Applied Optoelectronics, Inc. (NASDAQ:AAOI) Receives $52.80 Average PT from Brokerages

Shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) have earned an average rating of “Hold” from the seven ratings firms that are currently covering the stock, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation and three have given a buy recommendation to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $79.80.

Several equities analysts have recently issued reports on AAOI shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Wednesday, January 21st. Raymond James Financial reaffirmed an “outperform” rating and issued a $160.00 price target on shares of Applied Optoelectronics in a research report on Friday. Northland Securities reaffirmed a “market perform” rating and issued a $55.00 price target on shares of Applied Optoelectronics in a research report on Friday, February 27th. Needham & Company LLC lifted their price target on Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $50.00 price target on shares of Applied Optoelectronics in a research report on Thursday, February 19th.

Insider Transactions at Applied Optoelectronics

In other news, insider Hung-Lun (Fred) Chang sold 36,400 shares of Applied Optoelectronics stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $100.25, for a total value of $3,649,100.00. Following the completion of the transaction, the insider owned 233,618 shares of the company’s stock, valued at $23,420,204.50. The trade was a 13.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Cynthia Delaney sold 21,000 shares of Applied Optoelectronics stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $98.02, for a total value of $2,058,420.00. Following the completion of the transaction, the director directly owned 116,222 shares of the company’s stock, valued at approximately $11,392,080.44. This represents a 15.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 276,313 shares of company stock worth $27,360,465 over the last quarter. Corporate insiders own 3.80% of the company’s stock.

Institutional Investors Weigh In On Applied Optoelectronics

Large investors have recently bought and sold shares of the business. Allworth Financial LP increased its holdings in Applied Optoelectronics by 1,923.7% in the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock worth $27,000 after buying an additional 731 shares in the last quarter. NFSG Corp bought a new stake in Applied Optoelectronics in the 1st quarter worth about $85,000. Comerica Bank bought a new stake in Applied Optoelectronics in the 3rd quarter worth about $28,000. Northwestern Mutual Wealth Management Co. increased its holdings in Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock worth $42,000 after buying an additional 750 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in Applied Optoelectronics in the 4th quarter worth about $55,000. 61.70% of the stock is currently owned by institutional investors.

Applied Optoelectronics Stock Performance

Shares of Applied Optoelectronics stock opened at $188.28 on Wednesday. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $15.11 billion, a P/E ratio of -285.27 and a beta of 3.76. The business has a fifty day simple moving average of $126.09 and a two-hundred day simple moving average of $67.54. Applied Optoelectronics has a 12 month low of $15.06 and a 12 month high of $208.00.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings data on Thursday, May 7th. The semiconductor company reported ($0.07) EPS for the quarter, missing the consensus estimate of ($0.05) by ($0.02). Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The firm had revenue of $151.14 million for the quarter, compared to analysts’ expectations of $156.98 million. During the same period in the prior year, the business posted ($0.02) EPS. The business’s quarterly revenue was up 51.3% compared to the same quarter last year. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities analysts forecast that Applied Optoelectronics will post 0.66 earnings per share for the current fiscal year.

Key Applied Optoelectronics News

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

• Positive Sentiment: Applied Optoelectronics announced it is working with Mediacom to accelerate DOCSIS 4.0 network upgrades and expand fiber/coax infrastructure, reinforcing demand for its networking products and AI-related exposure. Article title
• Positive Sentiment: Rosenblatt raised its price target on AAOI to $220, and the stock has been hitting new all-time highs, signaling growing analyst confidence in the company’s growth outlook. Article title
• Positive Sentiment: The optics sector has been one of the strongest parts of the 2026 AI infrastructure trade, with AAOI outperforming peers like Lumentum and Coherent as the group catches momentum. Article title
• Neutral Sentiment: Coverage noting AAOI’s recent rally and “what’s driving the action” suggests the move is being fueled by momentum, analyst upgrades, and sector strength rather than a single new fundamental surprise. Article title

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.