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ACM Research, Inc. ACMR

Technology — Semiconductor Equipment & Materials

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Insider Decisions

Total sells
51.15
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — 1 3 — — 6 1 1 2 — 2 1
Insider Ownership
14.30%

Capital & Financial Ratios

Market Cap
4,870.00
Revenue
1,037.77
Net Income
209.10
Free Cash Flow
(119.12)
Net Debt
(1,119.82)
Current Ratio
3.66
Debt/Equity
0.14
P/E ratio
30.45
P/S ratio
4.48
P/B ratio
1.93
Past 5Y EPS Growth
36.00%
This Y EPS Growth
39.26%
Next Y EPS Growth
41.23%
Next 5Y EPS Growth
39.48%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2028 ‡‡‡‡
2027 ‡‡‡‡‡
2026 ‡‡‡‡‡
2025 ‡‡‡‡‡
2024 ‡‡‡‡
2023 ‡‡‡‡
2022 ‡‡‡‡
2021 ‡‡‡‡
2020 ‡‡‡‡
2019 ‡‡‡‡
2018 ‡‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 285.01 447.96 1,168.08 1,460.73
Receivables 325.68 429.93 555.41 605.37
Inventory 545.40 597.98 702.63 783.12
Other — — — —
1,176.11 1,483.38 2,436.68 2,874.78
2023 2024 2025 Q'26
Payables 153.22 155.43 247.50 250.40
ST’ Debt 38.12 77.29 109.12 148.01
Other — — — —
500.66 641.23 745.71 786.26
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡ ‡‡‡ ‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 231.26 292.92 — —
—
’25 172.35 215.37 269.16 244.43
901.31
’24 152.19 202.48 203.98 223.47
782.12
’23 74.26 144.58 168.57 170.32
557.72
’22 42.19 104.40 133.71 108.54
388.83
’21 43.73 53.86 67.01 95.14
259.75
’20 24.35 39.05 47.67 45.56
156.62
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (29.54) (6.36) — —
—
’25 5.28 (44.90) (4.62) 33.92
(10.32)
’24 (9.65) 61.59 11.91 88.60
152.45
’23 (30.49) 11.35 (17.82) (38.35)
(75.32)
’22 (27.73) (33.57) (0.10) (0.80)
(62.19)
’21 10.74 (10.50) (4.06) (36.27)
(40.09)
’20 3.83 (14.48) 2.62 (5.51)
(13.55)
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (51.97) (71.71) — —
—
’25 (11.82) (60.04) (14.95) 19.52
(67.29)
’24 (35.74) 48.01 (21.45) 75.68
66.50
’23 (45.54) 3.48 (46.05) (51.54)
(139.66)
’22 (31.31) (35.69) (16.02) (71.69)
(154.71)
’21 9.16 (11.71) (6.76) (40.51)
(49.80)
’20 3.71 (31.38) (0.34) (41.02)
(69.03)
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.24 1.23 — —
—
’25 0.30 0.44 0.52 0.11
1.37
’24 0.26 0.35 0.45 0.46
1.53
’23 0.11 0.41 0.39 0.26
1.16
’22 (0.09) 0.18 0.32 0.18
0.59
’21 0.08 0.10 0.15 0.23
0.58
’20 0.03 0.00 0.13 0.13
0.30

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

1.3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ 5.46 8.75 13.87 14.97 — — —
Low Price
— ‡‡‡‡ ‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 30.53 21.07 34.40 45.12 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,209 1,590 2,023 2,513 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.32 0.35 0.39 0.36 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 388.83 557.72 782.12 901.31 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 47.22% 49.53% 50.06% 44.39% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 67.36 116.22 166.30 135.19 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.32% 20.84% 21.26% 15.00% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 50.56 96.85 131.27 121.89 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.37 8.09 9.97 16.33 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.56 9.27 12.57 14.04 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.66 1.29 1.67 1.47 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.05) (1.25) 2.45 (0.16) — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.56) (1.07) (1.38) (0.89) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.61) (2.32) 1.07 (1.05) — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.71 15.39 17.62 30.08 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 59.24 60.17 62.21 64.19 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.55 14.47 9.15 26.84 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.46 2.01 1.20 2.81 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.70 1.21 0.86 1.31 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.79 1.67 0.86 1.83 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.98) (6.66) 10.14 (24.55) — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (62.19) (75.32) 152.45 (10.32) ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (92.52) (64.34) (85.95) (56.97) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (154.71) (139.66) 66.50 (67.29) ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 567.59 675.45 842.15 1,690.97 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 77.01 92.07 182.81 288.05 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (262.14) (192.94) (265.15) (880.02) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 812.17 926.16 1,095.91 1,930.51 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.43% 5.67% 6.19% 3.98% ‡‡‡‡‡ — —
ROA
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.71% 8.17% 11.36% 6.51% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.84% 8.90% 10.25% 6.22% ‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

