Did Expectations for Lower EPS but Higher Sales Just Shift ACM Research's (ACMR) Investment Narrative?
ACM Research (ACMR) is drawing investor attention due to upcoming earnings expectations of lower EPS but higher year-over-year revenue, prompting questions about the company's balance between expansion and earnings quality. This shift highlights concerns about profitability defense amid heavy investment in capacity and R&D. The article suggests exploring alternative perspectives and building an individual investment narrative, noting that current forecasts indicate a 25% downside to its fair value.
Is ACM Research (ACMR) Pricing Reflect Semiconductor Equipment Hype Or Long Term Potential
This article analyzes ACM Research (ACMR) stock valuation using two methods. The Discounted Cash Flow (DCF) model suggests the stock is overvalued by 28.6% at $64.10 compared to an intrinsic value of $49.86 per share. However, when comparing its P/E ratio of 35.5x to its proprietary "Fair Ratio" of 40.3x, the stock appears undervalued, indicating that current pricing might reflect a mix of semiconductor equipment hype and long-term potential when considering different valuation perspectives.
ACM Research (ACMR) Valuation Check As China Quasi Monopoly And Cleaning Tools Draw Fresh Interest
Renewed attention on ACM Research (ACMR) is driven by its SAPS and TEBO cleaning tools and their role with leading memory makers, especially considering the impact of U.S. sanctions on competitors in China. Despite significant share price increases and momentum, the stock is currently trading above an average analyst price target, leading to questions about whether the surge has run its course. While a discounted cash flow model suggests the stock is overvalued at $62.48 compared to a fair value of $48.67, its current P/E ratio of 34.6x is below that of its peers (53.9x) and a fair ratio of 38.7x.
Why ACM Research’s China Quasi‑Monopoly in Chip Cleaning May Redefine Its Moat (ACMR)
ACM Research's proprietary SAPS and TEBO cleaning technologies have granted it a quasi-monopoly in China's chip cleaning market due to U.S. sanctions on rival suppliers. While this position supports solid revenue growth and a push into new areas, the company's heavy reliance on China and export controls pose risks, despite recent share price gains indicating potential overextension. Investors are encouraged to consider diverse fair value estimates and build their own investment narrative.
ACM Research sets preliminary price for Shanghai share sale at RMB 160 per share
ACM Research (NASDAQ: ACMR) has set a preliminary transfer price of RMB 160.00 (approximately $23.05) per share for a planned sale of 4,801,648 shares of its operating subsidiary, ACM Research (Shanghai), Inc., on the Shanghai Stock Exchange. The price was determined through an inquiry-based quotation process involving 38 institutional investors. This follows a recent Q3 2025 earnings report where the company exceeded revenue forecasts but missed EPS expectations.
ACM Research sets preliminary price for Shanghai share sale at RMB 160 per share
ACM Research's operating subsidiary, ACM Research (Shanghai), Inc., has set a preliminary transfer price of RMB 160.00 (approximately $23.05) per share for a planned sale of 4,801,648 shares on the Shanghai Stock Exchange. This price was determined through an inquiry-based quotation process involving 38 institutional investors. This development follows the company's Q3 2025 earnings report, where EPS fell short of expectations ($0.36 vs. $0.55 projected), but revenue exceeded forecasts ($269.2 million vs. $252.2 million projected).
ACM Research sets preliminary price for Shanghai share sale at RMB 160 per share
ACM Research (NASDAQ:ACMR) announced that its operating subsidiary, ACM Research (Shanghai), Inc., has set a preliminary transfer price of RMB 160.00 (approximately $23.05) per share for a planned sale of 4,801,648 shares on the Shanghai Stock Exchange. The price was determined through an inquiry-based quotation process. This sale represents about 1.34% of ACM Research’s ownership in the subsidiary and 1% of the subsidiary's outstanding shares.
Why ACM Research (ACMR) Is Up 16.6% After Raising 2025–2026 Revenue Guidance And What's Next
ACM Research (ACMR) saw its stock rise by 16.6% after updating its 2025 revenue outlook and providing new guidance for 2026, signaling clearer visibility into its future scale and demand. The company now expects 2025 revenue between US$885 million and US$900 million, and 2026 revenue between US$1.08 billion and US$1.18 billion. While the updated guidance offers concrete targets, investors are still advised to consider risks such as customer concentration, technology competitiveness, and geopolitical factors.
