Price movement over the last 24 hours
ACM Research Inc vs Dell Technologies Inc — how do they compare? ACM Research Inc trades at $98.15 (market cap $6.54B), while Dell Technologies Inc trades at $430.84 (market cap $269.62B). The key difference: Dell Technologies Inc is far larger — about 41.2× ACM Research Inc's market cap, and Dell Technologies Inc pays a 0.6% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | DELL | |
|---|---|---|
Market Cap | $6.54B | $269.62B |
Sector | Technology | Technology |
52-Week High | $126.89 | $466.02 |
52-Week Low | $23.92 | $111.10 |
Enterprise Value | $5.61B | $289.21B |
Dividend Yield | — | 0.6% |
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.
Dell Technologies trades at $416.98, up 5.75% in the last 24 hours, with a bullish technical signal from moving averages and a consensus analyst price target of $484.28. Recent earnings have consistently beaten expectations, with Q1 2026 EPS of $4.86 surpassing the $2.96 estimate. The company shows strong revenue growth projections to $134 billion in 2026 and benefits from AI server demand, though net cash flow was negative $3.69 billion in 2025.
The outlook for Dell is positive, driven by AI infrastructure dominance and expanding profit margins, but risks include supply constraints, competitive pressures, and negative shareholder equity. With 57.8% of analysts rating it a buy, the stock offers growth potential, yet investors should weigh execution risks against the robust AI-driven revenue backlog.
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 →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →