ACM Research Inc vs Amplitude Inc — how do they compare? ACM Research Inc trades at $83.08 (market cap $5.57B), while Amplitude Inc trades at $12.46 (market cap $1.59B). The key difference: ACM Research Inc is far larger — about 3.5× Amplitude Inc's market cap, and Amplitude Inc is trading nearer its 52-week high, ACM Research Inc nearer its low. Which is the better fit depends on your goals.
| ACMR | AMPL | |
|---|---|---|
Market Cap | $5.57B | $1.59B |
Sector | Technology | Technology |
52-Week High | $126.89 | $12.69 |
52-Week Low | $24.93 | $5.61 |
Enterprise Value | $4.48B | $1.45B |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $83.03, up 4.56% in the last session, with a neutral technical signal and bearish moving averages. Recent Q2 2026 earnings beat estimates with EPS of $0.61 versus $0.42 expected, and revenue grew 36% year-over-year to $292.9 million. The company raised its 2026 revenue guidance amid strong order growth of 105% in the first half, driven by new products like the Ultra C Tahoe wet processing platform expansion announced on August 7, 2026.
Outlook is positive with 80% analyst buy ratings and a consensus price target of $127.50, implying 54% upside. Risks include high valuation with a P/E of 37.7 and reliance on semiconductor cycle demand. Net cash flow improved to $538 million in 2026 from $355 million in 2025, supporting growth initiatives.
Amplitude (AMPL) trades at $12.19, up 8.26% over 24 hours, with strong technical momentum indicated by bullish moving averages. The company shows robust revenue growth, reaching $343.21 million in 2025, but continues to report net losses with a -26.59% margin. Recent news highlights AI-driven growth initiatives and enterprise customer expansion as key catalysts.
While analyst consensus remains bullish with 67% buy ratings and a $12.08 price target, persistent profitability challenges and ongoing legal investigations present significant risks. The stock's current valuation at 4.49x sales appears reasonable given growth prospects, but sustained losses require careful monitoring of margin improvement efforts.
Trailing returns across standard periods
ACM Research develops and manufactures semiconductor process equipment, specializing in wafer cleaning and electroplating solutions. Its tools are used by global chipmakers to improve productivity and yield for logic and memory chips.
Read more on ACMR →Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.
Read more on AMPL →