Insider Selling: Applied Optoelectronics (NASDAQ:AAOI) Insider Sells $2,050,700.00 in Stock

Posted by Geri Gentry on Jun 11th, 2026

Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) insider Shu-Hua (Joshua) Yeh sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 4th. The shares were sold at an average price of $205.07, for a total value of $2,050,700.00. Following the transaction, the insider owned 452,430 shares in the company, valued at approximately $92,779,820.10. This trade represents a 2.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

Shu-Hua (Joshua) Yeh also recently made the following trade(s):

On Tuesday, May 19th, Shu-Hua (Joshua) Yeh sold 39,154 shares of Applied Optoelectronics stock. The shares were sold at an average price of $173.26, for a total value of $6,783,822.04.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI opened at $175.13 on Thursday. The company has a current ratio of 3.83, a quick ratio of 3.03 and a debt-to-equity ratio of 0.18. The stock’s fifty day simple moving average is $160.40 and its two-hundred day simple moving average is $90.38. Applied Optoelectronics, Inc. has a 1-year low of $15.29 and a 1-year high of $233.67. The stock has a market cap of $14.05 billion, a PE ratio of -265.35 and a beta of 3.66.

Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last released its earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) EPS for the quarter, missing analysts’ consensus estimates of ($0.05) by ($0.02). The business had revenue of $151.14 million for the quarter, compared to the consensus estimate of $156.98 million. Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The company’s revenue for the quarter was up 51.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.02) earnings per share. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, analysts forecast that Applied Optoelectronics, Inc. will post 0.6 EPS for the current fiscal year.

Applied Optoelectronics News Roundup

Here are the key news stories impacting Applied Optoelectronics this week:

Positive Sentiment: Optical-networking and networking stocks are rallying as the AI infrastructure trade strengthens, helping lift AAOI alongside peers like Lumentum and Coherent. Article Title
Positive Sentiment: Applied Optoelectronics announced that Spectrum is deploying AOI’s QuantumLink remote management software across its connected 1.8GHz amplifier footprint, highlighting growing hardware-software adoption and a deeper customer relationship. Article Title
Neutral Sentiment: AAOI also drew attention after a Zacks note said the stock trades at a premium valuation, with a forward price-to-sales ratio of 8.71x versus 6.62x for the broader sector, which may make some investors cautious. Article Title
Negative Sentiment: Recent insider selling, including a June 5 sale by Hung-Lun (Fred) Chang, may be weighing on sentiment even though the insider still retains a large position. Article Title
Negative Sentiment: A separate report said AAOI led networking stocks lower following concerns about a delay in co-packaged optics (CPO) rollout, a potential headwind for near-term expectations. Article Title

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on AAOI shares. Needham & Company LLC lifted their target price on Applied Optoelectronics from $43.00 to $80.00 and gave the stock a “buy” rating in a research note on Friday, February 27th. Wall Street Zen cut Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a research note on Friday, February 27th. Rosenblatt Securities reiterated a “buy” rating and set a $50.00 target price on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Finally, Northland Securities reiterated a “market perform” rating and set a $55.00 target price on shares of Applied Optoelectronics in a research note on Friday, February 27th. Three equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $79.80.

View Our Latest Research Report on Applied Optoelectronics

Institutional Investors Weigh In On Applied Optoelectronics

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AAOI. Allworth Financial LP raised its stake in Applied Optoelectronics by 1,923.7% in the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 731 shares during the period. Comerica Bank bought a new stake in Applied Optoelectronics in the 3rd quarter valued at about $28,000. Northwestern Mutual Wealth Management Co. raised its stake in Applied Optoelectronics by 166.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after acquiring an additional 750 shares during the period. Kohmann Bosshard Financial Services LLC bought a new stake in Applied Optoelectronics in the 4th quarter valued at about $55,000. Finally, Headlands Technologies LLC purchased a new position in Applied Optoelectronics during the 2nd quarter valued at about $57,000. 61.70% of the stock is currently owned by institutional investors.

About Applied Optoelectronics

(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.