Applied Optoelectronics (NASDAQ:AAOI) CEO Sells $9,825,270.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $9,825,270.00. Following the sale, the chief executive officer owned 1,302,436 shares of the company’s stock, valued at $216,894,667.08. This trade represents a 4.33% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Chih-Hsiang (Thompson) Lin also recently made the following trade(s):

• On Tuesday, May 19th, Chih-Hsiang (Thompson) Lin sold 58,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $173.26, for a total transaction of $10,049,080.00.

Applied Optoelectronics Price Performance

NASDAQ:AAOI opened at $161.85 on Friday. The company has a quick ratio of 3.03, a current ratio of 3.83 and a debt-to-equity ratio of 0.18. The firm has a market cap of $12.99 billion, a PE ratio of -245.23 and a beta of 3.66. Applied Optoelectronics, Inc. has a 12 month low of $18.50 and a 12 month high of $233.67. The company’s 50-day moving average price is $168.99 and its two-hundred day moving average price is $96.64.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings data 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). Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The firm had revenue of $151.14 million for the quarter, compared to analyst estimates of $156.98 million. During the same period in the previous year, the business posted ($0.02) EPS. The business’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 fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 price objective on shares of Applied Optoelectronics in a research report on Thursday, February 19th. B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a report on Friday, February 27th. Needham & Company LLC raised their target price on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 27th. 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. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a report on Wednesday, June 10th. Three analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $79.80.

Institutional Investors Weigh In On Applied Optoelectronics

Institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Applied Optoelectronics by 10.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,579 shares of the semiconductor company’s stock worth $393,000 after buying an additional 2,415 shares during the last quarter. Cetera Investment Advisers bought a new position in Applied Optoelectronics in the second quarter valued at approximately $377,000. New York State Common Retirement Fund grew its holdings in Applied Optoelectronics by 36.0% during the 2nd quarter. New York State Common Retirement Fund now owns 17,000 shares of the semiconductor company’s stock worth $437,000 after acquiring an additional 4,500 shares during the period. Invesco Ltd. grew its holdings in Applied Optoelectronics by 50.0% during the 2nd 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 stake in shares of Applied Optoelectronics during the 2nd quarter valued at $952,000. Institutional investors and hedge funds own 61.70% 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.