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ACMR Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
94.211
Open
92.800
VWAP
88.95
Vol
2.25M
Mkt Cap
5.98B
Low
86.070
Amount
200.28M
EV/EBITDA(TTM)
43.16
Total Shares
69.11M
EV
5.98B
EV/OCF(TTM)
--
P/S(TTM)
6.58
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.
Show More

Events Timeline

(ET)
2026-05-12
11:00:00
ACM Research Enters Securities Purchase Agreement, Issues 2.88M Shares
select
2026-05-07 (ET)
2026-05-07
06:10:00
ACM Research Maintains FY26 Revenue View of $1.08B-$1.175B
select
2026-05-07
06:10:00
ACM Reports Q1 Revenue of $231.3M, Beating Consensus
select
2026-04-22 (ET)
2026-04-22
08:40:00
Kerrisdale Capital Expresses Interest to Be Anchor Investor for ACM Research Hong Kong Listing
select
2026-02-26 (ET)
2026-02-26
12:10:00
ACM Research Shares Drop 17.9% to $56.20
select
2026-02-26
07:30:00
ACM Research Secures Multiple Advanced Packaging Equipment Orders
select

News

CNBC
8.5
05-24CNBC
Analysts Favor Investment in China's AI Stocks
  • Clear Investment Theme: Analysts agree that despite slowing economic growth in China, AI-related stocks represent the most obvious investment theme right now, with over half of the holdings in new funds focused on semiconductors and high-tech manufacturing, indicating confidence in future growth.
  • Weak Consumer Performance: China's retail sales growth in April marked the lowest since the end of the pandemic, highlighting ongoing weakness in the consumer market, while tech stocks exhibit uneven performance, reflecting challenges in the overall economic environment.
  • Market Dynamics Shift: In the past two months, a rotation in tech stocks has occurred, with increased investor focus on semiconductors, hard tech, and software, indicating a growing demand for these segments, particularly in the A-share market.
  • Divergent Investment Strategies: Mironov holds large positions in Tencent and Alibaba, while Morgan Stanley favors AI model companies like Zhipu and MiniMax, showcasing a divergence in market views on investment strategies and perceptions of sustainable business models.
Fool
6.5
05-19Fool
Triata Capital Fully Exits ACM Research Stake
  • Shareholder Changes: Triata Capital sold all 1,929,919 shares of ACM Research in Q1 2026, resulting in a $76.14 million decline in stake value, reflecting diminished confidence in the company amidst trading and price fluctuations.
  • Asset Management Shift: Following this transaction, ACM Research no longer represents any portion of Triata Capital's assets under management, indicating a significant portfolio adjustment that could impact future investment strategies and market confidence.
  • Company Performance: As of May 13, 2026, ACM Research shares were priced at $64.75, up 157.6% over the past year, outperforming the S&P 500 by 131.1 percentage points; however, despite a 34.2% year-over-year revenue increase, net income declined, highlighting profitability challenges.
  • Market Outlook: ACM Research focuses on the semiconductor equipment market, and while sales growth is robust, investors should monitor improvements in profitability, particularly against the backdrop of product mix and market demand changes, as future earnings will be crucial for assessing its investment value.
stocktwits
8.5
05-12stocktwits
ACM Research Plans Discounted Stock Offering
  • Stock Offering Plan: ACM Research is set to offer over 2.88 million shares of Class A common stock at $52 per share, representing a 19% discount, with expected proceeds of approximately $149.85 million, although this announcement has led to a more than 6% decline in stock price.
  • Global Expansion Strategy: The company indicated that the proceeds will be used for expansion in U.S. and global markets, including plans to ramp up operations at its Oregon facility later this year to support its growth strategy.
  • Strong Earnings Background: Prior to this announcement, ACM Research reported Q1 revenue of $231 million, a 34% increase year-over-year, exceeding market expectations of $215.7 million, showcasing the company's robust performance in the market.
  • Positive Retail Sentiment: Despite the stock price drop, retail investor sentiment on Stocktwits remains 'extremely bullish', with high message volumes indicating strong market confidence in the company's future prospects following the capital raise.
Yahoo Finance
6.5
05-10Yahoo Finance
Valuation Analysis of ACM Research Stock
  • Stock Performance: ACM Research's stock has surged by 163.9% over the past year and 41.3% in the last 30 days, indicating strong market performance, yet raising concerns about whether its valuation has become excessive.
  • Cash Flow Analysis: The Discounted Cash Flow (DCF) model shows ACM Research's latest twelve-month free cash flow at a loss of $88.5 million, with projections indicating growth to $196.2 million by 2030, highlighting challenges in future cash flow transitions.
  • P/E Ratio Comparison: Currently, ACM Research trades at a P/E ratio of 43.07x, which is below the semiconductor industry's average of 59.42x, suggesting potential undervaluation, but market expectations for future growth remain a critical factor.
  • Diverse Valuation Perspectives: Different narratives suggest ACM Research's fair value ranges from $70.50 to $36.00, reflecting varying market views on its growth potential, prompting investors to carefully assess associated risks and opportunities.
seekingalpha
9.5
05-08seekingalpha
ACM Research Reports 34% Revenue Growth in Q1 2026
  • Significant Revenue Growth: ACM Research reported Q1 revenue of $231.3 million, reflecting a robust 34.2% year-over-year increase, which underscores the strong demand for semiconductor equipment and solidifies its market position.
  • Strong Gross Margin: The gross margin for Q1 stood at 46.5%, exceeding the midpoint of the long-term target range, indicating effective cost management and pricing strategies that enhance profitability.
  • Product Delivery Plans: Management anticipates delivering more than 15 to 20 single-wafer SPM units by year-end, which will help meet customer demand and drive future revenue growth.
  • Stable Outlook: The company reiterated its 2026 revenue outlook in the range of $1.08 billion to $1.175 billion, indicating strong overall market demand despite a year-over-year decline in cleaning products, with expectations that shipments will outpace revenue growth.
CNBC
6.0
05-05CNBC
Major Wall Street Rating Updates
  • Chipotle Upgrade: Argus upgraded Chipotle Mexican Grill from Hold to Buy, indicating a return to growth, which reflects market optimism about the company's future performance.
  • Full Truck Alliance Initiation: Bank of America initiated coverage on Full Truck Alliance (FTA) with a Buy rating and a price target of $11.3, implying a 33% total return potential, showcasing confidence in its business model.
  • Alto Neuroscience Promising Outlook: Bank of America initiated coverage of Alto Neuroscience (ANRO) with a Buy rating and a $35 price target, emphasizing its innovative potential in treating psychiatric disorders, which may attract more investor interest.
  • Amazon Supply Chain Expansion: Bank of America reiterated its Buy rating on Amazon, highlighting the significant market potential of Amazon Supply Chain Services, which offers comprehensive logistics solutions for all businesses, further solidifying its market leadership.
Wall Street analysts forecast ACMR stock price to rise
2 Analyst Rating
Wall Street analysts forecast ACMR stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
45.00
Averages
45.00
High
45.00
Current: 0.000
sliders
Low
45.00
Averages
45.00
High
45.00
Seaport Research
Buy
initiated
$75
AI Analysis
2026-05-04
Reason
Seaport Research
Price Target
$75
AI Analysis
2026-05-04
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.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ACMR
Unlock Now

