Stefan J. Murry, the Chief Financial Officer of $AAOI, sold 2,327 shares of the company on 02-10-2026 for an estimated $116,353. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.8% of their shares of this class of stock. Following this trade, they now own 301,743 shares of this class of $AAOI stock.
$AAOI Insider Trading Activity
$AAOI insiders have traded $AAOI stock on the open market 26 times in the past 6 months. Of those trades, 10 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $AAOI stock by insiders over the last 6 months:
- DAVID C KUO (*** See Remarks) has made 0 purchases and 5 sales selling 46,500 shares for an estimated $2,090,120.
- STEFAN J. MURRY (Chief Financial Officer) has made 0 purchases and 9 sales selling 38,020 shares for an estimated $1,429,585.
- CHIH-HSIANG (THOMPSON) LIN (President and CEO) has made 5 purchases buying 20,175 shares for an estimated $447,060 and 0 sales.
- WILLIAM H YEH has made 3 purchases buying 18,000 shares for an estimated $405,700 and 0 sales.
- HUNG-LUN (FRED) CHANG (*** See Remarks) sold 15,784 shares for an estimated $358,311
- MIN-CHU (MIKE) CHEN purchased 7,500 shares for an estimated $171,825
- ELIZABETH G LOBOA sold 4,121 shares for an estimated $124,584
- CHE-WEI LIN purchased 4,609 shares for an estimated $99,738
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AAOI Hedge Fund Activity
We have seen 142 institutional investors add shares of $AAOI stock to their portfolio, and 68 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEUBERGER BERMAN GROUP LLC removed 2,684,732 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $69,615,100
- HOOD RIVER CAPITAL MANAGEMENT LLC added 1,575,623 shares (+inf%) to their portfolio in Q3 2025, for an estimated $40,855,904
- CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG removed 1,078,750 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $37,605,225
- POINT72 ASSET MANAGEMENT, L.P. added 980,972 shares (+inf%) to their portfolio in Q3 2025, for an estimated $25,436,603
- BNP PARIBAS FINANCIAL MARKETS added 944,190 shares (+8508.5%) to their portfolio in Q4 2025, for an estimated $32,914,463
- HAWK RIDGE CAPITAL MANAGEMENT LP added 824,997 shares (+inf%) to their portfolio in Q3 2025, for an estimated $21,392,172
- NOMURA HOLDINGS INC removed 782,744 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $20,296,551
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AAOI Revenue
$AAOI had revenues of $118.6M in Q3 2025. This is an increase of 82.08% from the same period in the prior year.
You can track AAOI financials on Quiver Quantitative's AAOI stock page.
$AAOI Analyst Ratings
Wall Street analysts have issued reports on $AAOI in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/19/2025
- Needham issued a "Buy" rating on 12/11/2025
- Northland Capital Markets issued a "Outperform" rating on 11/17/2025
- B. Riley Securities issued a "Sell" rating on 11/10/2025
To track analyst ratings and price targets for $AAOI, check out Quiver Quantitative's $AAOI forecast page.
$AAOI Price Targets
Multiple analysts have issued price targets for $AAOI recently. We have seen 4 analysts offer price targets for $AAOI in the last 6 months, with a median target of $39.0.
Here are some recent targets:
- Mike Genovese from Rosenblatt set a target price of $50.0 on 12/19/2025
- Ryan Koontz from Needham set a target price of $43.0 on 12/11/2025
- Tim Savageaux from Northland Capital Markets set a target price of $35.0 on 11/17/2025
- David Kang from B. Riley Securities set a target price of $15.0 on 11/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
