Applied Optoelectronics (NASDAQ:AAOI) CEO Sells $10,049,080.00 in Stock

Posted by Geri Gentry on May 22nd, 2026

Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) CEO Chih-Hsiang (Thompson) Lin sold 58,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $173.26, for a total value of $10,049,080.00. Following the completion of the sale, the chief executive officer owned 2,255,693 shares in the company, valued at $390,821,369.18. This represents a 2.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Applied Optoelectronics Stock Performance

NASDAQ AAOI opened at $176.81 on Friday. The business’s 50-day moving average price is $137.65 and its 200 day moving average price is $74.99. Applied Optoelectronics, Inc. has a twelve month low of $15.06 and a twelve month high of $233.67. The company has a market capitalization of $14.19 billion, a PE ratio of -267.89 and a beta of 3.76. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18.

Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last released its earnings results 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). Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The business had revenue of $151.14 million for the quarter, compared to analysts’ expectations of $156.98 million. During the same quarter last year, the company posted ($0.02) earnings per share. The business’s quarterly revenue was up 51.3% compared to the same quarter last year. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, research analysts predict that Applied Optoelectronics, Inc. will post 0.66 earnings per share for the current year.

Wall Street Analyst Weigh In

AAOI has been the subject of several research analyst reports. Rosenblatt Securities restated a “buy” rating and set a $50.00 price target on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Wall Street Zen lowered Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Raymond James Financial reiterated an “outperform” rating and issued a $160.00 target price on shares of Applied Optoelectronics in a research note on Friday, May 8th. Needham & Company LLC increased their target price on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Finally, B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price for the company in a research note on Friday, February 27th. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $79.80.

Get Our Latest Analysis on Applied Optoelectronics

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Cinctive Capital Management LP bought a new position in Applied Optoelectronics during the 3rd quarter worth approximately $800,000. Diker Management LLC bought a new position in Applied Optoelectronics during the 3rd quarter worth approximately $519,000. Vanguard Group Inc. lifted its holdings in shares of Applied Optoelectronics by 13.6% in the 3rd quarter. Vanguard Group Inc. now owns 4,624,570 shares of the semiconductor company’s stock worth $119,915,000 after purchasing an additional 551,910 shares during the last quarter. AI Squared Management Ltd bought a new stake in shares of Applied Optoelectronics in the 3rd quarter worth approximately $5,043,000. Finally, Trilogy Capital Inc. bought a new stake in shares of Applied Optoelectronics in the 4th quarter worth approximately $235,000. Institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Company Profile

(Get Free Report)

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.