Applied Optoelectronics (NASDAQ:AAOI) Director Cynthia Delaney Sells 56,575 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Director Cynthia Delaney sold 56,575 shares of the stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $189.23, for a total transaction of $10,705,687.25. Following the sale, the director owned 59,647 shares of the company’s stock, valued at approximately $11,287,001.81. This represents a 48.68% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Cynthia Delaney also recently made the following trade(s):

• On Wednesday, March 4th, Cynthia Delaney sold 21,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $98.02, for a total transaction of $2,058,420.00.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $169.02 on Friday. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18. The firm has a 50-day moving average of $145.23 and a 200-day moving average of $80.19. The firm has a market cap of $13.56 billion, a P/E ratio of -256.09 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.

Applied Optoelectronics (NASDAQ:AAOI) last posted its earnings results 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 return on equity of 4.64% and a negative net margin of 8.55%.The business’s revenue for the quarter was up 51.3% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Sell-side analysts expect that Applied Optoelectronics, Inc. will post 0.6 EPS for the current year.

Institutional Trading of Applied Optoelectronics

A number of hedge funds have recently modified their holdings of the business. 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 purchasing an additional 3,446,150 shares in the last quarter. Price T Rowe Associates Inc. MD increased its stake in shares of 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 valued at $77,730,000 after purchasing an additional 2,188,630 shares in the last quarter. Morgan Stanley increased its stake in shares of Applied Optoelectronics by 157.1% during the fourth quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock valued at $59,257,000 after purchasing an additional 1,038,775 shares in the last quarter. Hawk Ridge Capital Management LP increased its stake in shares of 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 valued at $59,293,000 after purchasing an additional 875,903 shares in the last quarter. Finally, Artemis Investment Management LLP bought a new position in shares of Applied Optoelectronics during the fourth quarter valued at approximately $26,923,000. Institutional investors own 61.70% of the company’s stock.

Analyst Upgrades and Downgrades

AAOI has been the topic of several recent analyst reports. Needham & Company LLC lifted their price target on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 27th. Raymond James Financial reiterated an “outperform” rating and issued a $160.00 price target on shares of Applied Optoelectronics in a report on Friday, May 8th. Wall Street Zen cut shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 price target on shares of Applied Optoelectronics in a report on Thursday, February 19th. Finally, Northland Securities reiterated a “market perform” rating and issued a $55.00 price target on shares of Applied Optoelectronics in a report on Friday, February 27th. Three investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $79.80.

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.