Core Insights - Applied Optoelectronics reported an insider sale by Senior Vice President and Chief Legal Officer David C. Kuo, who sold 12,500 shares for $501,875 on December 23, 2025, coinciding with the stock reaching a 52-week high of $41.96 [1][10]. Transaction Summary - The transaction involved the sale of 12,500 shares at a price of $40.15 per share, resulting in a total value of $501,875 [2]. - Post-transaction, Mr. Kuo holds 130,948 shares valued at approximately $5.32 million [2]. Company Overview - As of December 23, 2025, Applied Optoelectronics has a market capitalization of $2.72 billion and reported a trailing twelve months (TTM) revenue of $421.71 million [4]. - The company's stock price experienced a 1-year decline of 2.08% [4]. Company Snapshot - Applied Optoelectronics specializes in fiber-optic networking solutions, serving sectors such as data centers and telecommunications [6][7]. - The company generates revenue through the sale of optical networking components and systems to various customers, including internet data center operators and telecom equipment manufacturers [7]. Financial Performance - In Q3 2025, Applied Optoelectronics reported revenue of $118.6 million, a significant increase from $65.2 million in the previous year [10]. - The company forecasts Q4 revenue between $125 million and $140 million, compared to $100.3 million in Q4 2024, although it reported a net loss of $17.9 million at the end of Q3 [11]. Insider Trading Context - David Kuo's sale was part of a Rule 10b5-1 trading plan established in May 2025, indicating that the transaction was prearranged and not a sign of insider selling [9]. - The sale represented 8.71% of Mr. Kuo's direct ownership, slightly above his recent median sale proportion of 7.67% [6].