Chung Wu Investment Group LLC Invests $344,000 in Applied Optoelectronics, Inc. $AAOI

Chung Wu Investment Group LLC acquired a new stake in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 13,400 shares of the semiconductor company’s stock, valued at approximately $344,000.

Other large investors also recently bought and sold shares of the company. AlphaQuest LLC boosted its position in Applied Optoelectronics by 243.9% during the first quarter. AlphaQuest LLC now owns 2,297 shares of the semiconductor company’s stock valued at $35,000 after purchasing an additional 1,629 shares in the last quarter. GAMMA Investing LLC boosted its holdings in shares of Applied Optoelectronics by 85.9% in the 2nd quarter. GAMMA Investing LLC now owns 1,785 shares of the semiconductor company’s stock valued at $46,000 after buying an additional 825 shares in the last quarter. Quantbot Technologies LP purchased a new position in shares of Applied Optoelectronics in the 1st quarter worth approximately $66,000. State of Wyoming bought a new position in shares of Applied Optoelectronics during the 1st quarter worth approximately $77,000. Finally, Twin Tree Management LP lifted its position in Applied Optoelectronics by 15,573.4% during the first quarter. Twin Tree Management LP now owns 10,031 shares of the semiconductor company’s stock valued at $154,000 after acquiring an additional 9,967 shares during the last quarter. Institutional investors own 61.72% of the company’s stock.

Applied Optoelectronics Trading Down 0.2%

AAOI opened at $27.93 on Monday. The firm has a market capitalization of $1.74 billion, a price-to-earnings ratio of -8.31 and a beta of 2.92. The company’s 50 day simple moving average is $24.93 and its two-hundred day simple moving average is $20.86. Applied Optoelectronics, Inc. has a 1-year low of $9.71 and a 1-year high of $44.50. The company has a debt-to-equity ratio of 0.36, a current ratio of 2.11 and a quick ratio of 1.47.

Applied Optoelectronics (NASDAQ:AAOI) last announced its quarterly earnings data on Thursday, August 7th. The semiconductor company reported ($0.16) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.08) by ($0.08). Applied Optoelectronics had a negative net margin of 42.29% and a negative return on equity of 10.60%. The firm had revenue of $102.95 million during the quarter, compared to analysts’ expectations of $104.96 million. During the same period in the prior year, the company posted ($0.28) EPS. The company’s revenue for the quarter was up 137.9% compared to the same quarter last year. Applied Optoelectronics has set its Q3 2025 guidance at -0.100–0.030 EPS. Analysts expect that Applied Optoelectronics, Inc. will post -1.18 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director William H. Yeh bought 14,000 shares of the stock in a transaction that occurred on Wednesday, August 13th. The stock was purchased at an average cost of $22.86 per share, with a total value of $320,040.00. Following the purchase, the director directly owned 249,819 shares of the company’s stock, valued at $5,710,862.34. This trade represents a 5.94% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Stefan J. Murry sold 12,000 shares of Applied Optoelectronics stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $22.37, for a total transaction of $268,440.00. Following the completion of the transaction, the chief financial officer owned 298,477 shares of the company’s stock, valued at $6,676,930.49. This represents a 3.87% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have bought 44,100 shares of company stock valued at $1,000,878 and have sold 30,784 shares valued at $709,117. 4.50% of the stock is owned by company insiders.

Analysts Set New Price Targets

AAOI has been the subject of several analyst reports. B. Riley reiterated a “neutral” rating and set a $15.00 price objective (up previously from $13.00) on shares of Applied Optoelectronics in a report on Friday, August 8th. Wall Street Zen cut Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Saturday, August 9th. Wolfe Research initiated coverage on Applied Optoelectronics in a research note on Tuesday, July 8th. They set a “peer perform” rating on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Applied Optoelectronics in a report on Saturday, September 27th. Finally, Raymond James Financial lifted their target price on shares of Applied Optoelectronics from $18.00 to $25.00 and gave the stock an “outperform” rating in a research note on Friday, August 8th. Four equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Applied Optoelectronics currently has an average rating of “Hold” and a consensus target price of $27.20.

Applied Optoelectronics Profile

Applied Optoelectronics, Inc designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China. It offers optical modules, optical filters, lasers, laser components, subassemblies, transmitters and transceivers, turn-key equipment, headend, node, distribution equipment, and amplifiers.