Shu-Hua (Joshua) Yeh

AAOI insider sells 6,000 shares at $171.89 via pre-arranged 10b5-1 plan; stock now -30.7% from 52-week high.

Shu-Hua (Joshua) Yeh sold 6,000 shares (6.0K shares) of APPLIED OPTOELECTRONICS, INC. (AAOI) at $171.89 on 2026-06-18 as part of a pre-arranged 10b5-1 trading plan adopted on the same date—a scheduled transaction rather than a discretionary choice. This represents a -1.5% reduction of his pre-transaction holdings of 400.2K shares. The stock has since declined to a current price of $161.85, down -30.7% from the 52-week high of $233.67. AAOI remains deeply unprofitable with net income of $-14.3M in the latest quarter and a full-year net income in negative territory, despite strong revenue growth of +82.8% year-over-year and a substantial market cap of $13.0B. The sale falls within a pattern of recent insider sell activity at AAOI, with three prior sales in early June and May 2026 that have not yet yielded measurable 30- or 90-day returns. The 10b5-1 structure removes discretionary timing as a signal.

AAOI insider Shu-Hua Yeh sold 28.8K shares at $166.53; stock down -26.9% from 52-week high despite +84.4% 90-day surge.

Shu-Hua (Joshua) Yeh sold 28,826 shares of AAOI on 2026-06-12 at $166.53, reducing holdings by 6.7% to 400,207 shares and realizing $4,800,393.78. The timing coincides with heightened volatility: AAOI is -26.9% below its 52-week high of $233.67, -10.3% over 30 days, yet up 84.4% over 90 days. At the same ticker, Yeh executed four prior trades, three within the past month (2026-06-04 and 2026-05-19), all sales; only one prior AAOI sale is measurable for timing (2026-03-09), which posted a +82.3% 90-day return, indicating the stock rose after that sale—poorly timed. Fundamentally, AAOI generated $151,144,000.00 in quarterly revenue with annual growth of +82.8% but posted a net loss of $-14,281,000.00 over its most recent period and was unprofitable over its most recent full fiscal year, creating a disconnect between rapid revenue scaling and ongoing losses.

Director Shu-Hua Yeh sells 10,000 shares at $205.07 avg; stock now $196.64; company unprofitable but +82.8% revenue growth

Shu-Hua (Joshua) Yeh sold 10,000 shares on 2026-06-04 in two separate transactions at blended average price $205.07, netting $2,050,700.00. The sale reduces his holdings by -2.2% to 452,430 shares. At current price of $196.64, the stock has declined -15.8% from its 52-week high of $233.67, though it is up +32.0% over 30 days and +63.2% over 90 days. Across his prior AAOI trades (2 sells in May and March 2026), neither was well-timed at the 90-day mark—the stock subsequently gained +2.2% and +82.3% respectively. Fundamentally, the company posted $151,144,000.00 in quarterly revenue with +82.8% annual growth but reported net income of $-14,281,000.00, indicating ongoing unprofitability despite strong top-line expansion.

Yeh Shu-Hua sold 39,154 shares of AAOI at $173.26 for $6.8M, reducing stake by 7.8%; stock now -26.7% from 52-week high.

Yeh Shu-Hua sold 39,154 shares at $173.26 on 2026-05-19, bringing holdings from 501,584 to 462,430 shares. The stock has since declined to $171.33, placing it -26.7% below its 52-week high of $233.67, and the company remains unprofitable with net income of $-14,281,000.00 despite strong revenue growth of +82.8%. His cross-ticker track record shows only 1 prior sell across all holdings with a 90-day well-timed rate of 0.00%, and that prior AAOI-specific sale on 2026-03-09 returned +78.4% in 90 days—meaning the stock rose after his sale, indicating poor timing on that prior trade. Against the backdrop of negative earnings and a stock that has retraced significantly from recent highs, this second insider reduction may warrant examination of whether a larger portfolio shift is underway.

Director Yeh Shu-Hua sold 50,000 AAOI shares at $97.10 on 2026-03-09 ($4.9M); stock now at $120.49.

Yeh Shu-Hua, a director, divested 50,000 shares (13.4% of his pre-transaction holdings) in a single transaction dated March 9, 2026. The transaction occurred at $97.10 per share, approximately $23.39 below the current price of $120.49, placing the sale well below the 52-week high. The company reported strong annual revenue growth of 82.8%, yet remains unprofitable with net income of $-17.9M in the latest quarter. This sale by a significant shareholder occurs against a backdrop of volatile stock performance (172.0% gain over 30 days, 244.4% over 90 days) and fundamental weakness, warranting monitoring of whether this sale indicates director assessment of valuation or structural profitability challenges.