Allspring Global Investments Holdings LLC Makes New Investment in Applied Optoelectronics, Inc. $AAOI

Allspring Global Investments Holdings LLC bought a new stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm bought 284,069 shares of the semiconductor company’s stock, valued at approximately $7,201,000.

A number of other institutional investors also recently modified their holdings of AAOI. AlphaQuest LLC lifted its position in shares of Applied Optoelectronics by 243.9% during the 1st quarter. AlphaQuest LLC now owns 2,297 shares of the semiconductor company’s stock worth $35,000 after buying an additional 1,629 shares during the last quarter. GAMMA Investing LLC grew its position in Applied Optoelectronics by 85.9% in the second quarter. GAMMA Investing LLC now owns 1,785 shares of the semiconductor company’s stock valued at $46,000 after acquiring an additional 825 shares during the last quarter. CWM LLC raised its stake in Applied Optoelectronics by 175.5% during the second quarter. CWM LLC now owns 2,218 shares of the semiconductor company’s stock worth $57,000 after acquiring an additional 1,413 shares in the last quarter. Quantbot Technologies LP bought a new position in shares of Applied Optoelectronics in the first quarter worth about $66,000. Finally, State of Wyoming bought a new position in shares of Applied Optoelectronics in the first quarter worth about $77,000. Institutional investors and hedge funds own 61.72% of the company’s stock.

Insiders Place Their Bets

In other news, insider Hung-Lun (Fred) Chang sold 15,784 shares of the company’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $22.70, for a total value of $358,296.80. Following the sale, the insider directly owned 256,326 shares of the company’s stock, valued at approximately $5,818,600.20. This represents a 5.80% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Chih-Hsiang (Thompson) Lin bought 3,250 shares of the stock in a transaction that occurred on Wednesday, August 13th. The shares were purchased at an average cost of $22.65 per share, with a total value of $73,612.50. Following the purchase, the chief executive officer directly owned 1,655,415 shares of the company’s stock, valued at $37,495,149.75. The trade was a 0.20% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders purchased a total of 44,100 shares of company stock valued at $1,000,878 over the last three months. Insiders own 4.50% of the company’s stock.

Applied Optoelectronics Stock Performance

Shares of Applied Optoelectronics stock opened at $31.92 on Monday. The stock has a market cap of $1.99 billion, a price-to-earnings ratio of -9.50 and a beta of 2.92. Applied Optoelectronics, Inc. has a twelve month low of $9.71 and a twelve month high of $44.50. The company’s fifty day moving average is $26.59 and its 200 day moving average is $21.79. The company has a quick ratio of 1.47, a current ratio of 2.11 and a debt-to-equity ratio of 0.36.

Applied Optoelectronics (NASDAQ:AAOI) last announced its earnings results on Thursday, August 7th. The semiconductor company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.08) by ($0.08). Applied Optoelectronics had a negative return on equity of 10.60% and a negative net margin of 42.29%.The company had revenue of $102.95 million for the quarter, compared to analyst estimates of $104.96 million. During the same period in the previous year, the firm posted ($0.28) earnings per share. The firm’s quarterly revenue was up 137.9% compared to the same quarter last year. Applied Optoelectronics has set its Q3 2025 guidance at -0.100–0.030 EPS. Sell-side analysts forecast that Applied Optoelectronics, Inc. will post -1.18 EPS for the current year.

Analyst Upgrades and Downgrades

AAOI has been the topic of several research reports. Needham & Company LLC began coverage on shares of Applied Optoelectronics in a report on Friday, July 25th. They set a “buy” rating and a $32.00 price target on the stock. Wall Street Zen cut shares of Applied Optoelectronics from a “hold” rating to a “sell” rating in a research note on Saturday, August 9th. Wolfe Research began coverage on Applied Optoelectronics in a research note on Tuesday, July 8th. They issued a “peer perform” rating for the company. B. Riley restated a “neutral” rating and set a $15.00 price objective (up previously from $13.00) on shares of Applied Optoelectronics in a research report on Friday, August 8th. Finally, Raymond James Financial upped their target price on Applied Optoelectronics from $18.00 to $25.00 and gave the stock an “outperform” rating in a report on Friday, August 8th. Four investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Applied Optoelectronics currently has an average rating of “Hold” and a consensus price target of $27.20.

Applied Optoelectronics 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.