ACM Research Inc vs Credo Technology Group Holding Ltd — how do they compare? ACM Research Inc trades at $82.48 (market cap $5.57B), while Credo Technology Group Holding Ltd trades at $268.93 (market cap $46.19B). The key difference: Credo Technology Group Holding Ltd is far larger — about 8.3× ACM Research Inc's market cap, and Credo Technology Group Holding Ltd is trading nearer its 52-week high, ACM Research Inc nearer its low. Which is the better fit depends on your goals.
| ACMR | CRDO | |
|---|---|---|
Market Cap | $5.57B | $46.19B |
Sector | Technology | Technology |
52-Week High | $126.89 | $302.52 |
52-Week Low | $24.93 | $87.81 |
Enterprise Value | $4.48B | $44.77B |
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.
CRDO trades at $257.10, up 7.15% today, with strong bullish momentum supported by technical indicators and positive analyst sentiment. The stock shows robust fundamentals with 157% revenue growth in Q4 2025 and consistent earnings beats. Recent news highlights Credo's strategic positioning in AI infrastructure, including contributions to the Open Compute Project and institutional investment increases.
Outlook remains positive with 86.7% analyst buy ratings and a $285.42 consensus price target, though premium valuations (P/E 98.7) and recent insider selling warrant caution. Key risks include customer concentration and execution challenges in the competitive AI hardware space.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →