Monty Rakusen Investment Thesis ACM Research, Inc. (NASDAQ:ACMR) presents an intriguing investment opportunity that is often overlooked in the broader semiconductor landscape. I believe ACMR's unique technology, expanding market presence, and strong growth trajectory make it a compelling buy. While it trades slightly above its intrinsic value, the company's potential to capitalize on the booming semiconductor industry, particularly through its innovative cleaning technologies, could drive significant upside ...

JHVEPhoto Investment thesis Over much of the past decade, infrastructure consultant AECOM (NYSE:ACM) has chugged along, with its share price growing relatively steadily over the past five years. Now, though, its earnings are picking up as it benefits from investments in its own growth, a robust backlog and pipeline, and several tailwinds. There’s a good possibility its share price may also grow more quickly. I expect the share price to increase 11.72% in the next year and have rated it a Buy. But, there’ ...

It has been about a month since the last earnings report for Aecom Technology (ACM) . Shares have added about 7.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Aecom due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. AECOM Q3 Earnings Surpass Estimates, Backlog Up ...

New double-sided bevel etching system enhances process efficiency and reliability in copper-related applications, supporting high-precision features on large panels FREMONT, Calif., Sept. 03, 2024 (GLOBE NEWSWIRE) -- ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced the launch of its Ultra C bev-p panel bevel etching tool for fan-out panel-level packaging (FOPLP) applications. The new t ...

AECOM (ACM) , a leading global infrastructure consulting firm, has been awarded a significant program management services contract by the New York Power Authority (“NYPA”). This contract is a major win for AECOM, as it aligns the company with NYPA’s VISION2030 strategic plan — a comprehensive initiative aimed at leading New York State toward a carbon-free energy future.Under this contract, AECOM will oversee various capital improvement projects that are critical to NYPA’s efforts to provide affordable, clea ...

The joint venture (JV) between Jacobs Solutions Inc.’s (J) subsidiary, Halcrow, and AECOM (ACM) has entered into a consultancy agreement with the Civil Engineering and Development Department (“CEDD”) of the Hong Kong Special Administrative Region (“HKSAR”) government. The agreement underlines the associated work for the first phase of the San Tin Technopole in Hong Kong.The contract for the first phase includes 250-hectare land development for the city within the Northern Metropolis to support innovation an ...

文章核心观点 - AECOM公司的Portal Connectors团队被Transbay联合权力局选中,负责旧金山12亿美元Transbay计划的第二阶段 [1][2][3][4] - 该项目包括获得FTA资金、制定2024年采购计划、启动协作交付模式、设计和建造隧道站以及与现有铁路系统和运营进行集成 [3] - 该项目将建设1.3英里的铁路延长线,并在四街和Townsend街建设一个地下车站,最终将连接11个湾区交通系统 [4] 公司业务情况 - AECOM公司各业务板块前景良好,拥有强劲的订单和管线 [5] - 公司第三季度总订单为233.6亿美元,较上年同期增长,其中设计业务订单增长3%至218.9亿美元 [6] - 基础设施投资法案(IIJA)资金加速以及英国政府优先投资基础设施,为公司的市场前景带来鼓舞 [7] 行业表现 - 公司股价在过去三个月内上涨8.7%,优于工程研发服务行业5.6%的增长 [8] - 同行业公司如Comfort Systems USA、M/I Homes和Howmet Aerospace也表现良好,未来业绩有望持续增长 [9][11][13]

Investors in AECOM (ACM) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 20, 2024 $45 Put some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an ev ...

AECOM (ACM) has been appointed as the Lead Designer by the New York State Department of Transportation (“NYSDOT”) for a critical infrastructure project involving the replacement of two aging bridges along the Bronx River Parkway. These bridges, constructed in 1951, are nearing the end of their service lives, and their replacement is crucial to maintaining safety, improving traffic flow, and enhancing resilience along a key commuter route.Supported by more than $200 million in funding from the Infrastructure ...

Monty Rakusen I first wrote about my investment thesis on ACM Research (NASDAQ:ACMR) last month. Unfortunately, ACMR’s stock declined quite a bit along with the market sell-off. However, the fundamentals of the business are better than expected, as evidenced by ACMR’s very strong Q2 2024 results. Both revenue and gross margin topped analysts' estimate. ACMR also announced a major new product for the next generation fan-out panel-level packaging, which allows ACMR to further penetrate the AI market. ACMR ...