Strs Ohio Buys Shares of 5,600 Applied Optoelectronics, Inc. $AAOI

Strs Ohio bought a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,600 shares of the semiconductor company’s stock, valued at approximately $474,000.

Other large investors also recently made changes to their positions in the company. Global Trust Asset Management LLC boosted its position in shares of Applied Optoelectronics by 114.2% during the first quarter. Global Trust Asset Management LLC now owns 59,562 shares of the semiconductor company’s stock worth $5,038,000 after buying an additional 31,758 shares during the period. Dupree Financial Group LLC bought a new position in Applied Optoelectronics in the 1st quarter worth approximately $692,000. Pictet Asset Management Holding SA increased its position in Applied Optoelectronics by 30.0% in the 1st quarter. Pictet Asset Management Holding SA now owns 10,307 shares of the semiconductor company’s stock valued at $872,000 after acquiring an additional 2,380 shares during the period. Assenagon Asset Management S.A. acquired a new stake in Applied Optoelectronics in the 1st quarter valued at approximately $4,125,000. Finally, Krilogy Financial LLC bought a new stake in Applied Optoelectronics during the 1st quarter valued at $151,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on AAOI shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Tuesday. Raymond James Financial restated an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday, June 10th. Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research report on Monday, June 22nd. Finally, Wall Street Zen cut shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $113.80.

Insider Activity at Applied Optoelectronics

In related news, CEO Chih-Hsiang (Thompson) Lin sold 59,000 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $166.53, for a total value of $9,825,270.00. Following the sale, the chief executive officer directly owned 1,302,436 shares in the company, valued at $216,894,667.08. The trade was a 4.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shu-Hua (Joshua) Yeh sold 39,154 shares of the stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $173.26, for a total transaction of $6,783,822.04. Following the sale, the insider directly owned 462,430 shares of the company’s stock, valued at approximately $80,120,621.80. This represents a 7.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 496,215 shares of company stock worth $86,170,414. Company insiders own 3.80% of the company’s stock.

Applied Optoelectronics Stock Down 1.9%

Shares of AAOI stock opened at $119.92 on Friday. Applied Optoelectronics, Inc. has a 1 year low of $18.50 and a 1 year high of $233.67. The stock has a market cap of $9.62 billion, a PE ratio of -181.70 and a beta of 3.69. The business’s fifty day moving average is $165.01 and its 200-day moving average is $108.11. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83.

Applied Optoelectronics (NASDAQ:AAOI) last announced 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). The firm had revenue of $151.14 million during the quarter, compared to analyst estimates of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The company’s quarterly revenue was up 51.3% compared to the same quarter last year. During the same quarter last year, the company earned ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Equities analysts expect that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Applied Optoelectronics 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.