Applied Optoelectronics (AAOI) to Release Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) will likely be announcing its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect the company to announce earnings of ($0.12) per share and revenue of $131.5640 million for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $53.96 on Tuesday. Applied Optoelectronics has a fifty-two week low of $9.71 and a fifty-two week high of $55.09. The firm’s 50 day simple moving average is $39.44 and its 200-day simple moving average is $31.57. The company has a debt-to-equity ratio of 0.23, a current ratio of 2.31 and a quick ratio of 1.63. The company has a market cap of $3.68 billion, a P/E ratio of -16.76 and a beta of 3.32.

Insider Activity

In related news, insider David C. Kuo sold 17,467 shares of Applied Optoelectronics stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $50.17, for a total transaction of $876,319.39. Following the sale, the insider directly owned 111,663 shares of the company’s stock, valued at $5,602,132.71. This trade represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Stefan J. Murry sold 11,693 shares of the business’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $50.25, for a total transaction of $587,573.25. Following the completion of the sale, the chief financial officer owned 290,050 shares in the company, valued at $14,575,012.50. This represents a 3.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 66,520 shares of company stock worth $3,080,367. Insiders own 4.50% of the company’s stock.

Institutional Trading of Applied Optoelectronics

Several hedge funds have recently modified their holdings of the stock. Comerica Bank acquired a new stake in Applied Optoelectronics in the third quarter worth about $28,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after purchasing an additional 750 shares during the last quarter. Headlands Technologies LLC acquired a new stake in shares of Applied Optoelectronics during the 2nd quarter worth approximately $57,000. Wexford Capital LP bought a new stake in shares of Applied Optoelectronics during the third quarter worth approximately $95,000. Finally, State of Wyoming acquired a new position in Applied Optoelectronics in the fourth quarter valued at approximately $160,000. 61.70% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on AAOI. B. Riley Financial reaffirmed a “sell” rating and set a $15.00 price target on shares of Applied Optoelectronics in a research note on Monday, November 10th. Rosenblatt Securities reaffirmed a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a research report on Thursday, February 19th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Applied Optoelectronics in a research note on Wednesday, January 21st. Needham & Company LLC increased their price target on shares of Applied Optoelectronics from $38.00 to $43.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Finally, Northland Securities set a $45.00 price target on shares of Applied Optoelectronics in a report on Thursday, December 11th. Four equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $35.60.

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.