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

Posted by Brian Himes on Oct 14th, 2026

Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) CFO Stefan Murry sold 4,000 shares of the company’s stock in a transaction on Monday, October 12th. The stock was sold at an average price of $102.87, for a total value of $411,480.00. Following the transaction, the chief financial officer directly owned 363,168 shares in the company, valued at approximately $37,359,092.16. This represents a 1.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Applied Optoelectronics Trading Down 11.8%

AAOI traded down $11.56 during mid-day trading on Wednesday, reaching $86.22. The stock had a trading volume of 14,554,169 shares, compared to its average volume of 10,340,156. The stock has a market capitalization of $7.29 billion, a P/E ratio of -110.54 and a beta of 3.85. 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’s fifty day simple moving average is $113.25 and its two-hundred day simple moving average is $133.48. Applied Optoelectronics, Inc. has a 52 week low of $18.50 and a 52 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 EPS for the quarter, beating the consensus estimate of $0.02 by $0.04. The company had revenue of $191.92 million during the quarter, compared to analysts’ expectations of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%. The business’s revenue for the quarter was up 86.3% on a year-over-year basis. During the same period last year, the firm earned ($0.16) EPS. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. On average, equities analysts predict that Applied Optoelectronics, Inc. will post 0.55 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Weiss Ratings downgraded shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Monday, August 17th. Raymond James Financial reiterated an “outperform” rating and set a $178.00 price target on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Needham & Company LLC lowered their price target on shares of Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Wall Street Zen raised shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. Finally, B. Riley Financial restated a “neutral” rating on shares of Applied Optoelectronics in a report on Friday, August 7th. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Applied Optoelectronics presently has a consensus rating of “Hold” and a consensus price target of $139.40.

Get Our Latest Research Report on AAOI

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Geneos Wealth Management Inc. raised its holdings in Applied Optoelectronics by 1.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock worth $1,529,000 after buying an additional 243 shares during the period. Allworth Financial LP lifted its position in Applied Optoelectronics by 68.8% in the 2nd quarter. Allworth Financial LP now owns 596 shares of the semiconductor company’s stock valued at $88,000 after acquiring an additional 243 shares in the last quarter. Polaris Financial Partners bought a new stake in Applied Optoelectronics in the 3rd quarter valued at $26,000. EFG International AG acquired a new position in Applied Optoelectronics in the 2nd quarter worth $44,000. Finally, Persistent Asset Partners Ltd acquired a new position in Applied Optoelectronics in the 2nd quarter worth $47,000. 61.70% of the stock is currently owned by institutional investors.

About Applied Optoelectronics

(Get 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.