Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $685,800.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 4,000 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $171.45, for a total transaction of $685,800.00. Following the completion of the sale, the chief financial officer owned 447,906 shares of the company’s stock, valued at approximately $76,793,483.70. This trade represents a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Applied Optoelectronics Trading Down 2.2%

NASDAQ:AAOI opened at $169.05 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. The firm has a market cap of $13.56 billion, a price-to-earnings ratio of -256.14 and a beta of 3.66. Applied Optoelectronics, Inc. has a 52 week low of $15.29 and a 52 week high of $233.67. The firm has a 50-day moving average price of $163.82 and a two-hundred day moving average price of $91.99.

Applied Optoelectronics (NASDAQ:AAOI) last posted 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). The firm had revenue of $151.14 million during the quarter, compared to analysts’ expectations of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The company’s quarterly revenue was up 51.3% on a year-over-year basis. During the same quarter last year, the business posted ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities analysts expect that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Applied Optoelectronics

Several large investors have recently modified their holdings of AAOI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Applied Optoelectronics by 10.4% during the 1st 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 last quarter. Cetera Investment Advisers purchased a new stake in shares of Applied Optoelectronics during the 2nd quarter worth approximately $377,000. New York State Common Retirement Fund increased its stake in shares of Applied Optoelectronics by 36.0% during the 2nd quarter. New York State Common Retirement Fund now owns 17,000 shares of the semiconductor company’s stock worth $437,000 after purchasing an additional 4,500 shares during the last quarter. Invesco Ltd. increased its stake in shares of Applied Optoelectronics by 50.0% during the 2nd quarter. Invesco Ltd. now owns 60,817 shares of the semiconductor company’s stock worth $1,562,000 after purchasing an additional 20,261 shares during the last quarter. Finally, First Trust Advisors LP purchased a new stake in shares of Applied Optoelectronics during the 2nd quarter worth approximately $952,000. Hedge funds and other institutional investors own 61.70% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on AAOI. Northland Securities reiterated a “market perform” rating and issued a $55.00 price objective on shares of Applied Optoelectronics in a research note on Friday, February 27th. Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 price objective on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Raymond James Financial reiterated an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Finally, Needham & Company LLC raised their price target on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, February 27th. Three analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $79.80.

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.