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

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 1,285 shares of the business’s stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $120.02, for a total transaction of $154,225.70. Following the completion of the sale, the insider owned 392,922 shares in the company, valued at approximately $47,158,498.44. This trade represents a 0.33% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 Thursday, June 18th, Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock. The shares were 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 value 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 value of $6,783,822.04.

Applied Optoelectronics Price Performance

NASDAQ:AAOI opened at $76.52 on Thursday. The firm has a market capitalization of $6.14 billion, a price-to-earnings ratio of -115.94 and a beta of 3.69. Applied Optoelectronics, Inc. has a 1 year low of $18.50 and a 1 year high of $233.67. The business has a 50 day simple moving average of $145.54 and a 200-day simple moving average of $114.72. The company has a debt-to-equity ratio of 0.18, a current ratio of 3.83 and a quick ratio of 3.03.

Applied Optoelectronics (NASDAQ:AAOI) last released its quarterly 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 company had revenue of $151.14 million for the quarter, compared to analysts’ expectations of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The business’s quarterly revenue was up 51.3% on a year-over-year basis. During the same quarter in the previous year, the company posted ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Equities analysts forecast that Applied Optoelectronics, Inc. will post 0.6 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Raymond James Financial reissued an “outperform” rating on shares of Applied Optoelectronics in a research report on Wednesday, June 10th. 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 report on Tuesday, July 7th. Needham & Company LLC decreased their price target on Applied Optoelectronics from $260.00 to $220.00 and set a “buy” rating for the company in a research note on Wednesday, July 22nd. Finally, Rosenblatt Securities restated a “buy” rating and set a $220.00 price objective on shares of Applied Optoelectronics in a report on Monday, June 22nd. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Applied Optoelectronics has a consensus rating of “Hold” and a consensus target price of $141.80.

Institutional Investors Weigh In On Applied Optoelectronics

Large investors have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Applied Optoelectronics by 10.4% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,579 shares of the semiconductor company’s stock worth $393,000 after purchasing an additional 2,415 shares during the period. Cetera Investment Advisers purchased a new position in shares of Applied Optoelectronics during the second quarter valued at $377,000. New York State Common Retirement Fund raised its holdings in shares of Applied Optoelectronics by 36.0% in the second quarter. New York State Common Retirement Fund now owns 17,000 shares of the semiconductor company’s stock valued at $437,000 after acquiring an additional 4,500 shares in the last quarter. Invesco Ltd. lifted its stake in Applied Optoelectronics by 50.0% in the second quarter. Invesco Ltd. now owns 60,817 shares of the semiconductor company’s stock worth $1,562,000 after acquiring an additional 20,261 shares during the period. Finally, First Trust Advisors LP bought a new position in Applied Optoelectronics during the 2nd quarter worth about $952,000. 61.70% of the stock is owned by hedge funds and other institutional investors.

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.