Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 6,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 6,000 shares of the business’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $147.73, for a total transaction of $886,380.00. Following the transaction, the insider owned 377,498 shares in the company, valued at $55,767,779.54. This trade represents a 1.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Shu-Hua (Joshua) Yeh also recently made the following trade(s):

• On Tuesday, August 4th, Shu-Hua (Joshua) Yeh sold 4,715 shares of Applied Optoelectronics stock. The stock was sold at an average price of $126.50, for a total transaction of $596,447.50.
• On Tuesday, July 21st, Shu-Hua (Joshua) Yeh sold 1,285 shares of Applied Optoelectronics stock. The stock was sold at an average price of $120.02, for a total transaction of $154,225.70.
• On Thursday, June 18th, Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $171.89, for a total transaction of $1,031,340.00.
• On Friday, June 12th, Shu-Hua (Joshua) Yeh sold 28,826 shares of Applied Optoelectronics stock. The shares were sold at an average price of $166.53, for a total transaction of $4,800,393.78.
• On Thursday, June 4th, Shu-Hua (Joshua) Yeh sold 10,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $205.07, for a total transaction of $2,050,700.00.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $129.10 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.78 and a quick ratio of 2.13. The firm has a market capitalization of $10.92 billion, a P/E ratio of -165.51 and a beta of 3.76. Applied Optoelectronics, Inc. has a 1-year low of $18.50 and a 1-year high of $233.67. The company’s 50-day moving average is $128.61 and its 200 day moving average is $124.85.

Applied Optoelectronics (NASDAQ:AAOI) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.02 by $0.04. The business had revenue of $191.92 million during the quarter, compared to analyst estimates of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The company’s revenue for the quarter was up 86.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.16) earnings per share. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Research analysts forecast that Applied Optoelectronics, Inc. will post 0.55 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Rosenblatt Securities reaffirmed a “buy” rating and issued a $220.00 price objective on shares of Applied Optoelectronics in a research report on Friday, August 7th. Needham & Company LLC decreased their target price on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Wall Street Zen raised shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. Weiss Ratings cut shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a research note on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $139.40.

Institutional Trading of Applied Optoelectronics

Institutional investors and hedge funds have recently made changes to their positions in the company. Geneos Wealth Management Inc. boosted its holdings in shares of Applied Optoelectronics by 1.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock valued at $1,529,000 after buying an additional 243 shares in the last quarter. Comerica Bank raised its stake in shares of Applied Optoelectronics by 27.6% during the 4th quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock worth $48,000 after acquiring an additional 300 shares in the last quarter. EFG International AG purchased a new stake in Applied Optoelectronics during the second quarter valued at approximately $44,000. Persistent Asset Partners Ltd purchased a new stake in Applied Optoelectronics during the second quarter valued at approximately $47,000. Finally, Fiduciary Financial Advisors purchased a new stake in Applied Optoelectronics during the second quarter valued at approximately $48,000. 61.70% of the stock is currently owned by institutional investors.

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.