ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain. The wafer cleaning equipment market is forecasted to grow rapidly in the coming years due to growing chip demand. I expect ACM Research's focus on advanced wet processing equipment will allow it to grow its market share in the coming years and reach its target of $1 billion in annual sales in 2026.
Aecom (ACM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AECOM (ACM) is set to deliver advanced asset management and project services for Southern Water's ambitious AMP8 plan.
AECOM's (ACM) strategic partnership with Ukraine's hydropower leader boosts reconstruction efforts.
ACM Research is well positioned to grow in the semiconductor industry with its differentiated technology and strong growth prospects in the single-wafer wet cleaning equipment segment. The stock is undervalued compared to its competitors based on P/E ratio and EV/EBITDA multiple. ACMR is expanding its market penetration beyond Mainland China and has significant growth potential in other regions.
AECOM (ACM) is set to support the Navy's facility maintenance and modernization operations, as well as providing incidental environmental and engineering services.
AECOM (ACM) will support FEMA's Public Assistance Program with advisory and program management services.
AECOM (ACM) is set to support Unitywater's five-year and $1.8 billion capital works under the Build Better Together program.
AECOM (ACM) is likely to benefit from increasing infrastructural spending trends in and outside of the U.S. markets.
Due to the current state of global tensions and the overall willingness of the U.S. government to continuously increase defense spending budgets, the defense industry is likely not worth betting against in the short term. That being said, despite two active wars, which America is directly supporting, the defense industry has seen somewhat modest gains as a whole.
AECOM's (ACM) Perfect Circle JV will provide professional services for two Utilities Consultancy Frameworks awarded by SCAPE, bolstering UK's utilities sector.
AECOM (ACM) is likely to benefit from increasing infrastructural spending trends in and outside of the U.S. markets.