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AAOI: Future Market Share Gains Will Depend On Successful Capacity Expansions

Published
24 Apr 25
Updated
05 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
2.9%
7D
-19.7%

Author's Valuation

US$28.40.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 05 Nov 25

Analysts have raised their price target for Applied Optoelectronics from $18 to $25. This change reflects expectations for increased datacenter optical market share and further sales growth resulting from new awards, capacity expansions, and favorable industry dynamics.

Shared on 22 Oct 25

Fair value Increased 4.41%

Analysts Raise Targets for Applied Optoelectronics Amid Growth Optimism and Valuation Adjustments

Analysts have increased their price target for Applied Optoelectronics, raising it by $1.20. This change reflects growing optimism driven by expectations of expanded market share and a stronger sales outlook.

Shared on 27 Aug 25

Fair value Decreased 7.80%

US And Taiwan Manufacturing Will Fuel Optical Market Expansion

Despite optimism around Applied Optoelectronics’ long-term market share gains, upcoming sales growth, and favorable geopolitical tailwinds, the consensus analyst price target has been reduced from $29.50 to $27.20. Analyst Commentary Bullish analysts see strong potential for 2026 sales growth driven by new customer awards.

Shared on 10 Aug 25

Fair value Decreased 5.85%

US And Taiwan Manufacturing Will Fuel Optical Market Expansion

Despite a substantial improvement in net profit margin and a sharp decline in future P/E, the consensus analyst price target for Applied Optoelectronics has been revised downward from $31.33 to $29.50. What's in the News Provided Q3 2025 revenue guidance of $115 million to $127 million.

Shared on 01 May 25

Fair value Increased 3.07%

Texas Expansion And New Transceivers Will Fuel Next-Generation Networks