Did ACM Research’s New Revenue Targets and Oregon Expansion Plans Just Shift ACM Research's (ACMR) Investment Narrative?
ACM Research (ACMR) has updated its 2025 revenue outlook to US$885-US$900 million and provided 2026 guidance of US$1.08-US$1.18 billion, reflecting trade policies and market dynamics. The company also announced accelerated investments in Oregon and expansion of its semiconductor cleaning and furnace product lines to boost domestic chip production. This new guidance and investment strategy are seen as significantly shifting ACM Research's investment narrative, raising expectations for its future performance despite current share price volatility.
ACM Research Updates 2025 Revenue Outlook and Provides Initial Outlook for 2026 Revenue
ACM Research (NASDAQ: ACMR) has updated its full-year 2025 revenue outlook to $885 to $900 million and provided an initial 2026 revenue outlook of $1,080 to $1,175 million. The company expects higher revenue growth in 2026 due to healthy investments in production capacity, market share gains from newer products, and accelerating investments in Oregon to support domestic semiconductor production. ACM plans to release its fourth quarter and full year 2025 financial results in late February 2026.
What's Going On With ACM Research Stock Thursday?
ACM Research (NASDAQ: ACMR) stock increased on Thursday after the company updated its 2025 revenue outlook and provided a strong 2026 guidance that surpassed analyst expectations. The company anticipates stronger revenue growth in 2026, driven by production capacity investments, market share gains from new products, and contributions from its cleaning and furnace tools. ACM Research also plans to accelerate investments in Oregon to support domestic semiconductor manufacturing.
ACM Research Inc (ACMR) Q3 2025 Earnings Call Transcript
ACM Research Inc. reported strong Q3 2025 results with revenue up 32% year-over-year, driven by broad demand across its product portfolio. The company highlighted advancements in cleaning, electroplating, and panel-level packaging technologies, stressing innovation as a key driver for market share gains. ACM Research also updated its full-year 2025 revenue outlook and discussed strategic investments in R&D and production capacity.
Assessing ACM Research (ACMR) Valuation After Institutional Interest And Three Year Earnings Growth
ACM Research (ACMR) has seen significant institutional interest and robust growth with 44.5% 3-year sales growth and 41.6% EPS growth. Despite a strong share price performance, its P/E ratio of 29.6x suggests it might be undervalued compared to industry and peer averages, potentially offering a buying opportunity. However, a Discounted Cash Flow (DCF) model indicates the stock is currently overvalued, presenting a mixed signal for investors to consider.
ACM Research Inc (ACMR) Q3 2025 Earnings Call Transcript
ACM Research Inc. (ACMR) reported strong Q3 2025 earnings, with revenue growing 32% year-over-year to a new record of $269 million, driven by demand across its product portfolio. The company highlighted advancements in cleaning, electroplating, and advanced packaging technologies, and reiterated its commitment to innovation for next-generation chipmaking. ACMR narrowed its full-year 2025 revenue outlook to between $875 million and $925 million, representing a 15% year-over-year growth at the midpoint.
ACM Research Updates 2025 Revenue Forecast to $885-$900 Million; Projects 2026 Revenue of $1,080-$1,175 Million
ACM Research has updated its 2025 revenue forecast to $885-$900 million, a slight adjustment from its previous range. The company projects significant growth for 2026, with an expected revenue of $1,080-$1,175 million, driven by investments in production capacity and market share expansion. These projections are influenced by international trade policies, customer spending, supply chain factors, and new product introductions.
ACM Research Updates 2025 Revenue Outlook and Provides Initial Outlook for 2026 Revenue
ACM Research (NASDAQ: ACMR) has updated its 2025 revenue outlook to $885 to $900 million and provided an initial 2026 revenue outlook of $1,080 to $1,175 million. The company anticipates higher revenue growth in 2026 due to investments in production capacity, market share gains from new products, and accelerating investments in Oregon to support domestic semiconductor production. ACM plans to release its Q4 and full-year 2025 financial results in late February 2026.
