AAOI vs MU
Applied Optoelectronics, Inc. vs Micron Technology — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
64
Buy
VS
MU
Micron Technology
63
Buy
| Metric | AAOI | MU |
|---|
| AI Score |
64
|
63
|
| Price |
$138.90
|
$912.15
|
| P/E Ratio |
-172.48×
|
19.38×
|
| ROE |
-5.2%
|
15.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
72.6%
|
| Debt / Equity |
0.16×
|
0.06×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
65.1
|
47.5
|
| Beta |
3.787
|
2.189
|
| Expected Upside |
+73.8%
|
+44.7%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus MU.
AAOI leads by 1 points.
AAOI scores 64/100 (Buy) versus MU at 63/100 (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
- 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
MU Committee View
67% agreement
6 analysts
The primary driver is revenue growing 167.0% yoy -- genuine top-line momentum. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- ROE of 70.5% shows genuine earnings power backing the valuation — Value
- Revenue growing 167.0% YoY -- genuine top-line momentum — Growth
- EPS growing 700.7% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 25.7% signals elevated volatility — Risk