Valuation Metrics

The current forward P/E ratio for ACM Research Inc (ACMR.O) is 54.95, compared to its 5-year average forward P/E of 21.23. For a more detailed relative valuation and DCF analysis to assess ACM Research Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
21.23
Current PE
54.95
Overvalued PE
36.11
Undervalued PE
6.35

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.41
Current EV/EBITDA
23.29
Overvalued EV/EBITDA
25.62
Undervalued EV/EBITDA
1.20

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.37
Current PS
4.35
Overvalued PS
3.89
Undervalued PS
0.86

Financials

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Whales Holding ACMR

I
Inspire Investing, LLC
Holding
ACMR
+12.06%
3M Return
D
Discovery Capital Management, LLC
Holding
ACMR
+11.10%
3M Return
O
Oasis Management Company Ltd.
Holding
ACMR
+6.55%
3M Return
S
Southeastern Asset Management, Inc.
Holding
ACMR
-0.03%
3M Return

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Frequently Asked Questions

What is ACM Research Inc (ACMR) stock price today?

The current price of ACMR is 86.56 USD — it has decreased -6.78

What is ACM Research Inc (ACMR)'s business?

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.

What is the price predicton of ACMR Stock?

Wall Street analysts forecast ACMR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACMR is45.00 USD with a low forecast of 45.00 USD and a high forecast of 45.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is ACM Research Inc (ACMR)'s revenue for the last quarter?

ACM Research Inc revenue for the last quarter amounts to 231.26M USD, increased 34.18

What is ACM Research Inc (ACMR)'s earnings per share (EPS) for the last quarter?

ACM Research Inc. EPS for the last quarter amounts to 0.24 USD, decreased -20.00

How many employees does ACM Research Inc (ACMR). have?

ACM Research Inc (ACMR) has 2513 emplpoyees as of May 30 2026.

What is ACM Research Inc (ACMR) market cap?

Today ACMR has the market capitalization of 5.98B USD.