Campbell & CO Investment Adviser LLC Takes Position in ACM Research, Inc. $ACMR
Campbell & CO Investment Adviser LLC recently acquired a new stake of 51,822 shares in ACM Research (NASDAQ:ACMR) during the third quarter, valued at approximately $2.03 million. Other institutional investors have also adjusted their positions in the company, which currently has 66.75% institutional ownership. Despite missing EPS estimates, ACM Research reported
ACM Research, Inc. (ACMR) increases despite market slip: Here's what you need to know
ACM Research, Inc. (ACMR) stock saw a gain of 0.81% in the last trading session, outperforming the S&P 500's decline of 1.29%. This increase was despite the company missing earnings and revenue estimates in its last quarterly report. Investors are anticipating ACMR's next earnings report, due on March 6, 2024, to see if the company can demonstrate renewed growth.
ACM Research (ACMR) Faces Softer Earnings Expectations Is Its Semiconductor Tool Margins Story Intact?
ACM Research (ACMR) is facing softer earnings expectations but higher revenue forecasts leading up to its January 22, 2026 earnings release. Despite a recent stock surge and analyst optimism, investors need to consider the company's significant exposure to the Chinese semiconductor market and the potential impact of trade policies. Simply Wall St's fair value estimate of $41.64 suggests a 22% downside from its current price, highlighting differing opinions among analysts and the importance of individual research.
Why Investors Shouldn't Be Surprised By ACM Research, Inc.'s (NASDAQ:ACMR) 30% Share Price Surge
ACM Research, Inc. (NASDAQ:ACMR) has experienced a significant 30% share price surge over the last month, contributing to a 209% increase over the past year. Despite its high price-to-earnings (P/E) ratio of 26.4x compared to the broader U.S. market, the article suggests this is justified by the company's strong earnings growth, which has grown 26% in the last year and is projected to continue at 16% annually for the next three years, outpacing the market's 12% forecast. Investors seem confident in ACM Research's future prospects, hence the higher P/E multiple.
ACM Research (ACMR) Valuation Check After Semiconductor Rally And Upcoming 2025 2026 Outlook Updates
ACM Research (ACMR) has gained significant attention following a strong rally in semiconductor stocks, with its shares seeing substantial returns over the past year. While a narrative valuation suggests the stock is currently 10.3% overvalued at $45.00 against a fair value of $40.81, its P/E ratio of 24.9x is considerably lower than the US semiconductor industry average of 38.7x. The company's investments in manufacturing and R&D capacity aim to support future growth, though potential risks include export controls and prolonged spending squeezing margins.
ACMR stock flirts with a fresh 52-week high as ACM Research nears Jan. 22 outlook update
ACM Research Inc. (ACMR) stock rose to $45.34, nearing its 52-week high of $46.09, as investors anticipate its preliminary 2025 revenue and initial 2026 outlook update on January 22. The company, a chip-equipment maker, will also participate in the Needham Growth Conference. This update is crucial for setting expectations for semiconductor tools demand, especially as the broader semiconductor sector shows strength.
Does ACM Research’s (ACMR) New Multiyear Revenue Outlook Clarify Its Long-Term Demand Visibility?
ACM Research (ACMR) is set to release its preliminary fiscal 2025 revenue range and initial 2026 outlook on January 22, along with participation in the Needham Growth Conference. This upcoming guidance and investor meetings are drawing market attention to customer spending plans and their impact on demand for ACM’s semiconductor manufacturing equipment. The article discusses how this new outlook will influence ACM Research's investment narrative, particularly given its significant exposure to China and the potential for U.S.-China technology restrictions.
Should You Be Adding ACM Research (NASDAQ:ACMR) To Your Watchlist Today?
ACM Research (NASDAQ:ACMR) has demonstrated strong earnings per share growth of 35% annually over the last three years and 21% revenue growth to US$880m over the past year. Insiders hold a significant 12% stake in the company, valued at US$316m, aligning their interests with shareholders. Additionally, the CEO's compensation of US$499k in 2024 is considerably lower than the average for similar-sized companies, suggesting good governance and a shareholder-friendly remuneration culture.
