Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) fell 6.1% during mid-day trading on Thursday . The company traded as low as $132.80 and last traded at $130.5620. 1,456,055 shares were traded during mid-day trading, a decline of 86% from the average session volume of 10,578,797 shares. The stock had previously closed at $139.00.
Analyst Ratings Changes
A number of brokerages have recently weighed in on AAOI. Raymond James Financial reissued an “outperform” rating on shares of Applied Optoelectronics in a report on Wednesday, June 10th. Rosenblatt Securities reissued a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research report on Monday, June 22nd. Finally, Wall Street Zen lowered Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Three research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $113.80.
View Our Latest Analysis on Applied Optoelectronics
Applied Optoelectronics Trading Down 16.8%
Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last issued its quarterly 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 during the quarter, compared to analyst estimates of $156.98 million. During the same quarter last year, the company posted ($0.02) EPS. Applied Optoelectronics’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. As a group, sell-side analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.
Insider Transactions at Applied Optoelectronics
In other Applied Optoelectronics news, CFO Stefan J. Murry sold 33,000 shares of the stock in a transaction dated 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 sale, the chief financial officer directly owned 384,576 shares of the company’s stock, valued at approximately $64,043,441.28. This trade represents a 7.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $171.89, for a total value of $1,031,340.00. Following the transaction, the insider owned 394,207 shares of the company’s stock, valued at $67,760,241.23. The trade was a 1.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 500,215 shares of company stock valued at $86,716,414. 3.80% of the stock is owned by corporate insiders.
Institutional Trading of Applied Optoelectronics
Several hedge funds and other institutional investors have recently bought and sold shares of AAOI. Allworth Financial LP lifted its holdings in Applied Optoelectronics by 1,923.7% in the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 731 shares during the period. Comerica Bank acquired a new position in shares of Applied Optoelectronics in the 3rd quarter valued at $28,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after purchasing an additional 750 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in Applied Optoelectronics during the fourth quarter worth $55,000. Finally, Headlands Technologies LLC acquired a new stake in Applied Optoelectronics during the second quarter valued at $57,000. 61.70% of the stock is owned by institutional investors and hedge funds.
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.
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