Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 1,285 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 1,285 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $120.02, for a total value of $154,225.70. Following the transaction, the insider owned 392,922 shares in the company, valued at $47,158,498.44. This trade represents a 0.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 Thursday, June 18th, Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $171.89, for a total transaction of $1,031,340.00.
• On Friday, June 12th, Shu-Hua (Joshua) Yeh sold 28,826 shares of Applied Optoelectronics stock. The shares were sold at an average price of $166.53, for a total transaction of $4,800,393.78.
• On Thursday, June 4th, Shu-Hua (Joshua) Yeh sold 10,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $205.07, for a total transaction of $2,050,700.00.
• On Tuesday, May 19th, Shu-Hua (Joshua) Yeh sold 39,154 shares of Applied Optoelectronics stock. The shares were sold at an average price of $173.26, for a total transaction of $6,783,822.04.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI opened at $88.14 on Wednesday. The company has a market cap of $7.07 billion, a PE ratio of -133.55 and a beta of 3.69. Applied Optoelectronics, Inc. has a fifty-two week low of $18.50 and a fifty-two week high of $233.67. The firm has a 50-day simple moving average of $147.31 and a 200 day simple moving average of $114.41. The company has a quick ratio of 3.03, a current ratio of 3.83 and a debt-to-equity ratio of 0.18.

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Wall Street Zen cut Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Tuesday, July 7th. Rosenblatt Securities reissued a “buy” rating and set a $220.00 target price on shares of Applied Optoelectronics in a research note on Monday, June 22nd. Raymond James Financial restated an “outperform” rating on shares of Applied Optoelectronics in a research report on Wednesday, June 10th. Finally, Needham & Company LLC cut their price target on Applied Optoelectronics from $260.00 to $220.00 and set a “buy” rating on the stock in a report on Wednesday, July 22nd. 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. Based on data from MarketBeat, Applied Optoelectronics currently has a consensus rating of “Hold” and a consensus price target of $141.80.

Hedge Funds Weigh In On Applied Optoelectronics

A number of institutional investors and hedge funds have recently bought and sold shares of AAOI. Vanguard Group Inc. lifted its stake in shares of Applied Optoelectronics by 7.7% in the 4th quarter. Vanguard Group Inc. now owns 4,982,660 shares of the semiconductor company’s stock worth $173,696,000 after acquiring an additional 358,090 shares during the period. Invesco Ltd. increased its stake in shares of Applied Optoelectronics by 5,208.9% during the fourth quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock valued at $122,439,000 after acquiring an additional 3,446,150 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Applied Optoelectronics by 5,321.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock worth $77,730,000 after purchasing an additional 2,188,630 shares in the last quarter. Hawk Ridge Capital Management LP raised its holdings in Applied Optoelectronics by 106.2% during the fourth quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock worth $59,293,000 after purchasing an additional 875,903 shares in the last quarter. Finally, Morgan Stanley lifted its position in 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 purchasing an additional 1,038,775 shares during the period. Institutional investors own 61.70% of the company’s stock.

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.