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US And Taiwan Manufacturing Will Fuel Optical Market Expansion

Published
24 Apr 25
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$27.20
14.5% overvalued intrinsic discount
04 Sep
US$31.14
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1Y
63.9%
7D
-3.8%

Author's Valuation

US$27.214.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Decreased 7.80%

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 on10 Aug 25
Fair value Decreased 5.85%

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 on01 May 25
Fair value Increased 3.07%