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Acm Research (IT:1ACMR)
NASDAQ:1ACMR

ACM Research (1ACMR) Price & Analysis

1 Followers

1ACMR Stock Chart & Stats

€43.55
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Market closed
€43.55
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Bulls Say, Bears Say

Bulls Say
Balance-sheet StrengthA low leverage profile and roughly $1.25B of cash give ACMR durable financial flexibility to fund R&D, capex and international expansion without immediate refinancing. This buffer mitigates execution risk during periods of negative cash conversion and supports multi-quarter growth investments.
Product Momentum & InnovationVery strong ECP and new-platform revenue indicates differentiated technology adoption (e.g., high-temp SPM, panel ECP, PECVD). Sustained product innovation and patentable features create competitive advantages that can drive higher-margin sales and durable share gains in advanced packaging and specialty fabs.
Order Growth & Manufacturing ExpansionA 65% order surge plus in‑house Lingang validation and planned Oregon production build global go-to-market scale. Faster qualification and local manufacturing increase customer adoption speed, diversify geographic revenue and provide lasting operational leverage as tool installations expand across regions.
Bears Say
Negative Cash ConversionRepeated negative operating and free cash flow despite reported profitability suggests earnings are not reliably converting to cash. Over months this stresses working capital, may force further external funding and reduces headroom for discretionary investment if product deliveries or receivables worsen.
High Inventory & Timing RiskElevated inventory and catch-up shipments tie up capital and expose ACMR to component obsolescence or pricing pressure. Over a multi-month horizon, high inventory raises working-capital needs, weakens cash conversion further and can compress margins if demand timing shifts.
Margin & Expense PressureRising R&D and SG&A spending alongside lower net margins signal pressure on profitability unless new products scale quickly. If revenue conversion from new platforms lags, elevated opex could keep margins depressed for several quarters, testing the durability of reported gross-margin levels.

ACM Research News

1ACMR FAQ

What was Acm Research’s price range in the past 12 months?
Acm Research lowest stock price was €20.00 and its highest was €109.60 in the past 12 months.
    What is Acm Research’s market cap?
    Acm Research’s market cap is €5.93B.
      When is Acm Research’s upcoming earnings report date?
      Acm Research’s upcoming earnings report date is Jul 31, 2026 which is in 22 days.
        How were Acm Research’s earnings last quarter?
        Acm Research released its earnings results on May 07, 2026. The company reported €0.298 earnings per share for the quarter, beating the consensus estimate of €0.223 by €0.074.
          Is Acm Research overvalued?
          According to Wall Street analysts Acm Research’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            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 0.37.
              How many shares outstanding does Acm Research have?
              Acm Research has 64,117,676 shares outstanding.
                What happened to Acm Research’s price movement after its last earnings report?
                Acm Research reported an EPS of €0.298 in its last earnings report, beating expectations of €0.223. Following the earnings report the stock price went up 14.631%.
                  Which hedge fund is a major shareholder of Acm Research?
                  Currently, no hedge funds are holding shares in IT:1ACMR
                  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

                    Company Description

                    Acm Research

                    ACM Research, Inc., along with its affiliated companies, is a global developer, manufacturer, and provider of specialized single-wafer wet cleaning systems. These crucial systems are designed to enhance manufacturing processes and improve the yield of integrated circuits across the globe. The company's innovative technological offerings include: Space Alternated Phase Shift (SAPS) technology: This system uniformly applies megasonic energy at a microscopic scale to both flat and patterned wafer surfaces by utilizing alternating phases of megasonic waves. Timely Energized Bubble Oscillation (TEBO) technology: Specifically engineered for patterned wafer surfaces at advanced process nodes, this technology precisely cleans intricate 2D and 3D patterned wafers. Tahoe technology: Providing superior cleaning performance, this solution significantly reduces the consumption of sulfuric acid and hydrogen peroxide. Electro-chemical plating technology: This offering facilitates advanced metal plating processes. ACM Research markets and sells its product line, branded as Ultra C, through a combination of its own direct sales force and independent third-party representatives. Established in 1998, ACM Research, Inc. is headquartered in Fremont, California.

                    ACM Research (1ACMR) Earnings & Revenues

                    1ACMR Company Deck

                    1ACMR Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights solid top-line growth (revenue +34.2%, shipments +53.6%), exceptional ECP growth (+204.9%) and clear progress on new product development, customer evaluations and global manufacturing expansion. These positives are tempered by a decline in cleaning revenue (-5.5%) despite higher cleaning shipments (+32%), lower net income and EPS, higher operating expenses, negative operating cash flow in the quarter, and elevated inventory levels. Overall, growth, product momentum and a strong cash position outweigh the near-term margin and timing headwinds, with management reiterating 2026 guidance and signaling further contribution from new products across the year.View all IT:1ACMR earnings summaries

                    1ACMR Stock 12 Month Forecast

                    Average Price Target

                    €91.73
                    ▲(110.64% Upside)
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