AEHR vs LRCX
Aehr Test Systems vs Lam Research — AI-powered side-by-side comparison
AEHR
Aehr Test Systems
54
Watch
VS
| Metric | AEHR | LRCX |
|---|
| AI Score |
54
|
68
|
| Price |
$117.30
|
$311.33
|
| P/E Ratio |
-509.48×
|
53.78×
|
| ROE |
-3.2%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.7%
|
50.5%
|
| Debt / Equity |
0.04×
|
0.30×
|
| Dividend Yield |
0.0%
|
0.3%
|
| RSI (14) |
72.5
|
49.9
|
| Beta |
3.087
|
1.865
|
| Expected Upside |
—
|
+43.1%
|
AI Committee View
Current Innellis committee reasoning for AEHR versus LRCX.
LRCX leads by 14 points.
LRCX scores 68/100 (Buy) versus AEHR at 54/100 (Watch).
AEHR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -26.4% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- ROE of only -8.9% -- cheap may mean cheap for a reason — Value
- Revenue declining -26.4% YoY -- this is not a growth story right now — Growth
- RSI at 72 is in overbought territory — Technical
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