Investors with an interest in Engineering - R and D Services stocks have likely encountered both Aecom Technology (ACM) and Sterling Infrastructure (STRL). But which of these two stocks is more attractive to value investors?
The mean of analysts' price targets for Aecom (ACM) points to a 25.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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AECOM (ACM) Q1 2026 Earnings Call Transcript
ACM, BMI and CCB have been added to the Zacks Rank #5 (Strong Sell) List on February 4th, 2026.
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 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'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 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.
ACM posts Q4 beats, record backlog and rising margins as it sets FY26 guidance, highlighting growth, profitability and expanding AI-driven initiatives.
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 (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.