Applied Optoelectronics, Inc. (NASDAQ:AAOI) Stock Has Average Target Price of $139.40 According to Analysts

Applied Optoelectronics, Inc. (NASDAQ:AAOI) has received a consensus recommendation of “Hold” from the six analysts that are covering the company, MarketBeat reports. One research analyst has rated the stock with a sell recommendation, two have given a hold recommendation and three have assigned a buy recommendation to the company. The average 12 month price target among brokerages that have covered the stock in the last year is $139.40.

Several analysts have weighed in on AAOI shares. Weiss Ratings cut Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Raymond James Financial restated an “outperform” rating and issued a $178.00 target price on shares of Applied Optoelectronics in a research note on Tuesday, August 11th. Needham & Company LLC dropped their price target on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Finally, B. Riley Financial restated a “neutral” rating on shares of Applied Optoelectronics in a research report on Friday, August 7th.

Insider Buying and Selling at Applied Optoelectronics

In other news, insider Shu-Hua Yeh sold 6,000 shares of the business’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $120.03, for a total transaction of $720,180.00. Following the sale, the insider owned 371,498 shares in the company, valued at approximately $44,590,904.94. The trade was a 1.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Stefan Murry sold 4,000 shares of the business’s stock in a transaction on Friday, July 10th. The shares were sold at an average price of $122.09, for a total transaction of $488,360.00. Following the sale, the chief financial officer owned 380,576 shares in the company, valued at approximately $46,464,523.84. This trade represents a 1.04% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 58,172 shares of company stock valued at $6,812,589. 3.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Applied Optoelectronics

A number of institutional investors and hedge funds have recently made changes to their positions in AAOI. Polaris Financial Partners bought a new stake in shares of Applied Optoelectronics in the 3rd quarter worth approximately $26,000. EFG International AG purchased a new stake in shares of Applied Optoelectronics in the 2nd quarter worth approximately $44,000. Persistent Asset Partners Ltd bought a new position in Applied Optoelectronics during the 2nd quarter valued at approximately $47,000. Fiduciary Financial Advisors bought a new position in Applied Optoelectronics during the 2nd quarter valued at approximately $48,000. Finally, Integrated Wealth Concepts LLC purchased a new position in Applied Optoelectronics during the second quarter valued at $58,000. Institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Trading Down 5.9%

NASDAQ:AAOI opened at $122.54 on Friday. The company has a 50-day moving average price of $113.49 and a 200-day moving average price of $133.47. Applied Optoelectronics has a 12 month low of $18.50 and a 12 month high of $233.67. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. The stock has a market cap of $10.36 billion, a price-to-earnings ratio of -157.10 and a beta of 3.85.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly 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. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. The company had revenue of $191.92 million for the quarter, compared to analysts’ expectations of $190.48 million. During the same quarter in the previous year, the company earned ($0.16) earnings per share. Applied Optoelectronics’s quarterly revenue was up 86.3% on a year-over-year basis. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Equities analysts predict that Applied Optoelectronics will post 0.55 EPS for the current year.

Applied Optoelectronics Company Profile

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products used to transmit data across broadband, data center, telecommunications and wireless networks. Its portfolio includes optical transceivers, modules, lasers, components and networking equipment designed for high-speed communications infrastructure.

The company serves communications service providers, cable television and broadband operators, internet content providers, data center operators and telecommunications customers.