Applied Optoelectronics (NASDAQ:AAOI) Insider Sells $800,280.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Hung-Lun (Fred) Chang sold 4,000 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $200.07, for a total value of $800,280.00. Following the completion of the transaction, the insider owned 387,750 shares in the company, valued at $77,577,142.50. The trade was a 1.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Hung-Lun (Fred) Chang also recently made the following trade(s):

• On Tuesday, May 19th, Hung-Lun (Fred) Chang sold 33,630 shares of Applied Optoelectronics stock. The stock was sold at an average price of $173.26, for a total value of $5,826,733.80.
• On Monday, March 16th, Hung-Lun (Fred) Chang sold 36,400 shares of Applied Optoelectronics stock. The stock was sold at an average price of $100.25, for a total value of $3,649,100.00.

Applied Optoelectronics Price Performance

Shares of NASDAQ AAOI opened at $175.13 on Thursday. Applied Optoelectronics, Inc. has a twelve month low of $15.29 and a twelve month high of $233.67. The stock’s 50 day moving average price is $160.40 and its 200-day moving average price is $90.38. The company has a market capitalization of $14.05 billion, a PE ratio of -265.35 and a beta of 3.66. 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 announced 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). Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The business had revenue of $151.14 million during the quarter, compared to analysts’ expectations of $156.98 million. During the same quarter in the previous year, the firm earned ($0.02) EPS. Applied Optoelectronics’s quarterly revenue was up 51.3% on a year-over-year basis. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 EPS for the current year.

Trending Headlines about Applied Optoelectronics

Here are the key news stories impacting Applied Optoelectronics this week:

• Positive Sentiment: Optical-networking and networking stocks are rallying as the AI infrastructure trade strengthens, helping lift AAOI alongside peers like Lumentum and Coherent. Article Title
• Positive Sentiment: Applied Optoelectronics announced that Spectrum is deploying AOI’s QuantumLink remote management software across its connected 1.8GHz amplifier footprint, highlighting growing hardware-software adoption and a deeper customer relationship. Article Title
• Neutral Sentiment: AAOI also drew attention after a Zacks note said the stock trades at a premium valuation, with a forward price-to-sales ratio of 8.71x versus 6.62x for the broader sector, which may make some investors cautious. Article Title
• Negative Sentiment: Recent insider selling, including a June 5 sale by Hung-Lun (Fred) Chang, may be weighing on sentiment even though the insider still retains a large position. Article Title
• Negative Sentiment: A separate report said AAOI led networking stocks lower following concerns about a delay in co-packaged optics (CPO) rollout, a potential headwind for near-term expectations. Article Title

Institutional Investors Weigh In On Applied Optoelectronics

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. raised its holdings in Applied Optoelectronics by 7.7% during the 4th quarter. Vanguard Group Inc. now owns 4,982,660 shares of the semiconductor company’s stock valued at $173,696,000 after acquiring an additional 358,090 shares during the period. Invesco Ltd. raised its holdings in Applied Optoelectronics by 5,208.9% during the 4th quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock valued at $122,439,000 after acquiring an additional 3,446,150 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Applied Optoelectronics by 5,321.6% during the 4th 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 acquiring an additional 2,188,630 shares during the period. Hawk Ridge Capital Management LP raised its holdings in Applied Optoelectronics by 106.2% during the 4th quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock valued at $59,293,000 after acquiring an additional 875,903 shares during the period. Finally, Morgan Stanley raised its holdings in Applied Optoelectronics by 157.1% during the 4th quarter. Morgan Stanley now owns 1,699,855 shares of the semiconductor company’s stock valued at $59,257,000 after acquiring an additional 1,038,775 shares during the period. Institutional investors own 61.70% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on AAOI shares. Needham & Company LLC lifted their price target 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. Rosenblatt Securities reaffirmed a “buy” rating and issued a $50.00 price target on shares of Applied Optoelectronics in a report on Thursday, February 19th. Northland Securities reaffirmed a “market perform” rating and issued a $55.00 price target on shares of Applied Optoelectronics in a report on Friday, February 27th. Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a report on Wednesday. Finally, B. Riley Financial raised shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price target on the stock in a report on Friday, February 27th. Three equities 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. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price 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.