Chung Wu Investment Group LLC Takes Position in Applied Optoelectronics, Inc. $AAOI

Chung Wu Investment Group LLC purchased a new position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 13,400 shares of the semiconductor company’s stock, valued at approximately $344,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. GAMMA Investing LLC boosted its holdings in shares of Applied Optoelectronics by 85.9% in the second quarter. GAMMA Investing LLC now owns 1,785 shares of the semiconductor company’s stock valued at $46,000 after acquiring an additional 825 shares during the period. Southland Equity Partners LLC acquired a new stake in Applied Optoelectronics during the 2nd quarter worth $321,000. Rhumbline Advisers grew its position in Applied Optoelectronics by 1.1% during the 1st quarter. Rhumbline Advisers now owns 61,017 shares of the semiconductor company’s stock worth $937,000 after purchasing an additional 669 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Applied Optoelectronics by 10.4% in 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. Finally, Alyeska Investment Group L.P. acquired a new position in Applied Optoelectronics in the first quarter valued at $7,455,000. Hedge funds and other institutional investors own 61.72% of the company’s stock.

Insider Transactions at Applied Optoelectronics

In related news, Director Min-Chu (Mike) Chen acquired 7,500 shares of the business’s stock in a transaction dated Wednesday, August 13th. The shares were acquired at an average cost of $22.91 per share, for a total transaction of $171,825.00. Following the acquisition, the director directly owned 22,500 shares in the company, valued at approximately $515,475. The trade was a 50.00% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Chih-Hsiang (Thompson) Lin bought 8,850 shares of the firm’s stock in a transaction that occurred on Wednesday, August 13th. The stock was bought at an average cost of $22.53 per share, for a total transaction of $199,390.50. Following the completion of the transaction, the chief executive officer directly owned 1,652,165 shares of the company’s stock, valued at approximately $37,223,277.45. The trade was a 0.54% increase in their position. The disclosure for this purchase can be found here. In the last three months, insiders acquired 44,100 shares of company stock valued at $1,000,878 and sold 30,784 shares valued at $709,117. 4.50% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on AAOI shares. Northland Securities set a $30.00 target price on shares of Applied Optoelectronics in a research note on Friday, August 8th. Raymond James Financial lifted their target price on Applied Optoelectronics from $18.00 to $25.00 and gave the company an “outperform” rating in a research note on Friday, August 8th. Rosenblatt Securities boosted their target price on Applied Optoelectronics from $30.00 to $34.00 and gave the company a “buy” rating in a report on Thursday, June 26th. B. Riley reaffirmed a “neutral” rating and set a $15.00 price target (up from $13.00) on shares of Applied Optoelectronics in a report on Friday, August 8th. Finally, Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Saturday, August 9th. Four investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $27.20.

Applied Optoelectronics Trading Down 0.2%

Shares of AAOI stock opened at $27.93 on Monday. The company has a market capitalization of $1.74 billion, a price-to-earnings ratio of -8.31 and a beta of 2.92. The company has a current ratio of 2.11, a quick ratio of 1.47 and a debt-to-equity ratio of 0.36. The firm has a 50-day moving average price of $24.93 and a 200 day moving average price of $20.86. Applied Optoelectronics, Inc. has a twelve month low of $9.71 and a twelve month high of $44.50.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings results on Thursday, August 7th. The semiconductor company reported ($0.16) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.08). The firm had revenue of $102.95 million for the quarter, compared to analysts’ expectations of $104.96 million. Applied Optoelectronics had a negative return on equity of 10.60% and a negative net margin of 42.29%.The business’s quarterly revenue was up 137.9% compared to the same quarter last year. During the same quarter last year, the firm earned ($0.28) earnings per share. Applied Optoelectronics has set its Q3 2025 guidance at -0.100–0.030 EPS. Research analysts forecast that Applied Optoelectronics, Inc. will post -1.18 earnings per share for the current fiscal year.

Applied Optoelectronics Company Profile

Applied Optoelectronics, Inc designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, distribution equipment, and amplifiers.