Fulcrum Equity Management Acquires Shares of 4,206 Applied Optoelectronics, Inc. $AAOI

Fulcrum Equity Management acquired a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,206 shares of the semiconductor company’s stock, valued at approximately $623,000.

Several other large investors also recently made changes to their positions in AAOI. Vanguard Group Inc. increased its stake in shares of Applied Optoelectronics by 7.7% in the fourth quarter. Vanguard Group Inc. now owns 4,982,660 shares of the semiconductor company’s stock valued at $173,696,000 after buying an additional 358,090 shares in the last quarter. Invesco Ltd. lifted its position in Applied Optoelectronics by 5,208.9% during the 4th quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock worth $122,439,000 after buying an additional 3,446,150 shares in the last quarter. Price T Rowe Associates Inc. MD grew its holdings in Applied Optoelectronics by 5,321.6% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock worth $77,730,000 after acquiring an additional 2,188,630 shares during the last quarter. Hawk Ridge Capital Management LP grew its holdings 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 acquiring an additional 875,903 shares during the last quarter. Finally, Morgan Stanley raised its stake in shares of Applied Optoelectronics by 157.1% in the fourth quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock worth $59,257,000 after acquiring an additional 1,038,775 shares during the last quarter. Institutional investors own 61.70% of the company’s stock.

Insiders Place Their Bets

In other news, insider David C. Kuo sold 29,227 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $4,867,172.31. Following the completion of the transaction, the insider directly owned 149,078 shares in the company, valued at approximately $24,825,959.34. The trade was a 16.39% 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, insider Hung-Lun (Fred) Chang sold 40,329 shares of the company’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total value of $6,880,127.40. Following the completion of the sale, the insider directly owned 286,124 shares of the company’s stock, valued at approximately $48,812,754.40. This trade represents a 12.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 506,215 shares of company stock valued at $87,409,447 in the last ninety days. 3.80% of the stock is currently owned by insiders.

Applied Optoelectronics Price Performance

AAOI opened at $132.81 on Tuesday. The company has a fifty day moving average price of $136.28 and a two-hundred day moving average price of $119.37. The firm has a market capitalization of $11.23 billion, a PE ratio of -170.27 and a beta of 3.76. 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.

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

Analysts Set New Price Targets

AAOI has been the topic of a number of research reports. B. Riley Financial reiterated a “neutral” rating on shares of Applied Optoelectronics in a research report on Friday. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Tuesday, July 7th. Rosenblatt Securities reaffirmed a “buy” rating and set a $220.00 price objective on shares of Applied Optoelectronics in a report on Friday. Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Raymond James Financial set a $151.00 target price on Applied Optoelectronics in a research note on Friday. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $134.00.

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.