Applied Optoelectronics (NASDAQ:AAOI) Insider Shu-Hua (Joshua) Yeh Sells 6,000 Shares of Stock

Key Points

• Insider sale: Shu-Hua (Joshua) Yeh sold 6,000 Applied Optoelectronics shares for approximately $886,380 under a pre-arranged Rule 10b5-1 plan. He retains 377,498 shares valued at roughly $55.8 million.
• Strong operating results: AAOI shares rose 5.7% to $129.10, while quarterly revenue increased 86.3% year over year to $191.92 million and EPS of $0.06 exceeded analyst expectations.
• Mixed analyst outlook: Analysts’ consensus rating is Hold, with three Buy, two Hold and one Sell rating, and an average price target of $139.40.

Applied Optoelectronics, Inc. (NASDAQ:AAOI - Get Free Report) insider Shu-Hua (Joshua) Yeh sold 6,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $147.73, for a total transaction of $886,380.00. Following the completion of the sale, the insider directly owned 377,498 shares in the company, valued at approximately $55,767,779.54. This represents a 1.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Shu-Hua (Joshua) Yeh also recently made the following trade(s):

• On Tuesday, August 4th, Shu-Hua (Joshua) Yeh sold 4,715 shares of Applied Optoelectronics stock. The shares were sold at an average price of $126.50, for a total transaction of $596,447.50.
• On Tuesday, July 21st, Shu-Hua (Joshua) Yeh sold 1,285 shares of Applied Optoelectronics stock. The stock was sold at an average price of $120.02, for a total transaction of $154,225.70.
• On Thursday, June 18th, Shu-Hua (Joshua) Yeh sold 6,000 shares of Applied Optoelectronics stock. The shares were sold at an average price of $171.89, for a total value of $1,031,340.00.
• On Friday, June 12th, Shu-Hua (Joshua) Yeh sold 28,826 shares of Applied Optoelectronics stock. The shares were sold at an average price of $166.53, for a total value of $4,800,393.78.
• On Thursday, June 4th, Shu-Hua (Joshua) Yeh sold 10,000 shares of Applied Optoelectronics stock. The stock was sold at an average price of $205.07, for a total value of $2,050,700.00.

Applied Optoelectronics Stock Up 5.7%

Shares of AAOI traded up $6.91 during mid-day trading on Thursday, reaching $129.10. The company's stock had a trading volume of 9,449,395 shares, compared to its average volume of 10,789,696. The company has a debt-to-equity ratio of 0.12, a current ratio of 2.78 and a quick ratio of 2.13. Applied Optoelectronics, Inc. has a 12-month low of $18.50 and a 12-month high of $233.67. The stock has a market cap of $10.92 billion, a PE ratio of -165.51 and a beta of 3.76. The company's 50 day moving average is $129.48 and its 200 day moving average is $124.25.

Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.02 by $0.04. Applied Optoelectronics had a negative return on equity of 1.98% and a negative net margin of 9.57%.The firm had revenue of $191.92 million during the quarter, compared to the consensus estimate of $190.48 million. During the same period in the prior year, the company posted ($0.16) earnings per share. The firm's quarterly revenue was up 86.3% compared to the same quarter last year. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Equities analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the stock. Needham & Company LLC decreased their price objective on shares of Applied Optoelectronics from $220.00 to $190.00 and set a "buy" rating for the company in a research note on Friday, August 7th. Rosenblatt Securities reissued a "buy" rating and issued a $220.00 target price on shares of Applied Optoelectronics in a research report on Friday, August 7th. B. Riley Financial restated a "neutral" rating on shares of Applied Optoelectronics in a research note on Friday, August 7th. Weiss Ratings cut Applied Optoelectronics from a "sell (d-)" rating to a "sell (e+)" rating in a research note on Monday. Finally, Wall Street Zen raised Applied Optoelectronics from a "sell" rating to a "hold" rating in a report on Saturday, August 8th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $139.40.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in AAOI. Allworth Financial LP increased its position in Applied Optoelectronics by 1,923.7% during the 4th quarter. Allworth Financial LP now owns 769 shares of the semiconductor company's stock worth $27,000 after purchasing an additional 731 shares during the period. Comerica Bank purchased a new stake in shares of Applied Optoelectronics in the third quarter valued at approximately $28,000. Northwestern Mutual Wealth Management Co. boosted its stake 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 buying an additional 750 shares in the last quarter. EFG International AG acquired a new position in Applied Optoelectronics during the second quarter worth $44,000. Finally, Persistent Asset Partners Ltd purchased a new position in Applied Optoelectronics in the second quarter worth $47,000. 61.70% of the stock is owned by hedge funds and other institutional investors.

About Applied Optoelectronics

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.

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