Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $5,717,580.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 33,000 shares of the business’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $173.26, for a total value of $5,717,580.00. Following the transaction, the chief financial officer owned 451,906 shares of the company’s stock, valued at $78,297,233.56. The trade was a 6.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Applied Optoelectronics Price Performance

Applied Optoelectronics stock opened at $176.81 on Friday. The firm has a market capitalization of $14.19 billion, a P/E ratio of -267.89 and a beta of 3.76. Applied Optoelectronics, Inc. has a 1 year low of $15.06 and a 1 year high of $233.67. The business has a 50-day moving average of $137.65 and a 200-day moving average of $74.99. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18.

Applied Optoelectronics (NASDAQ:AAOI) last posted its earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.05) by ($0.02). The company had revenue of $151.14 million for the quarter, compared to analyst estimates of $156.98 million. Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.Applied Optoelectronics’s quarterly revenue was up 51.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities analysts anticipate that Applied Optoelectronics, Inc. will post 0.66 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Raymond James Financial restated an “outperform” rating and set a $160.00 target price on shares of Applied Optoelectronics in a research report on Friday, May 8th. Northland Securities reiterated a “market perform” rating and set a $55.00 price objective on shares of Applied Optoelectronics in a report on Friday, February 27th. B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price objective on the stock in a report on Friday, February 27th. Wall Street Zen cut Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Finally, Needham & Company LLC lifted their price objective on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 27th. Three research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Applied Optoelectronics currently has an average rating of “Hold” and an average target price of $79.80.

Institutional Investors Weigh In On Applied Optoelectronics

Several institutional investors have recently bought and sold shares of AAOI. Invesco Ltd. lifted its stake in Applied Optoelectronics by 5,208.9% in the 4th 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 in the last quarter. Price T Rowe Associates Inc. MD lifted its stake in Applied Optoelectronics by 5,321.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock valued at $77,730,000 after acquiring an additional 2,188,630 shares in the last quarter. Morgan Stanley lifted its stake in Applied Optoelectronics by 157.1% in the 4th quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock valued at $59,257,000 after acquiring an additional 1,038,775 shares in the last quarter. Hawk Ridge Capital Management LP lifted its stake in Applied Optoelectronics by 106.2% in the 4th quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock valued at $59,293,000 after acquiring an additional 875,903 shares in the last quarter. Finally, Artemis Investment Management LLP bought a new stake in Applied Optoelectronics in the 4th quarter valued at approximately $26,923,000. 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.