ACMR Research has delivered explosive growth over the past decade, transforming from a niche semiconductor cleaning equipment provider into a hypergrowth powerhouse, with revenue surging from $27 million in 2016 to $782 million in 2024—a staggering 55% CAGR fueled by AI, EVs, and 5G demand. Despite early US-China trade tensions that once threatened its 90%+ China revenue reliance, the company rebounded sharply, tripling sales post-2018 and capitalizing on chip shortages and advanced packaging needs for tools like Tahoe and Ultrafab. Operational leverage shines through, with revenue per employee doubling to $387,000 and EPS rocketing 2,286% to $1.67, while gross margins edged up to 50% amid R&D investments.

Profitability has matured impressively, flipping EBT to $166 million (21% margins) and generating positive FCF of $1.07 per share in 2024 after capex-fueled expansions, backed by a fortress balance sheet featuring $1.1 billion equity and net cash. Valuations scream bargain—trailing P/E at 9x, P/S at 1.2x, and EV/Sales at 0.86x versus sector multiples—positioning ACMR as undervalued growth amid peers like Lam Research. Analysts forecast 19% revenue CAGR to $1.3 billion by 2027, with EPS hitting $2.62.

Yet caution flags abound: heavy insider selling ($32 million proceeds, no buys), stock trading 89% above 2024 highs and well over analyst targets (mean 31% downside), plus cyclical risks and geopolitical tensions from China exposure. Echoing past semi booms and busts, this high-conviction hold for macro bulls demands vigilant monitoring of tariffs, AI capex cycles, and inventory gluts—potentially rewarding patient investors with re-rating upside or volatility traps.

Read full commentary →

ACM Research, Inc. (ACMR) Latest News

News by impact score

Fine-tune

15 Sep

3 , 9:00 AM
ACMR draws investor focus from semiconductor equipment demand growth, China market expansion and new wafer cleaning product developments that extend beyond short-term price momentum. Product launches and China market progress point to moderately noticeable effects on financial results and competitive stance without guaranteed fundamental shift.

26 Aug

3 247wallst.com, 12:42 PM
Applied Materials faces escalating challenges in China that erode its position in semiconductor equipment, opening opportunities for ACM Research to expand market share in the region. Rival setbacks in China create moderate gains for ACM Research without altering its core trajectory.

3 , 12:20 PM
Earnings estimates for ACM Research (ACMR) are rising, which may support future stock gains. Rising earnings estimates can improve financial outlook and investor sentiment for ACM Research.

14 Aug

3 transcript www.fool.com, 9:14 AM
ACM Research (ACMR) released its Q2 2026 earnings call transcript detailing quarterly financial results, operational updates, and forward outlook for the semiconductor equipment firm. Quarterly earnings transcripts supply financial metrics and guidance that moderately shape near-term investor sentiment and valuation for ACMR.

12 Aug

3 , 4:10 AM
ACM Research (ACMR) stock appears undervalued on earnings metrics yet overvalued following a fivefold price increase. Mixed valuation signals after 5x run may moderately sway investor sentiment on ACMR without altering core trajectory.

11 Aug

4 , 9:38 PM
ACM Research raised its 2026 revenue outlook and cited strong orders, potentially shifting its investment narrative. Higher 2026 revenue guidance plus strong orders point to materially improved growth trajectory and investor sentiment.

4 , 10:12 AM
ACM Research lifted its 2026 guidance while questioning whether its stock remains below fair value. Lifting 2026 guidance signals stronger future performance prospects for ACM Research.

10 Aug

4 , 10:00 AM
ACMR Q2 earnings call raises revenue floor as orders accelerate. Raised revenue floor and accelerating orders signal stronger financial outlook and growth trajectory for ACMR.

3 , 11:09 AM
ACMR posted Q2 earnings above estimates with year-over-year revenue growth. Q2 earnings beat and revenue increase can lift near-term ACMR stock sentiment without altering long-term trajectory.

7 Aug

4 transcript , 3:01 PM
ACM Research Inc (ACMR) reported Q2 2026 revenue growth of 36% driven by advanced technologies. 36% revenue surge indicates strong operational momentum likely to boost investor sentiment and growth trajectory.

4 , 5:00 AM
ACM Research secured first production order and evaluation order for its Ultra ECP ap-p Horizontal Panel Electroplating Tool from customers. First orders for new tool point to revenue growth and expanded adoption in panel-level packaging.