ACM Research to Release Full-Year 2025 Preliminary Revenue Range and Initial 2026 Revenue Outlook on January 22, 2026
ACM Research, Inc. (NASDAQ: ACMR) announced it will release its preliminary revenue range for fiscal year 2025 and an initial 2026 revenue outlook before the U.S. market opens on January 22, 2026. The company will also virtually participate in the 28th Annual Needham Growth Conference and hold one-on-one meetings on January 15, 2026. ACM Research is a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications.
ACM Research, Inc. to Announce Preliminary 2025 Revenue Range and 2026 Outlook on January 22, 2026
ACM Research Inc. (NASDAQ: ACMR) will announce its preliminary revenue range for fiscal year 2025 and provide an initial outlook for 2026 revenue on January 22, 2026, before the U.S. market opens. The company will also participate virtually in the 28th Annual Needham Growth Conference and hold one-on-one meetings on January 15, 2026. ACM Research is a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications.
ACM Research, Inc. to Announce Preliminary 2025 Revenue Range and 2026 Outlook on January 22, 2026
ACM Research, Inc. (NASDAQ: ACMR) will announce its preliminary 2025 revenue range and provide an initial 2026 revenue outlook on January 22, 2026, before the U.S. market opens. The company will also participate virtually in the 28th Annual Needham Growth Conference and hold one-on-one meetings on January 15, 2026. This announcement includes details on insider trading activity, hedge fund movements, and analyst ratings for ACMR.
Inspire Investing LLC Buys Shares of 29,496 ACM Research, Inc. $ACMR
Inspire Investing LLC acquired a new position of 29,496 shares in ACM Research, Inc. (NASDAQ:ACMR) during the third quarter, valued at approximately $1.154 million. Other institutional investors also increased their stakes in the company, bringing the total institutional ownership to about 66.75%. Despite the company reporting impressive quarterly revenue growth of 32% year-over-year, its EPS of $0.36 missed the consensus estimate of $0.47, and analysts maintain a "Moderate Buy" rating with a $38 target price.
McKechnie (ACM Research) sells $1.09m in ACMR stock
Mark McKechnie, CFO and Treasurer at ACM Research, Inc. (NASDAQ:ACMR), sold shares worth $1.09 million under a Rule 10b5-1 trading plan. Despite this insider selling, ACMR's stock has seen a 142% year-to-date increase and the company holds more cash than debt. This comes after ACM Research reported mixed Q3 2025 earnings, with revenue surpassing expectations but EPS falling short.
McKechnie (ACM Research) sells $1.09m in ACMR stock By Investing.com
Mark McKechnie, CFO and Treasurer at ACM Research, Inc. (NASDAQ:ACMR), sold $1.09 million in Class A Common Stock across several transactions in December 2025, executed under a Rule 10b5-1 trading plan. Despite these sales, McKechnie also exercised options to acquire 31,250 shares for $612,437. ACM Research's stock is up 142% year-to-date, and InvestingPro analysis suggests it is undervalued with a PEG ratio of 0.67, holding more cash than debt.
ACM Research, Inc. Delivers First Ultra Lith Baker System to Leading Global Display Panel Manufacturer
ACM Research, Inc. has successfully delivered its first Ultra Lith Baker system to a major global display panel manufacturer, marking its entry into this new market segment. This system is designed to address critical lithography challenges by enhancing process uniformity, stability, and yield through features like precise temperature control and advanced UV curing. This milestone strengthens ACM's position in semiconductor processing technology and addresses the industry's demand for improved lithography solutions as device geometries shrink.
ACM Research Delivers First Ultra ECP ap-p Tool to Advance Panel-Level Packaging Technology
ACM Research announced the delivery of its first Ultra ECP ap-p panel electrochemical plating tool to a leading customer, marking a significant step in advanced packaging solutions for the semiconductor industry. This system is the first commercial panel-level copper deposition system for large-panel markets, designed to boost efficiency and support high-volume production for next-generation devices. It offers performance comparable to traditional wafer processes and facilitates the industry's transition from wafer to panel-level packaging.
