Consensus EPS · Q2 2026
$0.02
Consensus revenue · Q2 2026
$190.5M
Analysts
4
Expected report
Aug 6, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 4 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $188.8M | $190.5M | $195.4M |
| EPS | -$0.01 | $0.02 | $0.04 |
| EBITDA | -$41.6M | -$40.7M | -$40.2M |
| EBIT | -$59.6M | -$58.3M | -$57.6M |
| Net income | $766.4K | $1.1M | $1.5M |
- Revenue$190.5M
- EPS$0.02
- EBITDA-$40.7M
- EBIT-$58.3M
- Net income$1.1M
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
| Metric | Now | 30d ago | 60d ago | 90d ago | 30d Δ |
|---|---|---|---|---|---|
| Revenue | $190.5M | $190.5M | — | — | -0.0% |
| EPS | $0.02 | $0.02 | — | — | -1.3% |
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 0 analysts.
- Low
- $160.00
- Consensus
- $160.00
- Median
- $160.00
- High
- $160.00
- Current
- $94.32
- Upside
- +69.6%
Upside calculated vs most recent trading price of $94.32.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Buy — based on 16 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 22, 2026 | Needham | maintain | Buy | Buy |
| Jun 22, 2026 | Rosenblatt | maintain | Buy | Buy |
| May 8, 2026 | Rosenblatt | maintain | Buy | Buy |
| Apr 21, 2026 | Needham | maintain | Buy | Buy |
| Mar 9, 2026 | Rosenblatt | maintain | Buy | Buy |
| Feb 27, 2026 | Rosenblatt | maintain | Buy | Buy |
| Feb 27, 2026 | Needham | maintain | Buy | Buy |
| Feb 27, 2026 | B. Riley Securities | upgrade | Sell | Neutral |
| Feb 19, 2026 | Rosenblatt | maintain | Buy | Buy |
| Dec 19, 2025 | Rosenblatt | maintain | Buy | Buy |
- Jul 22, 2026NeedhamBuy
- Jun 22, 2026RosenblattBuy
- May 8, 2026RosenblattBuy
- Apr 21, 2026NeedhamBuy
- Mar 9, 2026RosenblattBuy
- Feb 27, 2026RosenblattBuy
- Feb 27, 2026NeedhamBuy
- Feb 27, 2026B. Riley SecuritiesNeutral
- Feb 19, 2026RosenblattBuy
- Dec 19, 2025RosenblattBuy
Frequently asked questions
Applied Optoelectronics (AAOI) Key Financials
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How this company returns cash to shareholders — buybacks, dividends, and stock splits.