Applied Optoelectronics, Inc. $AAOI Shares Newly Bought by N10 Wealth LLC

Posted by Francis Steltz on Oct 14th, 2026

N10 Wealth LLC bought a new stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 10,000 shares of the semiconductor company’s stock, valued at approximately $993,000.

A number of other large investors have also added to or reduced their stakes in the company. Sax Wealth Advisors LLC bought a new stake in shares of Applied Optoelectronics in the 3rd quarter valued at about $229,000. GK Wealth Management LLC bought a new position in shares of Applied Optoelectronics during the 3rd quarter worth approximately $70,000. GAMMA Investing LLC raised its stake in shares of Applied Optoelectronics by 32.9% during the 3rd quarter. GAMMA Investing LLC now owns 2,475 shares of the semiconductor company’s stock worth $246,000 after acquiring an additional 613 shares in the last quarter. Farther Finance Advisors LLC lifted its position in Applied Optoelectronics by 46.6% during the third quarter. Farther Finance Advisors LLC now owns 1,051 shares of the semiconductor company’s stock valued at $104,000 after acquiring an additional 334 shares during the last quarter. Finally, Venture Visionary Partners LLC lifted its position in Applied Optoelectronics by 61.2% during the third quarter. Venture Visionary Partners LLC now owns 3,759 shares of the semiconductor company’s stock valued at $373,000 after acquiring an additional 1,427 shares during the last quarter. 61.70% of the stock is currently owned by institutional investors.

Insider Activity at Applied Optoelectronics

In other Applied Optoelectronics news, CFO Stefan J. Murry sold 4,000 shares of Applied Optoelectronics 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 sale, the chief financial officer owned 367,168 shares of the company’s stock, valued at approximately $38,673,805.44. The trade was a 1.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shu-Hua Yeh sold 6,000 shares of the business’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $120.03, for a total value of $720,180.00. Following the sale, the insider owned 371,498 shares in the company, valued at approximately $44,590,904.94. The trade was a 1.59% decrease in their position. 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. Insiders have sold a total of 54,172 shares of company stock valued at $6,324,229 in the last ninety days. Company insiders own 3.80% of the company’s stock.

Wall Street Analysts Forecast Growth

AAOI has been the subject of a number of recent analyst reports. Needham & Company LLC lowered their price objective on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Friday, August 7th. B. Riley Financial reaffirmed a “neutral” rating on shares of Applied Optoelectronics in a research report on Friday, August 7th. Weiss Ratings lowered Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 price target on shares of Applied Optoelectronics in a research note on Friday, August 7th. Finally, Raymond James Financial reissued an “outperform” rating and issued a $178.00 price target on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Three research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $139.40.

Read Our Latest Stock Report on Applied Optoelectronics

Applied Optoelectronics Stock Performance

AAOI stock traded down $10.62 during trading on Wednesday, reaching $87.16. The company had a trading volume of 8,890,283 shares, compared to its average volume of 10,309,972. The company has a market cap of $7.37 billion, a price-to-earnings ratio of -111.92 and a beta of 3.85. Applied Optoelectronics, Inc. has a twelve month low of $18.50 and a twelve month high of $233.67. 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 firm has a 50-day simple moving average of $113.25 and a 200-day simple moving average of $133.48.

Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.02 by $0.04. The business had revenue of $191.92 million for the quarter, compared to analyst estimates of $190.48 million. Applied Optoelectronics had a negative net margin of 9.57% and a negative return on equity of 1.98%. Applied Optoelectronics’s revenue for the quarter was up 86.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.16) EPS. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. As a group, sell-side analysts expect that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current year.

Applied Optoelectronics Company Profile

(Free Report)

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products used to transmit data across broadband, data center, telecommunications and wireless networks. Its portfolio includes optical transceivers, modules, lasers, components and networking equipment designed for high-speed communications infrastructure.

The company serves communications service providers, cable television and broadband operators, internet content providers, data center operators and telecommunications customers.