Want to see ACMR full AI Analyst Report?
ACMR Stock Chart & Stats
$80.49
-$7.32(-8.68%)
At close: 4:00 PM EDT
$80.49
-$7.32(-8.68%)
Day’s Range― - ―
52-Week Range$28.46 - $127.19
Previous CloseN/A
Volume369.39K
Average Volume (3M)1.23M
Market Cap
$3.81B
Enterprise Value$8.55B
Total Cash (Recent Filing)$1.46B
Total Debt (Recent Filing)$349.32M
Price to Earnings (P/E)24.3
Beta1.81
Next Earnings
Nov 05, 2026EPS Estimate
0.51Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)2.25
Shares Outstanding64,657,390
10 Day Avg. Volume1,149,856
30 Day Avg. Volume1,229,084
Financial Highlights & Ratios
PEG Ratio-2.24
Price to Book (P/B)1.73
Price to Sales (P/S)2.81
P/FCF Ratio-38.01
Enterprise Value/Market Cap2.24
Enterprise Value/Revenue8.24
Enterprise Value/Gross Profit18.79
Enterprise Value/Ebitda32.27
Forecast
1Y Price Target
$131.67Price Target Upside63.58% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)2.22
Revenue Forecast (FY)$1.17B
Bulls Say, Bears Say
Bulls Say
Revenue And Order GrowthRevenue growth is supported by both realized sales and leading orders: Q2 revenue and shipments rose about 36% YoY, while H1 orders increased 105%. This combination strengthens near-term visibility and indicates expanding demand across the company’s semiconductor equipment portfolio.
Balance Sheet StrengthA large net cash position and modest leverage provide ACM Research with financial flexibility to fund research, capacity expansion, and customer demonstrations without relying heavily on borrowing. This strengthens resilience through semiconductor capital-spending cycles and supports continued strategic investment.
Product Diversification And AdoptionRapid growth in electroplating and related technologies broadens ACM Research beyond its traditional cleaning franchise. The 2,000-chamber installed base demonstrates customer adoption and can support future services, upgrades, and consumables revenue as these tools operate in production.
Bears Say
Weak Cash ConversionNegative operating and free cash flow despite positive net income indicates that reported profits are not currently converting into cash. Persistent working-capital needs or investment spending can constrain internally funded growth, reduce flexibility, and increase execution sensitivity as the business expands.
Margin CompressionRevenue expansion has not fully translated into stronger profitability because operating and EBITDA margins have declined from their 2024 peaks. If this pressure persists, rising sales may produce less incremental earnings and limit the benefit of scale, investment, and product growth.
Evaluation Inventory And Qualification RiskA substantial inventory balance tied to tools under customer evaluation creates dependence on qualification outcomes and acceptance timing before revenue is recognized. Delays or unsuccessful evaluations could extend the cash-conversion cycle, increase working-capital needs, and pressure future operating execution.
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 $3.81B.
When is ACM Research’s upcoming earnings report date?
ACM Research’s upcoming earnings report date is Nov 05, 2026 which is in 13 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?
Currently, no hedge funds are holding shares in ACMR
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
ACM Research Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$131.67 (63.58% Upside)
$131.67 (63.58% Upside)
Blogger Sentiment
Bullish
ACMR Sentiment 67%
Sector Average 65%
Sector Average 65%
Hedge Fund Trend
Decreased
By 368.3K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▲ 0.1%
Last 30 Days ▲ 0.4%
Last 30 Days ▲ 0.4%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
30.53%
12-Months-Change
Fundamentals
Return on Equity
9.48%
Trailing 12-Months
Asset Growth
66.65%
Trailing 12-Months
Learn more about TipRanks Smart Score
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.
ACMR Company Deck
ACMR Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong demand with clear execution momentum: robust revenue and shipment growth (both +36% YoY), substantial order intake (+105% H1), rapid adoption of plating technology (2,000 chambers shipped), improved liquidity (net cash ~$1.0B) and upgraded FY2026 guidance. Management highlighted multiple commercialization milestones (panel-level plating orders, PECVD and Track evaluations), manufacturing capacity expansion (Lingang and Oregon) and broadened customer base. Offsetting risks include a 14.2% decline in single-wafer cleaning revenue to date (pending SPM qualification), elevated inventory of tools under evaluation, supply-chain/component lead-time constraints that could shift shipments between quarters, a modest YoY contraction in gross margin to 46%, higher operating/capex spend and a larger tax expense this quarter. Overall, the positives — strong orders, multi-product progress, balance-sheet strength and raised guidance — materially outweigh the execution and timing headwinds.View all ACMR earnings summariesACMR Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$131.67
▲(63.58% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
4.36% Insiders
13.78% Mutual Funds
1.89% Other Institutional Investors
53.20% Public Companies and Individual Investors











