Hung-Lun (Fred) Chang Sells 34,000 Shares of Applied Optoelectronics (NASDAQ:AAOI) Stock

Applied Optoelectronics, Inc. (NASDAQ:AAOI) insider Hung-Lun (Fred) Chang sold 34,000 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $166.53, for a total value of $5,662,020.00. Following the transaction, the insider owned 326,453 shares in the company, valued at approximately $54,364,218.09. This trade represents a 9.43% decrease in their ownership of the stock. The sale was disclosed in a filing 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.

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

• On Friday, June 5th, Hung-Lun (Fred) Chang sold 4,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $200.07, for a total value of $800,280.00.
• On Tuesday, May 19th, Hung-Lun (Fred) Chang sold 33,630 shares of Applied Optoelectronics stock. The shares were sold at an average price of $173.26, for a total value of $5,826,733.80.

Applied Optoelectronics Stock Down 10.7%

NASDAQ:AAOI traded down $20.49 during trading hours on Tuesday, hitting $171.06. 13,006,588 shares of the company traded hands, compared to its average volume of 10,508,214. 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 firm’s 50-day simple moving average is $165.57 and its 200-day simple moving average is $93.67. Applied Optoelectronics, Inc. has a one year low of $16.55 and a one year high of $233.67. The company has a market cap of $13.73 billion, a PE ratio of -259.18 and a beta of 3.67.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported ($0.07) earnings per share 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 company 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 posted ($0.02) earnings per share. Applied Optoelectronics’s revenue was up 51.3% on a year-over-year basis. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Equities analysts predict that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.

Analyst Ratings Changes

A number of research firms have recently commented on AAOI. Northland Securities reiterated a “market perform” rating and set a $55.00 target price on shares of Applied Optoelectronics in a research note on Friday, February 27th. Rosenblatt Securities reiterated a “buy” rating and set a $50.00 target price on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Raymond James Financial reiterated an “outperform” rating on shares of Applied Optoelectronics in a research note on Wednesday, June 10th. Wall Street Zen cut Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Monday, April 13th. Finally, B. Riley Financial upgraded Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 target price on the stock in a research note on Friday, February 27th. Three research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $79.80.

Institutional Investors Weigh In On Applied Optoelectronics

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its holdings in Applied Optoelectronics by 1.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock valued at $1,529,000 after buying an additional 243 shares in the last quarter. Comerica Bank grew its holdings in Applied Optoelectronics by 27.6% during the 4th quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock valued at $48,000 after buying an additional 300 shares in the last quarter. Police & Firemen s Retirement System of New Jersey grew its holdings in Applied Optoelectronics by 3.6% during the 4th quarter. Police & Firemen s Retirement System of New Jersey now owns 16,073 shares of the semiconductor company’s stock valued at $560,000 after buying an additional 556 shares in the last quarter. Allworth Financial LP grew its holdings in Applied Optoelectronics by 1,923.7% during the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 731 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in Applied Optoelectronics by 166.7% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after buying an additional 750 shares in the last quarter. 61.70% of the stock is currently owned by institutional investors.

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.