Greenwoods Asset Management Hong Kong Ltd. Acquires Shares of 53,520 Applied Optoelectronics, Inc. $AAOI

Greenwoods Asset Management Hong Kong Ltd. acquired a new position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the 2nd quarter, Holdings Channel reports. The firm acquired 53,520 shares of the semiconductor company’s stock, valued at approximately $7,930,000. Applied Optoelectronics makes up 0.4% of Greenwoods Asset Management Hong Kong Ltd.’s holdings, making the stock its 16th biggest position.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Allworth Financial LP boosted its position in shares of 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 acquiring an additional 731 shares during the period. Comerica Bank bought a new position in Applied Optoelectronics during the third quarter worth about $28,000. Northwestern Mutual Wealth Management Co. increased its position 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 acquiring an additional 750 shares during the period. Persistent Asset Partners Ltd acquired a new stake in Applied Optoelectronics in the 2nd quarter worth about $47,000. Finally, Kohmann Bosshard Financial Services LLC acquired a new stake in Applied Optoelectronics in the 4th quarter worth about $55,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

Wall Street Analyst Weigh In

AAOI has been the subject of a number of recent research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Tuesday, July 7th. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. B. Riley Financial reiterated a “neutral” rating on shares of Applied Optoelectronics in a research note on Friday, August 7th. Raymond James Financial reissued an “outperform” rating and set a $178.00 price target on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Finally, Needham & Company LLC lowered their price objective on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $139.40.

Applied Optoelectronics Stock Up 3.1%

AAOI stock opened at $154.89 on Tuesday. Applied Optoelectronics, Inc. has a 52 week low of $18.50 and a 52 week high of $233.67. The business has a 50-day simple moving average of $131.17 and a 200 day simple moving average of $123.06. The company has a quick ratio of 2.13, a current ratio of 2.78 and a debt-to-equity ratio of 0.12. The company has a market cap of $13.10 billion, a PE ratio of -198.58 and a beta of 3.76.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. The firm had revenue of $191.92 million for the quarter, compared to the consensus estimate of $190.48 million. During the same period in the prior year, the company posted ($0.16) earnings per share. The business’s revenue for the quarter was up 86.3% on a year-over-year basis. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Sell-side analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 EPS for the current fiscal year.

Insider Activity

In related news, CFO Stefan J. Murry sold 4,000 shares of the stock in a transaction that occurred 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 of the company’s stock, valued at $46,464,523.84. This represents a 1.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Hung-Lun (Fred) Chang sold 40,329 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total transaction of $6,880,127.40. Following the completion of the transaction, the insider directly owned 286,124 shares of the company’s stock, valued at approximately $48,812,754.40. The trade was a 12.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 323,204 shares of company stock valued at $55,700,961. Corporate insiders own 3.80% of the company’s stock.

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.