AAOI vs LRCX
Applied Optoelectronics, Inc. vs Lam Research — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
| Metric | AAOI | LRCX |
|---|
| AI Score |
66
|
68
|
| Price |
$134.37
|
$311.33
|
| P/E Ratio |
-172.48×
|
53.78×
|
| ROE |
-5.2%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
50.5%
|
| Debt / Equity |
0.16×
|
0.30×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
65.1
|
49.9
|
| Beta |
3.787
|
1.865
|
| Expected Upside |
—
|
+43.1%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus LRCX.
LRCX leads by 2 points.
LRCX scores 68/100 (Buy) versus AAOI at 66/100 (Buy).
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
- MACD histogram positive -- bullish momentum — Technical
- Low leverage (debt-to-equity 0.27) -- balance sheet can absorb a shock — Risk
Bear Case
- ROE of only -5.6% -- cheap may mean cheap for a reason — Value
- Bollinger bandwidth of 62.2% signals elevated volatility — Risk
LRCX Committee View
60% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 27.3% signals elevated volatility — Risk