Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) Insider Sells $720,180.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua Yeh sold 6,000 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $120.03, for a total value of $720,180.00. Following the transaction, the insider directly owned 371,498 shares in the company, valued at $44,590,904.94. This trade represents a 1.59% decrease in their position. The sale was disclosed in a document filed 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.

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

• On Tuesday, August 18th, Shu-Hua Yeh sold 6,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $147.73, for a total transaction of $886,380.00.
• On Tuesday, August 4th, Shu-Hua Yeh sold 4,715 shares of Applied Optoelectronics stock. The shares were sold at an average price of $126.50, for a total value of $596,447.50.
• On Tuesday, July 21st, Shu-Hua Yeh sold 1,285 shares of Applied Optoelectronics stock. The stock was sold at an average price of $120.02, for a total value of $154,225.70.

Applied Optoelectronics Trading Up 3.5%

NASDAQ:AAOI opened at $109.64 on Friday. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. Applied Optoelectronics, Inc. has a 1-year low of $18.50 and a 1-year high of $233.67. The firm has a market capitalization of $9.27 billion, a price-to-earnings ratio of -140.56 and a beta of 3.85. The business’s 50-day moving average price is $114.11 and its two-hundred day moving average price is $133.43.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, beating analysts’ consensus estimates of $0.02 by $0.04. The company had revenue of $191.92 million during the quarter, compared to analysts’ expectations of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%. Applied Optoelectronics’s revenue was up 86.3% on a year-over-year basis. During the same period in the prior year, the business posted ($0.16) EPS. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. On average, equities analysts expect that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of AAOI. BlackRock Inc. acquired a new position in Applied Optoelectronics during the 2nd quarter worth approximately $955,672,000. Renaissance Technologies LLC acquired a new stake in shares of Applied Optoelectronics in the first quarter valued at approximately $47,817,000. William Blair Investment Management LLC bought a new stake in shares of Applied Optoelectronics in the second quarter worth $74,703,000. Next Century Growth Investors LLC bought a new stake in shares of Applied Optoelectronics in the fourth quarter worth $16,220,000. Finally, Kennedy Capital Management LLC acquired a new position in Applied Optoelectronics during the fourth quarter worth $15,586,000. 61.70% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on AAOI shares. Weiss Ratings lowered shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday, August 17th. Rosenblatt Securities reissued a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research note on Friday, August 7th. Needham & Company LLC lowered their price target on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a report on Friday, August 7th. Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $178.00 price objective on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $139.40.

Trending Headlines about Applied Optoelectronics

Here are the key news stories impacting Applied Optoelectronics this week:

• Positive Sentiment: Optical stocks rallied after Lumentum indicated that optical capacity is effectively sold out through early 2029. The signal reinforced expectations that AI data-center demand for high-speed fiber-optic components will remain strong, benefiting Applied Optoelectronics. Optics Stocks Rally on Sold-Out Optical Capacity Through Early 2029
• Positive Sentiment: One Wall Street analyst reportedly believes AAOI could potentially double after losing more than half its value from its peak. The bullish view points to the company’s exposure to AI-driven optical networking and a possible recovery from recent financing and supply-chain pressures. Analyst Expects Applied Optoelectronics Could Double
• Positive Sentiment: A valuation analysis argues that Applied Optoelectronics may be trading below fair value following its equity offering, suggesting that the financing-related selloff could have created upside if operating growth continues. AAOI Stock May Be Below Fair Value After Equity Offering
• Positive Sentiment: The company’s latest reported quarter showed strong momentum: revenue rose 86.3% year over year to $191.92 million and earnings exceeded consensus estimates. Management’s third-quarter EPS guidance of $0.11 to $0.26 also supports the recovery narrative.

About Applied Optoelectronics

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products used to transmit data across broadband, data center, telecommunications and wireless networks. Its portfolio includes optical transceivers, modules, lasers, components and networking equipment designed for high-speed communications infrastructure.

The company serves communications service providers, cable television and broadband operators, internet content providers, data center operators and telecommunications customers.