Zurcher Kantonalbank Zurich Cantonalbank Has $477,000 Stock Holdings in Applied Optoelectronics, Inc. $AAOI

Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 49.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 13,685 shares of the semiconductor company’s stock after acquiring an additional 4,557 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Applied Optoelectronics were worth $477,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in AAOI. Vanguard Group Inc. boosted its position in Applied Optoelectronics by 13.6% in the third quarter. Vanguard Group Inc. now owns 4,624,570 shares of the semiconductor company’s stock valued at $119,915,000 after buying an additional 551,910 shares in the last quarter. Citigroup Inc. boosted its position in Applied Optoelectronics by 60.0% in the third quarter. Citigroup Inc. now owns 1,160,456 shares of the semiconductor company’s stock valued at $30,091,000 after buying an additional 435,349 shares in the last quarter. Hawk Ridge Capital Management LP acquired a new stake in Applied Optoelectronics in the third quarter valued at approximately $21,392,000. Alyeska Investment Group L.P. acquired a new stake in Applied Optoelectronics in the third quarter valued at approximately $19,738,000. Finally, Portolan Capital Management LLC boosted its position in Applied Optoelectronics by 20.0% in the third quarter. Portolan Capital Management LLC now owns 546,219 shares of the semiconductor company’s stock valued at $14,163,000 after buying an additional 90,897 shares in the last quarter. Institutional investors and hedge funds own 61.70% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on AAOI. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Monday, April 13th. Northland Securities restated a “market perform” rating and issued a $55.00 target price on shares of Applied Optoelectronics in a research report on Friday, February 27th. Rosenblatt Securities restated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a research report on Thursday, February 19th. Needham & Company LLC raised their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Finally, B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a research report on Friday, February 27th. Three 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 stock currently has a consensus rating of “Hold” and an average target price of $52.80.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI opened at $183.38 on Monday. The firm has a market cap of $14.68 billion, a PE ratio of -282.13 and a beta of 3.76. The firm’s fifty day moving average is $112.47 and its 200-day moving average is $61.59. The company has a debt-to-equity ratio of 0.18, a quick ratio of 1.91 and a current ratio of 2.63. Applied Optoelectronics, Inc. has a 52 week low of $12.56 and a 52 week high of $191.87.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported ($0.01) EPS for the quarter, topping analysts’ consensus estimates of ($0.12) by $0.11. The company had revenue of $134.27 million for the quarter, compared to analyst estimates of $131.56 million. Applied Optoelectronics had a negative net margin of 8.39% and a negative return on equity of 5.29%. Applied Optoelectronics’s revenue was up 33.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.02) earnings per share. Applied Optoelectronics has set its Q1 2026 guidance at -0.090-0.000 EPS. Sell-side analysts predict that Applied Optoelectronics, Inc. will post 0.66 earnings per share for the current year.

Insider Activity at Applied Optoelectronics

In other news, Director Cynthia Delaney sold 21,000 shares of Applied Optoelectronics stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $98.02, for a total transaction of $2,058,420.00. Following the transaction, the director owned 116,222 shares in the company, valued at approximately $11,392,080.44. The trade was a 15.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Hung-Lun (Fred) Chang sold 36,400 shares of Applied Optoelectronics stock in a transaction on Monday, March 16th. The stock was sold at an average price of $100.25, for a total transaction of $3,649,100.00. Following the transaction, the insider owned 233,618 shares in the company, valued at approximately $23,420,204.50. This trade represents a 13.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 314,333 shares of company stock valued at $29,262,106 in the last quarter. Insiders own 4.50% of the company’s stock.

Applied Optoelectronics Company 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.