Applied Optoelectronics (AAOI) Stock Forecast, Price Target & Predictions

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AAOI Stock Forecast

Applied Optoelectronics stock forecast is as follows: an average price target of $17.38 (represents a -48.99% downside from AAOI’s last price of $34.07) and a rating consensus of 'Buy', based on 1 wall street analysts offering a 1-year stock forecast.

AAOI Price Target

The average price target for Applied Optoelectronics (AAOI) is $17.38 based on 1-year price targets from 1 Wall Street analysts in the past 3 months, with a price target range of $23.00 to $11.50. This represents a potential -48.99% downside from AAOI's last price of $34.07.

AAOI Analyst Ratings

Buy

According to 1 Wall Street analysts, Applied Optoelectronics's rating consensus is 'Buy'. The analyst rating breakdown for AAOI stock is 0 'Strong Buy' (0.00%), 1 'Buy' (100.00%), 0 'Hold' (0.00%), 0 'Sell' (0.00%), and 0 'Strong Sell' (0.00%).

Applied Optoelectronics Price Target by Analyst

Date	Analyst	Company	Price Target	Price when Published	Price Target/Price when Published	Price Target/Last Closing Price
Sep 03, 2024	Simon Leopold	Raymond James	$17.00	$12.29	38.32%	-50.10%
May 16, 2024	Tim Savageaux	Northland Securities	$18.00	$11.23	60.28%	-47.17%
Jan 30, 2024	Mike Genovese	Rosenblatt Securities	$23.00	$17.62	30.51%	-32.49%
Aug 04, 2023	Dave Kang	B.Riley Financial	$11.50	$6.59	74.51%	-66.25%
Sep 16, 2022	-	Northland Securities	$7.50	$3.56	110.97%	-77.99%

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The latest Applied Optoelectronics stock forecast, released on Sep 03, 2024 by Simon Leopold from Raymond James, set a price target of $17.00, which represents a 38.32% increase from the stock price at the time of the forecast ($12.29), and a -50.10% decrease from AAOI last price ($34.07).

Applied Optoelectronics Price Target by Period

	1M	3M	12M
# Anlaysts	-	1	3
Avg Price Target	-	$17.00	$19.33
Last Closing Price	$34.07	$34.07	$34.07
Upside/Downside	-100.00%	-50.10%	-43.26%

In the current month, the average price target of Applied Optoelectronics stock is -, according to 0 Wall Street analyst offering twelve months forecast. The average price target represents a -100.00% decrease as opposed to Applied Optoelectronics's last price of $34.07. This month's average price target is down -100.00% compared to last quarter, and down -100.00% compared to last year.

Analyst Ratings Upgrades/Downgrades

Date	Company	Previous Rating	New Rating	Rating Change
Sep 12, 2024	Rosenblatt Securities	Buy	Buy	Hold
Sep 12, 2024	Raymond James	Underperform	Underperform	Hold
Sep 03, 2024	Raymond James	-	Outperform	Upgrade
Jan 30, 2024	Rosenblatt Securities	-	Buy	Initialise

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Applied Optoelectronics's last stock rating was published by Rosenblatt Securities on Sep 12, 2024. The company gave AAOI a "Buy" rating, the same as its previous rate.

