Applied Optoelectronics (AAOI) Projected to Post Earnings on Thursday

Applied Optoelectronics (NASDAQ:AAOI) is expected to issue its Q2 2025 quarterly earnings data after the market closes on Thursday, August 7th. Analysts expect the company to announce earnings of ($0.08) per share and revenue of $104.96 million for the quarter. Applied Optoelectronics has set its Q2 2025 guidance at -0.090–0.030 EPS.

Applied Optoelectronics (NASDAQ:AAOI) last released its quarterly earnings results on Thursday, May 8th. The semiconductor company reported ($0.02) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.04) by $0.02. The company had revenue of $99.86 million for the quarter, compared to analysts’ expectations of $99.37 million. Applied Optoelectronics had a negative return on equity of 15.40% and a negative net margin of 55.98%. The business’s revenue for the quarter was up 145.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.31) earnings per share. On average, analysts expect Applied Optoelectronics to post $-1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Applied Optoelectronics Stock Performance

AAOI opened at $23.06 on Thursday. The business’s 50 day moving average is $22.69 and its 200-day moving average is $20.94. The stock has a market cap of $1.28 billion, a PE ratio of -5.97 and a beta of 2.78. The company has a current ratio of 1.88, a quick ratio of 1.34 and a debt-to-equity ratio of 0.47. Applied Optoelectronics has a twelve month low of $6.70 and a twelve month high of $44.50.

Insider Activity at Applied Optoelectronics

In related news, insider Hung-Lun (Fred) Chang sold 23,837 shares of the firm’s stock in a transaction that occurred on Tuesday, May 13th. The shares were sold at an average price of $19.06, for a total transaction of $454,333.22. Following the transaction, the insider owned 278,842 shares in the company, valued at $5,314,728.52. This trade represents a 7.88% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Chih-Hsiang (Thompson) Lin purchased 21,200 shares of the firm’s stock in a transaction on Tuesday, May 13th. The stock was acquired at an average price of $18.22 per share, for a total transaction of $386,264.00. Following the transaction, the chief executive officer owned 1,659,025 shares of the company’s stock, valued at $30,227,435.50. The trade was a 1.29% increase in their position. The disclosure for this purchase can be found here. Insiders have sold 40,263 shares of company stock worth $787,050 over the last ninety days. Insiders own 4.50% of the company’s stock.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in Applied Optoelectronics stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 10.4% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 25,579 shares of the semiconductor company’s stock after purchasing an additional 2,415 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in Applied Optoelectronics were worth $393,000 at the end of the most recent reporting period. Hedge funds and other institutional investors own 61.72% of the company’s stock.

Analyst Upgrades and Downgrades

AAOI has been the topic of a number of recent analyst reports. Rosenblatt Securities lifted their price target on Applied Optoelectronics from $30.00 to $34.00 and gave the company a “buy” rating in a report on Thursday, June 26th. Needham & Company LLC started coverage on shares of Applied Optoelectronics in a research note on Friday, July 25th. They set a “buy” rating and a $32.00 price objective on the stock. Wolfe Research started coverage on shares of Applied Optoelectronics in a research note on Tuesday, July 8th. They set a “peer perform” rating on the stock. Wall Street Zen upgraded shares of Applied Optoelectronics from a “sell” rating to a “hold” rating in a research note on Saturday, June 21st. Finally, Raymond James Financial lowered their price objective on shares of Applied Optoelectronics from $20.00 to $18.00 and set an “outperform” rating on the stock in a research note on Friday, May 9th. Four analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. According to MarketBeat, Applied Optoelectronics currently has an average rating of “Moderate Buy” and a consensus price target of $26.00.

About Applied Optoelectronics

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.