The Manufacturers Life Insurance Company Makes New Investment in Applied Optoelectronics, Inc. $AAOI

The Manufacturers Life Insurance Company purchased a new stake in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) in the 2nd quarter, HoldingsChannel reports. The firm purchased 21,786 shares of the semiconductor company’s stock, valued at approximately $3,228,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Geneos Wealth Management Inc. increased its holdings in shares of Applied Optoelectronics by 1.4% in the first quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock worth $1,529,000 after buying an additional 243 shares during the period. Comerica Bank lifted its stake in shares of Applied Optoelectronics by 27.6% in the 4th quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock valued at $48,000 after acquiring an additional 300 shares during the last quarter. Persistent Asset Partners Ltd purchased a new stake in Applied Optoelectronics during the 2nd quarter valued at about $47,000. Fiduciary Financial Advisors purchased a new stake in Applied Optoelectronics during the 2nd quarter valued at about $48,000. Finally, Tema ETFs LLC bought a new position in Applied Optoelectronics during the 2nd quarter worth approximately $62,000. 61.70% of the stock is owned by institutional investors.

Insider Buying and Selling at Applied Optoelectronics

In other news, CFO Stefan J. Murry sold 4,000 shares of the firm’s stock in a transaction that occurred on Friday, July 10th. The stock was sold at an average price of $122.09, for a total value of $488,360.00. Following the completion of the transaction, the chief financial officer owned 380,576 shares in the company, valued at $46,464,523.84. This trade represents a 1.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Hung-Lun (Fred) Chang sold 40,329 shares of Applied Optoelectronics stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $170.60, for a total value of $6,880,127.40. Following the sale, the insider owned 286,124 shares in the company, valued at $48,812,754.40. This represents a 12.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 264,382 shares of company stock worth $44,224,007. Insiders own 3.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on AAOI shares. Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, August 8th. B. Riley Financial reissued a “neutral” rating on shares of Applied Optoelectronics in a research note on Friday, August 7th. Raymond James Financial restated an “outperform” rating and issued a $178.00 target price on shares of Applied Optoelectronics in a report on Tuesday, August 11th. Needham & Company LLC decreased their target price on shares of Applied Optoelectronics from $220.00 to $190.00 and set a “buy” rating on the stock in a research note on Friday, August 7th. Finally, Weiss Ratings lowered shares of Applied Optoelectronics from a “sell (d-)” rating to a “sell (e+)” rating in a report on Monday, August 17th. Three analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Applied Optoelectronics presently has an average rating of “Hold” and an average price target of $139.40.

Applied Optoelectronics Stock Down 4.0%

Shares of Applied Optoelectronics stock opened at $103.39 on Wednesday. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. Applied Optoelectronics, Inc. has a 12-month low of $18.50 and a 12-month high of $233.67. The company has a market cap of $8.74 billion, a P/E ratio of -132.55 and a beta of 3.79. The company’s fifty day simple moving average is $119.59 and its two-hundred day simple moving average is $128.60.

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

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.