Published

21 Aug 25

Updated

24 Jun 26

Views

163

Not Invested

Applied OptoelectronicsAAOI

Fair Value

US$220

Share price24 Jun

US$119.9245.5% undervalued

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1Y322.25%

7D-0.85%

AI Expansion And Wireless Rollouts Will Reshape Optical Communications

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

21 Aug 25

Updated

24 Jun 26

Views

163

Not Invested

Shared on 24 Jun 26

Fair value Increased 16%

AAOI: AI Optics Demand And US Capacity Buildout Will Drive Upside

Applied Optoelectronics rides a fresh wave of demand from AI data centers, and it’s also ramping up U.S. production to try to meet big customer orders. But new share sales, insider selling, and worries about whether it can scale fast enough keep the story volatile.

19 views

Shared on 02 May 26

Fair value Increased 36%

AAOI: Hyperscale Orders And US Capacity Expansion Will Shape A Balanced Outlook

Narrative Update on Applied Optoelectronics The analyst price target for Applied Optoelectronics has been reset from $140 to $190. Analysts point to the recently announced over $200 million 1.6T transceiver order from a long-term customer, which is viewed as consistent with ongoing demand for 400G and upcoming 800G deployments across major cloud accounts.

14 views

Shared on 18 Apr 26

Fair value Increased 180%

AAOI: Large Hyperscale Transceiver Orders Will Ultimately Struggle To Justify Current Expectations

Analysts lifted their price target framework for Applied Optoelectronics sharply, with fair value rising from $50.00 to $140.00. They point to the new over $200m 1.6T transceiver order from a long term customer, expected strength in 400G, and anticipated 800G demand starting in Q2 as key supports for higher projected revenue growth, margins, and future P/E multiples.

9 views

Shared on 20 Feb 26

AAOI: New Facility And AI Transceiver Demand Will Support Balanced Future Outlook

Analysts have slightly raised their price target on Applied Optoelectronics to $50.00, reflecting updated assumptions for revenue growth of 82.48%, profit margins of 16.73%, and a future P/E of 12.31x. What's in the News Held a groundbreaking ceremony for a new 210,000 square foot manufacturing facility at 1111 Gillingham St. in Sugar Land, Texas, expanding its physical footprint for future production capacity (Key Developments).

20 views

Shared on 22 Jan 26

AAOI: InP Lasers And Automation Will Support Future AI Transceiver Leadership

Analysts have lifted their blended price target range for Applied Optoelectronics toward the mid teens to mid $30s, reflecting mixed views that balance concerns about valuation and ambitious revenue assumptions with confidence in the company's InP laser capabilities and highly automated transceiver production. Analyst Commentary Recent research on Applied Optoelectronics shows a clear split between bullish analysts who see upside from the company’s technology and production capabilities and more cautious voices focused on valuation and execution risk.

2 views

Shared on 23 Dec 25

Fair value Increased 47%

AAOI: InP Laser And Transceiver Automation Will Support Structurally Stronger Margins

We raise our fair value estimate for Applied Optoelectronics to $50 from $34, reflecting analysts' higher confidence in the company's laser and transceiver capabilities and structurally stronger margins, even as some caution that the current share price already embeds aggressive growth expectations. Analyst Commentary Bullish analysts point to Applied Optoelectronics' differentiated position in indium phosphide, or InP, laser epitaxy and advanced transceiver manufacturing as key reasons for raising price targets and assigning favorable ratings.

12 views

Fair Value vs Share Price

US$220

vs US$119.9245.5% undervalued

157.8%

Revenue growth

17.9%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Applied Optoelectronics

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

High growth potential with excellent balance sheet.

Market capUS$9.8b

PB8.7x

Estimated Growth86.4%

Dividend YieldN/A

CEO & management

Chih-Hsiang Lin

CEO

13.7yrs

CEO Tenure

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.