Applied Optoelectronics (NASDAQ:AAOI) CFO Stefan Murry Sells 11,693 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 11,693 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $50.25, for a total value of $587,573.25. Following the completion of the sale, the chief financial officer owned 290,050 shares of the company’s stock, valued at approximately $14,575,012.50. This trade represents a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

Applied Optoelectronics Trading Down 0.2%

Shares of AAOI stock opened at $48.40 on Thursday. Applied Optoelectronics, Inc. has a 12 month low of $9.71 and a 12 month high of $50.80. The company has a market cap of $3.30 billion, a PE ratio of -15.03 and a beta of 3.32. The company has a quick ratio of 1.63, a current ratio of 2.31 and a debt-to-equity ratio of 0.23. The business’s 50 day moving average is $36.87 and its two-hundred day moving average is $30.18.

Hedge Funds Weigh In On Applied Optoelectronics

Several large investors have recently made changes to their positions in AAOI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Applied Optoelectronics by 10.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,579 shares of the semiconductor company’s stock valued at $393,000 after purchasing an additional 2,415 shares during the period. KLP Kapitalforvaltning AS boosted its position in shares of Applied Optoelectronics by 47.9% during the second quarter. KLP Kapitalforvaltning AS now owns 10,500 shares of the semiconductor company’s stock worth $270,000 after purchasing an additional 3,400 shares in the last quarter. CWM LLC grew its holdings in shares of Applied Optoelectronics by 175.5% in the 2nd quarter. CWM LLC now owns 2,218 shares of the semiconductor company’s stock valued at $57,000 after buying an additional 1,413 shares during the period. Allspring Global Investments Holdings LLC bought a new stake in shares of Applied Optoelectronics in the 2nd quarter valued at $7,201,000. Finally, AlphaQuest LLC grew its stake in Applied Optoelectronics by 202.7% in the second quarter. AlphaQuest LLC now owns 6,952 shares of the semiconductor company’s stock valued at $179,000 after acquiring an additional 4,655 shares during the period. Institutional investors and hedge funds own 61.70% of the company’s stock.

Applied Optoelectronics News Summary

Here are the key news stories impacting Applied Optoelectronics this week:

• Neutral Sentiment: Reported short‑interest data for Feb. 10–11 shows a “large increase” but the published figures read 0 shares/NaN and a 0.0 days ratio, indicating a reporting error or delay — not actionable until corrected.
• Negative Sentiment: Director David C. Kuo sold a total of 20,000 shares across Feb. 10–11 at roughly $50 per share (2,533 at $50.00 and 17,467 at $50.17), generating about $1.00M and cutting his stake by double‑digit and single‑digit percentages in the reported filings. SEC filing – David C. Kuo sales
• Negative Sentiment: CFO Stefan J. Murry sold a total of 18,020 shares across Feb. 10–11 (6,327 at $49.17 and 11,693 at $50.25) for roughly $899k total, reducing his stake by a few percentage points per filings. Insider sales at current price levels are being read as profit‑taking after the stock’s recent strength. SEC filing – Stefan J. Murry sales

Analyst Ratings Changes

AAOI has been the topic of several research analyst reports. B. Riley Financial reaffirmed a “sell” rating and issued a $15.00 price target on shares of Applied Optoelectronics in a research report on Monday, November 10th. Rosenblatt Securities restated a “buy” rating and set a $50.00 target price on shares of Applied Optoelectronics in a research note on Friday, December 19th. Needham & Company LLC raised their target price on Applied Optoelectronics from $38.00 to $43.00 and gave the company a “buy” rating in a report on Thursday, December 11th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Wednesday, January 21st. Finally, Northland Securities set a $45.00 price objective on Applied Optoelectronics in a research report on Thursday, December 11th. Four research analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $35.60.

About Applied Optoelectronics

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.