ACM Research: The Discounted Key Enabler Of China's Accelerating Semiconductor Push
China's unofficial ban on Nvidia's watered down H20 chips is accelerating the state's semiconductor localization policy, as evident by SMIC's Q2 shipment growth and higher utilization. DeepSeek's latest model being tailored for the next generation of domestically made chips indicates that Chinese semiconductors are slowly getting closer to reaching parity with Nvidia's watered down chips. With an expanding market opportunity in China, ACM Research's technological and market leadership in China positions it to directly benefit from the next wave of domestically made chips.
AECOM's JV With Binnies Wins Changi WRP Expansion Project
ACM and Binnies jointly secure a contract for the Changi WRP Phase 3 expansion, reinforcing their global leadership in water infrastructure.
Can AECOM's $24.6B Backlog Weather Economic and Policy Shocks?
With a $24.6B backlog, ACM eyes growth from global infrastructure booms despite looming economic and policy risks.
Here's Why Aecom Technology (ACM) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Aecom (ACM) is an Incredible Growth Stock: 3 Reasons Why
Aecom (ACM) possesses solid growth attributes, which could help it handily outperform the market.
Is AECOM (ACM) Stock Outpacing Its Construction Peers This Year?
Here is how Aecom Technology (ACM) and Pacasmayo (CPAC) have performed compared to their sector so far this year.
AECOM (ACM) Q3 2025 Earnings Call Transcript
AECOM (NYSE:ACM ) Q3 2025 Earnings Conference Call August 5, 2025 8:00 AM ET Company Participants Gaurav Kapoor - Chief Financial & Operations Officer Lara Poloni - President W. Troy Rudd - Chairman & CEO William Gabrielski - Senior Vice President of Finance & Investor Relations Conference Call Participants Adam Samuel Bubes - Goldman Sachs Group, Inc., Research Division Andrew John Wittmann - Robert W.
Aecom Technology (ACM) Beats Q3 Earnings Estimates
Aecom Technology (ACM) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.16 per share a year ago.
AECOM Seems Like A Good Buy With Further Growth From The New Big Beautiful Bill
AECOM's shift to higher-margin projects has boosted profitability, with strong ROA, ROE, and ROTC, despite a slight revenue slowdown. ACM's financial health is robust, with ample liquidity and manageable debt, supporting continued growth and resilience. Recent government infrastructure spending and permitting reforms are major tailwinds, though renewable energy business may face short-term headwinds.
ACM Research: Margin Expansion And Product Ramp Drive Deep Undervaluation
ACMR's new tools like PECVD and ALD are ramping and driving margin upside. U.S.-origin components now make up “substantially less” than 5–10% of COGS, per IR. Gross margins hit 50.4% in 2024; long-term target raised to 48%.
Is AECOM (ACM) Outperforming Other Construction Stocks This Year?
Here is how Aecom Technology (ACM) and Vinci SA (VCISY) have performed compared to their sector so far this year.
Are Construction Stocks Lagging AECOM (ACM) This Year?
Here is how Aecom Technology (ACM) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.
