Applied Optoelectronics (NASDAQ:AAOI) Insider Hung-Lun (Fred) Chang Sells 32,172 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Hung-Lun Chang sold 32,172 shares of Applied Optoelectronics stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $110.21, for a total value of $3,545,676.12. Following the sale, the insider directly owned 249,276 shares of the company’s stock, valued at $27,472,707.96. This represents a 11.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Hung-Lun (Fred) Chang also recently made the following trade(s):

• On Wednesday, June 17th, Hung-Lun Chang sold 40,329 shares of Applied Optoelectronics stock. The stock was sold at an average price of $170.60, for a total value of $6,880,127.40.
• On Friday, June 12th, Hung-Lun Chang sold 34,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $166.53, for a total value of $5,662,020.00.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI traded down $4.64 on Thursday, hitting $103.29. The company’s stock had a trading volume of 5,659,539 shares, compared to its average volume of 10,485,839. The company has a market capitalization of $8.74 billion, a PE ratio of -132.42 and a beta of 3.79. 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 company has a 50-day simple moving average of $115.09 and a 200 day simple moving average of $131.18. Applied Optoelectronics, Inc. has a 1 year low of $18.50 and a 1 year high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, topping the consensus estimate of $0.02 by $0.04. The company 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%.Applied Optoelectronics’s revenue was up 86.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.16) earnings per share. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Sell-side analysts forecast that Applied Optoelectronics, Inc. will post 0.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on AAOI. Raymond James Financial reissued an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Rosenblatt Securities reissued a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research note on Friday, August 7th. Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Weiss Ratings cut Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday, August 17th. Finally, Needham & Company LLC decreased their price objective on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $139.40.

Institutional Investors Weigh In On Applied Optoelectronics

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. California State Teachers Retirement System boosted its holdings in shares of Applied Optoelectronics by 17,896.9% during the second quarter. California State Teachers Retirement System now owns 12,681,311 shares of the semiconductor company’s stock worth $1,878,863,000 after purchasing an additional 12,610,847 shares during the period. BlackRock Inc. bought a new stake in shares of Applied Optoelectronics in the second quarter worth about $955,672,000. Invesco Ltd. increased its holdings in Applied Optoelectronics by 5,208.9% during the 4th quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock valued at $122,439,000 after purchasing an additional 3,446,150 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in Applied Optoelectronics by 5,321.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock valued at $77,730,000 after purchasing an additional 2,188,630 shares during the period. Finally, Morgan Stanley raised its position in Applied Optoelectronics by 157.1% during the 4th quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock valued at $59,257,000 after purchasing an additional 1,038,775 shares during the last quarter. 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.