ACM to deliver design services for Sydney Water program, strengthening its long-standing partnership.
AECOM's latest win cements its role in Hong Kong's expansion.
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ACM Research is cleaning up in the market for semiconductor wafer cleaning systems in China. And ACM stock is on a tear.
Semiconductor industry supplier ACM Research, Inc. (ACMR) draws Big Money interest.
ACMR is gaining momentum with a growing portfolio, continuous product innovation and a rich customer base, positioning itself for long-term success.
Persistently high interest rates continue to slam small-caps harder than the big dogs.
ACM Research's fourth-quarter results are likely to reflect benefits from an expanding portfolio despite risks from competition and U.S. export limits.
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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 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.
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