Applied Optoelectronics (NASDAQ:AAOI) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Applied Optoelectronics (NASDAQ:AAOI) from a sell rating to a hold rating in a research note issued to investors on Sunday.

A number of other research firms have also recently commented on AAOI. Rosenblatt Securities restated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Needham & Company LLC lifted their price objective on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 27th. B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price objective for the company in a research note on Friday, February 27th. Northland Securities reiterated a “market perform” rating and set a $55.00 price objective on shares of Applied Optoelectronics in a research note on Friday, February 27th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Applied Optoelectronics in a research note on Wednesday, January 21st. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Applied Optoelectronics has a consensus rating of “Hold” and an average price target of $52.80.

Applied Optoelectronics Trading Up 9.5%

AAOI opened at $117.64 on Friday. The stock has a market cap of $8.85 billion, a PE ratio of -180.98 and a beta of 3.23. The company has a quick ratio of 1.91, a current ratio of 2.63 and a debt-to-equity ratio of 0.18. The business has a 50 day moving average of $76.75 and a 200-day moving average of $47.15. Applied Optoelectronics has a 52 week low of $9.71 and a 52 week high of $128.96.

Applied Optoelectronics (NASDAQ:AAOI) last released its earnings results on Thursday, February 26th. The semiconductor company reported ($0.01) EPS for the quarter, beating analysts’ consensus estimates of ($0.12) by $0.11. The company had revenue of $134.27 million during the quarter, compared to analysts’ expectations of $131.56 million. Applied Optoelectronics had a negative return on equity of 5.29% and a negative net margin of 8.39%.The firm’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter last year, the business posted ($0.02) EPS. Applied Optoelectronics has set its Q1 2026 guidance at -0.090-0.000 EPS. Equities research analysts predict that Applied Optoelectronics will post -1.18 earnings per share for the current fiscal year.

Insider Buying and Selling at Applied Optoelectronics

In other Applied Optoelectronics news, insider Hung-Lun (Fred) Chang sold 36,400 shares of Applied Optoelectronics stock in a transaction on Monday, March 16th. The stock was sold at an average price of $100.25, for a total value of $3,649,100.00. Following the completion of the sale, the insider owned 233,618 shares of the company’s stock, valued at approximately $23,420,204.50. This trade represents a 13.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider David C. Kuo sold 29,000 shares of Applied Optoelectronics stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $100.13, for a total value of $2,903,770.00. Following the completion of the sale, the insider directly owned 82,663 shares of the company’s stock, valued at approximately $8,277,046.19. The trade was a 25.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 326,333 shares of company stock valued at $29,392,957 in the last ninety days. Corporate insiders own 4.50% of the company’s stock.

Institutional Trading of Applied Optoelectronics

Institutional investors and hedge funds have recently modified their holdings of the business. Allworth Financial LP increased its holdings in shares of Applied Optoelectronics by 1,923.7% in the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 731 shares in the last quarter. Comerica Bank bought a new stake in shares of Applied Optoelectronics in the 3rd quarter worth $28,000. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 750 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in shares of Applied Optoelectronics in the 4th quarter worth $55,000. Finally, Headlands Technologies LLC bought a new stake in shares of Applied Optoelectronics in the 2nd quarter worth $57,000. Institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Company 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.