Seldon Capital Reduces Stake in ACM Research
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy ACMR?
Source: Fool
- Share Reduction Details: On February 17, 2026, Seldon Capital disclosed in an SEC filing that it sold 183,242 shares of ACM Research, with an estimated transaction value of $6.83 million, indicating a cautious outlook on the company's future performance.
- Declining Ownership Percentage: Following this transaction, Seldon Capital's stake in ACM Research decreased from 2.66% to just 0.14%, reflecting a significant reduction in direct exposure to the semiconductor equipment sector.
- Market Performance Analysis: As of February 17, 2026, ACM Research shares were priced at $65.18, representing a 170.7% increase over the past year, vastly outperforming the S&P 500 by 162.18 percentage points, showcasing its strong market position.
- Future Outlook: ACM Research has revised its 2025 revenue guidance to between $885 million and $900 million, while projecting 2026 revenue of $1.08 billion to $1.175 billion, indicating continued growth driven by new tools and market share gains.
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Analyst Views on ACMR
Wall Street analysts forecast ACMR stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 44.920
Low
45.00
Averages
45.00
High
45.00
Current: 44.920
Low
45.00
Averages
45.00
High
45.00
About ACMR
ACM Research, Inc. develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, plasma-enhanced chemical vapor deposition (PECVD), and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. It has also developed Timely Energized Bubble Oscillation (TEBO) technology for application in wet wafer cleaning during the fabrication of two-dimensional (2D) and three-dimensional wafers with fine feature sizes. It has designed these tools for use in fabricating foundry, logic, and memory chips, including dynamic random-access memory (DRAM), 3D NAND-flash memory chips, and compound semiconductor chips. It also develops, manufactures, and sells a range of advanced packaging tools to wafer assembly and packaging customers. Its other advanced packaging tools include Ultra ECP ap, Ultra C Developer, and Ultra C PR Megasonic-Assisted Stripper.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Production Capacity Challenges: Despite the surge in demand, Intel and the broader semiconductor industry are grappling with manufacturing shortages, with some factories operating at or above full capacity, which could impact the company's delivery capabilities and market share.
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- Margin Pressure: Despite a gross margin of 41.0% in Q4, down from the previous quarter, management remains optimistic about margin recovery, projecting gross margins between 42% and 48% in 2026, showcasing confidence in new product contributions.
- Product Innovation and Market Expansion: The company has made progress with new product platforms, particularly in delivering single-wafer cleaning tools and advanced packaging tools, anticipating a strong product cycle in 2026 that will further solidify its competitive position globally.
- Future Outlook: Management reiterated its 2026 revenue guidance of $1.08 billion to $1.175 billion, implying a 25% year-over-year growth, demonstrating confidence in future growth despite competitive pressures from new entrants in the market.
See More
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- Company Performance: The company's shares have decreased by 7.3% following the release of their Q4 results.
- Market Reaction: Investors reacted negatively to the quarterly performance, impacting the stock price significantly.
- Financial Highlights: The Q4 results revealed key financial metrics that may have contributed to the decline in share value.
- Future Outlook: Analysts are assessing the implications of these results for the company's future performance and market position.
See More
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- Profit Decline: ACM Research reported a fourth-quarter net profit of $8.05 million, translating to $0.11 per share, which represents a significant drop from last year's $31.08 million and $0.46 per share, indicating pressure on the company's profitability.
- Adjusted Earnings: Excluding special items, the company reported adjusted earnings of $17.33 million or $0.25 per share, which, despite a decline from the previous year, still reflects a degree of profitability.
- Revenue Growth: The company's revenue for the fourth quarter rose by 9.4% to $244.43 million compared to $223.47 million last year, suggesting an improvement in sales performance.
- Market Reaction: Despite the revenue growth, the significant decline in profits may negatively impact investor confidence, leading to stock price volatility and reflecting market concerns about the company's future profitability.
See More
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- Shipment Decline: Total shipments in Q4 2025 amounted to $228 million, down from $264 million in Q4 2024, reflecting fluctuations in market demand that could impact future production plans and inventory management.
- Future Guidance: ACM maintains its revenue guidance for fiscal year 2026 in the range of $1.08 billion to $1.175 billion, compared to a consensus of $1.15 billion, demonstrating confidence in future growth while also indicating market challenges ahead.
- Market Reaction: Despite the EPS miss, the revenue growth and stable future guidance may alleviate some investor concerns, helping the company maintain a relative advantage in the competitive semiconductor equipment market.
See More
