Price movement over the last 24 hours
ACM Research Inc vs Applied Digital Corporation — how do they compare? ACM Research Inc trades at $98.15 (market cap $6.54B), while Applied Digital Corporation trades at $31.32 (market cap $8.78B). The key difference: Applied Digital Corporation is the larger of the two by market cap, and ACM Research Inc is trading nearer its 52-week high, Applied Digital Corporation nearer its low. Which is the better fit depends on your goals.
| ACMR | APLD | |
|---|---|---|
Market Cap | $6.54B | $8.78B |
Sector | Technology | Technology |
52-Week High | $126.89 | $49.65 |
52-Week Low | $23.92 | $9.18 |
Enterprise Value | $5.61B | $9.87B |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $98.52, up 0.77% today, with a bullish technical signal from moving averages and a consensus analyst price target of $110. Recent earnings showed a Q1 2026 beat but misses in prior quarters. Revenue grew to $901 million in 2025, though net income margins are under pressure. The stock has experienced volatility, with news highlighting semiconductor sector catalysts and a GF Score of 82 (GuruFocus, June 25, 2026).
Outlook is positive with 80% analyst buy ratings and semiconductor demand tailwinds, but risks include earnings inconsistency, high valuation multiples, and negative operating cash flow. Investors should weigh growth potential against execution risks in a competitive market.
Applied Digital (APLD) trades at $33.50, up 1.33% with a bearish technical signal despite bullish oscillators. The company shows rapid revenue growth but significant losses, with a -58.38% net margin and negative cash flow from operations. Recent developments include major AI data center expansions and $36 billion in contracted backlog, though profitability remains elusive amid heavy capital spending.
Outlook remains speculative with strong analyst support (100% buy ratings, $71.43 target) but substantial execution risks. The stock offers high-growth AI infrastructure exposure but faces customer concentration, mounting debt, and uncertain path to profitability. Current valuation at 27x sales appears rich given negative earnings and cash flow challenges.
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 →Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →