Monty Rakusen Investment Thesis ACM Research, Inc. (NASDAQ:ACMR) presents an intriguing investment opportunity that is often overlooked in the broader semiconductor landscape. I believe ACMR's unique technology, expanding market presence, and strong growth trajectory make it a compelling buy. While it trades slightly above its intrinsic value, the company's potential to capitalize on the booming semiconductor industry, particularly through its innovative cleaning technologies, could drive significant upside ...

JHVEPhoto Investment thesis Over much of the past decade, infrastructure consultant AECOM (NYSE:ACM) has chugged along, with its share price growing relatively steadily over the past five years. Now, though, its earnings are picking up as it benefits from investments in its own growth, a robust backlog and pipeline, and several tailwinds. There’s a good possibility its share price may also grow more quickly. I expect the share price to increase 11.72% in the next year and have rated it a Buy. But, there’ ...

FREMONT, Calif., Sept. 04, 2024 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced it has received purchase orders for four wafer-level packaging tools, including two from a U.S.-based customer and two from a U.S.-based research and development (R&D) center. “We are pleased to receive these strategic orders from both a U.S.-based customer and a leading U.S.-based re ...

It has been about a month since the last earnings report for Aecom Technology (ACM) . Shares have added about 7.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Aecom due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. AECOM Q3 Earnings Surpass Estimates, Backlog Up ...

New double-sided bevel etching system enhances process efficiency and reliability in copper-related applications, supporting high-precision features on large panels FREMONT, Calif., Sept. 03, 2024 (GLOBE NEWSWIRE) -- ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced the launch of its Ultra C bev-p panel bevel etching tool for fan-out panel-level packaging (FOPLP) applications. The new t ...

AECOM (ACM) , a leading global infrastructure consulting firm, has been awarded a significant program management services contract by the New York Power Authority (“NYPA”). This contract is a major win for AECOM, as it aligns the company with NYPA’s VISION2030 strategic plan — a comprehensive initiative aimed at leading New York State toward a carbon-free energy future.Under this contract, AECOM will oversee various capital improvement projects that are critical to NYPA’s efforts to provide affordable, clea ...

The joint venture (JV) between Jacobs Solutions Inc.’s (J) subsidiary, Halcrow, and AECOM (ACM) has entered into a consultancy agreement with the Civil Engineering and Development Department (“CEDD”) of the Hong Kong Special Administrative Region (“HKSAR”) government. The agreement underlines the associated work for the first phase of the San Tin Technopole in Hong Kong.The contract for the first phase includes 250-hectare land development for the city within the Northern Metropolis to support innovation an ...

AECOM’s (ACM) Portal Connectors team was selected by the Transbay Joint Powers Authority (“TJPA”) for the second phase of the $12 billion Transbay Program in San Francisco.The second phase of the program involves the company offering program management and construction management services for the Downtown Rail Extension project, also named the Portal.The responsibilities of the contract include the successful execution of key activities such as obtaining FTA funding, finalizing the procurement plan in 2024, ...

Investors in AECOM (ACM) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 20, 2024 $45 Put some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an ev ...

AECOM (ACM) has been appointed as the Lead Designer by the New York State Department of Transportation (“NYSDOT”) for a critical infrastructure project involving the replacement of two aging bridges along the Bronx River Parkway. These bridges, constructed in 1951, are nearing the end of their service lives, and their replacement is crucial to maintaining safety, improving traffic flow, and enhancing resilience along a key commuter route.Supported by more than $200 million in funding from the Infrastructure ...