Emerald Investment Advisers LLC bought a new position in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 53,055 shares of the semiconductor company’s stock, valued at approximately $7,861,000. Emerald Investment Advisers LLC owned about 0.06% of Applied Optoelectronics as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently added to or reduced their stakes in the stock. California State Teachers Retirement System raised its holdings in Applied Optoelectronics by 23.2% in the 1st quarter. California State Teachers Retirement System now owns 70,464 shares of the semiconductor company’s stock worth $5,961,000 after acquiring an additional 13,265 shares during the period. Handelsbanken Fonder AB bought a new stake in Applied Optoelectronics during the second quarter valued at about $7,719,000. Andar Capital Management HK Ltd bought a new stake in Applied Optoelectronics during the first quarter valued at about $11,335,000. Assenagon Asset Management S.A. acquired a new stake in shares of Applied Optoelectronics in the first quarter valued at about $4,125,000. Finally, Next Century Growth Investors LLC acquired a new stake in shares of Applied Optoelectronics in the fourth quarter valued at about $16,220,000. Institutional investors own 61.70% of the company’s stock.
Insider Activity at Applied Optoelectronics
In related news, insider David C. Kuo sold 29,227 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $166.53, for a total value of $4,867,172.31. Following the completion of the transaction, the insider directly owned 149,078 shares in the company, valued at approximately $24,825,959.34. This represents a 16.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $147.73, for a total value 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. The trade was a 1.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 329,204 shares of company stock worth $56,587,341 in the last three months. Company insiders own 3.80% of the company’s stock.
Wall Street Analyst Weigh In
Get Our Latest Analysis on AAOI
Applied Optoelectronics Stock Down 3.3%
Shares of AAOI opened at $124.82 on Friday. 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 company has a 50-day simple moving average of $127.73 and a 200-day simple moving average of $124.85. Applied Optoelectronics, Inc. has a 52 week low of $18.50 and a 52 week high of $233.67. The firm has a market capitalization of $10.56 billion, a P/E ratio of -160.03 and a beta of 3.76.
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 for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The business had revenue of $191.92 million for the quarter, compared to the consensus estimate of $190.48 million. During the same period last year, the business earned ($0.16) earnings per share. The firm’s revenue for the quarter was up 86.3% compared to the same quarter last year. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. On average, equities research analysts expect that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current year.
Applied Optoelectronics 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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