Shu-Hua (Joshua) Yeh Sells 28,826 Shares of Applied Optoelectronics (NASDAQ:AAOI) Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Shu-Hua (Joshua) Yeh sold 28,826 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $166.53, for a total value of $4,800,393.78. Following the completion of the sale, the insider owned 400,207 shares of the company’s stock, valued at approximately $66,646,471.71. This trade represents a 6.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

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

• On Thursday, June 4th, Shu-Hua (Joshua) Yeh sold 10,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $205.07, for a total value of $2,050,700.00.
• On Tuesday, May 19th, Shu-Hua (Joshua) Yeh sold 39,154 shares of Applied Optoelectronics stock. The stock was sold at an average price of $173.26, for a total value of $6,783,822.04.

Applied Optoelectronics Stock Performance

Applied Optoelectronics stock opened at $167.34 on Thursday. The company has a quick ratio of 3.03, a current ratio of 3.83 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $13.43 billion, a P/E ratio of -253.55 and a beta of 3.66. The stock’s 50 day moving average is $168.10 and its 200 day moving average is $95.69. Applied Optoelectronics, Inc. has a twelve month low of $16.90 and a twelve month high of $233.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its earnings results 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 analysts’ expectations of $156.98 million. During the same quarter in the prior year, the business posted ($0.02) earnings per share. The business’s revenue for the quarter was up 51.3% on a year-over-year basis. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, equities research analysts predict that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Institutional Trading of Applied Optoelectronics

A number of hedge funds have recently bought and sold shares of the stock. Shariaportfolio Inc. purchased a new stake in shares of Applied Optoelectronics during the 1st quarter valued at $1,855,000. NewEdge Advisors LLC purchased a new stake in shares of Applied Optoelectronics during the 1st quarter valued at $723,000. BankChampaign National Association purchased a new stake in shares of Applied Optoelectronics during the 1st quarter valued at $284,000. Janus Henderson Group PLC lifted its holdings in shares of Applied Optoelectronics by 23.2% during the 1st quarter. Janus Henderson Group PLC now owns 29,755 shares of the semiconductor company’s stock valued at $2,518,000 after purchasing an additional 5,600 shares during the last quarter. Finally, California State Teachers Retirement System lifted its holdings in shares of Applied Optoelectronics by 23.2% during the 1st quarter. California State Teachers Retirement System now owns 70,464 shares of the semiconductor company’s stock valued at $5,961,000 after purchasing an additional 13,265 shares during the last quarter. Hedge funds and other institutional investors own 61.70% of the company’s stock.

Key Stories Impacting Applied Optoelectronics

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

• Positive Sentiment: AAOI continues to benefit from trader enthusiasm around AI datacenter infrastructure and optical connectivity. Investors are still bidding up “AI plumbing” names that provide the fiber-optic gear needed for large-scale data centers. Article: Applied Optoelectronics Shares Are Climbing Monday: What’s Driving The Action?
• Neutral Sentiment: Several insiders, including the CEO, CFO, and other executives, sold shares on June 12. The company said these sales were made to cover tax withholding tied to vesting equity awards, which makes them less alarming than discretionary selling, but the cluster of filings may still create some short-term pressure on sentiment. Article: Insider filing for Hung-Lun (Fred) Chang Article: Insider filing for David C. Kuo Article: Insider filing for Chih-Hsiang (Thompson) Lin Article: Insider filing for Stefan J. Murry Article: Insider filing for Shu-Hua (Joshua) Yeh
• Negative Sentiment: Market commentary also highlighted a bearish comparison note from Jim Cramer, who favored Corning over Applied Optoelectronics. That could weigh on AAOI relative to peers in the optical networking space. Article: Jim Cramer Recommends Corning Over Applied Optoelectronics

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on AAOI. 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 report 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. Northland Securities reissued a “market perform” rating and set a $55.00 price objective on shares of Applied Optoelectronics in a research note on Friday, February 27th. Raymond James Financial reissued an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday, June 10th. Finally, Rosenblatt Securities reissued a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus 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.