ACM Research Inc vs CleanSpark Inc — how do they compare? ACM Research Inc trades at $82.49 (market cap $5.57B), while CleanSpark Inc trades at $12.05 (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 $83.03, up 4.56% in the last session, with a neutral technical signal and bearish moving averages. Recent Q2 2026 earnings beat estimates with EPS of $0.61 versus $0.42 expected, and revenue grew 36% year-over-year to $292.9 million. The company raised its 2026 revenue guidance amid strong order growth of 105% in the first half, driven by new products like the Ultra C Tahoe wet processing platform expansion announced on August 7, 2026.
Outlook is positive with 80% analyst buy ratings and a consensus price target of $127.50, implying 54% upside. Risks include high valuation with a P/E of 37.7 and reliance on semiconductor cycle demand. Net cash flow improved to $538 million in 2026 from $355 million in 2025, supporting growth initiatives.
CleanSpark (CLSK) trades at $12.23, up 5.52% today but showing 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. Revenue declined to $679 million in 2026 with a negative profit margin of -146.91%, though analyst consensus remains unanimously bullish with a $24.13 price target.
The stock presents a high-risk opportunity with strong institutional support but significant fundamental challenges. While the AI infrastructure pivot offers long-term potential, near-term execution risks and persistent losses require careful monitoring. The 100% buy rating from analysts suggests confidence in the strategic shift, but investors must weigh the substantial valuation premium against ongoing cash burn and competitive pressures.
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 →