Applied Optoelectronics (NASDAQ:AAOI) Stock Gets Price Target Trim from B. Riley Financial

Applied Optoelectronics (NASDAQ:AAOI) had its price target trimmed by B. Riley Financial from $109.00 to $92.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage currently has a neutral rating on the semiconductor company’s stock.

AAOI has been the topic of several other research reports. Rosenblatt Securities restated a “buy” rating and set a $220.00 price objective on shares of Applied Optoelectronics in a research note on Friday, August 7th. Needham & Company LLC decreased 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. Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Raymond James Financial reiterated an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Finally, Weiss Ratings lowered Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $147.00.

Applied Optoelectronics Stock Down 9.7%

AAOI stock opened at $75.57 on Thursday. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. The firm has a 50 day simple moving average of $110.39 and a 200-day simple moving average of $132.90. The company has a market capitalization of $6.39 billion, a P/E ratio of -96.88 and a beta of 3.85. Applied Optoelectronics has a twelve month low of $18.50 and a twelve month high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its earnings results 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 business had revenue of $191.92 million for the quarter, compared to analyst estimates of $190.48 million. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. The company’s revenue for the quarter was up 86.3% on a year-over-year basis. During the same quarter 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 research analysts predict that Applied Optoelectronics will post 0.55 earnings per share for the current fiscal year.

Insider Activity at Applied Optoelectronics

In other Applied Optoelectronics news, CFO Stefan J. Murry sold 4,000 shares of the firm’s stock in a transaction dated Monday, October 12th. The shares were sold at an average price of $102.87, for a total value of $411,480.00. Following the transaction, the chief financial officer owned 363,168 shares of the company’s stock, valued at $37,359,092.16. This trade represents a 1.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shu-Hua Yeh sold 6,000 shares of the firm’s stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $120.03, for a total transaction of $720,180.00. Following the completion of the transaction, the insider directly owned 371,498 shares in the company, valued at $44,590,904.94. This represents a 1.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 58,172 shares of company stock valued at $6,735,709 in the last quarter. Insiders own 3.80% of the company’s stock.

Hedge Funds Weigh In On Applied Optoelectronics

Several institutional investors have recently made changes to their positions in AAOI. Polaris Financial Partners acquired a new stake in shares of Applied Optoelectronics during the 3rd quarter worth approximately $26,000. EFG International AG acquired a new position in Applied Optoelectronics during the 2nd quarter valued at approximately $44,000. Persistent Asset Partners Ltd acquired a new position in Applied Optoelectronics during the 2nd quarter valued at approximately $47,000. Fiduciary Financial Advisors bought a new position in Applied Optoelectronics during the 2nd quarter worth $48,000. Finally, Integrated Wealth Concepts LLC bought a new position in Applied Optoelectronics during the 2nd quarter worth $58,000. 61.70% of the stock is owned by institutional investors.

Trending Headlines about Applied Optoelectronics

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

• Positive Sentiment: Applied Optoelectronics will report third-quarter 2026 results on November 5, providing a near-term catalyst. Investors will focus on whether strong AI-driven demand is continuing and how management views fourth-quarter growth. Third-Quarter 2026 Results Conference Call

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.