ACM Research Inc vs Baker Hughes Co — how do they compare? ACM Research Inc trades at $80.49 (market cap $5.53B), while Baker Hughes Co trades at $64.89 (market cap $63.60B). The key difference: Baker Hughes Co is far larger — about 11.5× ACM Research Inc's market cap, and Baker Hughes Co pays a 1.44% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | BKR | |
|---|---|---|
Market Cap | $5.53B | $63.60B |
Sector | Technology | Energy |
52-Week High | $126.89 | $69.67 |
52-Week Low | $24.93 | $42.51 |
Enterprise Value | $4.44B | $64.13B |
Dividend Yield | — | 1.44% |
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.
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
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 →Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →