Applied Optoelectronics (NASDAQ:AAOI) CFO Sells 4,000 Shares of Stock

Posted by Francis Steltz on Sep 10th, 2026

Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) CFO Stefan Murry sold 4,000 shares of the stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $105.33, for a total transaction of $421,320.00. Following the completion of the transaction, the chief financial officer directly owned 367,168 shares of the company’s stock, valued at $38,673,805.44. This trade represents a 1.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Applied Optoelectronics Price Performance

AAOI traded down $4.64 during midday trading on Thursday, reaching $103.29. 5,659,539 shares of the company’s stock were exchanged, compared to its average volume of 10,485,839. 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 business has a 50-day simple moving average of $115.09 and a two-hundred day simple moving average of $131.18. The firm has a market capitalization of $8.74 billion, a price-to-earnings ratio of -132.42 and a beta of 3.79. Applied Optoelectronics, Inc. has a one year low of $18.50 and a one year high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share for the quarter, beating the consensus estimate 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 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 company posted ($0.16) EPS. The company’s revenue 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. As a group, research analysts predict that Applied Optoelectronics, Inc. will post 0.55 EPS for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on AAOI shares. Raymond James Financial reiterated an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Rosenblatt Securities restated a “buy” rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research note on Friday, August 7th. B. Riley Financial reaffirmed a “neutral” rating on shares of Applied Optoelectronics in a report on Friday, August 7th. Finally, Weiss Ratings cut shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. 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 stock. According to data from MarketBeat.com, Applied Optoelectronics has a consensus rating of “Hold” and a consensus target price of $139.40.

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Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. California State Teachers Retirement System grew its position in Applied Optoelectronics by 17,896.9% during the 2nd quarter. California State Teachers Retirement System now owns 12,681,311 shares of the semiconductor company’s stock worth $1,878,863,000 after acquiring an additional 12,610,847 shares during the last quarter. BlackRock Inc. bought a new position in Applied Optoelectronics in the 2nd quarter valued at $955,672,000. Invesco Ltd. grew its holdings in shares of Applied Optoelectronics by 5,208.9% during the fourth quarter. Invesco Ltd. now owns 3,512,309 shares of the semiconductor company’s stock worth $122,439,000 after purchasing an additional 3,446,150 shares during the last quarter. Price T Rowe Associates Inc. MD increased its stake in shares of Applied Optoelectronics by 5,321.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 2,229,757 shares of the semiconductor company’s stock valued at $77,730,000 after buying an additional 2,188,630 shares in the last quarter. Finally, Hawk Ridge Capital Management LP raised its holdings in shares of Applied Optoelectronics by 106.2% in the fourth quarter. Hawk Ridge Capital Management LP now owns 1,700,900 shares of the semiconductor company’s stock valued at $59,293,000 after buying an additional 875,903 shares during the last quarter. 61.70% of the stock is owned by institutional investors and hedge funds.

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.