ACM RESEARCH INC PROJECTS Q1 2026 UNAUDITED REVENUE BETWEEN $225 MILLION AND $230 MILLION, A YEAR-OVER-YEAR INCREASE OF 31%-33%

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: Apr 27 2026

0mins

ACMR+3.06%

Should l Buy ACMR?

Source: moomoo

Company Overview: The company reported a preliminary unaudited revenue for Q1 2026 of $225 million to $230 million.
Year-over-Year Growth: This represents a year-over-year increase of 31% to 33%.

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Analyst Views on ACMR

Wall Street analysts forecast ACMR stock price to fall

2 Analyst Rating

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 52.800

Low

45.00

Averages

45.00

High

45.00

Current: 52.800

Low

45.00

Averages

45.00

High

45.00

Seaport Research

Buy

initiated

$75

2026-05-04

New

Reason

Seaport Research

Price Target

$75

AI Analysis

2026-05-04

New

initiated

Buy

Reason

Seaport Research initiated coverage of ACM Research with a Buy rating and $75 price target. The company began as a supplier of cleaning tools but has been expanding its product line to cover a broader array of tools, with ambitions to provide a comprehensive platform to vie with the global players, the analyst tells investors in a research note. Demand for WFE tools is surging in China today, and with 90% of its products sold there, ACM is well positioned to pick up share and use those profits to fund growth of its platform and their export ambitions, the firm added.

Roth Capital

Suji Desilva

NULL -> Buy

upgrade

$40 -> $70

2026-02-27

Reason

Roth Capital

Suji Desilva

Price Target

$40 -> $70

2026-02-27

upgrade

NULL -> Buy

Reason

Roth Capital analyst Suji Desilva raised the firm's price target on ACM Research to $70 from $40 and keeps a Buy rating on the shares. The company reported a Q4 seasonal revenue decline consistent with consensus expectations, and the firm is encouraged by the strong double-digit 2026 revenue growth guidance, with new customers in new geographies contributing along with core China demand strength, the analyst tells investors in a research note.

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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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ACM Research Projects Strong Q1 2026 Revenue Growth

Apr 27 2026seekingalpha

Revenue Guidance Raised: ACM Research anticipates Q1 2026 revenue between $225M and $230M, exceeding market estimates of $216.47M, with year-over-year growth projected at 31% to 33%, indicating robust demand in the semiconductor equipment sector.
Significant Shipment Growth: The company expects total shipments for Q1 2026 to range from $233M to $238M, reflecting a year-over-year growth of 49% to 52%, showcasing its competitive edge and product popularity in the global market.
Optimistic Full-Year Outlook: ACM Research reaffirms its full-year 2026 revenue outlook of $1.08B to $1.175B, representing a year-over-year growth of 20% to 30%, demonstrating confidence in future market conditions and sustained growth potential.
Earnings Report Schedule: The company will release its complete financial results on May 7, 2026, before market open, which is expected to provide further insights into its performance and strategic direction in the rapidly evolving semiconductor industry.

ACM Projects Strong Q1 2026 Revenue Growth Amid Results Release

Apr 27 2026Newsfilter

Revenue Growth Projection: ACM anticipates Q1 2026 revenue between $225 million and $230 million, reflecting a year-over-year growth of 31% to 33%, indicating robust demand in the semiconductor market and sustained growth potential.
Significant Shipment Increase: Total shipments for Q1 are expected to range from $233 million to $238 million, representing a year-over-year growth of 49% to 52%, demonstrating ACM's enhanced capability to meet customer demands and solidifying its market position.
Full-Year Revenue Outlook Reaffirmed: ACM reaffirms its full-year 2026 revenue outlook of $1.08 billion to $1.175 billion, with a projected year-over-year growth of 20% to 30%, reflecting the company's confidence in future market conditions and the effectiveness of its strategic planning.
Commitment to Financial Transparency: ACM emphasizes that its financial results will adhere to U.S. GAAP, despite potential discrepancies with ACM Shanghai's standalone results, which enhances investor confidence and attracts further capital investment.