ACM Research Inc vs BigBearai Holdings Inc — how do they compare? ACM Research Inc trades at $82.61 (market cap $5.53B), while BigBearai Holdings Inc trades at $3.34 (market cap $1.55B). The key difference: ACM Research Inc is far larger — about 3.6× 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 | $5.53B | $1.55B |
Sector | Technology | Technology |
52-Week High | $126.89 | $8.91 |
52-Week Low | $24.93 | $2.61 |
Enterprise Value | $4.44B | $1.25B |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $83.80, up 6.1% in the last session, with strong technical momentum above key support at $77. Recent Q2 2026 earnings beat expectations with EPS of $0.61 versus $0.42 expected, while revenue grew 36% year-over-year. The company raised 2026 guidance amid accelerating orders and new product expansion, supporting a bullish analyst consensus with 80% buy ratings and a $127.50 price target.
Outlook remains positive given earnings momentum and raised guidance, but risks include high valuation (P/E 37.5), margin pressure from rising expenses, and dependence on semiconductor cycle. The stock offers growth exposure but requires monitoring of execution against elevated expectations.
BBAI trades at $3.27, up 8.64% with a bullish technical signal despite negative profitability metrics. The company reported Q2 2026 revenue growth of 13% and beat EPS estimates, though it remains unprofitable with a -65.2% net income margin. Recent news highlights defense contract execution and generative AI platform expansion for government clients.
The outlook remains challenging due to persistent losses and negative cash flow from operations, though analyst consensus leans neutral with 75% hold ratings. Key risks include execution on government contracts and achieving profitability, while technical indicators suggest near-term bullish momentum.
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 →