Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 10,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $205.07, for a total transaction of $2,050,700.00. Following the sale, the insider directly owned 452,430 shares of the company’s stock, valued at approximately $92,779,820.10. This trade represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Tuesday, May 19th, Shu-Hua (Joshua) Yeh sold 39,154 shares of Applied Optoelectronics stock. The stock was sold at an average price of $173.26, for a total transaction of $6,783,822.04.

Applied Optoelectronics Stock Performance

Shares of NASDAQ AAOI opened at $196.64 on Tuesday. The company has a market cap of $15.78 billion, a P/E ratio of -297.94 and a beta of 3.67. Applied Optoelectronics, Inc. has a 52-week low of $15.29 and a 52-week high of $233.67. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. The firm’s fifty day moving average is $157.31 and its two-hundred day moving average is $88.28.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.02). The firm had revenue of $151.14 million for the quarter, compared to analysts’ expectations of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The company’s revenue for the quarter was up 51.3% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on AAOI. Rosenblatt Securities reissued a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a report on Thursday, February 19th. Raymond James Financial reaffirmed an “outperform” rating and set a $160.00 price target on shares of Applied Optoelectronics in a research note on Friday, May 8th. Needham & Company LLC increased their price objective on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Northland Securities reissued a “market perform” rating and issued a $55.00 price objective on shares of Applied Optoelectronics in a research note on Friday, February 27th. Finally, Wall Street Zen downgraded shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $79.80.

Hedge Funds Weigh In On Applied Optoelectronics

Large investors have recently modified their holdings of the stock. Geneos Wealth Management Inc. lifted its position in Applied Optoelectronics by 1.4% in the first quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock worth $1,529,000 after buying an additional 243 shares during the last quarter. Comerica Bank increased its position in Applied Optoelectronics by 27.6% during the fourth quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock valued at $48,000 after acquiring an additional 300 shares during the last quarter. AlphaQuest LLC increased its position in Applied Optoelectronics by 7.9% during the third quarter. AlphaQuest LLC now owns 7,503 shares of the semiconductor company’s stock valued at $195,000 after acquiring an additional 551 shares during the last quarter. Police & Firemen s Retirement System of New Jersey raised its stake in shares of Applied Optoelectronics by 3.6% in the fourth quarter. Police & Firemen s Retirement System of New Jersey now owns 16,073 shares of the semiconductor company’s stock valued at $560,000 after acquiring an additional 556 shares during the period. Finally, Allworth Financial LP raised its stake in shares of Applied Optoelectronics by 1,923.7% in the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 731 shares during the period. Institutional investors own 61.70% 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.