Applied Optoelectronics (AAOI) to Release Quarterly Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) will likely be issuing its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect the company to announce earnings of ($0.12) per share and revenue of $131.5640 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Applied Optoelectronics Price Performance

Shares of AAOI stock opened at $43.44 on Thursday. The business has a fifty day simple moving average of $38.36 and a 200 day simple moving average of $30.90. The company has a market cap of $2.97 billion, a P/E ratio of -13.49 and a beta of 3.32. The company has a quick ratio of 1.63, a current ratio of 2.31 and a debt-to-equity ratio of 0.23. Applied Optoelectronics has a twelve month low of $9.71 and a twelve month high of $50.80.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on AAOI shares. B. Riley Financial reissued a “sell” rating and issued a $15.00 target price on shares of Applied Optoelectronics in a report on Monday, November 10th. Weiss Ratings reissued a “sell (d-)” rating on shares of Applied Optoelectronics in a research note on Wednesday, January 21st. Needham & Company LLC raised their target price on shares of Applied Optoelectronics from $38.00 to $43.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Northland Securities set a $45.00 target price on shares of Applied Optoelectronics in a research note on Thursday, December 11th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $50.00 price target on shares of Applied Optoelectronics in a research note on Friday, December 19th. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $35.60.

Insider Buying and Selling

In other news, insider David C. Kuo sold 17,467 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $50.17, for a total transaction of $876,319.39. Following the completion of the transaction, the insider owned 111,663 shares of the company’s stock, valued at approximately $5,602,132.71. This trade represents a 13.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Stefan J. Murry sold 11,693 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $50.25, for a total transaction of $587,573.25. Following the completion of the sale, the chief financial officer directly owned 290,050 shares in the company, valued at approximately $14,575,012.50. This represents a 3.88% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 66,520 shares of company stock worth $3,080,367 over the last three months. Insiders own 4.50% of the company’s stock.

Institutional Investors Weigh In On Applied Optoelectronics

Institutional investors and hedge funds have recently made changes to their positions in the stock. XTX Topco Ltd lifted its stake in shares of Applied Optoelectronics by 167.6% in the fourth quarter. XTX Topco Ltd now owns 24,771 shares of the semiconductor company’s stock worth $864,000 after acquiring an additional 15,513 shares during the period. SummitTX Capital L.P. bought a new position in Applied Optoelectronics during the 4th quarter worth approximately $254,000. Quadrature Capital Ltd acquired a new position in shares of Applied Optoelectronics in the 4th quarter worth approximately $1,453,000. Millennium Management LLC bought a new stake in shares of Applied Optoelectronics in the 4th quarter valued at $358,000. Finally, Concentric Capital Strategies LP acquired a new stake in shares of Applied Optoelectronics during the fourth quarter worth $1,604,000. Institutional investors and hedge funds own 61.70% of the company’s stock.

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.