TipRanks
Go Ultimate55% OFF

ACM Research (ACMR) Stock Price & Analysis

ACMR Stock Chart & Stats

$45.47-$3.82(-7.75%)
At close: 4:00 PM EDT
$50$60$70$803 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$43.57 - $47.35
52-Week Range
$28.46 - $127.19
Previous Close
$49.29
Volume
369.39K
Average Volume (3M)
1.25M
Market Cap
$3.17B
Enterprise Value
$8.55B
Total Cash (Recent Filing)
$1.46B
Total Debt (Recent Filing)
$349.32M
Price to Earnings (P/E)
20.2
Beta
1.84
Next Earnings
Nov 05, 2026 (Est.)
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Revenue And Order Growth

Exceptional order growth and 36% quarterly revenue expansion indicate broad customer demand across ACM Research’s semiconductor equipment portfolio. The raised 2026 revenue outlook and strong order book improve revenue visibility and support continued scale over the next several quarters.

Balance-sheet Strength

A substantial net-cash position and low leverage provide financial flexibility to fund research, capacity expansion, customer demonstrations, and international growth. This liquidity also gives ACM Research greater resilience if semiconductor capital-spending cycles or product qualification timing become less favorable.

Product Adoption And Diversification

Rapid growth in the installed electroplating base demonstrates meaningful customer adoption beyond the company’s established cleaning products. A broader platform footprint can support future services and parts revenue while new packaging, PECVD, and Track tools expand the company’s addressable opportunities.

Bears Say

Weak Cash Conversion

Negative operating and free cash flow despite positive net income shows that reported earnings are not currently converting into cash. Continued working-capital needs or investment could consume liquidity and constrain internally funded expansion, making cash generation an important medium-term execution risk.

Margin Compression

Revenue growth has continued while operating and EBITDA margins have declined from their 2024 peaks, indicating reduced earnings conversion as the business scales. If costs or product mix remain unfavorable, further growth may produce less incremental profit and weaken the durability of earnings expansion.

Inventory And Qualification Risk

High inventory tied to tools still under evaluation increases the risk that shipments will not convert into recognized revenue on the expected schedule. Extended qualification timelines could delay cash recovery, raise working-capital requirements, and amplify pressure on cash flow during the next several quarters.

ACM Research News

ACMR FAQ

What was ACM Research’s price range in the past 12 months?
ACM Research lowest stock price was $28.46 and its highest was $127.19 in the past 12 months.
What is ACM Research’s market cap?
ACM Research’s market cap is $3.17B.
When is ACM Research’s upcoming earnings report date?
ACM Research’s next earnings report is estimated for Nov 05, 2026 (not yet confirmed), which is in 3 days.
How were ACM Research’s earnings last quarter?
ACM Research released its earnings results on Aug 07, 2026. The company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.419 by $0.191.
Is ACM Research overvalued?
According to Wall Street analysts ACM Research’s price is currently Undervalued.
Does ACM Research pay dividends?
ACM Research does not currently pay dividends.
What is ACM Research’s EPS estimate?
ACM Research’s EPS estimate is 0.51.
How many shares outstanding does ACM Research have?
ACM Research has 64,657,390 shares outstanding.
What happened to ACM Research’s price movement after its last earnings report?
ACM Research reported an EPS of $0.61 in its last earnings report, beating expectations of $0.419. Following the earnings report the stock price went up 6.103%.
Which hedge fund is a major shareholder of ACM Research?
Hedge funds hold ACM Research shares: the largest hedge-fund position in ACM Research is 71,883,831 shares, and hedge funds increased their holdings by 307.7K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology