Key Points
- Director Cynthia Delaney sold 56,575 shares of Applied Optoelectronics on May 26 at an average price of $189.23, totaling about $10.7 million. The sale reduced her stake by 48.68% to 59,647 shares.
- Delaney also sold 21,000 shares in March at an average price of $98.02, showing additional insider selling earlier in the year.
- Applied Optoelectronics recently reported mixed quarterly results, with revenue up 51.3% year over year but EPS and revenue both missing estimates. Analysts currently rate the stock a consensus Hold with an average target price of $79.80.
Applied Optoelectronics, Inc. (NASDAQ:AAOI - Get Free Report) Director Cynthia Delaney sold 56,575 shares of the company's stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $189.23, for a total transaction of $10,705,687.25. Following the completion of the transaction, the director owned 59,647 shares in the company, valued at approximately $11,287,001.81. The trade was a 48.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.
Cynthia Delaney also recently made the following trade(s):
- On Wednesday, March 4th, Cynthia Delaney sold 21,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $98.02, for a total transaction of $2,058,420.00.
Applied Optoelectronics Price Performance
Shares of NASDAQ:AAOI opened at $169.02 on Friday. Applied Optoelectronics, Inc. has a fifty-two week low of $15.06 and a fifty-two week high of $233.67. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. The business has a 50-day simple moving average of $145.23 and a two-hundred day simple moving average of $80.19. The firm has a market cap of $13.56 billion, a price-to-earnings ratio of -256.09 and a beta of 3.76.
Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) EPS 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 business had revenue of $151.14 million for the quarter, compared to analysts' expectations of $156.98 million. During the same period in the previous year, the company earned ($0.02) EPS. Applied Optoelectronics's revenue for the quarter was up 51.3% compared to the same quarter last year. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. On average, analysts expect that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current year.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently modified their holdings of AAOI. Allworth Financial LP grew its holdings in shares of Applied Optoelectronics by 1,923.7% in the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company's stock valued at $27,000 after purchasing an additional 731 shares in the last quarter. Comerica Bank purchased a new position in shares of Applied Optoelectronics in the third quarter valued at $28,000. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Applied Optoelectronics by 166.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company's stock valued at $42,000 after purchasing an additional 750 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Applied Optoelectronics in the fourth quarter valued at $55,000. Finally, Headlands Technologies LLC purchased a new position in shares of Applied Optoelectronics in the second quarter valued at $57,000. 61.70% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
Several equities research analysts have recently commented on the stock. Raymond James Financial reaffirmed an "outperform" rating and set a $160.00 price target on shares of Applied Optoelectronics in a research report on Friday, May 8th. Rosenblatt Securities restated a "buy" rating and set a $50.00 target price on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Needham & Company LLC lifted their target price on shares of Applied Optoelectronics from $43.00 to $80.00 and gave the company a "buy" rating in a research note on Friday, February 27th. Wall Street Zen cut shares of Applied Optoelectronics from a "hold" rating to a "sell" rating in a research note on Monday, April 13th. Finally, B. Riley Financial upgraded shares of 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 analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Applied Optoelectronics presently has a consensus rating of "Hold" and an average target price of $79.80.
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About Applied Optoelectronics
(
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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.
Further Reading
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