Applied Optoelectronics Financial Forecast

Applied Optoelectronics Revenue Forecast

	Dec 26	Sep 26	Jun 26	Mar 26	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19
Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	$62.55M	$41.62M	$53.03M	$61.58M	$56.69M	$52.30M	$52.24M	$54.41M	$53.27M	$54.19M	$49.70M	$52.33M	$76.61M	$65.22M	$40.47M	$48.66M	$46.08M
Avg Forecast	$143.90M	$138.40M	$130.60M	$124.40M	$148.45M	$139.77M	$120.88M	$101.36M	$99.92M	$62.60M	$44.14M	$43.59M	$65.19M	$62.61M	$45.43M	$53.77M	$61.29M	$58.83M	$55.95M	$52.41M	$52.99M	$53.70M	$54.05M	$49.36M	$52.22M	$79.00M	$57.28M	$44.83M	$47.85M	$47.75M
High Forecast	$152.83M	$146.99M	$138.70M	$132.12M	$157.66M	$148.44M	$128.38M	$111.84M	$100.39M	$62.60M	$44.14M	$43.59M	$65.27M	$63.34M	$48.25M	$57.11M	$65.10M	$58.83M	$55.95M	$52.41M	$52.99M	$53.70M	$54.05M	$49.36M	$52.22M	$79.00M	$57.28M	$44.83M	$47.85M	$47.75M
Low Forecast	$137.68M	$132.42M	$124.95M	$119.02M	$142.03M	$133.72M	$115.65M	$92.76M	$99.50M	$62.60M	$44.14M	$43.59M	$65.10M	$61.50M	$43.47M	$51.45M	$58.64M	$58.83M	$55.95M	$52.41M	$52.99M	$53.70M	$54.05M	$49.36M	$52.22M	$79.00M	$57.28M	$44.83M	$47.85M	$47.75M
# Analysts	1	1	1	1	1	1	1	3	3	1	1	1	3	3	1	1	1	1	1	1	1	1	1	1	1	9	9	9	8	8
Surprise %	-	-	-	-	-	-	-	-	-	-	-	-	-	1.00%	0.92%	0.99%	1.00%	0.96%	0.93%	1.00%	1.03%	0.99%	1.00%	1.01%	1.00%	0.97%	1.14%	0.90%	1.02%	0.97%

Applied Optoelectronics's average Quarter revenue forecast for Dec 23 based on 3 analysts is $65.19M, with a low forecast of $65.10M, and a high forecast of $65.27M. AAOI's average Quarter revenue forecast represents a 4.23% increase compared to the company's last Quarter revenue of $62.55M (Sep 23).

Applied Optoelectronics EBITDA Forecast

	Dec 26	Sep 26	Jun 26	Mar 26	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19
# Analysts	1	1	1	1	1	1	1	3	3	1	1	1	3	3	1	1	1	1	1	1	1	1	1	1	1	9	9	9	8	8
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	$-6.69M	$-15.96M	$-8.59M	$-18.36M	$-7.70M	$-6.87M	$-8.07M	$-6.89M	$-8.12M	$-410.00K	$-7.75M	$-5.84M	$309.00K	$-3.96M	$-11.36M	$-5.73M	$-3.19M
Avg Forecast	$-17.25M	$-16.59M	$-15.65M	$-14.91M	$-17.79M	$-16.75M	$-14.49M	$-12.15M	$-11.98M	$-7.50M	$-5.29M	$-11.02M	$-7.81M	$-7.50M	$-5.45M	$-10.02M	$-8.27M	$-11.23M	$-10.68M	$-9.10M	$-10.12M	$-10.25M	$-10.32M	$-9.47M	$-9.97M	$-15.08M	$-10.93M	$-9.57M	$-9.13M	$-9.11M
High Forecast	$-16.50M	$-15.87M	$-14.98M	$-14.27M	$-17.02M	$-16.03M	$-13.86M	$-11.12M	$-11.93M	$-7.50M	$-5.29M	$-8.81M	$-7.80M	$-7.37M	$-5.21M	$-8.01M	$-6.62M	$-11.23M	$-10.68M	$-7.28M	$-10.12M	$-10.25M	$-10.32M	$-7.57M	$-9.97M	$-15.08M	$-10.93M	$-7.65M	$-9.13M	$-9.11M
Low Forecast	$-18.32M	$-17.62M	$-16.62M	$-15.84M	$-18.90M	$-17.79M	$-15.39M	$-13.40M	$-12.03M	$-7.50M	$-5.29M	$-13.22M	$-7.82M	$-7.59M	$-5.78M	$-12.02M	$-9.93M	$-11.23M	$-10.68M	$-10.93M	$-10.12M	$-10.25M	$-10.32M	$-11.36M	$-9.97M	$-15.08M	$-10.93M	$-11.48M	$-9.13M	$-9.11M
Surprise %	-	-	-	-	-	-	-	-	-	-	-	-	-	0.89%	2.93%	0.86%	2.22%	0.69%	0.64%	0.89%	0.68%	0.79%	0.04%	0.82%	0.59%	-0.02%	0.36%	1.19%	0.63%	0.35%

1 analysts predict AAOI's average Quarter EBITDA for Dec 20 to be $-9.97M, with a high of $-9.97M and a low of $-9.97M. This is -3325.73% lower than Applied Optoelectronics's previous annual EBITDA (Sep 20) of $309.00K.

