Sector Momentum: Discussions on social media highlight Applied Optoelectronics' position in the optical networking space amid surging demand from AI data centers. Analysts note the company's vertical integration as a key advantage for capturing new orders in high-speed transceivers.
Recent Volatility: The stock has experienced sharp pullbacks from recent highs, with traders pointing to technical support levels around the 200-day moving average. Supply chain concerns related to indium phosphide components continue to fuel debate alongside strong revenue growth projections for late 2026.
Long-Term Outlook: Sentiment remains focused on the broader AI optics supercycle, with some users comparing the setup favorably to peers like Coherent and Lumentum despite short-term market resets.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Optoelectronics Insider Trading Activity
Applied Optoelectronics insiders have traded $AAOI stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $AAOI stock by insiders over the last 6 months:
- HUNG-LUN (FRED) CHANG (*** See Remarks) has made 0 purchases and 5 sales selling 148,359 shares for an estimated $22,818,079.
- CHIH-HSIANG (THOMPSON) LIN (President and CEO) has made 0 purchases and 2 sales selling 117,000 shares for an estimated $19,874,350.
- SHU-HUA (JOSHUA) YEH (*** See Remarks) has made 0 purchases and 7 sales selling 135,265 shares for an estimated $19,675,361.
- STEFAN J. MURRY (Chief Financial Officer) has made 0 purchases and 11 sales selling 110,000 shares for an estimated $15,221,001.
- CYNTHIA DELANEY has made 0 purchases and 2 sales selling 77,575 shares for an estimated $12,763,946.
- DAVID C KUO (*** See Remarks) has made 0 purchases and 6 sales selling 109,454 shares for an estimated $12,645,707.
- ELIZABETH G LOBOA sold 102,347 shares for an estimated $9,800,605
- MIN-CHU (MIKE) CHEN has made 0 purchases and 3 sales selling 19,582 shares for an estimated $2,860,663.
- WILLIAM H YEH sold 15,000 shares for an estimated $1,586,338
- RICHARD B BLACK sold 3,231 shares for an estimated $306,945
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Applied Optoelectronics Revenue
Applied Optoelectronics had revenues of $151.1M in Q1 2026. This is an increase of 51.36% from the same period in the prior year.
You can track AAOI financials on Quiver Quantitative's AAOI stock page.
You can access data on AAOI stock through the Quiver Quantitative API.
Applied Optoelectronics Hedge Fund Activity
We have seen 261 institutional investors add shares of Applied Optoelectronics stock to their portfolio, and 120 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 1,885,897 shares (+35.5%) to their portfolio in Q1 2026, for an estimated $159,528,027
- HAWK RIDGE CAPITAL MANAGEMENT LP removed 1,700,900 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $143,879,131
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 1,267,938 shares (+inf%) to their portfolio in Q1 2026, for an estimated $107,254,875
- MORGAN STANLEY removed 972,289 shares (-57.2%) from their portfolio in Q1 2026, for an estimated $82,245,926
- BNP PARIBAS FINANCIAL MARKETS removed 935,838 shares (-98.0%) from their portfolio in Q1 2026, for an estimated $79,162,536
- JANE STREET GROUP, LLC added 596,424 shares (+35.4%) to their portfolio in Q1 2026, for an estimated $50,451,506
- RENAISSANCE TECHNOLOGIES LLC added 565,279 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,816,950
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Applied Optoelectronics Analyst Ratings
Wall Street analysts have issued reports on $AAOI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/08/2026
To track analyst ratings and price targets for Applied Optoelectronics, check out Quiver Quantitative's $AAOI forecast page.
Applied Optoelectronics Price Targets
Multiple analysts have issued price targets for $AAOI recently. We have seen 3 analysts offer price targets for $AAOI in the last 6 months, with a median target of $80.0.
Here are some recent targets:
- Mike Genovese from Rosenblatt set a target price of $220.0 on 06/22/2026
- Ryan Koontz from Needham set a target price of $80.0 on 02/27/2026
- David Kang from B. Riley Securities set a target price of $54.0 on 02/27/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
