Applied Optoelectronics (AAOI) CFO J. Sells $411K of Stock

Murry Stefan J., the Chief Financial Officer of Applied Optoelectronics, Inc. (AAOI) sold 4,000 shares on October 12, 2026. The shares were sold at a price of $102.87 each, bringing in a total of $411,480. This transaction was part of a planned sale.

Inside Murry Stefan J.'s Trade

Murry's sale of 4,000 shares represents a significant transaction, given the stock's recent struggles. The sale price of $102.87 is notably higher than the recent trading price of $76.75, which reflects a broader trend in the stock's performance.

Other Institutional Activity in Applied Optoelectronics

Several institutional investors have adjusted their positions in Applied Optoelectronics recently. Blackrock Inc. reduced its stake by 742,270 shares, leaving it with 6,450,270 shares valued at approximately $487.4 million. Invesco Ltd. added 1,399,829 shares, increasing its holdings to 3,414,262 shares worth about $258 million. Vanguard Capital Management LLC grew its stake by 301,553 shares, bringing its total to 3,363,001 shares valued at roughly $254.1 million. Marex Group Ltd. saw a significant increase, adding 2,541,106 shares for a total of 2,830,272 shares worth about $213.9 million.

Applied Optoelectronics, Inc. Stock Down 11.0%

As of October 16, 2026, Applied Optoelectronics shares traded recently around $76.75, which is below its 50-day moving average of $112.86 and its 200-day average of $111.79. The stock is also well below its 52-week high of $233.67, indicating a challenging market environment.

Recent Earnings

Applied Optoelectronics reported trailing twelve-month revenue of about $596 million, with a net margin of -9.6%. The company has not been profitable, showing a return on equity of -5.4%. Investors will be looking for improvements in its upcoming earnings report scheduled for November 5, 2026.

Insider Buying and Selling at Applied Optoelectronics, Inc.

In addition to Murry's recent sale, other insiders have also been active. Hung-Lun Fred Chang, an officer, sold 32,172 shares at $110.21 on September 8, 2026. On September 10, 2026, Murry sold 4,000 shares at $105.33. Shu-Hua Joshua Yeh, another officer, sold 6,000 shares at $120.03 on October 5, 2026.

Analysts Set New Price Targets

On October 15, 2026, B. Riley Securities maintained a Neutral rating on Applied Optoelectronics with a price target of $92. Earlier, firms like Rosenblatt and Needham had maintained Buy ratings with targets of $220, indicating a strong belief in the company's potential despite current challenges.

About Applied Optoelectronics

Applied Optoelectronics, Inc. designs and manufactures fiber-optic networking products. The company serves markets in the United States, Taiwan, and China, offering a range of products including optical modules and laser components. This recent insider sale by CFO Murry Stefan J. may reflect ongoing strategic adjustments within the company.

Bottom Line

Investors should keep an eye on Applied Optoelectronics as it approaches its next earnings date on November 5, 2026. The stock's recent performance and insider activity could indicate important trends for the company moving forward.