Stefan Murry Sells 6,327 Shares of Applied Optoelectronics (NASDAQ:AAOI) Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) CFO Stefan Murry sold 6,327 shares of Applied Optoelectronics stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $49.17, for a total transaction of $311,098.59. Following the sale, the chief financial officer owned 301,743 shares in the company, valued at $14,836,703.31. This represents a 2.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Applied Optoelectronics Price Performance

NASDAQ:AAOI opened at $43.99 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.63 and a current ratio of 2.31. The company has a 50-day moving average of $37.23 and a 200-day moving average of $30.28. Applied Optoelectronics, Inc. has a 52 week low of $9.71 and a 52 week high of $50.80. The company has a market capitalization of $3.00 billion, a price-to-earnings ratio of -13.66 and a beta of 3.32.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Allworth Financial LP increased its position 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 in the last quarter. Nisa Investment Advisors LLC grew its stake in shares of Applied Optoelectronics by 497.5% during the second quarter. Nisa Investment Advisors LLC now owns 962 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 801 shares during the last quarter. Comerica Bank acquired a new stake in shares of Applied Optoelectronics in the third quarter valued at approximately $28,000. Northwestern Mutual Wealth Management Co. raised its position 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 purchasing an additional 750 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC bought a new position in Applied Optoelectronics in the 4th quarter worth approximately $55,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

Trending Headlines about Applied Optoelectronics

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

• Positive Sentiment: Analyst support remains constructive — several brokers have kept Buy ratings or raised targets this winter, providing a bullish backdrop that helps justify current valuation levels for AAOI. Read More.
• Neutral Sentiment: Reported short‑interest headlines claim a “large increase,” but published values show 0/NaN and a 0.0 days‑to‑cover ratio — this appears to be a reporting error; no clear short‑seller pressure is confirmed until corrected data are posted. Read More.
• Neutral Sentiment: Institutional ownership is high (~61.7%) and the stock is trading near its 52‑week high with the 50‑ and 200‑day moving averages well below current price — supportive technically but increases sensitivity to profit‑taking around these levels. Read More.
• Negative Sentiment: Insider selling by senior management: CFO Stefan Murry sold a total of ~18,020 shares across Feb. 10–11 (~$49–$50.25), trimming his stake. The SEC filing is posted. This kind of executive selling amid a price peak can weigh on near‑term sentiment. Read More.
• Negative Sentiment: Director David C. Kuo sold roughly ~20,000 shares across Feb. 10–11 (~$50 avg), a meaningful reduction in his holding; multiple insider sales in quick succession are being read as profit‑taking and are likely contributing to the stock decline. Read More.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on AAOI shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Wednesday, January 21st. B. Riley Financial reissued a “sell” rating and set a $15.00 price objective on shares of Applied Optoelectronics in a report on Monday, November 10th. Rosenblatt Securities restated a “buy” rating and issued a $50.00 target price on shares of Applied Optoelectronics in a research note on Friday, December 19th. Needham & Company LLC upped their target price on shares of Applied Optoelectronics from $38.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Finally, Northland Securities set a $45.00 price target on shares of Applied Optoelectronics in a report on Thursday, December 11th. Four investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Applied Optoelectronics has a consensus rating of “Hold” and a consensus target price of $35.60.

About Applied Optoelectronics

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.