"Applied Optoelectronics has surged 208.23% year-to-date and 26.13% in the past week alone, climbing from $85.19 on March 30 to $107.45 on April 6."
"The catalyst for this growth includes a $53M order for 800G single-mode transceivers and a $200M+ order for next-generation 1.6T transceivers."
"Q4 2025 results validated the growth story, with revenue of $134.27 million representing 33.9% year-over-year growth and an EPS of -$0.01."
"With negative forward EPS of -$0.67, our model assigns full weight to the analyst consensus target of $90.30 as the base, then applies our proprietary 247Factor."
Applied Optoelectronics has experienced a remarkable 894.91% increase in stock price over the past year, currently valued at $107.45. The price target set by 24/7 Wall St. is $108.18, indicating the stock is at fair value. The recommendation is to HOLD due to volatility and the gap between the model and bullish analyst targets. Significant orders for transceivers and projected revenue growth could suggest the model is conservative, with year-to-date growth of 208.23% and a 52-week high of $128.96.
Read at 24/7 Wall St.
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