ACM Research Inc vs BigBearai Holdings Inc — how do they compare? ACM Research Inc trades at $81.99 (market cap $5.57B), while BigBearai Holdings Inc trades at $3.25 (market cap $1.60B). The key difference: ACM Research Inc is far larger — about 3.5× BigBearai Holdings Inc's market cap, and ACM Research Inc is trading nearer its 52-week high, BigBearai Holdings Inc nearer its low. Which is the better fit depends on your goals.
| ACMR | BBAI | |
|---|---|---|
Market Cap | $5.57B | $1.60B |
Sector | Technology | Technology |
52-Week High | $126.89 | $8.91 |
52-Week Low | $24.93 | $2.61 |
Enterprise Value | $4.48B | $1.30B |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $82.42, up 3.79% today, with a neutral technical signal and bearish moving averages. Recent Q2 2026 earnings of $0.61 per share beat estimates, and revenue guidance was raised following strong order growth. The company shows robust profitability with a 14.48% net income margin and 10.56% ROE, though valuation ratios like a P/E of 37.7 appear elevated. Analyst sentiment is strongly bullish with an 80% buy rating and a $127.50 consensus price target.
The outlook is positive given earnings beats and raised guidance, but high valuation and cash flow challenges from negative operating cash flow pose risks. Upside potential exists if growth continues, yet investors face volatility from market conditions and execution risks in the competitive semiconductor equipment sector.
BigBear.ai (BBAI) trades at $3.25, up 0.62% with a bullish technical signal. The company reported Q2 2026 revenue growth of 13% and margin expansion but missed EPS expectations. With a P/S ratio of 11.31 and negative profitability metrics, the stock faces fundamental challenges despite recent contract wins and product innovation in defense AI solutions.
Outlook remains cautious with persistent losses and cash burn offset by government contract momentum. Investment opportunity lies in defense AI specialization, while risks include execution challenges and competitive pressures. Analyst consensus shows 75% hold rating, reflecting balanced skepticism about near-term profitability.
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 →BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →