Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) CFO Sells $411,480.00 in Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 4,000 shares of the company’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $102.87, for a total value of $411,480.00. Following the completion of the transaction, the chief financial officer directly owned 363,168 shares in the company, valued at $37,359,092.16. This trade represents a 1.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Applied Optoelectronics Stock Performance

AAOI stock opened at $75.57 on Friday. 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 business’s fifty day simple moving average is $110.39 and its two-hundred day simple moving average is $132.90. Applied Optoelectronics, Inc. has a twelve month low of $18.50 and a twelve month high of $233.67. The firm has a market cap of $6.39 billion, a price-to-earnings ratio of -96.88 and a beta of 3.85.

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

Institutional Trading of Applied Optoelectronics

Several institutional investors and hedge funds have recently made changes to their positions in AAOI. Polaris Financial Partners purchased a new stake in Applied Optoelectronics in the third quarter worth about $26,000. EFG International AG bought a new position in Applied Optoelectronics during the 2nd quarter worth about $44,000. Persistent Asset Partners Ltd purchased a new position in Applied Optoelectronics during the 2nd quarter valued at about $47,000. Fiduciary Financial Advisors purchased a new position in Applied Optoelectronics during the 2nd quarter valued at about $48,000. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of Applied Optoelectronics in the 2nd quarter valued at about $58,000. 61.70% of the stock is currently owned by institutional investors.

Key Applied Optoelectronics News

Here are the key news stories impacting Applied Optoelectronics this week:

• Positive Sentiment: Applied Optoelectronics will report third-quarter 2026 results on November 5, providing a near-term catalyst. Investors will focus on whether strong AI-driven demand is continuing and how management views fourth-quarter growth. Third-Quarter 2026 Results Conference Call

Analyst Ratings Changes

A number of brokerages recently weighed in on AAOI. Needham & Company LLC decreased their price objective on shares of Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a report on Friday, August 7th. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. Weiss Ratings lowered shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. Raymond James Financial reaffirmed an “outperform” rating and set a $178.00 target price on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $220.00 price target on shares of Applied Optoelectronics in a research note on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $147.00.

About Applied Optoelectronics

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products used to transmit data across broadband, data center, telecommunications and wireless networks. Its portfolio includes optical transceivers, modules, lasers, components and networking equipment designed for high-speed communications infrastructure.

The company serves communications service providers, cable television and broadband operators, internet content providers, data center operators and telecommunications customers.