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Applied Optoelectronics, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 15 Aug 2025.
Applied Optoelectronics, Inc.: what insiders have been doing
Every trade that managers of Applied Optoelectronics, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector and is based in Sugar Land, United States. It was founded in 1997. In the past year (18 October 2025 to 18 October 2026), 149 filings came from 17 insiders.
There is no open-market purchase to report; the filings show 46 sales worth €72.7M by 10 insiders. The totals do not cover 8 filings with an undisclosed amount. The largest single trade was a sale of €9.2M by DeLaney Cynthia, published on 28 May 2026, equal to 0.10% of the market capitalisation.
For context, the typical company on the same exchange (median of 5,811 companies) published 19 filings over the same period, against 149 filings here. The full history, which starts in 2016, counts 16 purchases against 99 sales. The 10-K for the year ended 31 December 2025 shows 455.7 m USD of revenue and -38.2 m USD of net income.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at Core Scientific, Inc./tx and Gitlab Inc. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
436
Thresholds
n/a
Buy Volume
€2M
16 ops. · all time
Sell Volume
€83M
99 ops. · all time
Who traded when
BuySaleStefan J. Murry24 sales
Hung-Lun (Fred) Chang12 sales
Kuo David C10 sales
Shu-Hua (Joshua) Yeh10 sales
Chen Min-Chu (Mike)1 buy4 sales
Chih-Hsiang (Thompson) Lin3 buys2 sales
+5 other insiders
Since the insiders bought
- +492.8%Entry US$26.13 · Close at T+365 US$154.89
- +492.8%Entry US$26.13 · Close at T+365 US$154.89
- +592.6%Entry US$22.36 · Close at T+365 US$154.89
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Applied Optoelectronics, Inc. Buy (bullish), based on 5 analysts. Average price target: US$163.40.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 20,679 of 24,148 companies
26.3
score / 100
Value26
Quality27
FCF yld-4.8%
Earn yld-0.5%
EV/EBITDA·
ROE-5.4%
Gross mgn30%
Net mgn-8.4%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$86.22
Analyst consensus
5 analystsBuy
US$109.00Target US$163.40(+90%)US$220.00
Income statement
RevenueUS$455.7M
Gross profitUS$136.9M30% margin
EBITDA-US$15.5M-3% margin
Net income-US$38.2M-9.6% margin
Valuation
PER (forward)18.7x
P/Book4.4x
Beta3.84
Balance sheet & cash
Market capUS$7.3B
Total debtUS$248.1M
Free Cash Flow-US$354M
Debt / Equity18%
Profitability & ownership
ROE-5.4%
ROA-2.7%
% insiders9.8%
% institutions63.6%
Last declaration on 14 October 2026
Declarations436 total
4,000 shares@ US$102.870.0048% mcap1.4% of flowCommon Stock, $.001 par valueSEC:0001683168-26-007844:0
4,000 shares@ US$102.87140.0048% mcap1.5% of flowCommonSEC144:0001974078-26-000378
6,000 shares@ US$120.030.0073% mcap2.1% of flowCommon Stock, $.001 par valueSEC:0001683168-26-007698:0
6,000 shares@ US$120.02580.0073% mcap2.1% of flowCommonSEC144:0001974078-26-000376
2,200 shares0Common Stock, $.001 par valueSEC:0001683168-26-007214:0
4,000 shares@ US$105.32840.0048% mcap1.5% of flowCommonSEC144:0001974078-26-000348
4,000 shares@ US$105.330.0048% mcap1.5% of flowCommon Stock, $.001 par valueSEC:0001683168-26-007058:0
32,172 shares@ US$110.210.040% mcap8.1% of flowCommon Stock, $.001 par valueSEC:0001683168-26-007059:0
32,172 shares@ US$110.21160.040% mcap8.1% of flowCommonSEC144:0001974078-26-000347
6,000 shares@ US$147.730.010% mcap2.6% of flowCommon Stock, $.001 par valueSEC:0001683168-26-006634:0
6,000 shares@ US$147.73270.010% mcap2.6% of flowCommonSEC144:0001974078-26-000313
4,000 shares@ US$144.790.0066% mcap2.0% of flowCommon Stock, $.001 par valueSEC:0001683168-26-006272:0
4,000 shares@ US$144.79250.0066% mcap2.0% of flowCommonSEC144:0001974078-26-000300
4,715 shares@ US$126.44240.0069% mcap1.7% of flowCommonSEC144:0001974078-26-000290
9,251 shares0Common Stock, $.001 par valueSEC:0001683168-26-005948:0
4,715 shares@ US$126.500.0069% mcap1.7% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005947:0
