CloudAlpha Capital Management Limited Hong Kong Has $27.97 Million Stake in Applied Optoelectronics, Inc. $AAOI

CloudAlpha Capital Management Limited Hong Kong cut its stake in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 23.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,078,750 shares of the semiconductor company’s stock after selling 330,233 shares during the quarter. Applied Optoelectronics makes up approximately 1.0% of CloudAlpha Capital Management Limited Hong Kong’s portfolio, making the stock its 19th biggest position. CloudAlpha Capital Management Limited Hong Kong owned 1.73% of Applied Optoelectronics worth $27,972,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AAOI. Nisa Investment Advisors LLC boosted its holdings in Applied Optoelectronics by 497.5% in the second quarter. Nisa Investment Advisors LLC now owns 962 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 801 shares during the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in shares of Applied Optoelectronics in the 2nd quarter valued at about $49,000. CWM LLC lifted its position in shares of Applied Optoelectronics by 175.5% during the 2nd quarter. CWM LLC now owns 2,218 shares of the semiconductor company’s stock valued at $57,000 after acquiring an additional 1,413 shares during the period. Headlands Technologies LLC bought a new position in shares of Applied Optoelectronics in the 2nd quarter worth $57,000. Finally, Ameritas Investment Partners Inc. increased its stake in Applied Optoelectronics by 28.8% during the 2nd quarter. Ameritas Investment Partners Inc. now owns 5,488 shares of the semiconductor company’s stock valued at $141,000 after purchasing an additional 1,226 shares in the last quarter. Institutional investors and hedge funds own 61.70% of the company’s stock.

Applied Optoelectronics Stock Performance

Shares of AAOI opened at $47.91 on Tuesday. Applied Optoelectronics, Inc. has a 1 year low of $9.71 and a 1 year high of $49.13. The firm has a market cap of $3.27 billion, a PE ratio of -14.88 and a beta of 3.32. The company has a debt-to-equity ratio of 0.23, a current ratio of 2.31 and a quick ratio of 1.63. The stock’s fifty day moving average price is $35.97 and its two-hundred day moving average price is $29.90.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on AAOI shares. Northland Securities set a $45.00 target price on shares of Applied Optoelectronics in a research report on Thursday, December 11th. Needham & Company LLC increased their price target on Applied Optoelectronics from $38.00 to $43.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Wednesday, January 21st. Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a report on Friday, December 19th. Finally, B. Riley Financial reissued a “sell” rating and set a $15.00 price target on shares of Applied Optoelectronics in a research report on Monday, November 10th. Four research analysts have rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $35.60.

Insiders Place Their Bets

In related news, CFO Stefan J. Murry sold 934 shares of Applied Optoelectronics stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $35.00, for a total transaction of $32,690.00. Following the completion of the sale, the chief financial officer owned 283,037 shares of the company’s stock, valued at approximately $9,906,295. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider David C. Kuo sold 12,000 shares of the company’s stock in a transaction dated Wednesday, January 28th. The stock was sold at an average price of $45.05, for a total value of $540,600.00. Following the completion of the transaction, the insider owned 114,636 shares in the company, valued at $5,164,351.80. This represents a 9.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 28,500 shares of company stock worth $1,178,726 in the last quarter. 4.50% of the stock is currently owned by company insiders.

Applied Optoelectronics Profile

Applied Optoelectronics, Inc develops and manufactures high-speed fiber-optic networking products designed to support the growing bandwidth demands of data centers, telecommunications carriers and internet content providers. The company’s core offerings include pluggable optical transceiver modules, transponders and optical components that enable data transmission at rates ranging from 1G to 400G. These products are used to facilitate long-haul, metro and intra-data center connectivity, addressing the need for scalable, low-latency and energy-efficient solutions in modern network infrastructures.

The company’s product portfolio spans small-form factor pluggable modules such as SFP+, QSFP+ and QSFP28 units, as well as more advanced form factors like CFP2 and OSFP for ultra-high-speed applications.