ACM Research, Inc. delivered Q4 revenue growth but suffered significant margin deterioration, prompting a Hold rating despite a strong balance sheet. Q4 gross margin fell over 870bps to 40.9%, with operating margin dropping 720bps, attributed to vague factors like product mix and scaling costs. Management maintains 2026 revenue guidance of $1.08B–$1.175B, implying 20%-30% growth, but expects lower margins to persist into H1 2026.
MTZ, EME, ACM, J and STRL are riding a massive AI data center build-out, as trillions in projected capex fuel demand for power, cooling and infrastructure.
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ACM Research: The Valuation Gap Is Shrinking But Still Wide Open
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AECOM initiated with a Buy rating, supported by strong Q1 2026 results and a positive outlook. ACM delivered a beat-and-raise quarter, increasing EPS guidance and demonstrating margin expansion, especially in higher-margin services. Despite modest sales growth, I see 12% base case upside to a $116.71 price target, with robust backlog and disciplined capital allocation.
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.