ACM Research: A Clean Way To Invest In China's WFE Localization
ACM Research's updated FY 2024 outlook and FY 2025 revenue guidance are signs that it is benefitting from the ongoing localization in China's semiconductor industry. I expect ACM Research to exceed its FY 2025 revenue guidance due to Huawei's new AI chip and ByteDance's AI CapEx outlook. ACM Research presents an opportunity to invest in the growth of China's semiconductor industry without carrying the risk of owning Chinese stocks.
AECOM: A Strong Industrials Firm For Growth Investors
AECOM is rated a Strong Buy due to projected price increases, strong organic growth, a robust backlog, and rising margins. The company has shown consistent share price growth since mid-2020 and has a healthy financial position with low net leverage. AECOM's growth potential is bolstered by expanding markets and internal initiatives like the Water & Environment Advisory Services.
Why Aecom Technology (ACM) is a Top Growth Stock for the Long-Term
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Why Aecom Technology (ACM) is a Top Value Stock for the Long-Term
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AECOM (ACM) Q1 2025 Earnings Call Transcript
AECOM (NYSE:ACM ) Q1 2025 Earnings Conference Call February 4, 2024 8:00 AM ET Company Participants Will Gabrielski - Senior Vice President, Finance, Treasury & Investor Relations Troy Rudd - Chief Executive Officer Lara Poloni - President Gaurav Kapoor - Chief Financial Officer & Chief Operations Officer Conference Call Participants Michael Feniger - Bank of America Andrew Kaplowitz - Citigroup Jamie Cook - Truist Securities Adam Bubes - Goldman Sachs Sangita Jain - KeyBanc Capital Markets Michael Dudas - Vertical Research Judah Aronovitz - UBS Operator Good morning, and welcome to the AECOM First Quarter 2025 Conference Call. I would like to inform all participants that this call is being recorded at the request of AECOM.
AECOM's Q1 Earnings Surpass Estimates, Stock Up, Backlog Up Y/Y
ACM's fiscal first-quarter results benefit from high-returning organic growth initiatives.
ACM Research: A WFE National Champion
ACM Research is a high-growth semiconductor wafer fabrication equipment company benefiting from China's push for domestic semiconductor manufacturing self-sufficiency. ACMR's strategic importance and growth prospects in China remain strong, with potential to become a global WFE competitor. ACMR's valuation is significantly discounted compared to its peers, presenting a multi-bagger opportunity as it gains market share within China and expands its product portfolio.
Top Wall Street Forecasters Revamp Aecom Price Expectations Ahead Of Q1 Earnings
AECOM ACM will release its first-quarter financial results, after the closing bell, on Monday, Feb. 3, 2025.
AECOM Gears Up to Report Q1 Earnings: Factors to Consider
ACM's first-quarter fiscal 2025 results are likely to reflect benefits from low-risk end markets. Click away to get a clear picture of the stock ahead of earnings.
ACM Research Stock Surges On Bullish Call From Kerrisdale Capital: 'Ultimate 10-Bagger'
ACM Research Inc ACMR shares are trading higher Thursday after short-selling investment firm Kerrisdale Capital announced a long position in the stock.
ACM vs. ALTR: Which Stock Should Value Investors Buy Now?
Investors with an interest in Engineering - R and D Services stocks have likely encountered both Aecom Technology (ACM) and Altair Engineering (ALTR). But which of these two stocks is more attractive to value investors?
ACM Research: Carving Out Their Niche
ACM Research supplies advanced semiconductor equipment to improve product yield, including cleaning equipment, ECP, furnaces, and advanced packaging equipment. The company boasts deep technological expertise, with 498 patents as of 2023. ACM Research has strategically located state-of-the-art production facilities in multiple countries.
