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AAC Technologies (AACAY)
OTHER OTC:AACAY
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AAC Technologies (AACAY) Price & Analysis

23 Followers

AACAY Stock Chart & Stats

$4.92
$0.05(1.04%)
At close: 4:00 PM EDT
$4.92
$0.05(1.04%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained, materially higher operating cash flow and FCF give the company durable financial flexibility to fund capex, R&D and M&A without heavy external financing. Positive cash conversion since 2022 reduces refinancing risk, supports investments in higher‑ASP products and underpins long‑term growth execution.
Strategic Diversification And M&ATargeted M&A and stakes in cooling and adjacent businesses materially diversify revenue beyond cyclical smartphone components. This structural shift opens higher‑growth, higher‑ASP markets (data‑center cooling, AR/AI wearables), lowering dependence on a single cycle and creating cross‑sell and tech synergies over the medium term.
Manufacturing Scale And Technical WinsRapid unit wins, automated lines and high VC shipment CAGRs demonstrate scale and operational capability. Scale supports lower unit costs, improved yields and faster ramping of new modules, helping secure OEM design slots and sustaining competitive advantage in optics, EMD/PM and heat dissipation markets over coming quarters.
Bears Say
Gross Margin ErosionA multi‑year decline in gross margin signals structural pricing pressure or unfavorable mix toward lower‑margin modules. Continued erosion limits operating leverage and constrains net‑profit upside, forcing reliance on cost reductions or a faster shift to higher‑ASP product mix to restore sustainable profitability.
Low Margins In Optics ModulesVery low margins on optics modules materially depress segment profitability and dilute group margins as volume scales. Without structural margin improvement in modules or rapid mix shift to higher‑margin lens/OIS offerings, optics growth could be margin‑accretive in revenue but margin‑dilutive in earnings.
Smartphone Cycle And Commercialization Timing RiskSignificant OEM exposure leaves revenues vulnerable to prolonged smartphone softness and memory volatility. Meanwhile, next‑gen adjacencies like AR/robotics lack firm commercialization timing; delays in these higher‑ASP areas would slow margin recovery and leave leverage and returns exposed if device cycles weaken.

AAC Technologies News

AACAY FAQ

What was AAC Technologies’s price range in the past 12 months?
AAC Technologies lowest stock price was $4.08 and its highest was $6.45 in the past 12 months.
    What is AAC Technologies’s market cap?
    AAC Technologies’s market cap is $5.74B.
      When is AAC Technologies’s upcoming earnings report date?
      AAC Technologies’s upcoming earnings report date is Aug 20, 2026 which is in 17 days.
        How were AAC Technologies’s earnings last quarter?
        AAC Technologies released its earnings results on Mar 19, 2026. The company reported $0.206 earnings per share for the quarter, beating the consensus estimate of $0.197 by $0.009.
          Is AAC Technologies overvalued?
          According to Wall Street analysts AAC Technologies’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does AAC Technologies pay dividends?
            AAC Technologies pays a Annually dividend of $0.045 which represents an annual dividend yield of 0.92%. See more information on AAC Technologies dividends here
              What is AAC Technologies’s EPS estimate?
              AAC Technologies’s EPS estimate is 0.11.
                How many shares outstanding does AAC Technologies have?
                AAC Technologies has 1,198,500,000 shares outstanding.
                  What happened to AAC Technologies’s price movement after its last earnings report?
                  AAC Technologies reported an EPS of $0.206 in its last earnings report, beating expectations of $0.197. Following the earnings report the stock price went up 2.666%.
                    Which hedge fund is a major shareholder of AAC Technologies?
                    Currently, no hedge funds are holding shares in AACAY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      AAC Technologies Stock Smart Score

                      5
                      Neutral
                      1
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                      4
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                      10

                      Technicals

                      SMA
                      Positive
                      20 days / 200 days
                      Momentum
                      25.47%
                      12-Months-Change

                      Fundamentals

                      Return on Equity
                      0.92%
                      Trailing 12-Months
                      Asset Growth
                      9.55%
                      Trailing 12-Months

                      Company Description

                      AAC Technologies

                      AAC Technologies Holdings Inc., an investment holding company, provides sensory experience solutions in Greater China, the United States, Europe, Other Asian countries, and internationally. The company operates through Acoustics Product, PSS – Automotive & Consumer Acoustics Products, Electromagnetic Drives and Precision Mechanics, Optics Products, Sensor and Semiconductor Products, and other products segments. It provides acoustics products for smartphones, laptops, tablets, earphones, smartwatches, tv, intelligent vehicles, and AR/VR; and manufactures and sells haptic solutions that are used in gaming, music, video, Ui interaction, VR/MR, intelligent cockpits, social networking, trackpad, stylus, and accessibility. The company also offers precision mechanics comprise structures for smart device casing; optical lenses, camera modules, and optical actuators, as well as voice coil motor products; and micro electro-mechanical systems (MEMS) microphones and technology solutions for consumer electronics, automotive, smart wearables, robotics, IoT, and other domains. In addition, it provides research and development services; manufactures and sells tooling and precision components, electronic components, and related accessories; and provides electroplating services, as well as engages in investment activities. The company was formerly known as AAC Acoustic Technologies Holdings Inc. and changed its name to AAC Technologies Holdings Inc. in May 2011. AAC Technologies Holdings Inc. was founded in 1993 and is headquartered in Shenzhen, the People's Republic of China.

                      AAC Technologies (AACAY) Earnings & Revenues

                      AACAY Company Deck

                      AACAY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call emphasized multiple strong financial and operational accomplishments — double‑digit revenue growth, substantial net profit and cash flow expansion, rapid growth in EMD/PM and heat‑dissipation, major optics and sensor wins, and strategic M&A to enter data center cooling. Noted challenges include margin pressure in acoustics and optics modules, industry headwinds in smartphone shipments and memory volatility, and uncertain commercialization timelines for robotics/AR. On balance, the positive revenue, profitability, cash generation, and strategic diversification materially outweigh the issues highlighted.View all AACAY earnings summaries
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