5,600 Shares in Applied Optoelectronics, Inc. $AAOI Bought by Strs Ohio

Strs Ohio bought a new position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 5,600 shares of the semiconductor company’s stock, valued at approximately $474,000.

Several other hedge funds have also modified their holdings of AAOI. Allworth Financial LP boosted its position in shares of Applied Optoelectronics by 1,923.7% in the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 731 shares during the period. Comerica Bank acquired a new stake in Applied Optoelectronics during the 3rd quarter worth about $28,000. Northwestern Mutual Wealth Management Co. raised its holdings in Applied Optoelectronics by 166.7% during 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 during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in Applied Optoelectronics during the fourth quarter valued at about $55,000. Finally, Headlands Technologies LLC purchased a new stake in Applied Optoelectronics during the second quarter valued at about $57,000. 61.70% of the stock is owned by hedge funds and other institutional investors.

Applied Optoelectronics Trading Down 1.9%

NASDAQ:AAOI opened at $119.92 on Friday. 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 fifty-two week low of $18.50 and a fifty-two week high of $233.67. The stock’s 50-day moving average is $165.01 and its two-hundred day moving average is $108.11. The stock has a market cap of $9.62 billion, a PE ratio of -181.70 and a beta of 3.69.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.02). The company had revenue of $151.14 million during the quarter, compared to analysts’ expectations of $156.98 million. Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.Applied Optoelectronics’s revenue for the quarter was up 51.3% compared to the same quarter last year. During the same period last year, the company earned ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, equities research analysts forecast that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Insider Transactions at Applied Optoelectronics

In other Applied Optoelectronics news, insider Shu-Hua (Joshua) Yeh sold 39,154 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $173.26, for a total value of $6,783,822.04. Following the completion of the sale, the insider owned 462,430 shares in the company, valued at $80,120,621.80. This represents a 7.81% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Stefan J. Murry sold 33,000 shares of Applied Optoelectronics stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $173.26, for a total transaction of $5,717,580.00. Following the sale, the chief financial officer directly owned 451,906 shares of the company’s stock, valued at $78,297,233.56. This trade represents a 6.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders have sold 496,215 shares of company stock worth $86,170,414. 3.80% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a report on Monday, June 22nd. Raymond James Financial restated an “outperform” rating on shares of Applied Optoelectronics in a report on Wednesday, June 10th. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Tuesday. Finally, Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $113.80.

Applied Optoelectronics 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.