Applied Optoelectronics (NASDAQ:AAOI) Director Min-Chu (Mike) Chen Sells 8,247 Shares

Applied Optoelectronics, Inc. (NASDAQ:AAOI) Director Min-Chu (Mike) Chen sold 8,247 shares of the company’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $201.00, for a total transaction of $1,657,647.00. Following the transaction, the director owned 161,053 shares of the company’s stock, valued at approximately $32,371,653. This represents a 4.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

Min-Chu (Mike) Chen also recently made the following trade(s):

• On Monday, March 9th, Min-Chu (Mike) Chen sold 8,835 shares of Applied Optoelectronics stock. The stock was sold at an average price of $108.72, for a total transaction of $960,541.20.
• On Friday, March 6th, Min-Chu (Mike) Chen sold 2,500 shares of Applied Optoelectronics stock. The stock was sold at an average price of $97.00, for a total transaction of $242,500.00.

Applied Optoelectronics Price Performance

Shares of NASDAQ:AAOI opened at $202.89 on Friday. Applied Optoelectronics, Inc. has a fifty-two week low of $15.29 and a fifty-two week high of $233.67. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. The firm has a fifty day moving average price of $154.07 and a 200 day moving average price of $85.95. The firm has a market cap of $16.28 billion, a price-to-earnings ratio of -307.41 and a beta of 3.66.

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

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Rosenblatt Securities reiterated a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a research report on Thursday, February 19th. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price objective for the company in a research report on Friday, February 27th. Northland Securities reiterated a “market perform” rating and set a $55.00 price objective on shares of Applied Optoelectronics in a research report on Friday, February 27th. Wall Street Zen lowered shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Monday, April 13th. Finally, Needham & Company LLC increased their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating 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 assigned a Sell rating to the stock. According to MarketBeat.com, Applied Optoelectronics has an average rating of “Hold” and an average price target of $79.80.

Hedge Funds Weigh In On Applied Optoelectronics

Large investors have recently bought and sold shares of the business. Allworth Financial LP increased 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 worth $27,000 after buying an additional 731 shares during the period. Comerica Bank purchased a new position in Applied Optoelectronics in the 3rd quarter worth about $28,000. Northwestern Mutual Wealth Management Co. increased 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 worth $42,000 after buying an additional 750 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new position in Applied Optoelectronics in the 4th quarter worth about $55,000. Finally, Headlands Technologies LLC purchased a new position in Applied Optoelectronics in the 2nd quarter worth about $57,000. Hedge funds and other institutional investors own 61.70% 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.