Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 6,000 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 6,000 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $147.73, for a total transaction of $886,380.00. Following the completion of the transaction, the insider owned 377,498 shares of the company’s stock, valued at $55,767,779.54. This represents a 1.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Shu-Hua (Joshua) Yeh also recently made the following trade(s):

• On Tuesday, August 4th, Shu-Hua (Joshua) Yeh sold 4,715 shares of Applied Optoelectronics stock. The stock was sold at an average price of $126.50, for a total transaction of $596,447.50.
• On Tuesday, July 21st, Shu-Hua (Joshua) Yeh sold 1,285 shares of Applied Optoelectronics stock. The stock was sold at an average price of $120.02, for a total transaction of $154,225.70.
• On Thursday, June 18th, Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $171.89, for a total transaction of $1,031,340.00.
• On Friday, June 12th, Shu-Hua (Joshua) Yeh sold 28,826 shares of Applied Optoelectronics stock. The shares were sold at an average price of $166.53, for a total transaction of $4,800,393.78.
• On Thursday, June 4th, Shu-Hua (Joshua) Yeh sold 10,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $205.07, for a total value of $2,050,700.00.

Applied Optoelectronics Price Performance

Shares of AAOI traded up $6.91 on Thursday, reaching $129.10. The stock had a trading volume of 9,449,395 shares, compared to its average volume of 10,789,696. The firm has a market capitalization of $10.92 billion, a PE ratio of -165.51 and a beta of 3.76. 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 firm has a 50-day moving average of $129.48 and a 200 day moving average of $124.25. Applied Optoelectronics, Inc. has a twelve month low of $18.50 and a twelve month high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.04. The firm had revenue of $191.92 million during the quarter, compared to analysts’ expectations of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.Applied Optoelectronics’s revenue was up 86.3% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.16) earnings per share. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Sell-side analysts expect that Applied Optoelectronics, Inc. will post 0.6 EPS for the current year.

Hedge Funds Weigh In On Applied Optoelectronics

A number of institutional investors have recently made changes to their positions in the stock. EFG International AG purchased a new stake in shares of Applied Optoelectronics in the second quarter valued at $44,000. Persistent Asset Partners Ltd purchased a new stake in Applied Optoelectronics during the 2nd quarter worth about $47,000. Fiduciary Financial Advisors purchased a new stake in Applied Optoelectronics during the 2nd quarter worth about $48,000. Tema ETFs LLC acquired a new position in Applied Optoelectronics in the 2nd quarter valued at about $62,000. Finally, Allworth Financial LP acquired a new position in Applied Optoelectronics in the 2nd quarter valued at about $88,000. 61.70% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AAOI has been the subject of several research reports. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, August 8th. Needham & Company LLC dropped their target price 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. Weiss Ratings cut shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday. Raymond James Financial reaffirmed an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 price target on shares of Applied Optoelectronics in a research report on Friday, August 7th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Applied Optoelectronics currently has a consensus rating of “Hold” and an average price target 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.