Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) Director Sells $1,586,400.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Director William Yeh sold 15,000 shares of Applied Optoelectronics stock in a transaction on Monday, March 9th. The shares were sold at an average price of $105.76, for a total value of $1,586,400.00. Following the transaction, the director owned 238,819 shares in the company, valued at approximately $25,257,497.44. This trade represents a 5.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Applied Optoelectronics Stock Down 16.4%

AAOI opened at $106.19 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.91 and a current ratio of 2.63. The company has a market capitalization of $7.99 billion, a PE ratio of -163.37 and a beta of 3.20. The stock’s fifty day moving average is $54.51 and its 200-day moving average is $37.80. Applied Optoelectronics, Inc. has a one year low of $9.71 and a one year high of $128.96.

Applied Optoelectronics (NASDAQ:AAOI) last announced its earnings results on Thursday, February 26th. The semiconductor company reported ($0.01) earnings per share for the quarter, beating the consensus estimate of ($0.12) by $0.11. Applied Optoelectronics had a negative return on equity of 5.29% and a negative net margin of 8.39%.The business had revenue of $134.27 million during the quarter, compared to analysts’ expectations of $131.56 million. During the same quarter last year, the business posted ($0.02) earnings per share. The company’s quarterly revenue was up 33.9% on a year-over-year basis. Applied Optoelectronics has set its Q1 2026 guidance at -0.090-0.000 EPS. On average, equities analysts predict that Applied Optoelectronics, Inc. will post -1.18 EPS for the current fiscal year.

Hedge Funds Weigh In On Applied Optoelectronics

A number of large investors have recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of 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 worth $393,000 after purchasing an additional 2,415 shares during the period. Los Angeles Capital Management LLC purchased a new stake in Applied Optoelectronics in the 2nd quarter worth approximately $851,000. ProShare Advisors LLC purchased a new stake in Applied Optoelectronics in the 2nd quarter worth approximately $283,000. PNC Financial Services Group Inc. boosted its stake in shares of Applied Optoelectronics by 3,828.0% during the 2nd quarter. PNC Financial Services Group Inc. now owns 8,838 shares of the semiconductor company’s stock valued at $227,000 after buying an additional 8,613 shares during the period. Finally, Geode Capital Management LLC boosted its stake in shares of Applied Optoelectronics by 18.8% during the 2nd quarter. Geode Capital Management LLC now owns 1,285,693 shares of the semiconductor company’s stock valued at $33,034,000 after buying an additional 203,830 shares during the period. Institutional investors and hedge funds own 61.70% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on AAOI shares. Northland Securities reiterated a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a report on Friday, February 27th. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Wednesday, January 21st. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price target on the stock in a research report on Friday, February 27th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $50.00 price target on shares of Applied Optoelectronics in a report on Thursday, February 19th. Finally, Needham & Company LLC raised their price objective on Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, February 27th. Three investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $52.80.

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.