Hsbc Holdings PLC Purchases New Position in Applied Optoelectronics, Inc. $AAOI

Hsbc Holdings PLC purchased a new stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 29,485 shares of the semiconductor company’s stock, valued at approximately $4,302,000.

Several other hedge funds have also bought and sold shares of the stock. Allworth Financial LP grew its stake in shares of Applied Optoelectronics by 1,923.7% during the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 731 shares during the period. Comerica Bank acquired a new position in shares of Applied Optoelectronics in the 3rd quarter valued at $28,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Applied Optoelectronics by 166.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock worth $42,000 after buying an additional 750 shares in the last quarter. EFG International AG purchased a new stake in Applied Optoelectronics during the second quarter worth $44,000. Finally, Persistent Asset Partners Ltd acquired a new stake in Applied Optoelectronics during the second quarter valued at $47,000. Hedge funds and other institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Trading Down 6.2%

Shares of Applied Optoelectronics stock opened at $106.23 on Friday. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. Applied Optoelectronics, Inc. has a twelve month low of $18.50 and a twelve month high of $233.67. The firm has a market capitalization of $8.98 billion, a PE ratio of -136.19 and a beta of 3.76. The firm’s 50-day moving average price is $121.74 and its 200 day moving average price is $127.24.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, topping the consensus estimate of $0.02 by $0.04. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The company had revenue of $191.92 million during the quarter, compared to analyst estimates of $190.48 million. During the same period in the previous year, the business earned ($0.16) EPS. Applied Optoelectronics’s quarterly revenue was up 86.3% on a year-over-year basis. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. On average, sell-side analysts predict that Applied Optoelectronics, Inc. will post 0.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on AAOI. B. Riley Financial reaffirmed a “neutral” rating on shares of Applied Optoelectronics in a report on Friday, August 7th. Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Needham & Company LLC cut their price target on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research note on Friday, August 7th. Weiss Ratings cut Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday, August 17th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $178.00 price target on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Three equities 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 an average target price of $139.40.

Insider Transactions at Applied Optoelectronics

In other Applied Optoelectronics news, CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the firm’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $166.53, for a total value of $9,825,270.00. Following the transaction, the chief executive officer owned 1,302,436 shares in the company, valued at approximately $216,894,667.08. This trade represents a 4.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Stefan J. Murry sold 4,000 shares of the firm’s stock in a transaction on Friday, July 10th. The shares were sold at an average price of $122.09, for a total value of $488,360.00. Following the completion of the transaction, the chief financial officer owned 380,576 shares in the company, valued at $46,464,523.84. The trade was a 1.04% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 272,629 shares of company stock valued at $45,881,654. Insiders own 3.80% 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.