Applied Optoelectronics (AAOI) Stock Price Target 2026

The average analyst price target for Applied Optoelectronics is $68.67, 20.6% above the current price. Of 5 analysts, 4 rate it Buy and 1 Hold. Targets range from $25 to $115. The latest change came on Nov 6, 2026, when B. Riley Securities lowered its price target on Applied Optoelectronics from $92 to $45 and kept a Neutral rating.

The Average Analyst Price Target for Applied Optoelectronics is $68.67.

Price Target Range — 13 Quarters

Analyst Consensus — 5 Analysts

4Buy

1Hold

Consensus RatingOutperform# Analysts5Avg. Consensus PT$68.67Upside to Avg. PT+20.6%

Rating Trend — Last 9 Months

Latest Upgrades and Downgrades for Applied Optoelectronics Stock

See all ratings →

Date	Firm	Analyst	Action	Rating Change	Price Target
Nov 6, 2026	B. Riley Securities	Dave Kang	PT Cut	Neutral	$92→$45
Nov 6, 2026	Rosenblatt	Mike Genovese	PT Cut	Buy	$220→$115
Nov 6, 2026	Needham	Ryan Koontz	PT Cut	Buy	$170→$100
Oct 27, 2026	Needham	Ryan Koontz	PT Cut	Buy	$190→$170
Oct 15, 2026	B. Riley Securities	David Kang	PT Cut	Neutral	$109→$92
Aug 7, 2026	Rosenblatt	Mike Genovese	Maintained	Buy	$220
Aug 7, 2026	Needham	Ryan Koontz	PT Cut	Buy	$220→$190
Jul 22, 2026	Needham	Ryan Koontz	PT Cut	Buy	$260→$220
Jun 22, 2026	Rosenblatt	Mike Genovese	Maintained	Buy	$220
May 8, 2026	Rosenblatt	Mike Genovese	PT Raise	Buy	$140→$220
Apr 21, 2026	Needham	Ryan Koontz	PT Raise	Buy	$130→$190
Mar 9, 2026	Rosenblatt	Mike Genovese	PT Raise	Buy	$125→$140
Feb 27, 2026	Rosenblatt	Mike Genovese	PT Raise	Buy	$50→$125
Feb 27, 2026	Needham	Ryan Koontz	PT Raise	Buy	$43→$80
Feb 27, 2026	B. Riley Securities	David Kang	Upgrade	Sell→Neutral	$15→$54
Feb 19, 2026	Rosenblatt	Mike Genovese	Maintained	Buy	$50
Dec 19, 2025	Rosenblatt	Mike Genovese	Maintained	Buy	$50
Dec 11, 2025	Rosenblatt	Mike Genovese	PT Raise	Buy	$35→$50
Dec 11, 2025	Needham	Ryan Koontz	PT Raise	Buy	$38→$43
Nov 17, 2025	Northland Capital Markets	Tim Savageaux	PT Raise	Outperform	$30→$35

Analyst Ratings News

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $45

B. Riley Securities analyst Dave Kang maintains Applied Optoelectronics (NASDAQ:AAOI) with a Neutral and lowers the price target from $92 to $45.

Benzinga Newsdesk

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Wall Street analysts adjusted price targets and ratings for BlackLine, GXO Logistics, Karman, Helios, Wendy’s, Applied Optoelectronics and others.

Avi Kapoor

PRO
Rosenblatt Maintains Buy on Applied Optoelectronics, Lowers Price Target to $115

Rosenblatt analyst Mike Genovese maintains Applied Optoelectronics (NASDAQ:AAOI) with a Buy and lowers the price target from $220 to $115.

Benzinga Newsdesk

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $100

Needham analyst Ryan Koontz maintains Applied Optoelectronics (NASDAQ:AAOI) with a Buy and lowers the price target from $170 to $100.

Benzinga Newsdesk

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $170

Needham analyst Ryan Koontz maintains Applied Optoelectronics (NASDAQ:AAOI) with a Buy and lowers the price target from $190 to $170.

Benzinga Newsdesk

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $92

B. Riley Securities analyst David Kang maintains Applied Optoelectronics (NASDAQ:AAOI) with a Neutral and lowers the price target from $109 to $92.

Benzinga Newsdesk

Applied Optoelectronics Inc

Applied Optoelectronics (AAOI) Stock Price Target 2026

The Average Analyst Price Target for Applied Optoelectronics is $68.67.

Latest Upgrades and Downgrades for Applied Optoelectronics Stock

Analyst Ratings News

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $45

Texas Roadhouse To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday

PRO
Rosenblatt Maintains Buy on Applied Optoelectronics, Lowers Price Target to $115

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $100

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $170

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $92

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Applied Optoelectronics Inc

Applied Optoelectronics (AAOI) Stock Price Target 2026

The Average Analyst Price Target for Applied Optoelectronics is $68.67.

Latest Upgrades and Downgrades for Applied Optoelectronics Stock

Analyst Ratings News

PROB. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $45

Texas Roadhouse To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday

PRORosenblatt Maintains Buy on Applied Optoelectronics, Lowers Price Target to $115

PRONeedham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $100

PRONeedham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $170

PROB. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $92

People Also Watch

People Also Watch

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $45

PRO
Rosenblatt Maintains Buy on Applied Optoelectronics, Lowers Price Target to $115

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $100

PRO
Needham Maintains Buy on Applied Optoelectronics, Lowers Price Target to $170

PRO
B. Riley Securities Maintains Neutral on Applied Optoelectronics, Lowers Price Target to $92