ACM Research, Inc.

ACM Research, Inc.

ACMRยทNASDAQ

$88.86

+8.3%
TechnologySemiconductors

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. It offers space alternated phase shift technology for flat and patterned wafer surfaces, which employs alternating phases of megasonic waves to deliver megasonic energy in a uniform manner on a microscopic level; timely energized bubble oscillation technology for patterned wafer surfaces at advanced process nodes, which provides cleaning for 2D and 3D patterned wafers; Tahoe technology for delivering cleaning performance using less sulfuric acid and hydrogen peroxide; and electro-chemical plating technology for advanced metal plating. The company markets and sells its products under the Ultra C brand name through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

At a Glance

Live Snapshot
Market Cap$5.70B
EPS1.4700
P/E Ratio60.45
Earnings Date08/05/2026
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ACM Research, Inc. Street Expectations Map

ACMR ยท NASDAQ

Wall Street analysts project that ACMR stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 87.50, with estimates ranging from a low of 75.00 to a high of 100.00.

Lowest Target
75.00
-15.60%
Consensus Target
87.50
-1.53%
Highest Target
100.00
12.54%

The consensus 1-year price target stands at 87.50, with estimates ranging from a low of 75.00 to a high of 100.00.

Analyst Consensus Analysis

Upside Potential

-1.5%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

28.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.80x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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ACM Research, Inc. Forward Estimates of Revenue

ACMR ยท NASDAQ
Latest Revenue
901.31M
FY 2025
Avg Estimate
1.15B
FY 2026
Estimate Range
1.12B - 1.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+27.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ACM Research, Inc. Forward Estimates of Net Income

ACMR ยท NASDAQ
Latest Net Income
94.08M
FY 2025
Avg Estimate
141.71M
FY 2026
Estimate Range
125.42M - 148.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+50.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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ACM Research, Inc. Forward Estimates of EPS

ACMR ยท NASDAQ
Latest EPS
1.47
FY 2025
Avg Estimate
$2.00
FY 2026
Estimate Range
$1.86 - $2.21
Analyst Spread

Forward Growth Analysis

Projected Growth+35.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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ACM Research, Inc. Forward Estimates of EBIT

ACMR ยท NASDAQ
Latest EBIT
142.15M
FY 2025
Avg Estimate
215.12M
FY 2026
Estimate Range
209.41M - 218.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+51.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ACM Research, Inc. Forward Estimates of EBITDA

ACMR ยท NASDAQ
Latest EBITDA
158.47M
FY 2025
Avg Estimate
245.04M
FY 2026
Estimate Range
238.54M - 249.38M
Analyst Spread

Forward Growth Analysis

Projected Growth+54.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ACM Research, Inc. Forward Estimates of SG&A Expense

ACMR ยท NASDAQ
Latest SG&A Expense
145.65M
FY 2025
Avg Estimate
187.04M
FY 2026
Estimate Range
182.08M - 190.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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ACM Research, Inc. Insider Positioning

ACMR ยท NASDAQ

During the last 12 months, insiders have purchased $4.14M and sold $16.29M worth of ACMR shares, resulting in $12.15M of net selling activity.

3 Months

Bought

0

0.00

Sold

94.0K

4.46M

Net Activity

-4.5M

-$4.46M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

675.4K

4.14M

Sold

301.1K

10.06M

Net Activity

-5.9M

-$5.92M

9-12 Months

Bought

0

0.00

Sold

66.1K

1.77M

Net Activity

-1.8M

-$1.77M

Top Buyers

1
WDH

Wang David H

Director, 10 Percent Owner, Officer: See Remarks

675.4K sharesโ€ข2 transactions

$4.14M

Top Sellers

1
WDH

Wang David H

Director, 10 Percent Owner, Officer: See Remarks

154.7K sharesโ€ข3 transactions

$4.70M

2
CF

Chen Fuping

Officer: See Remarks

119.7K sharesโ€ข2 transactions

$3.97M

3
LT

Liu Tracy

Director

58.8K sharesโ€ข3 transactions

$2.57M

4
FL

Feng Lisa

Officer: See Remarks

52.9K sharesโ€ข4 transactions

$2.08M

5
WJ

Wang Jian

Officer: See Remarks

30.0K sharesโ€ข1 transactions

$1.05M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $12.15M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.25:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$4.46M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.