MBL Wealth LLC Acquires 11,247 Shares of Applied Optoelectronics, Inc. $AAOI

MBL Wealth LLC lifted its holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 364.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,331 shares of the semiconductor company’s stock after buying an additional 11,247 shares during the quarter. MBL Wealth LLC’s holdings in Applied Optoelectronics were worth $1,422,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Oakmont Investment Advisors Inc. bought a new stake in Applied Optoelectronics during the 3rd quarter worth about $526,000. Capstone Capital Management Ltd bought a new position in shares of Applied Optoelectronics in the third quarter worth about $2,101,000. SteelPeak Wealth LLC bought a new position in shares of Applied Optoelectronics in the third quarter worth about $578,000. IFP Advisors Inc raised its stake in shares of Applied Optoelectronics by 47.8% in the third quarter. IFP Advisors Inc now owns 1,925 shares of the semiconductor company’s stock worth $191,000 after acquiring an additional 623 shares during the last quarter. Finally, Vontobel Holding Ltd. raised its stake in shares of Applied Optoelectronics by 50.3% in the third quarter. Vontobel Holding Ltd. now owns 5,835 shares of the semiconductor company’s stock worth $579,000 after acquiring an additional 1,954 shares during the last quarter. 61.70% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

AAOI has been the topic of a number of research reports. Raymond James Financial reiterated an “outperform” rating and set a $178.00 target price on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Needham & Company LLC decreased their price target on Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Rosenblatt Securities reiterated a “buy” rating and issued a $220.00 price objective on shares of Applied Optoelectronics in a research report on Friday, August 7th. B. Riley Financial dropped their price objective on Applied Optoelectronics from $109.00 to $92.00 and set a “neutral” rating for the company in a report on Thursday, October 15th. Finally, Weiss Ratings raised Applied Optoelectronics from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday. Three investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned 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 $147.00.

Insider Buying and Selling at Applied Optoelectronics

In other news, CFO Stefan J. Murry sold 4,000 shares of the business’s stock in a transaction on Monday, October 12th. The shares were sold at an average price of $102.87, for a total value of $411,480.00. Following the completion of the transaction, the chief financial officer owned 363,168 shares of the company’s stock, valued at $37,359,092.16. The trade was a 1.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Hung-Lun Chang sold 32,172 shares of Applied Optoelectronics stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $110.21, for a total transaction of $3,545,676.12. Following the completion of the transaction, the insider directly owned 249,276 shares in the company, valued at approximately $27,472,707.96. The trade was a 11.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 56,887 shares of company stock valued at $6,581,484. 3.80% of the stock is currently owned by company insiders.

Applied Optoelectronics Stock Down 12.0%

NASDAQ:AAOI opened at $68.07 on Friday. Applied Optoelectronics, Inc. has a 12-month low of $18.50 and a 12-month high of $233.67. The company has a quick ratio of 2.13, a current ratio of 2.78 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $5.76 billion, a P/E ratio of -87.27 and a beta of 3.85. The stock’s fifty day simple moving average is $105.69 and its 200-day simple moving average is $132.68.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.06 EPS for the quarter, topping analysts’ consensus estimates of $0.02 by $0.04. The business had revenue of $191.92 million during the quarter, compared to analysts’ expectations of $190.48 million. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%. The firm’s quarterly revenue was up 86.3% compared to the same quarter last year. During the same period in the previous year, the firm earned ($0.16) earnings per share. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Equities research analysts expect that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current year.

About Applied Optoelectronics

Applied Optoelectronics, Inc (NASDAQ: AAOI) develops and manufactures fiber-optic networking products and solutions. Its offerings include optical transceivers, transmitters, receivers, lasers, and related components used to transmit data across fiber-optic networks.

The company serves several communications markets, including data centers, broadband access networks, cable television, and telecommunications. Its products are designed for applications such as high-speed data transmission, fiber-to-the-home and other broadband deployments, network connectivity, and communications infrastructure.

Founded in 1997 and headquartered in Sugar Land, Texas, Applied Optoelectronics supports customers in multiple regions, including North America, Asia, and other international markets.