Applied Optoelectronics (NASDAQ:AAOI) Insider Hung-Lun (Fred) Chang Sells 4,000 Shares of Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Hung-Lun (Fred) Chang sold 4,000 shares of the business’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $200.07, for a total transaction of $800,280.00. Following the completion of the sale, the insider directly owned 387,750 shares in the company, valued at approximately $77,577,142.50. This represents a 1.02% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Hung-Lun (Fred) Chang also recently made the following trade(s):

• On Tuesday, May 19th, Hung-Lun (Fred) Chang sold 33,630 shares of Applied Optoelectronics stock. The stock was sold at an average price of $173.26, for a total transaction of $5,826,733.80.
• On Monday, March 16th, Hung-Lun (Fred) Chang sold 36,400 shares of Applied Optoelectronics stock. The shares were sold at an average price of $100.25, for a total transaction of $3,649,100.00.

Applied Optoelectronics Stock Performance

Shares of AAOI opened at $196.64 on Tuesday. 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 has a market capitalization of $15.78 billion, a P/E ratio of -297.94 and a beta of 3.67. The firm’s fifty day simple moving average is $157.31 and its two-hundred day simple moving average is $88.28. Applied Optoelectronics, Inc. has a 12 month low of $15.29 and a 12 month high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly 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 firm had revenue of $151.14 million for the quarter, compared to the consensus estimate of $156.98 million. Applied Optoelectronics had a negative net margin of 8.55% and a negative return on equity of 4.64%. The business’s revenue was up 51.3% compared to the same quarter last year. During the same period last year, the company posted ($0.02) EPS. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. As a group, analysts predict that Applied Optoelectronics, Inc. will post 0.6 EPS for the current year.

Hedge Funds Weigh In On Applied Optoelectronics

Several institutional investors have recently bought and sold shares of AAOI. Allworth Financial LP lifted its position in Applied Optoelectronics by 1,923.7% during the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 731 shares during the last quarter. Comerica Bank bought a new position in Applied Optoelectronics during the third quarter valued at $28,000. Northwestern Mutual Wealth Management Co. lifted its position in Applied Optoelectronics by 166.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after purchasing an additional 750 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new position in Applied Optoelectronics during the fourth quarter valued at $55,000. Finally, Headlands Technologies LLC bought a new position in Applied Optoelectronics during the second quarter valued at $57,000. Institutional investors own 61.70% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Raymond James Financial reaffirmed an “outperform” rating and set a $160.00 price target on shares of Applied Optoelectronics in a research report on Friday, May 8th. Northland Securities reiterated a “market perform” rating and set a $55.00 price objective on shares of Applied Optoelectronics in a report on Friday, February 27th. Needham & Company LLC upped their price objective on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a report on Friday, February 27th. B. Riley Financial upgraded shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price objective on the stock in a report on Friday, February 27th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a report on Thursday, February 19th. Three analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $79.80.

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.