Price movement over the last 24 hours
ACM Research Inc vs Wolfspeed Inc — how do they compare? ACM Research Inc trades at $96.23 (market cap $6.54B), while Wolfspeed Inc trades at $34.99 (market cap $1.87B). The key difference: ACM Research Inc is far larger — about 3.5× Wolfspeed Inc's market cap, and ACM Research Inc is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| ACMR | WOLF | |
|---|---|---|
Market Cap | $6.54B | $1.87B |
Sector | Technology | Technology |
52-Week High | $126.89 | $73.68 |
52-Week Low | $23.92 | $1.19 |
Enterprise Value | $5.61B | $2.53B |
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.
Wolfspeed (WOLF) trades at $39.47, down 1.33% today, amid bearish technical signals and negative profitability metrics. The company shows strategic progress with AI data center revenue growth and key partnerships, though it faces significant financial challenges with negative gross margins and net losses. Technical indicators show the stock testing support levels with overall bearish momentum despite some neutral oscillators.
The outlook remains cautious with Wall Street divided (31.58% buy ratings) amid ongoing losses and competitive pressures. Near-term catalysts include the Q2 2026 earnings report and execution on defense/aerospace partnerships, but investors face substantial risk from cash burn and market volatility in the semiconductor sector.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →