ACM Research Inc vs Aspen Aerogels Inc — how do they compare? ACM Research Inc trades at $82.5 (market cap $5.57B), while Aspen Aerogels Inc trades at $6.14 (market cap $509.55M). The key difference: ACM Research Inc is far larger — about 10.9× Aspen Aerogels Inc's market cap. Which is the better fit depends on your goals.
| ACMR | ASPN | |
|---|---|---|
Market Cap | $5.57B | $509.55M |
Sector | Technology | Technology |
52-Week High | $126.89 | $8.82 |
52-Week Low | $24.93 | $2.57 |
Enterprise Value | $4.48B | $482.96M |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $81.26, up 2.33% today, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with Q2 2026 EPS beating estimates at $0.61 versus $0.42 expected, revenue growth of 36% year-over-year to $292.9 million, and raised 2026 guidance. Net income margin improved to 14.48% in 2026 from 10.43% in 2025, supported by robust orders and product expansion.
Outlook remains positive with an 80% analyst buy rating and consensus price target of $127.50, implying significant upside. Risks include high P/E of 37.7, negative operating cash flow, and semiconductor cycle volatility. Growth catalysts are new wet processing platforms and overseas expansion, but execution on guidance is critical.
ASPN trades at $6.15, down 2.23% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue beat but missed EPS estimates, with a net income margin of -62.45% and negative cash flow. Recent news highlights sequential revenue improvement and a raised European Thermal Barrier outlook for 2026.
Outlook hinges on execution of Q3 revenue guidance of $65-80M and adjusted EBITDA of $7-15M. Risks include persistent losses and competitive pressures, but analyst consensus is strongly bullish with 82.61% buy ratings, suggesting confidence in the recovery trajectory.
Trailing returns across standard periods
Latest headlines on both assets
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 →Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →