Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $101,250.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 3,000 shares of Applied Optoelectronics stock in a transaction on Monday, January 12th. The stock was sold at an average price of $33.75, for a total transaction of $101,250.00. Following the completion of the transaction, the chief financial officer owned 283,971 shares in the company, valued at approximately $9,584,021.25. The trade was a 1.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Applied Optoelectronics Stock Up 0.1%

Shares of NASDAQ:AAOI opened at $37.04 on Friday. The stock’s 50-day moving average price is $30.35 and its 200-day moving average price is $28.45. Applied Optoelectronics, Inc. has a 12-month low of $9.71 and a 12-month high of $41.96. The stock has a market capitalization of $2.53 billion, a P/E ratio of -11.50 and a beta of 3.26. The company has a current ratio of 2.31, a quick ratio of 1.63 and a debt-to-equity ratio of 0.23.

Applied Optoelectronics (NASDAQ:AAOI) last released its earnings results on Thursday, November 6th. The semiconductor company reported ($0.09) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.10) by $0.01. The company had revenue of $118.63 million during the quarter, compared to analyst estimates of $119.77 million. Applied Optoelectronics had a negative return on equity of 7.34% and a negative net margin of 36.97%.Applied Optoelectronics’s revenue for the quarter was up 82.1% on a year-over-year basis. During the same quarter in the previous year, the company posted ($0.21) EPS. Applied Optoelectronics has set its Q4 2025 guidance at -0.130–0.040 EPS. On average, equities analysts anticipate that Applied Optoelectronics, Inc. will post -1.18 earnings per share for the current year.

Analysts Set New Price Targets

Several research analysts have recently issued reports on AAOI shares. B. Riley restated a “sell” rating and issued a $15.00 target price on shares of Applied Optoelectronics in a report on Monday, November 10th. Northland Securities set a $45.00 price target on shares of Applied Optoelectronics in a report on Thursday, December 11th. Rosenblatt Securities reaffirmed a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a research note on Friday, December 19th. Needham & Company LLC increased their target price on shares of Applied Optoelectronics from $38.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Applied Optoelectronics in a research note on Wednesday, October 8th. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $35.60.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in AAOI. Nisa Investment Advisors LLC boosted its position in shares of Applied Optoelectronics by 497.5% during the second quarter. Nisa Investment Advisors LLC now owns 962 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 801 shares in the last quarter. Comerica Bank purchased a new position in Applied Optoelectronics during the third quarter valued at $28,000. GAMMA Investing LLC boosted its holdings in shares of Applied Optoelectronics by 85.9% during the 2nd quarter. GAMMA Investing LLC now owns 1,785 shares of the semiconductor company’s stock valued at $46,000 after buying an additional 825 shares in the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. bought a new stake in shares of Applied Optoelectronics during the 2nd quarter valued at $49,000. Finally, CWM LLC grew its position 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 worth $57,000 after buying an additional 1,413 shares during the period. Institutional investors own 61.70% of the company’s stock.

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.