UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI - Free Report) by 50.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 158,204 shares of the semiconductor company's stock after acquiring an additional 52,728 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.19% of Applied Optoelectronics worth $23,440,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors have also recently made changes to their positions in the company. EFG International AG purchased a new stake in shares of Applied Optoelectronics in the second quarter valued at about $44,000. Persistent Asset Partners Ltd purchased a new position in Applied Optoelectronics during the second quarter worth about $47,000. Fiduciary Financial Advisors bought a new stake in Applied Optoelectronics in the 2nd quarter worth about $48,000. Tema ETFs LLC bought a new stake in Applied Optoelectronics in the 2nd quarter worth about $62,000. Finally, Allworth Financial LP bought a new stake in Applied Optoelectronics in the 2nd quarter worth about $88,000. Institutional investors own 61.70% of the company's stock.
Wall Street Analysts Forecast Growth
Several equities analysts have commented on the stock. Needham & Company LLC dropped 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 report on Friday, August 7th. Weiss Ratings lowered Applied Optoelectronics from a "sell (d-)" rating to a "sell (e+)" rating in a report on Monday, August 17th. Wall Street Zen upgraded Applied Optoelectronics from a "sell" rating to a "hold" rating in a report on Saturday, August 8th. Raymond James Financial reissued an "outperform" rating and issued a $178.00 price objective on shares of Applied Optoelectronics in a research report on Tuesday, August 11th. Finally, Rosenblatt Securities restated a "buy" rating and issued a $220.00 price objective on shares of Applied Optoelectronics in a research note on Friday, August 7th. Three 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 data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $139.40.
Check Out Our Latest Report on Applied Optoelectronics
Insider Buying and Selling
In other Applied Optoelectronics news, CEO Chih-Hsiang Lin sold 59,000 shares of the stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $166.53, for a total transaction of $9,825,270.00. Following the completion of the transaction, the chief executive officer owned 1,302,436 shares in the company, valued at $216,894,667.08. This trade represents a 4.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Hung-Lun Chang sold 40,329 shares of Applied Optoelectronics stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $170.60, for a total transaction of $6,880,127.40. Following the completion of the transaction, the insider owned 286,124 shares of the company's stock, valued at $48,812,754.40. The trade was a 12.35% decrease in their position. 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. Insiders have sold a total of 250,382 shares of company stock worth $41,373,027 in the last quarter. 3.80% of the stock is currently owned by company insiders.
Applied Optoelectronics Price Performance
Shares of NASDAQ AAOI opened at $105.53 on Friday. The company has a current ratio of 2.78, a quick ratio of 2.13 and a debt-to-equity ratio of 0.12. The stock has a fifty day simple moving average of $117.34 and a two-hundred day simple moving average of $129.24. Applied Optoelectronics, Inc. has a 1-year low of $18.50 and a 1-year high of $233.67. The firm has a market cap of $8.92 billion, a price-to-earnings ratio of -135.29 and a beta of 3.79.
Applied Optoelectronics (NASDAQ:AAOI - Get Free Report) last issued its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $190.48 million. During the same period in the previous year, the company posted ($0.16) earnings per share. The business's revenue was up 86.3% on a year-over-year basis. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. Analysts anticipate that Applied Optoelectronics, Inc. will post 0.55 earnings per share for the current year.
About Applied Optoelectronics
(
Free Report)
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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