InsidersTradesSigma
Applied Optoelectronics, INC. Stock: price and management transactions · United States · SEC (Form 4)
Follow the Applied Optoelectronics, INC. share price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on US US, under the supervision of SEC (Form 4). Operating in the Technology sector, Applied Optoelectronics, INC. has logged 360 insider filings. Market capitalisation: €9.9bn. The latest transaction was disclosed on 18 June 2026 (Cession). Among the most active insiders: Murry Stefan J.. All data is free.
360
Insider Decl.
0
Thresholds
€2m
11 ops.
Buy Volume
€59m
77 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Applied Optoelectronics, INC. Buy (bullish), based on 5 analysts. Average price target: US$151.30.
57Σ signal
Informational score on this market. Our backtest validates the signal only on 8 EU venues; elsewhere (notably US markets) insider buys historically invert or do not hold. Not a recommendation.
Fundamental score
Ranked 21,574 of 25,484 companies
27.0
score / 100
Value28
Quality26
FCF yld-3.6%
Earn yld-0.4%
EV/EBITDA·
ROE-6.1%
Gross mgn30%
Net mgn-8.4%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI-generated analysis. Opinion, not investment advice. Not backtested. Built from public filings and financials. No price target, no buy or sell recommendation.
Last declaration on 18 June 2026
Declarations360 total
6,000 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004977:0
40,329 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004979:0
27,297 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004878:0
34,000 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004878:1
19,065 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004879:0
29,227 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004879:1
86,655 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004880:0
59,000 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004880:1
30,330 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004881:0
33,000 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004881:1
23,397 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004882:0
28,826 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004882:1
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004771:0
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004772:0
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004773:0
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004774:0
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004775:0
4,000 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004776:0
1,166 sharesCommon Stock, $.001 par valueSEC:0001683168-26-004777:0
5,000 shares@ US$204.750.0079% mcap5.6% of flowCommon Stock, $.001 par valueSEC:0001683168-26-004624:0
5,000 shares@ US$205.390.0080% mcap5.7% of flowCommon Stock, $.001 par valueSEC:0001683168-26-004624:1
4,000 shares@ US$200.070.0062% mcap5.2% of flowCommon Stock, $.001 par valueSEC:0001683168-26-004625:0
8,247 shares@ US$201.000.013% mcap50.2% of flowCommon Stock, $.001 par valueSEC:0001683168-26-004561:0
85,790.27 shares0Common Stock, $.001 par valueSEC:0001683168-26-004427:0
85,790.27 shares0Common Stock, $.001 par valueSEC:0001683168-26-004427:1
25 of 360 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)) 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))