Applied Optoelectronics Net Income Forecast

	Dec 26	Sep 26	Jun 26	Mar 26	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19
# Analysts	1	1	1	1	1	1	1	3	3	1	1	1	3	3	1	1	1	1	1	1	1	1	1	1	1	9	9	9	8	8
Net Income	-	-	-	-	-	-	-	-	-	-	-	-	-	$-8.95M	$-16.94M	$-20.55M	$-20.25M	$-17.81M	$-16.10M	$-17.90M	$-14.54M	$-15.80M	$-8.20M	$-15.62M	$-13.44M	$-9.62M	$-18.60M	$-16.80M	$-35.43M	$-8.78M
Avg Forecast	$14.81M	$13.54M	$10.15M	$8.04M	$13.96M	$11.11M	$5.92M	$105.78K	$-846.24K	$-7.11M	$-12.36M	$-20.69M	$23.91K	$-2.09M	$-11.73M	$-18.81M	$-17.45M	$-11.34M	$-11.27M	$-17.10M	$-8.46M	$-11.22M	$-7.20M	$-19.09M	$-9.14M	$-3.32M	$-9.97M	$-14.14M	$-9.04M	$-9.41M
High Forecast	$16.00M	$14.63M	$10.97M	$8.69M	$15.09M	$12.00M	$6.40M	$2.12M	$-507.74K	$-6.71M	$-11.66M	$-16.55M	$25.83K	$-1.67M	$-11.07M	$-15.05M	$-13.96M	$-11.34M	$-11.27M	$-13.68M	$-8.46M	$-11.22M	$-7.20M	$-15.27M	$-9.14M	$-3.32M	$-9.97M	$-11.32M	$-9.04M	$-9.41M
Low Forecast	$13.98M	$12.78M	$9.58M	$7.59M	$13.18M	$10.48M	$5.59M	$-1.69M	$-1.02M	$-7.69M	$-13.35M	$-24.83M	$22.56K	$-2.51M	$-12.68M	$-22.57M	$-20.94M	$-11.34M	$-11.27M	$-20.52M	$-8.46M	$-11.22M	$-7.20M	$-22.91M	$-9.14M	$-3.32M	$-9.97M	$-16.97M	$-9.04M	$-9.41M
Surprise %	-	-	-	-	-	-	-	-	-	-	-	-	-	4.28%	1.44%	1.09%	1.16%	1.57%	1.43%	1.05%	1.72%	1.41%	1.14%	0.82%	1.47%	2.89%	1.87%	1.19%	3.92%	0.93%

Applied Optoelectronics's average Quarter net income forecast for undefined is $NaN, with a range of $NaN to $NaN. AAOI's average Quarter net income forecast represents a NaN% decrease compared to the company's last Quarter net income of $NaN (undefined).

