Applied Optoelectronics, Inc. $AAOI Stock Purchased by MBL Wealth LLC

MBL Wealth LLC boosted its holdings in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 364.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,331 shares of the semiconductor company’s stock after buying an additional 11,247 shares during the period. MBL Wealth LLC’s holdings in Applied Optoelectronics were worth $1,422,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. BlackRock Inc. acquired a new position in shares of Applied Optoelectronics in the 2nd quarter valued at $955,672,000. Renaissance Technologies LLC acquired a new position in Applied Optoelectronics in the first quarter worth about $47,817,000. William Blair Investment Management LLC acquired a new position in Applied Optoelectronics in the second quarter worth about $74,703,000. Bank of America Corp DE acquired a new position in Applied Optoelectronics in the second quarter worth about $33,712,000. Finally, Bank of New York Mellon Corp bought a new position in Applied Optoelectronics during the second quarter worth about $32,567,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on AAOI. Raymond James Financial reaffirmed an “outperform” rating and set a $178.00 price objective on shares of Applied Optoelectronics in a report on Tuesday, August 11th. B. Riley Financial lowered their price objective on Applied Optoelectronics from $109.00 to $92.00 and set a “neutral” rating on the stock in a research note on Thursday, October 15th. Rosenblatt Securities reissued a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a report on Friday, August 7th. Needham & Company LLC cut their target price on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Finally, Wall Street Zen upgraded Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Three investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $147.00.

Insiders Place Their Bets

In other news, insider Shu-Hua Yeh sold 6,000 shares of the firm’s stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $120.03, for a total transaction of $720,180.00. Following the completion of the sale, the insider owned 371,498 shares of the company’s stock, valued at approximately $44,590,904.94. This trade represents a 1.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Stefan Murry sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, October 12th. The stock was sold at an average price of $102.87, for a total transaction of $411,480.00. Following the sale, the chief financial officer directly owned 363,168 shares of the company’s stock, valued at approximately $37,359,092.16. The trade was a 1.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 56,887 shares of company stock valued at $6,581,484. 3.80% of the stock is currently owned by insiders.

Applied Optoelectronics Stock Down 12.0%

Shares of NASDAQ:AAOI opened at $68.07 on Friday. The company’s fifty day moving average is $105.69 and its 200-day moving average is $132.68. The company has a debt-to-equity ratio of 0.12, a quick ratio of 2.13 and a current ratio of 2.78. Applied Optoelectronics, Inc. has a 52 week low of $18.50 and a 52 week high of $233.67. The company has a market capitalization of $5.76 billion, a PE ratio of -87.27 and a beta of 3.85.

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

About Applied Optoelectronics

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products and solutions. Its offerings include optical transceivers, transmitters, receivers, lasers, and related components used to transmit data across fiber-optic networks.

The company serves several communications markets, including data centers, broadband access networks, cable television, and telecommunications. Its products are designed for applications such as high-speed data transmission, fiber-to-the-home and other broadband deployments, network connectivity, and communications infrastructure.

Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics supports customers in multiple regions, including North America, Asia, and other international markets.