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AAAACAY

AAC Technologies Holdings Inc.

$AACAY·$5.8B·Hardware, Equipment & Parts·Technology
$5.39+2.3%1Y-7.0%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts0
Price updated 1d ago·X counts updated 6d ago
AAAACAY
$AACAYAAC Technologies Holdings Inc.
$5.39+2.34%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AACAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-28

The move is getting stronger, with heavier trading behind it.

A Chinese components maker for smartphones and AR/VR growing revenue 224% at 15x earnings with an 11.5% free cash flow yield.

AAC Technologies makes acoustics, haptics, optics, precision mechanics and MEMS sensors for smartphones, wearables, AR/VR headsets and intelligent vehicles, from a Shenzhen base. Growth has been strong across the reporting periods available: the December 2025 half showed revenue of RMB18.2B, up 224% YoY on the comparison basis in the data, with the June 2025 half up 44.5% — the company reports semi-annually, so these are half-year figures rather than quarters. Margins improved modestly, gross margin to 22.2% from 20.7% and operating margin to 9.8% from 5.8%. Trailing valuation is undemanding at 15.2x earnings, 1.18x sales and 7.7x EV/EBITDA, with a genuinely strong 11.5% FCF yield and free cash flow of RMB3.03B in the latest half. Returns are moderate — 6.5% ROIC and 10.4% ROE — which is normal for a contract components manufacturer competing on scale rather than pricing power. Debt-to-equity of 0.43 is manageable. Ten analysts model revenue rising from RMB36.3B in 2026 to RMB57.0B by 2030, roughly 12% annual growth. The last four reported results all landed close to estimates, within 7% either way, which suggests a business the sell side reads accurately. Two structural caveats: this is a thinly-traded OTC ADR of a Hong Kong listing with volume at 15% of its 30-day norm, and customer concentration in the smartphone supply chain means results track a small number of handset programs.

Differs from X sentimentNo X sentiment snapshot is available. The two news items attached are both mismatched — one concerns AAC Clyde Space, a Swedish satellite company, and the other the Association of American Colleges and Universities. The acronym collision makes headline-based screening unreliable for this ticker.

What to watch: Smartphone unit demand and the AR/VR component ramp are the two swing factors, along with the automotive acoustics segment. Reporting is semi-annual, so the next substantive update is 2027-03-25. Any disclosure on customer concentration or margin in the optics segment matters more than headline revenue.

On the calendar: Full-year results, 2027-03-25

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What it does

Plain-English summary of the business — what they sell and how they make money.

AAC Technologies designs miniaturized acoustic components, optical lenses, and haptic sensors for smartphones and wearables.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $AACAY.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+101.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
15.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 20, 2026$0.12$0.11+3.2%
Q4 2025Mar 19, 2026$0.21$0.20+4.4%
Q2 2025Aug 21, 2025$0.11$0.11-0.1%
Q4 2024Mar 20, 2025$0.15$0.14+6.8%
Next earningsThu, Mar 25·consensus EPS $0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$18.2B+224.2%22.2%9.8%$1.40$3.0B
Q2 FY25$13.3B+44.5%20.7%5.8%$0.76$1.4B
Q4 FY24$16.1B+43.4%22.5%8.0%$1.08$708.7M
Q2 FY24$11.2B+19.5%21.5%6.0%$0.46$857.2M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$36.3B$33.7B – $40.5B$2.44$2.23 – $2.6410
FY27$41.1B$38.0B – $45.7B$2.84$2.65 – $2.969
FY28$46.6B$43.2B – $51.9B$3.35$3.02 – $3.843
FY29$52.6B$48.7B – $58.5B$3.26$2.94 – $3.734
FY30$57.0B$52.8B – $63.5B$3.60$3.25 – $4.134

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.48%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 724.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.415-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AAC Clyde Space AB (publ) (ACCMF) Q2 2026 Earnings Call Transcriptseekingalpha.com·17d agoAAC&U Releases New Report on Advancing Public Trust in Higher Educationglobenewswire.com·75d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $AACAY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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