Applied Optoelectronics (AAOI) – Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Applied Optoelectronics (NASDAQ: AAOI) in the last few weeks:

• 2/28/2026 – Applied Optoelectronics was upgraded by Wall Street Zen from “sell” to “hold”.
• 2/27/2026 – Applied Optoelectronics had its “market perform” rating reaffirmed by Northland Securities. They now have a $55.00 price target on the stock.
• 2/27/2026 – Applied Optoelectronics was upgraded by B. Riley Financial, Inc. from “sell” to “neutral”. They now have a $54.00 price target on the stock.
• 2/27/2026 – Applied Optoelectronics had its price target raised by Needham & Company LLC from $43.00 to $80.00. They now have a “buy” rating on the stock.
• 2/19/2026 – Applied Optoelectronics had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $50.00 price target on the stock.
• 1/21/2026 – Applied Optoelectronics had its “sell (d-)” rating reaffirmed by Weiss Ratings.

Insider Activity

In other Applied Optoelectronics news, Director William H. Yeh sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $105.76, for a total transaction of $1,586,400.00. Following the transaction, the director owned 238,819 shares in the company, valued at approximately $25,257,497.44. The trade was a 5.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Elizabeth G. Loboa sold 102,347 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $95.76, for a total transaction of $9,800,748.72. Following the completion of the transaction, the director directly owned 20,523 shares of the company’s stock, valued at approximately $1,965,282.48. This trade represents a 83.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 273,433 shares of company stock valued at $23,341,962 over the last ninety days. 4.50% of the stock is currently owned by company insiders.

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.