3 transcript app.moby.co, 4:45 PM
ACM Research, Inc. released Q2 2026 earnings call details covering financial results, revenue figures, operational updates and forward guidance on semiconductor equipment demand. Q2 earnings call provides standard financial metrics and guidance that moderately affect near-term market views without indicating major strategic shifts.

3 transcript www.marketbeat.com, 10:04 AM
ACM Research Q2 earnings call highlights revenue growth, operational metrics, and management outlook on semiconductor equipment demand. Quarterly earnings data directly informs near-term revenue expectations and valuation multiples.

3 , 7:10 AM
ACM Research, Inc. (ACMR) Q2 earnings and revenues surpassed estimates. Q2 earnings and revenue beats can boost short-term investor sentiment for ACM Research.

3 , 5:00 AM
ACM Research, Inc. reported its second quarter 2026 financial results. Quarterly results updates can moderately shift near-term investor views on financial performance.

3 , 5:00 AM
ACM Research expands Ultra C Tahoe into a wet processing platform. Ultra C Tahoe expansion broadens ACM Research's wet processing capabilities.

6 Aug

3 , 9:51 AM
ACM Research prepares to release Q2 earnings with stock trading strategies outlined ahead of the report. Upcoming quarterly earnings release carries moderate potential to shift near-term stock price and sentiment.

24 Jul

3 , 2:10 PM
ACM Research (ACMR) appears 13% undervalued based on its AI chip growth narrative. AI chip growth narrative supports moderate valuation adjustment and market effects for ACMR.

12 Jul

4 , 8:45 AM
AI selloff positions ACM Research for future gains in semiconductor equipment amid market recovery setup. Bullish AI setup narrative signals significant positive trajectory shift for ACMR.

3 Jun

3 Simply Wall St., 3:10 AM
ACM Research plans Hong Kong secondary listing, driving 6.3% stock price gain. Hong Kong secondary listing expands ACM Research access to Asian investors without changing core operations.

29 May

4 FX Empire, 9:20 AM
Semiconductor industry push serves as major catalyst boosting ACM Research Inc. prospects and operations. Semiconductor push represents major strategic catalyst likely to significantly alter ACM Research trajectory.

28 May

3 247wallst.com, 8:58 AM
A $1 trillion memory stock surged 90% in 2.5 months, positioned as a stronger play than Nvidia or Taiwan Semiconductor and tied to ACM Research operations. Positive mention of rapid 90% gains lifts short-term ACMR market sentiment without altering core fundamentals.

16 May

3 , 5:16 AM
Wall Street analysts rank ACM Research among top small-cap AI stocks for its semiconductor equipment innovations enabling advanced chip production and strong growth in AI supply chains. Analyst recognition as a leading small-cap AI name can lift near-term investor interest and share performance without altering core business fundamentals.

15 May

4 Simply Wall St., 9:19 AM
ACM Research (NASDAQ:ACMR) posted shaky earnings that signal the start of broader problems ahead. Shaky earnings foreshadow deeper issues that could significantly alter ACM Research's financial trajectory and market performance.

8 May

4 Zacks, 12:39 PM
ACMR Q1 earnings beat estimates, driven by ECP strength and surging packaging demand. Q1 earnings beat on core ECP and packaging segments boosts financial performance and investor sentiment significantly.

4 transcript www.fool.com, 11:28 AM
ACM Research (ACMR) released Q1 2026 earnings call transcript covering financial results, business updates, and management outlook. Q1 2026 earnings transcript discloses financial performance and guidance, likely driving significant shifts in investor sentiment and stock trajectory.

4 app.moby.co, 8:30 AM
ACM Research, Inc. released Q1 2026 earnings call summary detailing financial results, operational highlights, and future outlook. Earnings call summary discloses quarterly financials and guidance, significantly influencing stock performance and investor sentiment.

7 May

4 www.marketbeat.com, 9:22 AM
ACM Research, Inc. (ACMR) released highlights from its Q1 earnings call, covering financial results, operational updates, and forward guidance. Q1 earnings call highlights detail financial performance and strategic outlook, likely driving significant shifts in investor sentiment and stock trajectory.

4 Zacks, 7:45 AM
ACM Research, Inc. (ACMR) Q1 earnings and revenues exceeded analyst estimates. Q1 earnings and revenues surpassing estimates signal strong financial performance, likely boosting stock price and investor sentiment significantly.

3 Simply Wall St., 7:35 AM
Insiders select ACM Research, Inc. (ACMR) among top picks for growth companies in May 2026. Insider endorsements as a top growth pick likely influence investor sentiment and short-term market performance.
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