AECOM
AECOM provides infrastructure consulting and advisory services to governments, businesses, organizations and other public and private clients worldwide. Its services include advisory, planning, consulting, architectural and engineering design, construction management and program management, as well as investment and development services. The Americas segment serves clients in the United States, Canada and Latin America; International serves clients across Europe, the Middle East, India, Africa and the Asia-Australia-Pacific regions. Both cover end markets including transportation, facilities, water, environmental and energy. AECOM also operates AECOM Capital, which primarily invests in and develops real estate projects, often with investors and experienced developers. The Americas and International segments generally earn fees for professional services, primarily billing clients for employee time on projects. AECOM Capital primarily earns income from real estate development sales and management fees.
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No SEC Form 4 filings for $ACM in the last 30 days.
See all $ACM insider activity →ACM Research reports earnings on November 5, 2026, with a consensus EPS of $0.52. The company has beaten estimates in the last two quarters, driven by demand in China's semiconductor equipment market. A third consecutive beat could reinforce growth expectations, while a miss may raise concerns about peak performance.
ACM Research (NASDAQ) is expanding its South Korean subsidiary, Hanguk ACM, to serve markets restricted from Chinese-made equipment. The Jinwi plant expansion, completed in June, will triple production capacity by early 2025. This follows US export restrictions on its Shanghai subsidiary. China accounted for 99.6% of its 2023 revenue. ACM also expanded US operations with a $7.75M facility in Oregon.
Analysts updated ratings and price targets for various U.S. companies. Notable changes include downgrades for 10x Genomics (TXG) and upgrades for Allegion (ALLE). Price targets were raised for AbbVie (ABBV), Amgen (AMGN), and others, while cuts were seen in sectors like retail and housing. Analysts favored growth and defensive sectors while showing caution toward consumer-sensitive areas.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning ACM (AECOM). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent ACM coverage spans financial news, earnings and regulation.
Earnings preview sets expectations; actual result could move the stock sharply.
The expansion reduces reliance on Chinese manufacturing and positions ACM to capture demand in the US and Southeast Asia.
Downgrade may weigh on the stock.
The target cut suggests modest upside potential but signals limited upside beyond current levels.
Weak earnings and guidance miss pressure the stock.
AlphAI scores every news story that mentions ACM with an AI model for sentiment and relevance, and aggregates insider trades from AECOM's SEC EDGAR Form 4 filings. Figures refresh continuously.
ACM Research reports earnings on November 5, 2026, with a consensus EPS of $0.52. The company has beaten estimates in the last two quarters, driven by demand in China's semiconductor equipment market. A third consecutive beat could reinforce growth expectations, while a miss may raise concerns about peak performance.
ACM Research (NASDAQ) is expanding its South Korean subsidiary, Hanguk ACM, to serve markets restricted from Chinese-made equipment. The Jinwi plant expansion, completed in June, will triple production capacity by early 2025. This follows US export restrictions on its Shanghai subsidiary. China accounted for 99.6% of its 2023 revenue. ACM also expanded US operations with a $7.75M facility in Oregon.
Analysts updated ratings and price targets for various U.S. companies. Notable changes include downgrades for 10x Genomics (TXG) and upgrades for Allegion (ALLE). Price targets were raised for AbbVie (ABBV), Amgen (AMGN), and others, while cuts were seen in sectors like retail and housing. Analysts favored growth and defensive sectors while showing caution toward consumer-sensitive areas.
AECOM's average stock price target was reduced by analysts from $81.36 to $80.91, with a range of $65 to $103. This implies a 33% upside from the Oct. 22 closing price. The consensus rating remains 'Buy' among 15 analysts.
AECOM (NYSE:ACM) reported Q2 revenue of $3.59B, down 14.2% YoY, missing estimates. It lowered full-year EBITDA guidance, causing its stock to drop 19.5%. Dycom (NYSE:DY) reported $2.01B in revenue, up 45.6% YoY, beating estimates, but its stock fell 28.4% due to weak guidance. MasTec (NYSE:MTZ) reported $4.37B in revenue, up 23.4% YoY, but missed EPS estimates, and its stock dropped 41.6%.
Amtrak selected HNTB for a $2.04B project to replace two Maryland bridges, aiming to improve the Northeast Corridor. Turner Construction reported a 5.5% year-over-year cost increase in Q3, driven by data centers and public projects, but noted labor and material challenges.
AECOM (ACM) reported a one-off charge on a legacy project, leading to a 15.2% stock decline and lowered full-year guidance. The company's stock has traded between $56.39 and $135.52 over the past 52 weeks, closing at $58.35 on October 14, 2026, with a market cap of $7.60 billion. Guinness Sustainable Energy Fund noted that higher interest rates weighed on building efficiency names, including AECOM.
Allied Critical Metals Inc. announced its Borralha Tungsten Project in Portugal was selected as one of 46 EU CRMA Strategic Projects, the only tungsten extraction project chosen. This status may provide streamlined permitting support and potential financing assistance.
Truist highlighted top infrastructure services stocks, with Quanta Services (PWR) leading, followed by MasTec (MTZ), AECOM (ACM), and Fluor (FLR). The firm sees growth potential in power, communications, and energy projects, despite industry bottlenecks. All four stocks have Buy ratings from Truist, with PWR expected to outperform due to diversified exposure and growth prospects.
AECOM (ACM) has appointed Dwight Pullen as the new Chief Executive of its Global Transportation business line, replacing interim leader Russell Jackson. The company expects this change to support its growing transportation pipeline, but investors should monitor backlog wins and margin trends for further insights.
