Price movement over the last 24 hours
ACM Research Inc vs CF Industries Holdings, Inc. — how do they compare? ACM Research Inc trades at $95.96 (market cap $6.54B), while CF Industries Holdings, Inc. trades at $117.34 (market cap $17.66B). The key difference: CF Industries Holdings, Inc. is far larger — about 2.7× ACM Research Inc's market cap, and CF Industries Holdings, Inc. pays a 1.74% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | CF | |
|---|---|---|
Market Cap | $6.54B | $17.66B |
Sector | Technology | Basic Materials |
52-Week High | $126.89 | $137.55 |
52-Week Low | $23.92 | $76.08 |
Enterprise Value | $5.61B | $19.24B |
Dividend Yield | — | 1.74% |
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.
CF Industries stock trades at $114.92, up 3.96% today, with a bullish technical signal and strong fundamental metrics including a P/E of 10.2 and net income margin of 23.73%. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 EPS expected at $5.71. Recent news highlights robust nitrogen demand and cash flow strength, though rising natural gas costs pose margin pressure.
The outlook remains positive given favorable analyst sentiment, with a consensus price target of $126.67 and 51% buy ratings. Key risks include input cost volatility and geopolitical factors affecting fertilizer markets, but the company's low-cost position and solid balance sheet support continued shareholder returns.
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 →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →