Applied Optoelectronics (NASDAQ:AAOI) CFO Stefan Murry Sells 33,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 33,000 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $166.53, for a total transaction of $5,495,490.00. Following the completion of the transaction, the chief financial officer owned 384,576 shares in the company, valued at $64,043,441.28. This represents a 7.90% decrease in their ownership of the stock. The sale was disclosed in a document filed 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.

Applied Optoelectronics Trading Down 10.7%

NASDAQ AAOI traded down $20.49 during trading hours on Tuesday, hitting $171.06. The company’s stock had a trading volume of 13,006,588 shares, compared to its average volume of 10,508,214. The stock has a fifty day moving average of $165.57 and a 200 day moving average of $93.67. Applied Optoelectronics, Inc. has a twelve month low of $16.55 and a twelve month high of $233.67. The firm has a market capitalization of $13.73 billion, a P/E ratio of -259.18 and a beta of 3.67. 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 posted its earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share for the quarter, missing the consensus estimate of ($0.05) by ($0.02). The firm had revenue of $151.14 million during 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%.The company’s revenue for the quarter was up 51.3% on a year-over-year basis. During the same quarter last year, the business posted ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Equities research analysts forecast that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Applied Optoelectronics

Several large investors have recently made changes to their positions in the stock. Shariaportfolio Inc. bought a new stake in shares of Applied Optoelectronics during the first quarter worth $1,855,000. NewEdge Advisors LLC bought a new stake in shares of Applied Optoelectronics during the first quarter worth $723,000. BankChampaign National Association bought a new stake in shares of Applied Optoelectronics during the first quarter worth $284,000. Janus Henderson Group PLC increased its position in shares of Applied Optoelectronics by 23.2% during the first quarter. Janus Henderson Group PLC now owns 29,755 shares of the semiconductor company’s stock worth $2,518,000 after acquiring an additional 5,600 shares in the last quarter. Finally, California State Teachers Retirement System increased its position in shares of Applied Optoelectronics by 23.2% during the first quarter. California State Teachers Retirement System now owns 70,464 shares of the semiconductor company’s stock worth $5,961,000 after acquiring an additional 13,265 shares in the last quarter. Institutional investors own 61.70% of the company’s stock.

Wall Street Analysts Forecast Growth

AAOI has been the topic of several analyst reports. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Needham & Company LLC increased their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Northland Securities reiterated a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a report on Friday, February 27th. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a report on Friday, February 27th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a report on Thursday, February 19th. Three research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Applied Optoelectronics has a consensus rating of “Hold” and a consensus price target of $79.80.

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.