Mitsubishi UFJ Asset Management Co. Ltd. Invests $1.40 Million in Applied Optoelectronics, Inc. $AAOI

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the 2nd quarter, Holdings Channel.com reports. The firm purchased 9,456 shares of the semiconductor company’s stock, valued at approximately $1,401,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. California State Teachers Retirement System boosted its holdings in Applied Optoelectronics by 23.2% in the first quarter. California State Teachers Retirement System now owns 70,464 shares of the semiconductor company’s stock worth $5,961,000 after acquiring an additional 13,265 shares in the last quarter. Handelsbanken Fonder AB bought a new position in shares of Applied Optoelectronics during the second quarter valued at $7,719,000. Andar Capital Management HK Ltd bought a new position in shares of Applied Optoelectronics during the first quarter valued at $11,335,000. Assenagon Asset Management S.A. purchased a new position in shares of Applied Optoelectronics in the 1st quarter worth about $4,125,000. Finally, Next Century Growth Investors LLC purchased a new position in shares of Applied Optoelectronics in the 4th quarter worth about $16,220,000. Institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Stock Down 3.3%

AAOI stock opened at $124.82 on Friday. The stock has a market capitalization of $10.56 billion, a P/E ratio of -160.03 and a beta of 3.76. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.78 and a quick ratio of 2.13. Applied Optoelectronics, Inc. has a 1-year low of $18.50 and a 1-year high of $233.67. The business has a fifty day moving average price of $127.73 and a 200-day moving average price of $124.85.

Applied Optoelectronics (NASDAQ:AAOI) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, beating the consensus estimate of $0.02 by $0.04. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The company had revenue of $191.92 million for the quarter, compared to analysts’ expectations of $190.48 million. During the same period last year, the firm posted ($0.16) earnings per share. Applied Optoelectronics’s revenue was up 86.3% compared to the same quarter last year. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Equities analysts forecast that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current fiscal year.

Insider Buying and Selling at Applied Optoelectronics

In other news, Director Cynthia Delaney sold 56,575 shares of the firm’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $189.23, for a total transaction of $10,705,687.25. Following the sale, the director owned 59,647 shares of the company’s stock, valued at $11,287,001.81. This trade represents a 48.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Stefan J. Murry sold 33,000 shares of Applied Optoelectronics stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $166.53, for a total transaction of $5,495,490.00. Following the completion of the sale, the chief financial officer owned 384,576 shares of the company’s stock, valued at $64,043,441.28. This represents a 7.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 329,204 shares of company stock worth $56,587,341. 3.80% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on AAOI. Weiss Ratings cut shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Monday. B. Riley Financial restated a “neutral” rating on shares of Applied Optoelectronics in a research note on Friday, August 7th. Raymond James Financial reaffirmed an “outperform” rating and issued a $178.00 target price on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $220.00 price target on shares of Applied Optoelectronics in a report on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Applied Optoelectronics presently has a consensus rating of “Hold” and a consensus target price of $139.40.

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.