AMTM or ACM: Which Is the Better Value Stock Right Now?
Investors interested in Engineering - R and D Services stocks are likely familiar with Amentum Holdings (AMTM) and Aecom Technology (ACM). But which of these two companies is the best option for those looking for undervalued stocks?
ACM Research: Riding China's AI-Driven Capex Wave
ACM Research is positioned as a leading Chinese domestic supplier of semiconductor wafer fabrication equipment, benefiting from accelerating localization and AI-driven demand. ACMR's innovative product portfolio and expansion into new segments like electroplating, advanced packaging, and PECVD support a powerful growth cycle starting in 2026. ACMR maintains robust fundamentals, trades at a steep discount to peers and its own Shanghai subsidiary, and offers multi-bagger upside potential.
ACM Research: Temporary Q3 Margin Woes Mask The Massive Tailwind Of China's Foreign AI Chip Ban
ACM's post Q3 earnings dip is an attractive buying opportunity, in my opinion, as the margin contraction driving this dip is likely a temporary headwind. ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's reliance on old ASML DUV machines could drive strong demand for ACM's KrF track tool.
AECOM (ACM) Analyst/Investor Day Transcript
AECOM ( ACM ) Analyst/Investor Day November 18, 2025 10:00 AM EST Company Participants W. Rudd - Chairman & CEO Lara Maria Poloni - President Gaurav Kapoor - Chief Financial & Operations Officer Conference Call Participants Steven Fisher - UBS Investment Bank, Research Division Adam Bubes - Goldman Sachs Group, Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Michael Dudas - Vertical Research Partners, LLC Michael Feniger - BofA Securities, Research Division Jose Sulca Flores Stephen Farkouh - Truist Securities, Inc., Research Division Presentation W.
AECOM Q4 Earnings Surpass Estimates, Backlog Increases Y/Y
ACM posts Q4 beats, record backlog and rising margins as it sets FY26 guidance, highlighting growth, profitability and expanding AI-driven initiatives.
AECOM Gears Up to Report Q4 Earnings: Key Factors to Note
ACM gears up to report Q4 results as estimates point to year-over-year gains amid strong infrastructure spending and broad market momentum.
ACM Research Stands Out As The Fast-Growing, Underpriced Chip Tool Maker
ACM Research (ACMR) remains undervalued despite strong growth, robust China market presence, and consistent revenue beats, making it a compelling growth opportunity. ACMR's expansion in China, innovative product launches, and increasing backlog position it as a leading domestic chip equipment supplier amid favorable industry trends. Risks center on ACMR's heavy China exposure and potential policy shifts, but the current risk-reward balance is attractive for attentive, growth-focused investors.
Here's Why Aecom Technology (ACM) is a Strong Growth Stock
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Why Is Aecom (ACM) Up 5% Since Last Earnings Report?
Aecom (ACM) reported earnings 30 days ago. What's next for the stock?
ACM Research: Why This Chinese Chip Stock Is Just Getting Started
In the fast-paced world of investment trading, the market's first reaction is not always the final verdict. This was perfectly illustrated by ACM Research NASDAQ: ACMR in the month of August.
Why Aecom Technology (ACM) is a Top Growth Stock for the Long-Term
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AECOM Secures Strategic Role in U.K. National Highways Framework
ACM wins a spot in the U.K.'s SPaTS3 framework, boosting backlog and growth outlook.