2,553 shares@ US$119.260.0035% mcap0.9% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005736:1
770 shares@ US$119.260.0011% mcap0.3% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005739:3
861 shares@ US$119.260.0012% mcap0.3% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005736:3
686 shares@ US$119.260.0010% mcap0.2% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005736:4
8,753 shares@ US$119.260.012% mcap2.2% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005737:0
2,332 shares@ US$119.260.0032% mcap0.6% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005737:1
2,524 shares@ US$119.260.0035% mcap0.6% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005737:2
2,031 shares@ US$119.260.0028% mcap0.5% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005737:3
2,674 shares@ US$119.260.0037% mcap0.7% of flowCommon Stock, $.001 par valueSEC:0001683168-26-005738:0
25 of 436 declarations
About Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (NASDAQ: AAOI) is a U.S.-based technology company focused on optical connectivity components and systems for high-bandwidth networks. Headquartered in Sugar Land, Texas, United States, the company has built its business around a vertically integrated model that spans laser design, wafer fabrication, optical component manufacturing, and module/system assembly. Founded in 1997, AAOI has long been rooted in Texas while also maintaining engineering and manufacturing operations in Taiwan and China, which gives it a global production footprint and access to multiple supply-chain options. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Applied_Optoelectronics?utm_source=openai))
AAOI serves four main end markets: internet data centers, CATV/cable broadband, telecom, and FTTH (fiber-to-the-home). Its portfolio includes optical transceivers, optical modules, lasers, laser components, subassemblies, amplifiers, and headend/node/distribution equipment for cable networks. The company describes itself as a leading provider of advanced optical and HFC networking products that power internet infrastructure. Its vertically integrated structure is important strategically because it supports tighter control over performance, qualification cycles, product iteration, and manufacturing economics—key factors in a market where customers value reliability and rapid scaling. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1158114/000110465925040222/tm253055d2_ars.pdf?utm_source=openai))
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From a competitive standpoint, Applied Optoelectronics operates in a technically demanding segment shaped by demand from AI, cloud computing, and broadband network upgrades. Management has highlighted growing interest in 400G and 800G products, along with newer VCSEL- and high-power-laser-based solutions for next-generation data-center architectures. That places the company in a specialized niche where execution depends on product performance, customer qualification, supply-chain readiness, and the ability to ramp volume efficiently. ([investors.ao-inc.com](https://investors.ao-inc.com/news-releases/news-release-details/applied-optoelectronics-reports-first-quarter-2025-results?utm_source=openai))
Recent developments point to a more expansive growth phase. In 2025, AAOI announced its first volume shipments of data-center transceivers to a recently engaged hyperscale customer. The company also unveiled a major Sugar Land expansion, including a new manufacturing line at its headquarters and an additional 210,000-square-foot facility for AI-focused optical transceivers, targeted to be operational by summer 2026. Management said CATV demand remained strong and that the company secured multiple design wins in its datacenter business. Taken together, these updates indicate improving commercial traction and a stronger domestic manufacturing base tied to AI infrastructure spending. ([investors.ao-inc.com](https://investors.ao-inc.com/news-releases/news-release-details/applied-optoelectronics-announces-first-volume-shipment-data?utm_source=openai))
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