Update shared on 01 Nov 2025
Narrative Update: ACM Research (Shanghai) Analyst Price Target Revision
Analysts have raised their price target for ACM Research (Shanghai) slightly, increasing it by $0.00. This revision reflects expectations for improved revenue growth, partly balanced by a marginal decrease in projected profit margin and a modestly higher discount rate.
What's in the News
- ACM Research (Shanghai) will hold a Special/Extraordinary Shareholders Meeting on November 14, 2025, at 10:30 China Standard Time at the China (Shanghai) Pilot Free Trade Zone (Key Developments).
- The company completed a private placement on September 24, 2025, issuing over 38 million ordinary shares and raising net proceeds of CNY 4.4 billion from 17 qualified investors. The shares are subject to a six-month lock-up before trading on the STAR Market (Key Developments).
- Between April 1 and August 4, 2025, ACM Research (Shanghai) repurchased 443,400 shares, representing 0.1 percent of the company, for CNY 50.01 million as part of a buyback program announced in August 2024 (Key Developments).
Valuation Changes
- Fair Value remains unchanged at CN¥191.33 per share.
- The Discount Rate has risen slightly, increasing from 10.64% to 10.70%.
- The Revenue Growth projection has increased, moving from 27.56% to 29.00%.
- The Net Profit Margin forecast has decreased modestly, dropping from 24.58% to 24.06%.
- The future P/E ratio has fallen from 35.67x to 34.21x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.