Cynthia Delaney Sells 56,575 Shares of Applied Optoelectronics (NASDAQ:AAOI) Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Director Cynthia Delaney sold 56,575 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $189.23, for a total transaction of $10,705,687.25. Following the transaction, the director owned 59,647 shares in the company, valued at $11,287,001.81. The trade was a 48.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link.

Cynthia Delaney also recently made the following trade(s):

• On Wednesday, March 4th, Cynthia Delaney sold 21,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $98.02, for a total transaction of $2,058,420.00.

Applied Optoelectronics Stock Performance

AAOI opened at $158.41 on Friday. The firm has a market capitalization of $12.71 billion, a PE ratio of -240.02 and a beta of 3.76. Applied Optoelectronics, Inc. has a twelve month low of $15.06 and a twelve month high of $233.67. The firm’s 50-day moving average price is $146.55 and its 200 day moving average price is $80.74. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly 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). The business had revenue of $151.14 million for the quarter, compared to analyst estimates 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 revenue was up 51.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, sell-side analysts expect that Applied Optoelectronics, Inc. will post 0.6 EPS for the current fiscal year.

Institutional Investors Weigh In On Applied Optoelectronics

Several large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew 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 worth $173,696,000 after acquiring an additional 358,090 shares in the last quarter. Invesco Ltd. grew 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 worth $122,439,000 after acquiring an additional 3,446,150 shares in the last quarter. Price T Rowe Associates Inc. MD grew 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 worth $77,730,000 after acquiring an additional 2,188,630 shares in the last quarter. Hawk Ridge Capital Management LP grew 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 worth $59,293,000 after acquiring an additional 875,903 shares in the last quarter. Finally, Morgan Stanley grew 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 worth $59,257,000 after acquiring an additional 1,038,775 shares in the last quarter. 61.70% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AAOI has been the topic of several recent analyst reports. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a report on Monday, April 13th. Needham & Company LLC boosted their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 27th. Raymond James Financial reiterated an “outperform” rating and issued a $160.00 target price on shares of Applied Optoelectronics in a report on Friday, May 8th. Northland Securities reiterated a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a report on Friday, February 27th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a report on Thursday, February 19th. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $79.80.

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.