Wall Street analyst estimates for Applied Optoelectronics, Inc. (AAOI): consensus price target and buy/hold/sell recommendations.
Applied Optoelectronics, Inc. (AAOI) is a global technology firm specializing in the creation, production, and distribution of fiber-optic networking solutions. Its extensive product catalog features optical modules, a range of laser components, subassemblies, transceivers, and complete turn-key systems. The company also supplies critical infrastructure hardware such as headend, node, and distribution equipment.
Consensus price target
$184.00 (+194 % vs price $62.50)
between $178.00 and $190.00 · 3 targets published in the last quarter
Closing price, Nov 2
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Analyst Consensus
| Strong Buy | 0 |
| Buy | 7 |
| Hold | 6 |
| Sell | 3 |
| Strong Sell | 0 |
| Total analysts | 16 |
| Avg rating (−2 sell to +2 buy) | 0.25 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-05 | $0.14 | ||
| 2026-08-06 | $0.06 | $0.02 | +296.6% |
| 2026-05-07 | $-0.07 | $-0.05 | -42.9% |
| 2026-02-26 | $-0.01 | $-0.12 | +91.7% |
| 2025-11-06 | $-0.09 | $-0.10 | +10.0% |
| 2025-08-07 | $-0.16 | $-0.08 | -100.0% |
| 2025-05-08 | $-0.02 | $-0.04 | +50.0% |
| 2025-02-26 | $-0.02 | $-0.02 | +0.0% |
Valuation Ratios
| Price / Book | 3.06 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $260.7M | $382.3M | $267.5M | $190.9M | $234.6M | $211.6M | $222.8M | $217.6M | $249.4M | $455.7M |
| Cost of Revenue | $173.8M | $216.0M | $179.7M | $144.7M | $184.1M | $173.8M | $189.2M | $158.7M | $187.6M | $318.8M |
| Gross Profit | $87.0M | $166.3M | $87.8M | $46.2M | $50.5M | $37.7M | $33.6M | $58.9M | $61.8M | $136.9M |
| Research & Development | $31.8M | $35.4M | $49.9M | $43.4M | $43.4M | $41.2M | $36.2M | $36.0M | $55.0M | $85.5M |
| Selling, General & Admin | $32.2M | $44.0M | $48.6M | $51.5M | $56.0M | $53.3M | $56.4M | $64.3M | $77.8M | $106.0M |
| Operating Expenses | $63.9M | $79.3M | $98.5M | $94.9M | $99.4M | $94.5M | $92.6M | $100.3M | $132.7M | $191.5M |
| Operating Income | $23.0M | $87.0M | -$10.8M | -$48.7M | -$48.8M | -$56.8M | -$59.0M | -$41.3M | -$70.9M | -$54.6M |
| EBITDA | $36.9M | $105.8M | $21.0M | -$22.0M | -$20.9M | -$23.2M | -$36.9M | -$26.2M | -$159.3M | -$15.5M |
| Interest Expense | $1.7M | $858,000 | $1.1M | $5.4M | $5.6M | $5.6M | $6.3M | $9.4M | $6.8M | $3.5M |
| Pre-tax Income | $21.0M | $84.5M | -$9.8M | -$51.4M | -$51.2M | -$54.2M | -$66.4M | -$56.0M | -$186.7M | -$46.7M |
| Income Tax | -$10.2M | $10.6M | -$7.6M | $14.7M | $7.2M | $2,000 | $1,000 | $9,000 | $2,000 | -$8.5M |
| Net Income | $31.2M | $74.0M | -$2.1M | -$66.0M | -$58.5M | -$54.2M | -$66.4M | -$56.0M | -$186.7M | -$38.2M |
| EPS | $1.82 | $3.87 | -$0.11 | -$3.31 | -$2.67 | -$2.01 | -$2.38 | -$1.75 | -$4.50 | -$0.64 |
| EPS (Diluted) | $1.76 | $3.67 | -$0.11 | -$3.31 | -$2.67 | -$2.01 | -$2.38 | -$1.75 | -$4.50 | -$0.64 |
| Shares Outstanding (Diluted) | 17.7 M | 20.1 M | 19.6 M | 20.0 M | 21.9 M | 26.9 M | 27.8 M | 31.9 M | 41.5 M | 60.2 M |
Price
| Price | $62.50 (closing price, November 2, 2026) |
| Market Cap | $5.3B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Technology · Communication Equipment
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