ACM Research Inc vs Fabrinet — how do they compare? ACM Research Inc trades at $82.49 (market cap $5.57B), while Fabrinet trades at $582.89 (market cap $18.84B). The key difference: Fabrinet is far larger — about 3.4× ACM Research Inc's market cap. Which is the better fit depends on your goals.
| ACMR | FN | |
|---|---|---|
Market Cap | $5.57B | $18.84B |
Sector | Technology | Technology |
52-Week High | $126.89 | $746.47 |
52-Week Low | $24.93 | $277.04 |
Enterprise Value | $4.48B | $17.90B |
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.
Fabrinet (FN) trades at $571.78, up 8.48% in the last session, showing strong momentum despite a bearish technical signal. The company has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected soon. Analyst consensus remains strongly bullish with 75% buy ratings, supported by Fabrinet's strategic positioning in AI optical manufacturing and robust revenue growth projections.
The outlook remains positive given Fabrinet's critical role in AI infrastructure and strong financial performance, though premium valuation metrics and technical overbought conditions present near-term risks. Continued execution on capacity expansion and AI-driven demand should support long-term growth, but investors should monitor supply chain constraints 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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →