Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 6,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 6,000 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $171.89, for a total transaction of $1,031,340.00. Following the sale, the insider directly owned 394,207 shares of the company’s stock, valued at approximately $67,760,241.23. The trade was a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 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 Friday, June 12th, Shu-Hua (Joshua) Yeh sold 28,826 shares of Applied Optoelectronics stock. The stock was sold at an average price of $166.53, for a total value 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 value of $2,050,700.00.
• 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 AAOI stock opened at $161.85 on Friday. The firm has a market capitalization of $12.99 billion, a price-to-earnings ratio of -245.23 and a beta of 3.66. The company has a debt-to-equity ratio of 0.18, a current ratio of 3.83 and a quick ratio of 3.03. The business has a fifty day moving average of $168.99 and a 200 day moving average of $96.64. Applied Optoelectronics, Inc. has a 1 year low of $18.50 and a 1 year high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly 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 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 quarterly revenue was up 51.3% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, research analysts expect that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Northland Securities restated a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a research note on Friday, February 27th. Needham & Company LLC lifted their price target on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, February 27th. B. Riley Financial raised Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price target for the company in a report on Friday, February 27th. Rosenblatt Securities restated a “buy” rating and issued a $50.00 price objective on shares of Applied Optoelectronics in a research report on Thursday, February 19th. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday, June 10th. Three analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $79.80.

Institutional Investors Weigh In On Applied Optoelectronics

Several hedge funds have recently modified their holdings of AAOI. Geneos Wealth Management Inc. grew its position in shares of Applied Optoelectronics by 1.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock valued at $1,529,000 after acquiring an additional 243 shares during the period. Comerica Bank boosted 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 worth $48,000 after purchasing an additional 300 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its holdings in 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 purchasing an additional 556 shares during the period. Allworth Financial LP grew its holdings in 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 purchasing an additional 731 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its position in shares of Applied Optoelectronics by 166.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after buying an additional 750 shares in the last quarter. 61.70% of the stock is owned by hedge funds and other institutional investors.

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.