Lobbying Update: $20,000 of ACM RESEARCH INC. lobbying was just disclosed
ACM Research Inc. (ACMR) disclosed $20,000 in lobbying expenditures for Q3 2025, focusing on funding opportunities. The article also details recent insider trading activity, primarily sales, and significant hedge fund movements in ACMR stock, alongside analyst ratings.
Earnings call transcript: ACM Research Q3 2025 results miss EPS forecast
ACM Research (ACMR) reported a significant miss on Q3 2025 earnings per share, with $0.36 against a forecast of $0.55, despite exceeding revenue expectations at $269.2 million. This led to a 19.56% drop in premarket trading. The company attributes the EPS miss to increased operational costs and inventory write-downs but remains optimistic about future growth driven by new product lines and expansion into the Chinese and global markets, maintaining its full-year revenue guidance.
ACM Research, Inc. (NASDAQ:ACMR) Q3 2025 Earnings Call Transcript
ACM Research, Inc. announced strong Q3 2025 results with revenue growth of 32% year-over-year, driven by broad demand across its product portfolio and increased investment in AI and data centers. The company highlighted advancements in cleaning, Track, and panel-level packaging technologies, including shipping its first horizontal plating tool in Q4. ACM Research affirmed its commitment to innovation and global expansion, narrowing its 2025 revenue outlook to $875 million to $925 million.
ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2025
ACM Research (NASDAQ: ACMR) has announced preliminary unaudited revenue for Q3 2025 to be between $264 million and $267 million, representing a 29% to 31% year-over-year growth. However, preliminary total shipments are expected to be flat to down 2% year-over-year, ranging from $257 million to $262 million. The company's earnings call to discuss full financial results is scheduled for November 5, 2025.
ACM Research Announces Preliminary Unaudited Revenue and Shipments for the Third Quarter 2025
ACM Research, Inc. announced preliminary unaudited revenue for the third quarter of 2025 is expected to be between $264 million and $267 million, marking a 29% to 31% year-over-year increase. Total preliminary shipments are anticipated to be flat to down 2% year-over-year, in the range of $257 million to $262 million. These preliminary results coincide with the release of ACM Shanghai's third-quarter results and full financial results will be discussed on an earnings call on November 5, 2025.
Cwm LLC Increases Position in ACM Research, Inc. $ACMR
Cwm LLC significantly increased its stake in ACM Research, Inc. by 87.6% in the second quarter, now holding 21,262 shares valued at approximately $551,000. Meanwhile, company insiders Sotheara Cheav and David H. Wang sold substantial amounts of shares, decreasing their positions. ACM Research's stock recently traded higher, with a market cap of $2.47 billion and analysts predicting a "Moderate Buy" rating with an average target price of $32.25.
ACM Research, Inc. (ACMR) Stock Moves -2.16%: What You Should Know
ACM Research, Inc. (ACMR) saw its stock decline by 2.16% to $38.93 in the latest session, contrasting with a gain for the Dow and a slight decrease for Nasdaq. The company is set to announce its earnings on November 5, 2025, with analysts forecasting a decrease in EPS but an increase in quarterly revenue compared to the prior year. ACM Research currently holds a Zacks Rank of #3 (Hold) and is trading at a Forward P/E ratio of 19.9, aligned with its industry average.
ACM Research: Specialty But Innovative Player In Semiconductor Wet Cleaning
ACM Research (ACMR), a semiconductor equipment company specializing in wafer cleaning, shows strong investment potential with 49% annual revenue growth, robust margins, and a solid balance sheet. Despite geopolitical issues and reliance on the China market, the company's innovative technologies and localization strategy support long-term growth. A DCF valuation suggests a 25% upside, making ACMR a buy for growth-focused investors.
Wang David H, director at ACM Research, sells $3.46m in shares
The article reports an application error on the Investing.com website, preventing the display of content about David H. Wang, a director at ACM Research, selling $3.46 million in shares. Consequently, no further details regarding the transaction are available. The error message indicates a client-side exception while loading the website.
