52,100 Shares in Applied Optoelectronics, Inc. $AAOI Bought by Handelsbanken Fonder AB

Handelsbanken Fonder AB bought a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) in the second quarter, HoldingsChannel reports. The fund bought 52,100 shares of the semiconductor company’s stock, valued at approximately $7,719,000.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Applied Optoelectronics by 7.7% during the fourth quarter. Vanguard Group Inc. now owns 4,982,660 shares of the semiconductor company’s stock valued at $173,696,000 after purchasing an additional 358,090 shares in the last quarter. Invesco Ltd. raised its holdings in Applied Optoelectronics by 5,208.9% in the 4th quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock valued at $122,439,000 after buying an additional 3,446,150 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in Applied Optoelectronics by 5,321.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock valued at $77,730,000 after buying an additional 2,188,630 shares during the last quarter. Hawk Ridge Capital Management LP boosted its position in Applied Optoelectronics by 106.2% during the 4th quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock worth $59,293,000 after buying an additional 875,903 shares during the period. Finally, Morgan Stanley boosted its position in Applied Optoelectronics by 157.1% during the 4th quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock worth $59,257,000 after buying an additional 1,038,775 shares during the period. 61.70% of the stock is currently owned by institutional investors.

Applied Optoelectronics Trading Down 5.8%

NASDAQ:AAOI opened at $130.08 on Friday. Applied Optoelectronics, Inc. has a 52 week low of $18.50 and a 52 week high of $233.67. The company has a debt-to-equity ratio of 0.12, a quick ratio of 2.13 and a current ratio of 2.78. The firm’s fifty day moving average is $132.54 and its 200-day moving average is $121.42. The firm has a market cap of $11.00 billion, a P/E ratio of -166.77 and a beta of 3.76.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.02 by $0.04. The company had revenue of $191.92 million for the quarter, compared to the consensus estimate of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The firm’s revenue was up 86.3% compared to the same quarter last year. During the same period in the previous year, the business earned ($0.16) EPS. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Equities analysts expect that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts have issued reports on AAOI shares. Rosenblatt Securities restated a “buy” rating and issued a $220.00 price target on shares of Applied Optoelectronics in a research report on Friday, August 7th. B. Riley Financial reissued a “neutral” rating on shares of Applied Optoelectronics in a research note on Friday, August 7th. Raymond James Financial restated an “outperform” rating and issued a $178.00 price objective on shares of Applied Optoelectronics in a report on Tuesday. Needham & Company LLC lowered their target price on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Finally, Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Applied Optoelectronics currently has a consensus rating of “Hold” and an average target price of $139.40.

Insider Activity at Applied Optoelectronics

In related news, insider Shu-Hua (Joshua) Yeh sold 4,715 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $126.50, for a total transaction of $596,447.50. Following the transaction, the insider directly owned 383,498 shares of the company’s stock, valued at $48,512,497. This represents a 1.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $9,825,270.00. Following the completion of the sale, the chief executive officer owned 1,302,436 shares of the company’s stock, valued at $216,894,667.08. The trade was a 4.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 506,215 shares of company stock worth $87,409,447. Corporate insiders own 3.80% 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.