Applied Optoelectronics, Inc. $AAOI Shares Bought by Pinpoint Asset Management Singapore Pte. Ltd.

Pinpoint Asset Management Singapore Pte. Ltd. grew its holdings in shares of Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 427,200.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,273 shares of the semiconductor company’s stock after acquiring an additional 4,272 shares during the period. Pinpoint Asset Management Singapore Pte. Ltd.’s holdings in Applied Optoelectronics were worth $149,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Allworth Financial LP grew its stake in shares of Applied Optoelectronics by 1,923.7% during the fourth quarter. Allworth Financial LP now owns 769 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 731 shares in the last quarter. Comerica Bank acquired a new stake in shares of Applied Optoelectronics during the third quarter valued at about $28,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of Applied Optoelectronics by 166.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,200 shares of the semiconductor company’s stock valued at $42,000 after acquiring an additional 750 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Applied Optoelectronics during the fourth quarter valued at about $55,000. Finally, SBI Securities Co. Ltd. grew its stake in shares of Applied Optoelectronics by 190.6% during the fourth quarter. SBI Securities Co. Ltd. now owns 1,927 shares of the semiconductor company’s stock valued at $67,000 after acquiring an additional 1,264 shares in the last quarter. 61.70% of the stock is currently owned by institutional investors and hedge funds.

Applied Optoelectronics Stock Performance

Shares of AAOI stock opened at $169.05 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 3.03 and a current ratio of 3.83. Applied Optoelectronics, Inc. has a one year low of $15.29 and a one year high of $233.67. The company’s 50-day simple moving average is $163.82 and its 200-day simple moving average is $91.99. The stock has a market capitalization of $13.56 billion, a price-to-earnings ratio of -256.14 and a beta of 3.66.

Applied Optoelectronics (NASDAQ:AAOI) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported ($0.07) EPS for the quarter, missing the consensus estimate of ($0.05) by ($0.02). Applied Optoelectronics had a negative return on equity of 4.64% and a negative net margin of 8.55%.The company had revenue of $151.14 million for the quarter, compared to the consensus estimate of $156.98 million. During the same period in the previous year, the business posted ($0.02) EPS. The business’s revenue for the quarter was up 51.3% on a year-over-year basis. Applied Optoelectronics has set its Q2 2026 guidance at -0.030-0.030 EPS. Equities analysts anticipate that Applied Optoelectronics, Inc. will post 0.6 earnings per share for the current fiscal year.

Insider Transactions at Applied Optoelectronics

In other Applied Optoelectronics news, CFO Stefan J. Murry sold 33,000 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $173.26, for a total value of $5,717,580.00. Following the transaction, the chief financial officer owned 451,906 shares of the company’s stock, valued at $78,297,233.56. This trade represents a 6.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Hung-Lun (Fred) Chang sold 36,400 shares of the firm’s 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 completion of the transaction, the insider directly owned 233,618 shares in the company, valued at $23,420,204.50. This represents a 13.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 335,233 shares of company stock valued at $54,707,470 over the last ninety days. Insiders own 3.80% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Northland Securities reaffirmed a “market perform” rating and set a $55.00 price target on shares of Applied Optoelectronics in a research report on Friday, February 27th. Rosenblatt Securities reaffirmed a “buy” rating and set a $50.00 price target on shares of Applied Optoelectronics in a research report on Thursday, February 19th. Wall Street Zen cut shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research report on Monday, April 13th. Raymond James Financial reaffirmed an “outperform” rating on shares of Applied Optoelectronics in a research report on Wednesday. Finally, B. Riley Financial raised shares of Applied Optoelectronics from a “sell” rating to a “neutral” rating and set a $54.00 price target on the stock in a research report on Friday, February 27th. Three equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Applied Optoelectronics has an average rating of “Hold” and an average target price of $79.80.

Applied Optoelectronics Company Profile

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.