ACM Research Qualifies New Single-Wafer High-Temperature SPM Tool for Leading Logic Device Manufacturer in China
ACM Research's new Single-Wafer High-Temperature Sulfuric Peroxide Mixture (SPM) tool has been qualified by a prominent logic device manufacturer in mainland China. This tool is designed to enhance wafer processing efficiency and cleanliness, particularly for advanced technology nodes, through its proprietary technologies like a specialized nozzle design and multi-level heating. The qualification signifies ACM's commitment to innovation in semiconductor manufacturing, addressing the increasing demand for high-temperature sulfuric acid processing.
symbol__ Stock Quote Price and Forecast
This article provides a detailed stock quote and forecast for ACM Research, Inc. Class A (ACMR), including current price, historical performance, key statistics, financial data, and analyst ratings. It highlights the company's strong price momentum, significant revenue growth, and positive outlook from financial analysts.
ACM Research’s Operating Subsidiary ACM Research (Shanghai) Provides Backlog Data
ACM Research’s operating subsidiary ACM Research (Shanghai) announced a total backlog of RMB 9,071.5 million (USD $1,271.6 million) as of September 29, 2025, marking a 34.1% year-over-year increase. The backlog includes both shipped orders not yet recognized as revenue and future expected shipments. The company also provided upcoming financial reporting dates for the nine months and third quarter ended September 30, 2025.
ACM Research Hits Day Low of CNY 178 Amid Price Pressure - Markets Mojo
ACM Research (Shanghai), Inc. experienced a 7.83% stock price drop to CNY 178.00, contrasting with a broader market decrease, reflecting recent price pressure. Despite this daily decline and a 10.28% weekly downturn, the company maintains strong long-term performance, with a 55.74% annual increase and solid financial metrics including a CNY 71,450 million market capitalization and 16.61% return on equity.
ACM Research Hits Day Low of CNY 179.01 Amid Price Pressure - Markets Mojo
ACM Research (Shanghai), Inc. experienced a 6.52% decline in its stock price, reaching an intraday low of CNY 179.01, despite the China Shanghai Composite only seeing a minor decrease. While the company has faced a 10.96% downturn over the past week, it has shown strong long-term performance with a 57.2% increase over the past year and an impressive 79.68% year-to-date return. The company, operating in industrial manufacturing, holds a market capitalization of CNY 71,450 million and has a price-to-earnings ratio of 52.00, along with a return on equity of 16.61%.
ACM Research to Release Third Quarter 2025 Financial Results on November 5, 2025 - MarketScreener
ACM Research, Inc. (NASDAQ: ACMR) announced that it will release its financial results for the third quarter of 2025 on November 5, 2025. The company will host a conference call on the same day to discuss the results, which will be accessible via webcast and telephone. The article also provides contact information for investor and media inquiries for the United States and China.
ACM Research, Inc. (ACMR) Suffers a Larger Drop Than the General Market: Key Insights
ACM Research, Inc. (ACMR) experienced a -3.16% drop, underperforming the S&P 500, Dow, and Nasdaq in the latest trading session. Despite this, the stock had gained significantly over the past month, outpacing its sector and the broader market. The company is set to release earnings, with forecasts indicating a downward movement in EPS but an increase in revenue compared to the prior year.
Goldman Sachs Sticks to Its Buy Rating for Pony AI Inc. Sponsored ADR (PONY)
Goldman Sachs analyst Allen Chang has maintained a Buy rating for Pony AI Inc. Sponsored ADR (PONY) and set a price target of $31.30, following the company's shares closing at $23.67 last Friday. This aligns with a general "Strong Buy" consensus among analysts, with an average price target of $24.22. Pony AI recently reported $21.46 million in quarterly revenue but a GAAP net loss of $53.1 million for the quarter ending June 30.
Is ACM Research Set for Bigger Gains?
ACM Research Inc. (NASDAQ: ACMR) has seen an 8.69% increase in stock value, propelled by a raised price target from Roth Capital and its inclusion in the S&P SmallCap 600 Index. The company also reported a significant 34.1% jump in ACM Shanghai's backlog data, signaling strong demand in the semiconductor processing gear market. Despite some cash flow challenges, ACMR demonstrated profitability and strategic financial management, positioning it for potential future growth.
