Lisanti Capital Growth LLC bought a new stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor bought 16,820 shares of the semiconductor company’s stock, valued at approximately $2,492,000.
Other hedge funds also recently bought and sold shares of the company. Geneos Wealth Management Inc. increased its position in shares of Applied Optoelectronics by 1.4% during the first quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock valued at $1,529,000 after acquiring an additional 243 shares during the last quarter. Comerica Bank lifted its holdings in shares of Applied Optoelectronics by 27.6% in the 4th quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock worth $48,000 after acquiring an additional 300 shares during the last quarter. Persistent Asset Partners Ltd acquired a new position in shares of Applied Optoelectronics in the 2nd quarter worth approximately $47,000. Tema ETFs LLC purchased a new position in shares of Applied Optoelectronics during the 2nd quarter worth approximately $62,000. Finally, Silverleafe Capital Partners LLC boosted its position in shares of Applied Optoelectronics by 13.4% during the 2nd quarter. Silverleafe Capital Partners LLC now owns 3,637 shares of the semiconductor company’s stock worth $539,000 after purchasing an additional 429 shares during the period. Hedge funds and other institutional investors own 61.70% of the company’s stock.
Insider Buying and Selling at Applied Optoelectronics
In other news, insider Shu-Hua (Joshua) Yeh sold 4,715 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $126.50, for a total value of $596,447.50. Following the sale, the insider directly owned 383,498 shares in the company, valued at approximately $48,512,497. This trade represents a 1.21% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Hung-Lun (Fred) Chang sold 40,329 shares of the stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total value of $6,880,127.40. Following the completion of the sale, the insider owned 286,124 shares in the company, valued at approximately $48,812,754.40. The trade was a 12.35% decrease in their ownership of the stock. 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. In the last ninety days, insiders have sold 323,204 shares of company stock valued at $55,700,961. Insiders own 3.80% of the company’s stock.
Wall Street Analyst Weigh In
Get Our Latest Stock Report on AAOI
Applied Optoelectronics Trading Down 7.0%
Shares of AAOI stock opened at $122.19 on Thursday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 2.13 and a current ratio of 2.78. The stock has a market capitalization of $10.33 billion, a P/E ratio of -156.65 and a beta of 3.76. The company has a 50 day moving average price of $129.48 and a 200 day moving average price of $124.25. Applied Optoelectronics, Inc. has a fifty-two week low of $18.50 and a fifty-two week high of $233.67.
Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last released 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 company had revenue of $191.92 million for the quarter, compared to analyst estimates of $190.48 million. During the same period in the prior year, the business earned ($0.16) EPS. The firm’s quarterly revenue 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 0.6 EPS for the current fiscal year.
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.
Featured Stories
- Five stocks we like better than Applied Optoelectronics
- Bloom Energy’s AI Surge Meets a Valuation Reality Check
- Target Is Winning Shoppers Back—Can the Rally Reach $180?
- IonQ’s Space Contract Points to a New Frontier for Quantum Investors
- Is Apple’s AI Strategy Smarter Than Skeptics Think?
Want to see what other hedge funds are holding AAOI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report).
Receive News & Ratings for Applied Optoelectronics Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Applied Optoelectronics and related companies with MarketBeat.com's FREE daily email newsletter.
