Applied Optoelectronics, Inc.
107.93USD
-3.6200 (-3.25%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.14▼ | $0.28 | 0 | 6 |
| Next quarter | $0.56▼ | $0.67 | 3 | 3 |
| Current year | $0.68▼ | $0.89 | 2 | 4 |
| Next year | $4.6▼ | $4.77 | 3 | 2 |
Beat in 2 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.02 | $0.06 | +0.04 (+300.0%) |
| 2026-03-31 | $-0.05 | $-0.07 | -0.02 (-44.8%) |
| 2025-12-31 | $-0.11 | $-0.01 | +0.10 (+91.1%) |
| 2025-09-30 | $-0.09 | $-0.09 | -0.00 (-2.3%) |
97 ratings from 13 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Rosenblatt | Maintained | Buy | $220 | Aug 7, 2026 |
| Needham | Maintained | Buy | $220 $190 | Aug 7, 2026 |
| Needham | Maintained | Buy | $260 $220 | Jul 22, 2026 |
| Rosenblatt | Maintained | Buy | $220 | Jun 22, 2026 |
| Rosenblatt | Maintained | Buy | $140 $220 | May 8, 2026 |
| Needham | Maintained | Buy | $130 $190 | Apr 21, 2026 |
| Rosenblatt | Maintained | Buy | $125 $140 | Mar 9, 2026 |
| Rosenblatt | Maintained | Buy | $50 $125 | Feb 27, 2026 |
| Needham | Maintained | Buy | $43 $80 | Feb 27, 2026 |
| B. Riley Securities | Upgraded from Sell | Neutral | $15 $54 | Feb 27, 2026 |
| Rosenblatt | Maintained | Buy | $50 | Feb 19, 2026 |
| Rosenblatt | Maintained | Buy | $50 | Dec 19, 2025 |
| Rosenblatt | Maintained | Buy | $35 $50 | Dec 11, 2025 |
| Needham | Maintained | Buy | $38 $43 | Dec 11, 2025 |
| Northland Capital Markets | Maintained | Outperform | $30 $35 | Nov 17, 2025 |
| B. Riley Securities | Downgraded from Neutral | Sell | $15 | Nov 10, 2025 |
| Raymond James | Maintained | Outperform | $18 $25 | Aug 8, 2025 |
| B. Riley Securities | Maintained | Neutral | $13 $15 | Aug 8, 2025 |
| Needham | Initiated | Buy | $32 | Jul 25, 2025 |
| Wolfe Research | Initiated | Peer Perform | — | Jul 8, 2025 |
| Rosenblatt | Maintained | Buy | $30 $34 | Jun 26, 2025 |
| Raymond James | Maintained | Outperform | $20 $18 | May 9, 2025 |
| Rosenblatt | Maintained | Buy | $36 $30 | Apr 22, 2025 |
| Raymond James | Maintained | Outperform | $31 $20 | Apr 14, 2025 |
| Rosenblatt | Maintained | Buy | $36 | Mar 14, 2025 |
112 filings from 12 insiders · 12 buy / 30 sell over 6m
Officers and directors of AAOI, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| YEH SHU-HUA JOSHUAOfficer | Sell | 6.0k | $147.73 | $886k | Aug 18, 2026 |
| MURRY STEFAN JChief Financial Officer | Sell | 4.0k | $144.79 | $579k | Aug 10, 2026 |
| YEH SHU-HUA JOSHUAOfficer | Sell | 4.7k | $126.50 | $596k | Aug 4, 2026 |
| LIN CHIH-HSIANG THOMPSONChief Executive Officer | Grant | 9.3k | — | — | Jul 31, 2026 |
| YEH SHU-HUA JOSHUAOfficer | Sell | 1.3k | $120.02 | $154k | Jul 21, 2026 |
| MURRY STEFAN JChief Financial Officer | Sell | 4.0k | $122.09 | $488k | Jul 10, 2026 |
| YEH SHU-HUA JOSHUAOfficer | Sell | 6.0k | $171.89 | $1.03M | Jun 18, 2026 |
| CHANG HUNG-LUN FREDOfficer | Sell | 40.3k | $170.60 | $6.88M | Jun 17, 2026 |
| KUO DAVID C.Officer | Sell | 29.2k | $166.53 | $4.87M | Jun 12, 2026 |
| MURRY STEFAN JChief Financial Officer | Sell | 33.0k | $166.53 | $5.50M | Jun 12, 2026 |
| LIN CHIH-HSIANG THOMPSONChief Executive Officer | Sell | 59.0k | $166.53 | $9.83M | Jun 12, 2026 |
| CHANG HUNG-LUN FREDOfficer | Sell | 34.0k | $166.53 | $5.66M | Jun 12, 2026 |
| YEH SHU-HUA JOSHUAOfficer | Sell | 28.8k | $166.53 | $4.80M | Jun 12, 2026 |
| MURRY STEFAN JChief Financial Officer | Sell | 4.0k | $171.45 | $686k | Jun 10, 2026 |
| CHEN MIN-CHU MIKEDirector | Grant | 1.2k | — | — | Jun 9, 2026 |
| DELANEY CYNTHIADirector | Grant | 1.2k | — | — | Jun 9, 2026 |
| YEH WILLIAM HDirector | Grant | 1.2k | — | — | Jun 9, 2026 |
| BLACK RICHARD BDirector | Grant | 1.2k | — | — | Jun 9, 2026 |
| FLANAGAN ROBERT JAMESDirector | Grant | 1.2k | — | — | Jun 9, 2026 |
| CHANG HUNG-LUN FREDOfficer | Sell | 4.0k | $200.07 | $800k | Jun 5, 2026 |
No analyst notes on AAOI yet.
Analyst Ratings
5 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 1 | 3 | 0 | 0 | Buy2.17 |
| 1 mo ago | 2 | 1 | 3 | 0 | 0 | Buy2.17 |
| 2 mo ago | 2 | 1 | 3 | 0 | 0 | Buy2.17 |