AAOI
Applied Optoelectronics, Inc. · Technology · Communication Equipment
$81.28
-5.74% today · -23.25% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down on hot inflation data
- AAOI −5.74% on the last session vs SPY +0.07%: −5.8 pts of stock-specific move.
- News: tikr.com reports stock fell on hot inflation concerns during the session. (tikr.com)
- Aftermath, crossed below 200-day avg (Oct 8): After its 12 crosses below the 200-day average in the past 5 years, AAOI was higher a month later 8 times out of 12; half the outcomes fell between -10.4% and +24.0%. History, not a forecast.
- 15 Reddit mentions in the past 24 hours, 74% positive over the week · today's pace is 1.6× its recent daily average.
- 1 analyst action in the past 10 days (0 positive, 1 negative); latest: B. Riley Securities maintained Neutral, lowered target $109 → $92.00.
- 2 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.3× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Meta Analyst score Buy 5.3/10 (+0.67 raw)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 6 analysts (+0.83, counted like 1.5 fresh ratings). 4 firms, 3 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| B. Riley Securities | Neutral | Oct 15, 2026 | 27% |
| Needham | Buy | Aug 7, 2026 | 16% |
| Rosenblatt | Buy | Aug 7, 2026 | 16% |
| Northland Capital Markets | Outperform | Nov 17, 2025 | 2% |
Buy is what the ratings average to, +0.67 on a scale from −2 (strong sell) to +2 (strong buy). 5.3/10 means better than 53% of S&P 500 stocks (503 scored, Oct 11, 2026): analysts rarely say sell, so most stocks land between +0.4 and +0.8, and the 0–10 shows where this one sits among them.
Mean target
$163.40
+101.0% upside
Median target
$178.00
+119.0% upside
Target range
109.00–220.00
low to high
Analysts
6
as of Oct 15
Price vs. targets
Low $109
Mean $163
High $220
Now $81.28
Consensus
Strong buy 2Buy 1Hold 3Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Oct 15, 2026 | B. Riley Securities | Lowered target | Neutral | $109.00 → $92.00 |
| Aug 7, 2026 | Needham | Lowered target | Buy | $220.00 → $190.00 |
| Aug 7, 2026 | Rosenblatt | Reiterated | Buy | $220.00 |
| Jul 22, 2026 | Needham | Lowered target | Buy | $260.00 → $220.00 |
| Jun 22, 2026 | Rosenblatt | Reiterated | Buy | $220.00 |
| May 8, 2026 | Rosenblatt | Raised target | Buy | $140.00 → $220.00 |
| Apr 21, 2026 | Needham | Raised target | Buy | $130.00 → $190.00 |
| Mar 9, 2026 | Rosenblatt | Raised target | Buy | $125.00 → $140.00 |
| Feb 27, 2026 | B. Riley Securities | Upgrade | Sell → Neutral | $15.00 → $54.00 |
| Feb 27, 2026 | Needham | Raised target | Buy | $43.00 → $80.00 |
| Feb 27, 2026 | Rosenblatt | Raised target | Buy | $50.00 → $125.00 |
| Feb 19, 2026 | Rosenblatt | Reiterated | Buy | $50.00 |
| Dec 19, 2025 | Rosenblatt | Reiterated | Buy | $50.00 |
| Dec 11, 2025 | Needham | Raised target | Buy | $38.00 → $43.00 |
| Dec 11, 2025 | Rosenblatt | Raised target | Buy | $35.00 → $50.00 |
| Nov 17, 2025 | Northland Capital Markets | Raised target | Outperform | $30.00 → $35.00 |
| Nov 10, 2025 | B. Riley Securities | Downgrade | Neutral → Sell | $15.00 |
Source: Yahoo Finance analyst data, collected daily.