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Ranked #1372 by analyst upside · 2026-09-28
AAOI
Applied Optoelectronics, Inc.
Technology · Market Cap $9B · P/E 0x
ANALYST PRICE TARGET
+61.1%
implied upside to consensus target
Current Price $101.4
Consensus Target $163.4
Bull Target $220.0
Bear Target $109.0
Analysts Covering 5
ANALYST CONSENSUS - BUY
Strong Buy
2
Buy
1
Hold
2
Sell
0
52-Week Low $18.5
52-Week High $233.67
YTD Return +156.1%
FUNDAMENTALS
Market Cap $9B
P/E Ratio (TTM) N/A
Forward P/E 22.0x
EPS (TTM) $-0.77
PEG Ratio 0.78
Dividend Yield N/A
Revenue (TTM) $596M
Profit Margin -9.6%
52-WEEK RANGE
52-Week Low $18.5
52-Week High $233.67
Current Price $101.4
Bear Target $109.0
Bull Target $220.0
● Now $101.4 ● Target $163.4
TRADING DATA
Avg Volume 9.4M
YTD Return +156.1%
Analyst Count 5
Consensus Buy
Upside to Target +61.1%
Last Updated 2026-09-28

ANALYST SUMMARY

Applied Optoelectronics, Inc. (AAOI) is currently trading at $101.4 with a Wall Street consensus price target of $163.4, implying potential upside of 61.1% over the next 12 months. 5 analysts currently cover AAOI, with a consensus rating of Buy - 60% of analysts rate the stock a Buy or Strong Buy. The most bullish analyst has a price target of $220.0, while the most cautious has a target of $109.0.

AAOI operates in the Technology sector with a market capitalisation of $9B. The stock is up 156.1% year-to-date and is currently trading near the lower end of its 52-week range of $18.5 – $233.67.

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RECENT ANALYST CALLS

Upgrade/downgrade history for AAOI, with each firm's 90-day track record across all stocks we track. See full firm rankings →

Rosenblatt - Reiterated
Buy → Buy 2026-08-07 Building track record
Needham - Reiterated
Buy → Buy 2026-08-07 20% win rate (5 calls)
Needham - Reiterated
Buy → Buy 2026-07-22 20% win rate (5 calls)
Rosenblatt - Reiterated
Buy → Buy 2026-06-22 Building track record
Rosenblatt - Reiterated
Buy → Buy 2026-05-08 Building track record
Needham - Reiterated
Buy → Buy 2026-04-21 20% win rate (5 calls)
Rosenblatt - Reiterated
Buy → Buy 2026-03-09 Building track record
Rosenblatt - Reiterated
Buy → Buy 2026-02-27 Building track record
HISTORICAL SNAPSHOT

Point-in-time data from StockUpside's daily snapshots. Tracks price, analyst target, upside %, consensus, and analyst count.

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ANALYST CONVICTION SCORE
36
out of 100
Coverage depth
14/30
Consensus clarity
8/30
Vote unanimity
12/25
Rating stability
2/15

Measures analyst agreement, not fundamental quality. A high score means analysts broadly agree on this call - not that the stock will go up.

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