AAOI(AAOI)
AAOI
Q4 2026 EPS Estimate
$0.27
Nov 5, 2026 · Reports after close
Revenue Estimate
$268M
FY2026E EPS$1.03
FY2027E EPS$5.73
Analyst Sentiment
Wall St. Consensus
Hold16 analysts·Moderate coverage
56
Score
7 Buy (44%)6 Hold (38%)3 Sell (18%)
Rating Breakdown
Strong Buy
00%
Buy
744%
Hold
638%
Sell
319%
Strong Sell
00%
Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.
Price Target Expectations
Bear
$178.00
+38.6%
Consensus
$184.00
+43.3%
Bull
$190.00
+47.9%
12-Month Target Range16 analysts
$178.00$184.00$190.00
Current $128.44Consensus
Current Price
$128.44
Upside to Consensus
$55.56
Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.
Earnings & Revenue Estimates
Forward Growth Estimates (YoY)
FY2027
Rev+169.30%
EPS+454.25%
FY2028
Rev+48.72%
EPS+102.55%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
| Metric | FY2026E | FY2027E | FY2028E |
|---|---|---|---|
| Revenue Avg | $1.04B | $2.80B | $4.17B |
| Low | $933M | $2.40B | $3.44B |
| High | $1.16B | $3.22B | $5.10B |
| EBITDA Avg | $-222M | $-598M | $-890M |
| Low | $-247M | $-688M | $-1.09B |
| High | $-199M | $-512M | $-735M |
| EBIT Avg | $-318M | $-857M | $-1.27B |
| Low | $-354M | $-985M | $-1.56B |
| High | $-285M | $-733M | $-1.05B |
| Net Income Avg | $81M | $344M | $698M |
| Low | $39M | $271M | $540M |
| High | $86M | $417M | $902M |
| EPS Avg | $1.03 | $5.73 | $11.60 |
| Low | $0.65 | $4.50 | $8.98 |
| High | $1.42 | $6.94 | $14.99 |
| Analysts (Rev / EPS) | 4 / 3 | 3 / 3 | 1 / 1 |
Quarterly
| Metric | Q3 2026 | Q4 2026 | Q1 2027 | Q2 2027 | Q3 2027 | Q4 2027 |
|---|---|---|---|---|---|---|
| Revenue Avg | $278M | $410M | $508M | $582M | $713M | $771M |
| Low | $255M | $369M | $470M | $539M | $660M | $714M |
| High | $308M | $469M | $559M | $640M | $784M | $848M |
| EBITDA Avg | $-59M | $-88M | $-109M | $-124M | $-152M | $-165M |
| Low | $-66M | $-100M | $-119M | $-137M | $-168M | $-181M |
| High | $-55M | $-79M | $-100M | $-115M | $-141M | $-152M |
| EBIT Avg | $-85M | $-125M | $-155M | $-178M | $-218M | $-236M |
| Low | $-94M | $-143M | $-171M | $-196M | $-240M | $-259M |
| High | $-78M | $-113M | $-144M | $-165M | $-202M | $-218M |
| Net Income Avg | $23M | $55M | $70M | $84M | $110M | $124M |
| Low | $19M | $43M | $63M | $76M | $100M | $112M |
| High | $28M | $74M | $79M | $95M | $125M | $141M |
| EPS Avg | $0.28 | $0.67 | $0.86 | $1.03 | $1.35 | $1.52 |
| Low | $0.24 | $0.53 | $0.77 | $0.93 | $1.22 | $1.38 |
| High | $0.34 | $0.90 | $0.97 | $1.17 | $1.53 | $1.72 |
| Analysts (Rev / EPS) | 4 / 4 | 5 / 6 | 4 / 2 | 4 / 2 | 4 / 2 | 4 / 2 |