ACM Research Inc vs Vistra Corp — how do they compare? ACM Research Inc trades at $82.61 (market cap $5.57B), while Vistra Corp trades at $145.82 (market cap $48.64B). The key difference: Vistra Corp is far larger — about 8.7× ACM Research Inc's market cap, and Vistra Corp pays a 0.63% dividend while ACM Research Inc pays none. Which is the better fit depends on your goals.
| ACMR | VST | |
|---|---|---|
Market Cap | $5.57B | $48.64B |
Sector | Technology | Technology |
52-Week High | $126.89 | $217.92 |
52-Week Low | $24.93 | $134.71 |
Enterprise Value | $4.48B | $70.58B |
Dividend Yield | — | 0.63% |
Signals from Pluang's Aura AI — not financial advice
ACMR trades at $83.80, up 6.1% in the last session, with strong technical momentum above key support at $77. Recent Q2 2026 earnings beat expectations with EPS of $0.61 versus $0.42 expected, while revenue grew 36% year-over-year. The company raised 2026 guidance amid accelerating orders and new product expansion, supporting a bullish analyst consensus with 80% buy ratings and a $127.50 price target.
Outlook remains positive given earnings momentum and raised guidance, but risks include high valuation (P/E 37.5), margin pressure from rising expenses, and dependence on semiconductor cycle. The stock offers growth exposure but requires monitoring of execution against elevated expectations.
Vistra (VST) trades at $140.59, down 0.56% on the day, with a bearish technical signal driven by selling pressure in moving averages. The stock shows strong profitability with a net income margin of 11.55% and ROE of 75.73%, though recent quarterly EPS results were mixed with two misses against expectations. Analyst consensus remains overwhelmingly bullish with a 90.91% buy rating and a $239.75 price target, highlighting growth potential from data center electricity demand.
The outlook is supported by strategic positioning in power generation for AI infrastructure, but risks include volatile hedging impacts and high P/B valuation. Earnings growth from hyperscaler deals and nuclear assets offers upside, while technical weakness near support at $136 requires monitoring for stability.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →