Applied Optoelectronics (AAOI) CEO (Thompson) Sells $15M of Stock

On June 12, 2026, Lin Chih-Hsiang, the President and CEO of Applied Optoelectronics, Inc. (NasdaqGM: AAOI), sold 86,655 shares of the company. The shares were sold at an average price of $172.78, totaling approximately $14.97 million. This transaction was not part of a pre-planned trading program.

Insider Buying and Selling at Applied Optoelectronics, Inc.

Several insiders at Applied Optoelectronics executed sales on June 12, 2026. Besides CEO Lin, Joshua Yeh sold 23,397 shares at $172.78 and 28,826 shares at $166.53. Fred Chang sold 34,000 shares at $166.53, and CFO Murry Stefan sold 33,000 shares at the same price. These transactions reflect significant insider activity on that date.

Other Institutional Activity in Applied Optoelectronics

Institutional investors have also been active in Applied Optoelectronics. BlackRock, Inc. added 1,885,897 shares, bringing its total to 7,192,329 shares valued at about $608.4 million. Vanguard Capital Management LLC initiated a position with 3,061,522 shares worth approximately $258.97 million. Oberweis Asset Management Inc. increased its holding by 310,328 shares to 2,349,969 shares, valued at $198.78 million. Jane Street Group, LLC and D. E. Shaw & Co., Inc. also increased their stakes, while Invesco Ltd. reduced its holdings by 1,497,904 shares.

Applied Optoelectronics, Inc. Stock Up 122.2%

Shares of Applied Optoelectronics traded near $191.55. The company has a market cap of $15.37 billion and a forward P/E ratio of 40.14. Its stock has a 52-week low of $16.55 and a high of $233.67, with a 50-day moving average of $166.99 and a 200-day moving average of $74.75. The company has a current ratio of 3.83 and a quick ratio of 2.85, with a debt-to-equity ratio of 25.36.

Analysts Set New Price Targets

On May 8, 2026, Rosenblatt maintained its 'buy' rating on Applied Optoelectronics with a price target of $220. The consensus among analysts is a 'buy' rating, with a mean price target of $151.30 based on five analyst opinions.

About Applied Optoelectronics

Applied Optoelectronics, Inc. is a technology company based in Sugar Land, Texas. It designs, manufactures, and sells fiber-optic networking products, including optical modules, lasers, and turn-key equipment. The company serves internet data center operators, telecom equipment manufacturers, and internet service providers in the U.S., Taiwan, and China. Dr. Chih-Hsiang Lin is the CEO, and the company employs approximately 4,691 people.

Bottom Line

The recent insider selling by Applied Optoelectronics' CEO and other insiders might catch the attention of investors tracking insider activities for potential insights. The company continues to be a focus for institutional investors, with several funds adjusting their positions. Analysts maintain a positive outlook, with recent ratings underscoring confidence in the company's future performance. As always, remember that insider transactions and 13F filings provide a historical snapshot and may not reflect current positions.