Update shared on 14 Dec 2025
Analysts have modestly revised their price target on ACM Research Shanghai upward to approximately 191.33 dollars per share, citing slightly stronger expectations for long term revenue growth and profitability, despite a marginally higher discount rate and a small reduction in projected future P E multiples.
What's in the News
- Closed a sizeable private placement on September 16, 2025, issuing 38,601,326 shares at CNY 116.11 per share to raise approximately CNY 4.48 billion in gross proceeds, with net proceeds of about CNY 4.40 billion after fees (Key Developments).
- Attracted a broad base of 17 qualified institutional and strategic investors in the private offering, including multiple fund managers, insurance companies, and industrial investment funds, with all new shares subject to a six month lock up before trading on the STAR Market (Key Developments).
- Scheduled a special or extraordinary shareholders meeting for November 14, 2025, at 10:30 China Standard Time in the China Shanghai Pilot Free Trade Zone, indicating upcoming shareholder decisions on corporate or capital structure matters (Key Developments).
- Announced an additional special or extraordinary shareholders meeting set for January 8, 2026, at 10:30 China Standard Time, indicating further follow up resolutions or approvals following the late 2025 meeting (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately 191.33 dollars per share, indicating no revision to the central price estimate.
- Discount Rate: Risen slightly from about 10.79 percent to 10.80 percent, reflecting a modest increase in perceived risk or required return.
- Revenue Growth: Risen slightly from about 29.00 percent to roughly 29.36 percent, pointing to marginally stronger long term top line expectations.
- Net Profit Margin: Risen very slightly from about 24.06 percent to around 24.07 percent, suggesting only a minimal improvement in long term profitability assumptions.
- Future P E: Fallen slightly from about 33.70 times to roughly 33.40 times, implying a modestly lower valuation multiple applied to future earnings.
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