ACM Research Inc vs CleanSpark Inc — how do they compare? ACM Research Inc trades at $82.44 (market cap $5.57B), while CleanSpark Inc trades at $12.23 (market cap $2.96B). The key difference: ACM Research Inc is the larger of the two by market cap, and ACM Research Inc is trading nearer its 52-week high, CleanSpark Inc nearer its low. Which is the better fit depends on your goals.
| ACMR | CLSK | |
|---|---|---|
Market Cap | $5.57B | $2.96B |
Sector | Technology | Technology |
52-Week High | $126.89 | $23.20 |
52-Week Low | $24.93 | $8.18 |
Enterprise Value | $4.48B | $3.95B |
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.
CleanSpark (CLSK) trades at $12.08, up 4.23% today but facing bearish technical signals with recent earnings misses. The company reported a Q3 2026 loss of $0.89 per share versus expectations of -$0.47, continuing a trend of negative profitability despite securing a significant $6.6 billion AI data center lease. Analyst sentiment remains strongly bullish with 11 buy ratings and a $24.13 consensus price target, representing 100% upside potential from current levels.
The stock presents a high-risk, high-reward opportunity with strong institutional support but significant execution challenges. While the AI infrastructure pivot offers long-term growth potential, near-term profitability concerns and negative cash flow create substantial volatility. Investors must weigh the disconnect between bullish analyst coverage and persistent earnings underperformance against the company's strategic repositioning in digital infrastructure.
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 →CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →