Update shared on 07 Nov 2025
Fair value Decreased 2.91%Analysts have reduced their price target for ACM Research from $42.04 to $40.81 per share, citing near-term margin pressures and a slightly more cautious outlook on revenue growth. They note continued demand momentum in the company's core markets.
Analyst Commentary
Recent analyst research on ACM Research reflects a combination of optimism surrounding the company’s end-market demand and caution regarding near-term financial performance. Below is a summary of key perspectives from market observers.
Bullish Takeaways- Bullish analysts point to a continued ramp in core market demand, especially from China’s semiconductor manufacturing sector. This demand is expected to support healthy top-line growth.
- Recent backlog updates suggest robust year-over-year growth, signaling confidence in mid- to high-teens revenue expansion over the upcoming quarters.
- Despite margin pressures, analysts expect these headwinds to be temporary. They remain comfortable with long-term execution and growth forecasts.
- Some analysts cite near-term margin headwinds as a reason for lowering price targets. This reflects pressures on profitability amid strong demand.
- There is a slightly more cautious revenue growth outlook in the short term, leading to revised estimates and more conservative valuation adjustments.
- The company’s recent results have resulted in moderated expectations, as analysts factor in both the operational recovery and potential volatility ahead.
What's in the News
- ACM Research, Inc. was added to the S&P 1000 index. (Key Developments)
- The company has been included in the S&P 600 and the S&P 600 Information Technology (Sector) index. (Key Developments)
- ACM Research, Inc. is now a constituent of the S&P Composite 1500 index. (Key Developments)
- The company launched its first Ultra ECDP Electrochemical Deplating tool, which is tailored for wide bandgap compound semiconductor manufacturing. (Key Developments)
- ACM Research announced its new Ultra Lith KrF track system, which expands the company’s lithography product line for front-end semiconductor manufacturing. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased modestly from $42.04 to $40.81 per share.
- Discount Rate has risen slightly from 10.54% to 11.16%.
- Revenue Growth projections have fallen from 20.07% to 17.63%.
- Net Profit Margin has declined modestly from 14.01% to 13.47%.
- Future P/E ratio has edged up from 19.82x to 20.04x.
Disclaimer
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