Two very different Top 50 names hit the earnings calendar Friday morning. Oklo (OKLO) is the nuclear SMR stock everyone still talks about, down 47% in three months. ACM Research (ACMR) is the semiconductor equipment stock nobody talks about, up 215% in a year. The Stoxcraft scores explain why the market treats them so differently.
Stoxcraft scores are quantitative indicators, not investment advice. This article does not constitute a buy or sell recommendation. See the full disclaimer below.
Oklo's and ACM Research's numbers heading into Friday
Both companies report before the bell changes anything, so this is where each stock stands right now.
Oklo (OKLO): a stock that's lost half its value since spring
Oklo trades at $42.19, down 18.6% in a month and 47% in three months. Zoom out and the picture flips. The stock is still up 184% over three years. Analysts polled ahead of the report see a consensus estimate of a $0.17 per-share loss, a company still years from real revenue.
ACM Research (ACMR): quietly one of the strongest movers on Stoxcraft
ACMR trades at $78.98, down 19.8% in a month too. But the three-month and one-year numbers tell a different story: up 42.6% and 215.4%. Wall Street's average price target sits near $102, well above the current price.
What the Stoxcraft scores say about OKLO and ACMR
The two names split hard once you look past the price chart.
Health and fundamentals: both carry real weakness
Oklo's Health Score of 1.8/10 is one of the weakest readings on the platform. It's still pre-revenue, and last year's net income came in at negative $106M. ACM Research's Health Score of 3.1/10 looks similar on paper, but the driver is different. Revenue hit $901M and net income was positive at $94M. What drags the score down is operating cash flow, which ran negative on a per-share basis despite the profit on paper.
Performance and risk: this is where the two names split
Oklo's Performance Score of 4.4/10 sits below the Stoxcraft median, a direct hit from the recent drawdown. Its Risk Score of 9.1/10 is near the top of the scale, meaning more risk, not less, driven by that same collapse and an RSI that's cooled to 44. ACM Research's Performance Score of 9.2/10 is near the top of the entire universe. Its Risk Score of 9.9/10 is about as high as the scale goes, meaning more risk, not less, a reminder that even a genuine growth story can swing hard in both directions.
OKLO and ACMR against their sectors
Oklo sits in Utilities, a sector built on defensive, bond-like names. A Risk Score of 9.1 makes it the outlier, not the norm, in a group where most stocks barely move. ACM Research sits in Semiconductors, a sector that already runs hot. Its Risk Score of 9.9 puts it at the extreme edge even by chip-stock standards.
The score pattern to watch
Oklo doesn't fit a clean archetype right now. Performance sits below the midpoint, Health is near the bottom, and Risk is near the top, while the entry signal reads Strong Sell. That's a Momentum Play that ran out of momentum. The multi-year story is still up huge, but every current-state score says the stock is in trouble today.
ACM Research looks much closer to a textbook Momentum Play. High Performance Score, high Risk Score, and a business that's genuinely growing revenue and profit while the stock rides the swings. That combination usually means the ride isn't over, but it also means it can go the other way fast.
Friday decides which story the market believes
Both stocks report the same morning, and the scores already tell you what to watch. For Oklo, the profile says Friday needs a real update on cash burn and contracts, not another headline, to defend the current price target. For ACM Research, the scores already back the growth story. A Hold signal, not a Strong Sell, means the market is debating timing, not survival.
Watch guidance and operating cash use for Oklo (OKLO). Watch order growth and gross margin for ACM Research (ACMR).
This article is for informational purposes only and reflects Stoxcraft data at the time of publication. It is not financial advice. Stoxcraft scores are quantitative indicators, not buy or sell recommendations.
