Applied Optoelectronics (AAOI) Surges on 800G Hyperscale Order as Analysts Hike Price Targets to $50
As of December 11, 2025, Applied Optoelectronics, Inc. (NASDAQ: AAOI) is back in the market spotlight. The fiber‑optic specialist has secured its first volume order for 800G data center transceivers from a “major hyperscale customer”, a deal the company says will support AI data center growth and could add $4–8 million to Q4 2025 revenue.Yahoo Finance+2Stock Titan+2 The news has triggered a wave of bullish analyst action. Rosenblatt Securities lifted its 12‑month price target from $35 to $50, while Needham raised its target from $38 to $43 and Northland Capital moved its target up to $45, all with positive ratings.Investing.com+5MarketBeat+5MarketBeat+5