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2027
4.07 61.02%
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2028
2.73 32.81%
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Current Applied Optoelectronics, Inc. Upgrades & Downgrades

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Analyst Rating Action Date
Needham
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Locked Aug 07 2026
Rosenblatt
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Needham
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Rosenblatt
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Rosenblatt
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Rosenblatt
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Locked Mar 09 2026
Needham
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Locked Feb 27 2026
Analyst Rating Date
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Needham:
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Aug 07 2026
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Rosenblatt:
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Aug 07 2026
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Needham:
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Jul 22 2026
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Rosenblatt:
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Jun 22 2026
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Rosenblatt:
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May 08 2026
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Rosenblatt:
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Mar 09 2026
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Needham:
Locked
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Locked
Feb 27 2026

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