Applied Optoelectronics, Inc. $AAOI Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC decreased its position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 18.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 144,727 shares of the semiconductor company’s stock after selling 31,828 shares during the period. Allspring Global Investments Holdings LLC owned about 0.21% of Applied Optoelectronics worth $5,045,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Comerica Bank acquired a new stake in shares of Applied Optoelectronics during the third quarter valued at $28,000. Headlands Technologies LLC acquired a new stake in shares of Applied Optoelectronics during the second quarter valued at $57,000. Wexford Capital LP acquired a new stake in shares of Applied Optoelectronics during the third quarter valued at $95,000. SeaCrest Wealth Management LLC acquired a new stake in shares of Applied Optoelectronics during the fourth quarter valued at $206,000. Finally, CoreCap Advisors LLC boosted its stake in shares of Applied Optoelectronics by 711.4% during the third quarter. CoreCap Advisors LLC now owns 5,712 shares of the semiconductor company’s stock valued at $148,000 after acquiring an additional 5,008 shares during the last quarter. Institutional investors and hedge funds own 61.70% of the company’s stock.

Analyst Ratings Changes

AAOI has been the topic of a number of analyst reports. Wall Street Zen raised Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Sunday. B. Riley Financial raised Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price objective on the stock in a research note on Friday, February 27th. Needham & Company LLC increased their price objective on Applied Optoelectronics from $43.00 to $80.00 and gave the company a “buy” rating in a research note on Friday, February 27th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Applied Optoelectronics in a research note on Wednesday, January 21st. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $50.00 price objective on shares of Applied Optoelectronics in a research note on Thursday, February 19th. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $52.80.

Applied Optoelectronics Stock Performance

NASDAQ AAOI opened at $107.45 on Tuesday. The business’s 50-day moving average price is $75.15 and its 200 day moving average price is $46.52. Applied Optoelectronics, Inc. has a twelve month low of $9.71 and a twelve month high of $128.96. The company has a market capitalization of $8.08 billion, a PE ratio of -165.31 and a beta of 3.23. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.18.

Applied Optoelectronics (NASDAQ:AAOI) last released its earnings results on Thursday, February 26th. The semiconductor company reported ($0.01) earnings per share for the quarter, topping the consensus estimate of ($0.12) by $0.11. Applied Optoelectronics had a negative return on equity of 5.29% and a negative net margin of 8.39%.The firm had revenue of $134.27 million for the quarter, compared to the consensus estimate of $131.56 million. During the same period in the prior year, the business posted ($0.02) earnings per share. The firm’s revenue for the quarter was up 33.9% compared to the same quarter last year. Applied Optoelectronics has set its Q1 2026 guidance at -0.090-0.000 EPS. On average, research analysts predict that Applied Optoelectronics, Inc. will post -1.18 earnings per share for the current year.

Insider Activity

In related news, insider Hung-Lun (Fred) Chang sold 36,400 shares of the stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $100.25, for a total transaction of $3,649,100.00. Following the transaction, the insider directly owned 233,618 shares in the company, valued at approximately $23,420,204.50. This represents a 13.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Elizabeth G. Loboa sold 102,347 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $95.76, for a total value of $9,800,748.72. Following the completion of the transaction, the director owned 20,523 shares in the company, valued at approximately $1,965,282.48. This trade represents a 83.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 326,333 shares of company stock valued at $29,392,957 in the last three months. Company insiders own 4.50% 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.