Analysts Set Applied Optoelectronics, Inc. (NASDAQ:AAOI) Target Price at $139.40

by · The Markets Daily

Applied Optoelectronics, Inc. (NASDAQ:AAOI – Get Free Report) has earned an average rating of “Hold” from the six ratings firms that are presently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and three have issued a buy recommendation on the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $139.40.

Several brokerages have commented on AAOI. 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 report on Friday, August 7th. Rosenblatt Securities reissued a “buy” rating and issued a $220.00 price target on shares of Applied Optoelectronics in a research note on Friday, August 7th. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a report on Saturday, August 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a research report on Tuesday, July 7th. Finally, Raymond James Financial reiterated an “outperform” rating and set a $178.00 target price on shares of Applied Optoelectronics in a report on Tuesday, August 11th.

Get Our Latest Stock Report on AAOI

Applied Optoelectronics Price Performance

Shares of AAOI stock opened at $150.28 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 2.13 and a current ratio of 2.78. Applied Optoelectronics has a fifty-two week low of $18.50 and a fifty-two week high of $233.67. The firm has a market cap of $12.71 billion, a P/E ratio of -192.67 and a beta of 3.76. The business’s 50 day moving average price is $132.01 and its 200-day moving average price is $122.23.

Applied Optoelectronics (NASDAQ:AAOI – Get Free Report) last announced its earnings results on Thursday, August 6th. The semiconductor company reported $0.06 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 company had revenue of $191.92 million during the quarter, compared to the consensus estimate of $190.48 million. During the same quarter in the prior year, the company earned ($0.16) earnings per share. The firm’s revenue for the quarter was up 86.3% on a year-over-year basis. Applied Optoelectronics has set its Q3 2026 guidance at 0.110-0.260 EPS. On average, equities research analysts anticipate that Applied Optoelectronics will post 0.6 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO Stefan J. Murry sold 33,000 shares of the company’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $173.26, for a total value of $5,717,580.00. Following the sale, the chief financial officer directly owned 451,906 shares of the company’s stock, valued at $78,297,233.56. This represents a 6.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Cynthia Delaney sold 56,575 shares of the stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $189.23, for a total value of $10,705,687.25. Following the completion of the transaction, the director owned 59,647 shares of the company’s stock, valued at approximately $11,287,001.81. This trade represents a 48.68% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 506,215 shares of company stock worth $87,409,447 over the last quarter. Company insiders own 3.80% of the company’s stock.

Institutional Trading of Applied Optoelectronics

A number of hedge funds have recently modified their holdings of the business. Geneos Wealth Management Inc. increased its position in Applied Optoelectronics by 1.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 18,072 shares of the semiconductor company’s stock valued at $1,529,000 after buying an additional 243 shares in the last quarter. Comerica Bank boosted its holdings in Applied Optoelectronics by 27.6% in the fourth quarter. Comerica Bank now owns 1,386 shares of the semiconductor company’s stock worth $48,000 after acquiring an additional 300 shares in the last quarter. EFG International AG purchased a new stake in shares of Applied Optoelectronics in the second quarter worth $44,000. Persistent Asset Partners Ltd purchased a new stake in shares of Applied Optoelectronics in the second quarter worth $47,000. Finally, Fiduciary Financial Advisors bought a new position in shares of Applied Optoelectronics during the second quarter valued at $48,000. Institutional investors own 61.70% of the company’s stock.

Applied Optoelectronics Company Profile

(Get 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.

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