Applied Optoelectronics (AAOI) to Release Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is projected to release its Q2 2025 earnings data after the market closes on Thursday, August 7th. Analysts expect Applied Optoelectronics to post earnings of ($0.08) per share and revenue of $104.96 million for the quarter. Applied Optoelectronics has set its Q2 2025 guidance at -0.090–0.030 EPS.

Applied Optoelectronics (NASDAQ:AAOI) last posted its quarterly earnings data on Thursday, May 8th. The semiconductor company reported ($0.02) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.04) by $0.02. The company had revenue of $99.86 million during the quarter, compared to analysts’ expectations of $99.37 million. Applied Optoelectronics had a negative net margin of 55.98% and a negative return on equity of 15.40%. The firm’s revenue for the quarter was up 145.5% on a year-over-year basis. During the same period in the prior year, the company posted ($0.31) EPS. On average, analysts expect Applied Optoelectronics to post $-1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Applied Optoelectronics Stock Performance

NASDAQ:AAOI opened at $23.06 on Thursday. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.88 and a quick ratio of 1.34. The firm has a 50-day moving average of $22.69 and a two-hundred day moving average of $20.94. The stock has a market cap of $1.28 billion, a P/E ratio of -5.97 and a beta of 2.78. Applied Optoelectronics has a 1-year low of $6.70 and a 1-year high of $44.50.

Insider Buying and Selling at Applied Optoelectronics

In other Applied Optoelectronics news, CEO Chih-Hsiang (Thompson) Lin bought 21,200 shares of the business’s stock in a transaction on Tuesday, May 13th. The shares were purchased at an average price of $18.22 per share, with a total value of $386,264.00. Following the completion of the acquisition, the chief executive officer directly owned 1,659,025 shares of the company’s stock, valued at approximately $30,227,435.50. The trade was a 1.29% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, CFO Stefan J. Murry sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, July 16th. The stock was sold at an average price of $27.46, for a total transaction of $82,380.00. Following the completion of the transaction, the chief financial officer directly owned 318,036 shares in the company, valued at $8,733,268.56. This represents a 0.93% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 40,263 shares of company stock worth $787,050. Insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Applied Optoelectronics

An institutional investor recently raised its position in Applied Optoelectronics stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 10.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,579 shares of the semiconductor company’s stock after acquiring an additional 2,415 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in Applied Optoelectronics were worth $393,000 at the end of the most recent quarter. 61.72% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have weighed in on AAOI. Wolfe Research began coverage on shares of Applied Optoelectronics in a research report on Tuesday, July 8th. They issued a “peer perform” rating for the company. Northland Securities upped their price objective on shares of Applied Optoelectronics to $50.00 and gave the company a “buy” rating in a research report on Friday, June 13th. Rosenblatt Securities upped their price objective on shares of Applied Optoelectronics from $30.00 to $34.00 and gave the company a “buy” rating in a research report on Thursday, June 26th. Raymond James Financial reduced their price target on shares of Applied Optoelectronics from $20.00 to $18.00 and set an “outperform” rating on the stock in a research report on Friday, May 9th. Finally, Wall Street Zen raised shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research report on Saturday, June 21st. Four research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to MarketBeat.com, Applied Optoelectronics currently has a consensus rating of “Moderate Buy” and a consensus price target of $26.00.

Applied Optoelectronics Company 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.