Research Analysts’ Recent Ratings Changes for Applied Optoelectronics (AAOI)

Applied Optoelectronics (NASDAQ: AAOI) has recently received a number of price target changes and ratings updates:

• 11/6/2026 – Applied Optoelectronics had its price target lowered by Needham & Company LLC from $170.00 to $100.00. They now have a “buy” rating on the stock.
• 11/6/2026 – Applied Optoelectronics had its price target lowered by B. Riley Financial from $92.00 to $45.00. They now have a “neutral” rating on the stock.
• 11/6/2026 – Applied Optoelectronics had its price target lowered by Rosenblatt Securities from $220.00 to $115.00. They now have a “buy” rating on the stock.
• 11/2/2026 – Applied Optoelectronics was upgraded by Northland Securities from “market perform” to “outperform”. They now have a $120.00 price target on the stock.
• 10/27/2026 – Applied Optoelectronics had its price target lowered by Needham & Company LLC from $190.00 to $170.00. They now have a “buy” rating on the stock.
• 10/21/2026 – Applied Optoelectronics was upgraded by Weiss Ratings from “sell (e+)” to “sell (d-)”.
• 10/15/2026 – Applied Optoelectronics had its price target lowered by B. Riley Financial from $109.00 to $92.00. They now have a “neutral” rating on the stock.

Applied Optoelectronics Price Performance

AAOI opened at $48.32 on Wednesday. The company has a 50-day moving average of $90.69 and a 200-day moving average of $113.37. The company has a market capitalization of $4.39 billion, a P/E ratio of -112.37 and a beta of 4.04. Applied Optoelectronics, Inc. has a 1-year low of $18.50 and a 1-year high of $233.67. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.77 and a current ratio of 2.34.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings results on Thursday, November 5th. The semiconductor company reported $0.17 EPS for the quarter, topping the consensus estimate of $0.14 by $0.03. The business had revenue of $269.88 million for the quarter, compared to analysts’ expectations of $268.11 million. Applied Optoelectronics had a negative net margin of 4.39% and a negative return on equity of 0.17%. The company’s quarterly revenue was up 127.5% compared to the same quarter last year. During the same quarter last year, the company posted ($0.09) earnings per share. Equities analysts expect that Applied Optoelectronics, Inc. will post 0.55 EPS for the current fiscal year.

Insider Transactions at Applied Optoelectronics

In other news, insider Shu-Hua Yeh sold 6,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $147.73, for a total transaction of $886,380.00. Following the sale, the insider directly owned 377,498 shares in the company, valued at approximately $55,767,779.54. This represents a 1.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Stefan J. Murry sold 4,000 shares of the stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $102.87, for a total value of $411,480.00. Following the sale, the chief financial officer owned 363,168 shares in the company, valued at $37,359,092.16. The trade was a 1.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 52,172 shares of company stock worth $5,985,036. 3.80% of the stock is currently owned by corporate insiders.

Applied Optoelectronics, Inc. designs and manufactures fiber-optic networking products used to transmit data over cable, telecommunications and data center networks. Its offerings include optical transceivers and other optical components and equipment. The company serves customers in markets including broadband access, telecommunications and data centers. Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics has operations in the United States and Asia and serves customers internationally.