Applied Optoelectronics SG&A Forecast

	Dec 26	Sep 26	Jun 26	Mar 26	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19
# Analysts	1	1	1	1	1	1	1	3	3	1	1	1	3	3	1	1	1	1	1	1	1	1	1	1	1	9	9	9	8	8
SG&A	-	-	-	-	-	-	-	-	-	-	-	-	-	$17.40M	$15.22M	$14.88M	$15.37M	$14.04M	$13.20M	$13.78M	$12.49M	$13.43M	$13.51M	$13.83M	$13.61M	$14.76M	$14.04M	$13.57M	$12.79M	$12.51M
Avg Forecast	$37.67M	$36.23M	$34.19M	$32.57M	$38.86M	$36.59M	$31.64M	$26.53M	$26.16M	$16.39M	$11.56M	$17.75M	$17.07M	$16.39M	$11.89M	$16.13M	$14.99M	$15.40M	$14.65M	$14.67M	$13.87M	$14.06M	$14.15M	$16.90M	$13.67M	$20.68M	$14.99M	$11.43M	$12.53M	$12.50M
High Forecast	$40.01M	$38.48M	$36.31M	$34.59M	$41.27M	$38.86M	$33.61M	$29.28M	$26.28M	$16.39M	$11.56M	$21.30M	$17.09M	$16.58M	$12.63M	$19.36M	$17.99M	$15.40M	$14.65M	$17.60M	$13.87M	$14.06M	$14.15M	$20.28M	$13.67M	$20.68M	$14.99M	$13.72M	$12.53M	$12.50M
Low Forecast	$36.04M	$34.66M	$32.71M	$31.16M	$37.18M	$35.01M	$30.28M	$24.28M	$26.05M	$16.39M	$11.56M	$14.20M	$17.04M	$16.10M	$11.38M	$12.91M	$11.99M	$15.40M	$14.65M	$11.73M	$13.87M	$14.06M	$14.15M	$13.52M	$13.67M	$20.68M	$14.99M	$9.14M	$12.53M	$12.50M
Surprise %	-	-	-	-	-	-	-	-	-	-	-	-	-	1.06%	1.28%	0.92%	1.03%	0.91%	0.90%	0.94%	0.90%	0.96%	0.95%	0.82%	1.00%	0.71%	0.94%	1.19%	1.02%	1.00%

Applied Optoelectronics's average Quarter SG&A projection for Dec 23 is $17.07M, based on 3 Wall Street analysts, with a range of $17.04M to $17.09M. The forecast indicates a -1.94% fall compared to AAOI last annual SG&A of $17.40M (Sep 23).

Applied Optoelectronics EPS Forecast

	Dec 26	Sep 26	Jun 26	Mar 26	Dec 25	Sep 25	Jun 25	Mar 25	Dec 24	Sep 24	Jun 24	Mar 24	Dec 23	Sep 23	Jun 23	Mar 23	Dec 22	Sep 22	Jun 22	Mar 22	Dec 21	Sep 21	Jun 21	Mar 21	Dec 20	Sep 20	Jun 20	Mar 20	Dec 19	Sep 19
# Analysts	1	1	1	1	1	1	1	3	3	1	1	1	3	3	1	1	1	1	1	1	1	1	1	1	1	9	9	9	8	8
EPS	-	-	-	-	-	-	-	-	-	-	-	-	-	$-0.00	$-0.00	$-0.71	$-0.71	$-0.64	$-0.58	$-0.65	$-0.54	$-0.58	$-0.31	$-0.59	$-0.51	$-0.42	$-0.89	$-0.83	$-1.76	$-0.44
Avg Forecast	$0.35	$0.32	$0.24	$0.19	$0.33	$0.26	$0.14	-	$-0.02	$-0.17	$-0.29	$-0.29	-	$-0.05	$-0.28	$-0.18	$-0.30	$-0.29	$-0.29	$-0.29	$-0.21	$-0.28	$-0.18	$-0.27	$-0.23	$-0.08	$-0.25	$-0.37	$-0.23	$-0.24
High Forecast	$0.38	$0.35	$0.26	$0.21	$0.36	$0.28	$0.15	$0.05	$-0.01	$-0.16	$-0.28	$-0.28	-	$-0.04	$-0.26	$-0.17	$-0.29	$-0.29	$-0.29	$-0.29	$-0.21	$-0.28	$-0.18	$-0.27	$-0.23	$-0.08	$-0.25	$-0.37	$-0.23	$-0.24
Low Forecast	$0.33	$0.30	$0.23	$0.18	$0.31	$0.25	$0.13	$-0.04	$-0.02	$-0.18	$-0.32	$-0.32	-	$-0.06	$-0.30	$-0.20	$-0.33	$-0.29	$-0.29	$-0.29	$-0.21	$-0.28	$-0.18	$-0.27	$-0.23	$-0.08	$-0.25	$-0.37	$-0.23	$-0.24
Surprise %	-	-	-	-	-	-	-	-	-	-	-	-	-	0.01%	0.00%	3.88%	2.34%	2.22%	2.03%	2.27%	2.51%	2.04%	1.69%	2.22%	2.19%	4.97%	3.51%	2.23%	7.66%	1.84%

According to undefined Wall Street analysts, Applied Optoelectronics's projected average Quarter EPS for undefined is $NaN, with a low estimate of $NaN and a high estimate of $NaN. This represents a NaN% decrease compared to AAOI previous annual EPS of $NaN (undefined).

