# Applied Optoelectronics (AAOI) — Analyst Forecast

AAOI · NASDAQ · Stock

Canonical page: https://www.lighthorse.io/tickers/aaoi/forecast

## Analyst consensus

| Consensus | Buy | Hold | Sell | Analysts |
| --- | --- | --- | --- | --- |
| Buy | 6 | 3 | 0 | 9 |

## Price target

| Low | Average | High | Analysts |
| --- | --- | --- | --- |
| $92.00 | $167.33 | $220.00 | 3 |

Last price $83.73 (as of Oct 16, 2026).

## Recent analyst ratings

| Date | Firm | Action | Rating | Price target |
| --- | --- | --- | --- | --- |
| Oct 15, 2026 | B. Riley Securities | Maintained | Neutral | $92.00 |
| Aug 7, 2026 | Needham | Maintained | Buy | $190.00 |
| Aug 7, 2026 | Rosenblatt | Maintained | Buy | $220.00 |
| Jul 22, 2026 | Needham | Maintained | Buy | $220.00 |
| Jun 22, 2026 | Rosenblatt | Maintained | Buy | $220.00 |
| May 8, 2026 | Rosenblatt | Maintained | Buy | $220.00 |
| Mar 9, 2026 | Rosenblatt | Maintained | Buy | $140.00 |
| Feb 27, 2026 | Needham | Maintained | Buy | $80.00 |
| Feb 27, 2026 | B. Riley Securities | Upgraded | Sell → Neutral | $54.00 |
| Feb 27, 2026 | Rosenblatt | Maintained | Buy | $125.00 |
| Feb 19, 2026 | Rosenblatt | Maintained | Buy | $50.00 |
| Dec 19, 2025 | Rosenblatt | Maintained | Buy | $50.00 |
| Dec 11, 2025 | Needham | Maintained | Buy | $43.00 |
| Dec 11, 2025 | Rosenblatt | Maintained | Buy | $50.00 |
| Nov 17, 2025 | Northland Capital Markets | Maintained | Outperform | $35.00 |
| Nov 10, 2025 | B. Riley Securities | Downgraded | Neutral → Sell | $15.00 |
| Aug 8, 2025 | B. Riley Securities | Maintained | Neutral | $15.00 |
| Aug 8, 2025 | Raymond James | Maintained | Outperform | $25.00 |
| Jul 25, 2025 | Needham | Initiated Coverage | Buy | $32.00 |
| Jul 8, 2025 | Wolfe Research | Initiated Coverage | Peer Perform | — |

## Frequently Asked Questions

### What is the price target for AAOI stock?

The average 12-month analyst price target for Applied Optoelectronics (AAOI) is $167.33, with a high estimate of $220.00 and a low of $92.00, across 3 analysts.

### Is AAOI a buy, sell, or hold?

Analysts covering Applied Optoelectronics currently average a Buy rating: 6 buy, 3 hold and 0 sell, from 9 analysts. Ratings reflect analyst opinion, not investment advice.

### What upside do analysts see for AAOI?

The average price target of $167.33 implies 99.85% upside from the last price of $83.73.

### What is the latest analyst rating on AAOI?

On Oct 15, 2026, B. Riley Securities maintained Applied Optoelectronics at Neutral with a price target of $92.00.

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Analyst ratings and price targets are the opinions of third-party research firms, not of Light Horse Securities. They are estimates about an uncertain future, are frequently wrong, and are neither a recommendation nor a prediction of actual results.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).