Applied Optoelectronics, Inc.
67.51USD
-0.5600 (-0.82%)
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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%) |
98 ratings from 13 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| B. Riley Securities | Maintained | Neutral | $109 $92 | Oct 15, 2026 |
| 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 |
117 filings from 15 insiders · 13 buy / 27 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 |
|---|---|---|---|---|---|
| Murry Stefan J.Officer, Chief Financial Officer | Sell | 4.0k | $102.87 | $411k | Oct 12, 2026 |
| Yeh Shu-Hua (Joshua)Officer, *** See Remarks | Sell | 6.0k | $120.03 | $720k | Oct 5, 2026 |
| BLACK RICHARD BDirector | Giftindirect | 2.2k | — | — | Sep 15, 2026 |
| Murry Stefan J.Officer, Chief Financial Officer | Sell | 4.0k | $105.33 | $421k | Sep 10, 2026 |
| Chang Hung-Lun (Fred)Officer, *** See Remarks | Sell | 32.2k | $110.21 | $3.55M | Sep 8, 2026 |
| 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 |
No analyst notes on AAOI yet.
Members whose judged calls on AAOI have played out most reliably.
No settled calls on AAOI yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
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 |