AAOI vs AVT
Applied Optoelectronics, Inc. vs Avnet — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
| Metric | AAOI | AVT |
|---|
| AI Score |
64
|
64
|
| Price |
$138.90
|
$97.36
|
| P/E Ratio |
-172.48×
|
14.54×
|
| ROE |
-5.2%
|
2.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
10.4%
|
| Debt / Equity |
0.16×
|
0.23×
|
| Dividend Yield |
0.0%
|
1.5%
|
| RSI (14) |
65.1
|
67.4
|
| Beta |
3.787
|
1.119
|
| Expected Upside |
+73.8%
|
—
|
AI Committee View
Current Innellis committee reasoning for AAOI versus AVT.
The committee scores are tied.
AAOI and AVT both score 64/100.
AAOI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Revenue growing 61.9% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- ROE of only -5.6% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 62.2% signals elevated volatility — Risk
AVT Committee View
83% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Bollinger bandwidth of 20.1% signals elevated volatility — Risk