Applied Optoelectronics Market Sentiment

Market sentiment signals for Applied Optoelectronics (AAOI): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 7, 2026	Rosenblatt	Mike Genovese—	+71.3%	$220 → $220	Maintained	Buy
Aug 7, 2026	Needham	Ryan Koontz—	+48.0%	$220 → $190	Maintained	Buy
Jul 22, 2026	Needham	Ryan Koontz—	+71.3%	$260 → $220	Maintained	Buy
Jun 22, 2026	Rosenblatt	Mike Genovese—	+71.3%	$220 → $220	Maintained	Buy
May 8, 2026	Rosenblatt	Mike Genovese—	+71.3%	$140 → $220	Maintained	Buy
Apr 21, 2026	Needham	Ryan Koontz—	+48.0%	$130 → $190	Maintained	Buy
Mar 9, 2026	Rosenblatt	Mike Genovese—	+9.0%	$125 → $140	Maintained	Buy
Feb 27, 2026	Rosenblatt	Mike Genovese—	-2.6%	$50 → $125	Maintained	Buy
Feb 27, 2026	Needham	Ryan Koontz—	-37.7%	$43 → $80	Maintained	Buy
Feb 27, 2026	B. Riley Securities	David Kang—	-57.9%	$15 → $54	Upgrade	Sell→Neutral
Feb 19, 2026	Rosenblatt	Mike Genovese—	-61.1%	$50 → $50	Maintained	Buy
Dec 19, 2025	Rosenblatt	Mike Genovese—	-61.1%	$50 → $50	Maintained	Buy
Dec 11, 2025	Rosenblatt	Mike Genovese—	-61.1%	$35 → $50	Maintained	Buy
Dec 11, 2025	Needham	Ryan Koontz—	-66.5%	$38 → $43	Maintained	Buy
Nov 17, 2025	Northland Capital Markets	Tim Savageaux—	-72.7%	$30 → $35	Maintained	Outperform
Nov 10, 2025	B. Riley Securities	David Kang—	-88.3%	$15 → $15	Downgrade	Neutral→Sell
Aug 8, 2025	Raymond James	Simon Leopold—	-80.5%	$18 → $25	Maintained	Outperform
Aug 8, 2025	B. Riley Securities	David Kang—	-88.3%	$13 → $15	Maintained	Neutral
Jul 25, 2025	Needham	Ryan Koontz—	-75.1%	$32	Initiate	Buy
Jul 8, 2025	Wolfe Research	George Notter—	—	—	Initiate	Peer Perform
Jun 26, 2025	Rosenblatt	Mike Genovese—	-73.5%	$30 → $34	Maintained	Buy
May 9, 2025	Raymond James	Simon Leopold—	-86.0%	$20 → $18	Maintained	Outperform
Apr 22, 2025	Rosenblatt	Mike Genovese—	-76.6%	$36 → $30	Maintained	Buy
Apr 14, 2025	Raymond James	Simon Leopold—	-84.4%	$31 → $20	Maintained	Outperform
Mar 14, 2025	Rosenblatt	Mike Genovese—	-72.0%	$36 → $36	Maintained	Buy