China's Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions
Chart 2: Semiconductor Equipment Sales to China (China vs.
After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?
Recent earnings events have driven Aecom's stock down 38% in six months, but Q2 2026 offers the potential for a shift. ACM's accelerating AI adoption, robust data center servicing growth, and strategic buyback authorization ($1.34B authorization equating to 13% of market cap) position it for operating leverage and shareholder returns. At 10x forward EBITDA, Aecom is now one of the cheapest infrastructure consulting stocks around, with the market sleeping over its operating leverage capabilities.
ACM Research: Let's Go To Hong Kong
ACM Research trades at a 60% discount to its Chinese-listed subsidiary ACMS, despite operating the same business. The announced plan for ACMS to seek a Hong Kong listing could catalyze a dramatic re-rating of ACMR. H-shares would likely trade at only a 10-30% discount to ACMS A-shares, implying 100%+ upside to ACMR shareholders.
Why Aecom Technology (ACM) is a Top Value Stock for the Long-Term
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ACM or BCKIY: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Engineering - R and D Services sector have probably already heard of Aecom Technology (ACM) and Babcock International Group PLC (BCKIY). But which of these two stocks is more attractive to value investors?
AECOM Retains Construction Business: Strategic Win or Risk?
ACM's decision to retain its construction unit signals confidence in profitability, but integration risks may test its higher-margin strategy.
Here's Why Aecom Technology (ACM) is a Strong Value Stock
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Comfort Systems vs. AECOM: Which Infra Play is the Smarter Buy?
The demand for AI solutions and data center-related infrastructure is proving to be the core growth pillar for infrastructure solution providers like Comfort Systems USA, Inc. FIX and AECOM ACM. The peak position of the United States' public funding program has fueled the already outperforming market demand despite lingering inflation risks and geopolitical unrest.
AECOM Joins $151B SHIELD Program to Boost U.S. Defense Systems
AECOM ACM has been offered a position by the U.S. Missile Defense Agency in the SHIELD (Scalable Homeland Innovative Enterprise Layered Defense) program, an indefinite-delivery/indefinite-quantity (IDIQ) contract with a total ceiling of $151 billion. The SHIELD contract is designed to accelerate the development and deployment of innovative defense solutions with greater speed and flexibility, positioning AECOM to benefit from future opportunities in a large-scale, high-priority national security program.
AECOM's AI Push: Game-Changer For Margins or Just Industry Hype?
AECOM's ACM aggressive push into Artificial Intelligence (AI) is not just a buzzword, but may be a meaningful margin catalyst. In its recent first-quarter fiscal 2026 earnings release, the company reported an adjusted operating profit of $264 million, which was up 10% from the year-ago quarter, with adjusted operating margin improving 100 bps to 16.4%.
ACM vs. BCKIY: Which Stock Is the Better Value Option?
Investors interested in stocks from the Engineering - R and D Services sector have probably already heard of Aecom Technology (ACM) and Babcock International Group PLC (BCKIY). But which of these two stocks presents investors with the better value opportunity right now?
Alliancebernstein L.P. Has $340.18 Million Stock Position in AECOM $ACM
Alliancebernstein L.P. lowered its position in AECOM (NYSE: ACM) by 6.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,607,315 shares of the construction company's stock after selling 188,720 shares during the period. Alliancebernstein L.P. owned 1.97% of AECOM
