ACMR
ACM Research, Inc.
ACMR's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over ACMR overall, supported by stronger fundamentals and stronger valuation.
ACMR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Weak | |
| Healthy |
ACMR's revenue, profitability and balance sheet are currently healthy, but its cash flow is weak.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
ACMR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $24.47 | -51% |
| Forward | 18x | $49.88 | — |
| Fair | 26x | $41.77 | -16% |
| Current | 31x | $49.88 | — |
| Expensive | 74x | $119 | +139% |
Historical ranges are pointers, not guarantees.
ACMR's PE is in its fair range at 31x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over ACMR in the historical PE scenario, which offers more potential upside but is not a forecast.
ACMR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect strong earnings and revenue growth for ACMR, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
ACMR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.80 | +75% |
| Q3 2026 | $1.60 | -7.5% |
| Q2 2026 | $2.10 | +27% |
| Q1 2026 | $1.31 | -17% |
| Q4 2025 | $1.37 | -10% |
| Q3 2025 | $1.73 | +32% |
| Q2 2025 | $1.66 | +33% |
| Q1 2025 | $1.57 | +20% |
| Q4 2024 | $1.53 | +32% |
ACMR earned $1.60 per share over the past year, down 7.5% from the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over ACMR on earnings, with more consistent year-over-year improvement.
ACMR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $367.7M | +37% |
| Q2 2026 | $292.9M | +36% |
| Q1 2026 | $231.3M | +34% |
| Q4 2025 | $244.4M | +9.4% |
| Q3 2025 | $269.2M | +32% |
| Q2 2025 | $215.4M | +6.4% |
| Q1 2025 | $172.3M | +13% |
| Q4 2024 | $223.5M | +31% |
ACMR's revenue has grown year over year for 18 quarters in a row: $368M last quarter, up 37% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +4.3 points |
| Q2 2026 | 17% | +2.3 points |
| Q1 2026 | 16% | +0.7 points |
| Q4 2025 | 9.4% | -10 points |
| Q3 2025 | 11% | -11 points |
| Q2 2025 | 15% | -3.8 points |
| Q1 2025 | 15% | -1.6 points |
| Q4 2024 | 20% | +6 points |
ACMR's operating margin was 15% last quarter, up 4.3 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over ACMR on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over ACMR on profitability, with a higher operating margin.
ACMR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$95.6M | -$80M |
| Q2 2026 | -$71.5M | -$11.8M |
| Q1 2026 | -$51.7M | -$40.3M |
| Q4 2025 | $20.1M | -74% |
| Q3 2025 | -$15.6M | +$5M |
| Q2 2025 | -$59.6M | -223% |
| Q1 2025 | -$11.4M | +$23.6M |
| Q4 2024 | $77.2M | +$122.7M |
ACMR has burned cash in most quarters: −$199M over the past year, against −$10M the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over ACMR on cash generation, producing positive trailing cash flow while its opponent burns cash.
ACMR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.5% | +1.8M shares |
| 1 year | +7.6% | +5.2M shares |
| 3 years | +12% | +8.2M shares |
| 5 years | +13% | +8.2M shares |
| Available history | +28% | +16.2M shares |
ACMR has 74M diluted shares, up 7.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q4 2020 | — |
| Q4 2019 | $2M |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has the edge over ACMR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
ACMR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.9x | Net Cash |
| Q2 2026 | -4.0x | Net Cash |
| Q1 2026 | -4.0x | Net Cash |
| Q4 2025 | -3.8x | Net Cash |
| Q3 2025 | -5.6x | Net Cash |
| Q2 2025 | -1.1x | Net Cash |
| Q1 2025 | -1.5x | Net Cash |
| Q4 2024 | -1.4x | Net Cash |
ACMR has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
ACMR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.7 | Neutral |
| Stochastic | 13.7 | Oversold |
ACMR's weekly RSI is 40 (neutral) and its Stochastic is 14 (oversold).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
ACMR PE vs Technology Sector
| Metric | ACMR | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 28x | 12% above |
| PE % | 54 | 35 | 19 pts above |
ACMR has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
ACMR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $59.5 | 16% below |
| 20 week MA | $72.8 | 31% below |
| 50 week MA | $64.2 | 22% below |
| 100 week MA | $45.4 | 10% above |
| 200 week MA | $31.5 | 58% above |
ACMR has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 58% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over ACMR on trend strength, trading above more of its moving averages.
ACMR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $6.13 | $23.2 | +279% |
| 2021 | $23.2 | $25.9 | +11% |
| 2022 | $25.9 | $7.52 | -71% |
| 2023 | $7.52 | $19.5 | +160% |
| 2024 | $19.5 | $15.2 | -22% |
| 2025 | $15.2 | $40.6 | +167% |
| 2026 YTD | $40.6 | $49.9 | +23% |
ACMR has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.