AAOI vs ST
Applied Optoelectronics, Inc. vs Sensata Technologies — AI-powered side-by-side comparison
AAOI
Applied Optoelectronics, Inc.
66
Buy
VS
ST
Sensata Technologies
74
Buy
| Metric | AAOI | ST |
|---|
| AI Score |
66
|
74
|
| Price |
$134.37
|
$46.24
|
| P/E Ratio |
-172.48×
|
73.38×
|
| ROE |
-5.2%
|
1.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
28.9%
|
28.5%
|
| Debt / Equity |
0.16×
|
0.83×
|
| Dividend Yield |
0.0%
|
1.0%
|
| RSI (14) |
65.1
|
43.8
|
| Beta |
3.787
|
1.263
|
| Expected Upside |
—
|
+0.2%
|
AI Committee View
Current Innellis committee reasoning for AAOI versus ST.
ST leads by 8 points.
ST scores 74/100 (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
ST Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 0.9% downside vs 0.2% upside.