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AAOI Buy
APPLIED OPTOELECTRONICS, INC.
Current Price —
Implied Upside —
Analysts 13
30-Day Momentum
▲ 0 upgrades / ▼ 0 downgrades / 1 reiterations from 1 firms
Next Earnings
Nov 5, 2026 (9 days)
Rating Timeline
| Date ▼ | Firm | Action | From → To Rating | Price Target | Firm Rating |
|---|---|---|---|---|---|
| Oct 15, 2026 | B. Riley Securities | maintain | Neutral → Neutral | — | 54% |
| Aug 7, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Aug 7, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Jul 22, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Jun 22, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| May 8, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Apr 21, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Mar 9, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Feb 27, 2026 | Rosenblatt | maintain | Buy → Buy | $125 | 55% |
| Feb 27, 2026 | Needham | maintain | Buy → Buy | $80 | 50% |
| Feb 27, 2026 | B. Riley Securities | upgrade | Sell → Neutral | $54 | 54% |
| Feb 19, 2026 | Rosenblatt | maintain | Buy → Buy | $50 | 55% |
| Dec 19, 2025 | Rosenblatt | maintain | Buy → Buy | $50 | 55% |
| Dec 11, 2025 | Rosenblatt | maintain | Buy → Buy | $50 | 55% |
| Dec 11, 2025 | Needham | maintain | Buy → Buy | $43 | 50% |
| Nov 17, 2025 | Northland Capital Markets | maintain | Outperform → Outperform | $35 | 50% |
| Nov 10, 2025 | B. Riley Securities | downgrade | Neutral → Sell | $15 | 54% |
| Aug 8, 2025 | Raymond James | maintain | Outperform → Outperform | $25 | 54% |
| Aug 8, 2025 | B. Riley Securities | maintain | Neutral → Neutral | $15 | 54% |
| Jul 25, 2025 | Needham | initiate | — → Buy | $32 | 50% |
| Jul 8, 2025 | Wolfe Research | initiate | — → Peer Perform | $0 | 54% |
| Jun 26, 2025 | Rosenblatt | maintain | Buy → Buy | $34 | 55% |
| May 9, 2025 | Raymond James | maintain | Outperform → Outperform | $18 | 54% |
| Apr 22, 2025 | Rosenblatt | maintain | Buy → Buy | $30 | 55% |
| Apr 14, 2025 | Raymond James | maintain | Outperform → Outperform | $20 | 54% |
| Mar 14, 2025 | Rosenblatt | maintain | Buy → Buy | $36 | 55% |
| Mar 7, 2025 | B. Riley Securities | upgrade | Sell → Neutral | $13 | 54% |
| Mar 3, 2025 | B. Riley Securities | maintain | Sell → Sell | $13 | 54% |
| Feb 27, 2025 | Raymond James | maintain | Outperform → Outperform | $31 | 54% |
| Feb 27, 2025 | Rosenblatt | maintain | Buy → Buy | $36 | 55% |
| Feb 24, 2025 | Rosenblatt | maintain | Buy → Buy | $44 | 55% |
| Dec 20, 2024 | Raymond James | maintain | Outperform → Outperform | $39 | 54% |
| Dec 18, 2024 | Northland Capital Markets | reiterate | Outperform → Outperform | $40 | 50% |
| Dec 13, 2024 | Rosenblatt | maintain | Buy → Buy | $44 | 55% |
| Dec 10, 2024 | B. Riley Securities | downgrade | Neutral → Sell | $14 | 54% |
| Nov 8, 2024 | Rosenblatt | maintain | Buy → Buy | $27.5 | 55% |
| Nov 8, 2024 | Northland Capital Markets | maintain | Outperform → Outperform | $25 | 50% |
| Nov 8, 2024 | Raymond James | maintain | Outperform → Outperform | $23 | 54% |
| Oct 9, 2024 | Rosenblatt | maintain | Buy → Buy | $20 | 55% |
| Sep 12, 2024 | Rosenblatt | maintain | Buy → Buy | $20 | 55% |
| Sep 3, 2024 | Raymond James | upgrade | Market Perform → Outperform | $17 | 54% |
| Aug 22, 2024 | Rosenblatt | maintain | Buy → Buy | $15 | 55% |
| Aug 7, 2024 | B. Riley Securities | maintain | Neutral → Neutral | $9 | 54% |
| May 10, 2024 | Rosenblatt | maintain | Buy → Buy | $16 | 55% |
| May 10, 2024 | B. Riley Securities | maintain | Neutral → Neutral | $12 | 54% |
| Feb 23, 2024 | Rosenblatt | maintain | Buy → Buy | $20 | 55% |
| Feb 23, 2024 | B. Riley Securities | downgrade | Buy → Neutral | $16 | 54% |
| Jan 30, 2024 | Rosenblatt | initiate | — → Buy | $23 | 55% |
| Aug 30, 2023 | Northland Capital Markets | maintain | Outperform → Outperform | $20 | 50% |
| Aug 4, 2023 | B. Riley Securities | upgrade | Neutral → Buy | $11.5 | 54% |
Price Target Trend
Aug 5, 2026 Oct 27, 2026
EPS Estimates
+1q —
0y —
0q —
+1y —
Cross-Platform Signals
No cross-platform signals in the last 90 days