Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 10,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 10,000 shares of the stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $205.07, for a total value of $2,050,700.00. Following the completion of the sale, the insider owned 452,430 shares in the company, valued at approximately $92,779,820.10. The trade was a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Shu-Hua (Joshua) Yeh also recently made the following trade(s):

• On Tuesday, May 19th, Shu-Hua (Joshua) Yeh sold 39,154 shares of Applied Optoelectronics stock. The shares were sold at an average price of $173.26, for a total value of $6,783,822.04.

Applied Optoelectronics Stock Up 11.1%

Shares of NASDAQ AAOI traded up $19.64 during mid-day trading on Monday, hitting $196.64. The company had a trading volume of 14,835,834 shares, compared to its average volume of 10,176,724. The company has a market capitalization of $15.78 billion, a PE ratio of -297.94 and a beta of 3.67. The company has a debt-to-equity ratio of 0.18, a current ratio of 3.83 and a quick ratio of 3.03. Applied Optoelectronics, Inc. has a 1-year low of $15.29 and a 1-year high of $233.67. The business’s 50-day simple moving average is $155.32 and its 200 day simple moving average is $87.04.

Applied Optoelectronics (NASDAQ:AAOI) last posted its earnings results 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 business 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 business’s quarterly revenue was up 51.3% compared to the same quarter last year. During the same period last year, the company earned ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, analysts predict that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.

Institutional Trading of Applied Optoelectronics

Hedge funds and other institutional investors have recently made changes to their positions in the company. Allworth Financial LP increased its position in shares of Applied Optoelectronics by 1,923.7% during the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 731 shares in the last quarter. NFSG Corp acquired a new stake in shares of Applied Optoelectronics during the first quarter worth about $85,000. Comerica Bank acquired a new stake in shares of Applied Optoelectronics during the third quarter worth about $28,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Applied Optoelectronics by 166.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock worth $42,000 after purchasing an additional 750 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Applied Optoelectronics during the fourth quarter worth about $55,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on AAOI. Needham & Company LLC increased their target price on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 27th. Raymond James Financial reissued an “outperform” rating and issued a $160.00 target price on shares of Applied Optoelectronics in a report on Friday, May 8th. B. Riley Financial raised Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a report on Friday, February 27th. Northland Securities reissued a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a report on Friday, February 27th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a report on Thursday, February 19th. Three equities research 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.com, the company currently has an average rating of “Hold” and an average target price of $79.80.

Applied Optoelectronics Company Profile

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.