Applied Optoelectronics, Inc. is a technology company that designs and manufactures advanced optical networking products. Its core offerings include optical transceivers, lasers, and photodetectors primarily used in data centers, telecommunications, and cable television networks. The company operates in segments such as data center, telecom, and cable television, with major revenue sources stemming from sales of optical components and systems.
The investment profile of Applied Optoelectronics is more aligned with growth investors due to its focus on innovative technology and potential for revenue increases, despite current challenges reflected in earnings. The stock may appeal to those looking for exposure to the technology sector with a medium to long-term perspective, considering its volatility and risk factors.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-10-03 | Sell | Hold | Strong revenue growth, but negative EPS and high risk. |
| 2026-08-29 | Hold | Sell | Weak fundamentals and negative momentum signal high risk. |
| 2026-08-21 | Sell | Hold | Weak fundamentals, high volatility, uncertain market conditions. |
| 2026-08-19 | — | Sell | Weak fundamentals and negative momentum raise significant concerns. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-08-11 | Raymond James | Target Raised | — → 178 | 132.81 |
| 2026-08-07 | Raymond James | Target Lowered | 160 → 151 | 136.48 |
| 2026-08-07 | Needham | Target Lowered | — → 190 | 124.22 |
| 2026-05-08 | Raymond James | Target Raised | 72.5 → 160 | 150.73 |
| 2025-12-11 | Northland Securities | Target Raised | 35 → 45 | 34.85 |
| 2025-12-11 | Needham | Target Raised | 38 → 43 | 34.67 |
| 2025-12-11 | Rosenblatt Securities | Target Raised | — → 50 | 34.71 |
| 2025-11-17 | Northland Securities | Target Raised | 30 → 35 | 22.47 |
