MBL Wealth 13F: Adds $1.1M to AAOI Stake

MBL Wealth boosted its holdings in Applied Optoelectronics, Inc. (NasdaqGM: AAOI) by 364.7%, adding 11,247 shares during the period. The investment came to light in a Form 13F filing with the SEC on October 22, 2026. Applied Optoelectronics closed at $68.07 on the filing date.

AAOI Applied Optoelectronics, Inc.

$67.51 ▲ +70.48% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in MBL Wealth's Applied Optoelectronics Position

MBL Wealth expanded its footprint in the communication equipment maker by purchasing 11,247 shares, lifting its prior stake of 3,084 shares up to a total of 14,331 shares. The reported value of the position stood at $1,422,496.00 at the time of the filing.

Other Institutional Activity in Applied Optoelectronics

JPMorgan Chase grew its holdings by 1,055,667 shares, ending with 1,111,320 shares worth about $212,837,337.99. Driehaus Capital Management grew its holdings by 124,864 shares, ending with 632,337 shares worth about $102,343,747.31. Verition Fund Management grew its holdings by 53,708 shares, ending with 141,020 shares worth about $20,550,844.00. Marex Group Ltd. grew its holdings by 2,541,106 shares, ending with 2,830,272 shares worth about $191,071,668.00. Oberweis Asset Management Inc. reduced its holdings by 558,817 shares, ending with 1,791,127 shares worth about $120,918,987.00.

Applied Optoelectronics, Inc. Stock Down 12.7%

Applied Optoelectronics recently traded around $67.52 as of October 24, 2026, sitting 0.8% below its event-day close of $68.07. The stock has experienced wide swings, with a 52-week high of $233.67 and a low of $18.50.

Recent Earnings

Applied Optoelectronics reported trailing-twelve-month revenue of $595,969,984.00 and an EPS of -$0.75. The company registered a net margin of -9.6% and a return on equity of -5.4%. Investors can expect the next financial update when the company releases its earnings report on November 5, 2026.

Insider Buying and Selling at Applied Optoelectronics, Inc.

Chief Financial Officer Stefan J Murry sold 4,000 shares on September 10, 2026, at an average price of $105.33 for a total value of $421,320.00. Officer Shu-Hua Joshua Yeh sold 6,000 shares on October 5, 2026, at an average price of $120.03 for a total value of $720,180.00. Chief Financial Officer Stefan J. Murry sold 4,000 shares on October 12, 2026, at an average price of $102.87 for a total value of $411,480.00 in a transaction carried out under a planned trading strategy. Chief Financial Officer Stefan J Murry sold another 4,000 shares on October 12, 2026, at an average price of $102.87 for a total value of $411,480.00.

Analysts Set New Price Targets

Needham maintained its buy rating on July 22, 2026, with a target price of $220.00. Rosenblatt maintained a buy rating on August 7, 2026, keeping its price target at $220.00. Needham also maintained a buy rating on August 7, 2026, while lowering its price target to $190.00. B. Riley Securities maintained a neutral rating on October 15, 2026, while lowering its price target to $92.00. Across the broader analyst community, the stock holds a buy consensus rating backed by a mean price target of $160.00 from 5 analysts.

About Applied Optoelectronics

Applied Optoelectronics designs, manufactures, and sells advanced fiber-optic networking hardware. Its product portfolio spans optical modules, lasers, transceivers, and distribution equipment used across modern communication networks. Based in Sugar Land, Texas, the company supplies critical infrastructure components to support high-speed data transmission.

Bottom Line

MBL Wealth's expanded position highlights steady interest in the network equipment maker as shares fluctuate below analyst targets. Investors will monitor the upcoming earnings release on November 5, 2026, for updated operational metrics and revenue insights.