Applied Optoelectronics Peer Comparison by Price Target

Ticker	Company	Last Closing Price	Avg Price Target	Upside/Downside	Avg Rating
UCTT	Ultra Clean	$35.91	$57.00	58.73%	Buy
ICHR	Ichor	$31.10	$47.60	53.05%	Buy
LITE	Lumentum	$82.47	$74.60	-9.54%	Buy
MOMO	Hello Group	$6.68	$6.00	-10.18%	Hold
FN	Fabrinet	$226.30	$182.14	-19.51%	Hold
AAOI	Applied Optoelectronics	$34.07	$17.38	-48.99%	Buy

AAOI Forecast FAQ

Is Applied Optoelectronics a good buy?

Yes, according to 1 Wall Street analysts, Applied Optoelectronics (AAOI) is considered a 'Buy'. The rating consensus is based on 0 'Strong Buy' and 1 'Buy' recommendations, accounting for 100.00% of AAOI's total ratings.

What is AAOI's price target?

Applied Optoelectronics (AAOI) average price target is $17.38 with a range of $11.5 to $23, implying a -48.99% from its last price of $34.07. The data is based on 1 Wall Street analysts who provided a twelve-month price target estimate in the last three months.

Will Applied Optoelectronics stock go up soon?

According to Wall Street analysts' prediction for AAOI stock, the company can go down by -48.99% (from the last price of $34.07 to the average price target of $17.38), down by -32.49% based on the highest stock price target, and down by -66.25% based on the lowest stock price target.

Can Applied Optoelectronics stock reach $50?

AAOI's average twelve months analyst stock price target of $17.38 does not support the claim that Applied Optoelectronics can reach $50 in the near future.

What are Applied Optoelectronics's analysts' financial forecasts?

Applied Optoelectronics's analysts financial forecasts for the fiscal year (Dec 2025) are as follows: average revenue is $510.45M (high $546.31M, low $484.16M), average EBITDA is $-61.182M (high $-58.031M, low $-65.48M), average net income is $31.1M (high $35.61M, low $27.56M), average SG&A $133.63M (high $143.01M, low $126.74M), and average EPS is $0.735 (high $0.842, low $0.651). AAOI's analysts financial forecasts for the fiscal year (Dec 2026) are as follows: average revenue is $537.3M (high $570.64M, low $514.07M), average EBITDA is $-64.4M (high $-61.616M, low $-68.396M), average net income is $46.54M (high $50.3M, low $43.93M), average SG&A $140.65M (high $149.38M, low $134.57M), and average EPS is $1.1 (high $1.19, low $1.04).

Did the AAOI's actual financial results beat the analysts' financial forecasts?

Based on Applied Optoelectronics's last annual report (Dec 2022), the company's revenue was $222.82M, which missed the average analysts forecast of $228.48M by -2.48%. Apple's EBITDA was $-60.077M, beating the average prediction of $-39.285M by 52.93%. The company's net income was $-66.397M, beating the average estimation of $-57.16M by 16.16%. Apple's SG&A was $56.38M, missing the average forecast of $59.7M by -5.56%. Lastly, the company's EPS was $-2.47, beating the average prediction of $-1.164 by 112.15%. In terms of the last quarterly report (Sep 2023), Applied Optoelectronics's revenue was $62.55M, missing the average analysts' forecast of $62.61M by -0.11%. The company's EBITDA was $-6.686M, missing the average prediction of $-7.505M by -10.91%. Applied Optoelectronics's net income was $-8.953M, beating the average estimation of $-2.093M by 327.75%. The company's SG&A was $17.4M, beating the average forecast of $16.39M by 6.17%. Lastly, the company's EPS was $-0.0003, missing the average prediction of $-0.0495 by -99.39%