ACM Research (Shanghai) (688082) Stock Overview
Engages in the research, development, production, and sale of semiconductor equipment in China. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 1/6 |
688082 Community Fair Values
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Analyst Price Targets
ACM Research (Shanghai), Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CN¥251.00 |
| 52 Week High | CN¥225.04 |
| 52 Week Low | CN¥99.81 |
| Beta | 0.54 |
| 1 Month Change | 58.88% |
| 3 Month Change | 40.79% |
| 1 Year Change | 149.73% |
| 3 Year Change | 111.28% |
| 5 Year Change | n/a |
| Change since IPO | 93.45% |
Recent News & Updates
Recent updates
Narrative Update • May 05
688082: Dividend Outlook And Margin Assumptions Will Support Higher Future Earnings Multiple
Analysts have trimmed their price target on ACM Research (Shanghai) from CN¥195.00 to CN¥180.00, citing updated assumptions around slightly lower revenue growth, profit margins, and a modestly reduced future P/E multiple. What's in the News ACM Research (Shanghai) proposed a profit distribution plan for fiscal year 2025, including a cash dividend of RMB 6.233 per 10 shares, inclusive of tax (Key Developments).Narrative Update • Apr 20
688082: Dividend Reset Will Support Higher Future Earnings Multiple
Analysts have trimmed their price target for ACM Research (Shanghai) from CN¥222.00 to CN¥195.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News ACM Research (Shanghai) proposed a profit distribution plan for fiscal year 2025 with a cash dividend of RMB 6.233 per 10 shares, inclusive of tax, subject to shareholder approval at the 2026 Annual General Meeting (Key Developments).
Narrative Update • Apr 06
688082: Dividend Plan Will Support Future Upside As Core Assumptions Hold
Analysts have maintained their fair value estimate for ACM Research (Shanghai) at CN¥222.50, making only very minor adjustments to discount rate assumptions and long-term P/E inputs, which reflects a largely unchanged view of the stock's risk and earnings profile. What's in the News ACM Research (Shanghai) proposed a profit distribution plan for fiscal year 2025 that includes a cash dividend of RMB 6.233 per 10 shares, inclusive of tax, subject to shareholder approval at the 2026 Annual General Meeting of Shareholders (Key Developments).Narrative Update • Mar 23
688082: Index Inclusion Will Support Future Upside As Core Assumptions Hold
Analysts have maintained their CN¥222.50 price target for ACM Research (Shanghai), indicating only very small adjustments in discount rate, revenue growth, profit margin and future P/E assumptions, rather than any change in their overall view of the shares. Valuation Changes CN¥ Fair Value: Unchanged at CN¥222.50, indicating no revision to the central valuation estimate.Narrative Update • Mar 08
688082: Index Inclusion Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for ACM Research (Shanghai) from CN¥236.00 to CN¥222.50, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News ACM Research (Shanghai) has been added to the SSE 180 Index, indicating its inclusion in a broader Shanghai market benchmark (Key Developments).
Narrative Update • Feb 21
688082: Index Inclusion Will Support Bullish Case Despite Lower Future P/E
Analysts have maintained their ACM Research (Shanghai) price target at CN¥250.00, citing updated assumptions that reflect slightly higher projected revenue growth and profit margins, along with a modestly lower discount rate and a somewhat reduced future P/E multiple. What's in the News ACM Research (Shanghai), Inc has been added to the SSE 180 Index, which can increase the stock's visibility to index funds and benchmarked investors (Key Developments).Narrative Update • Feb 07
688082: Index Inclusion Will Support Higher Future Earnings Multiple
Analysts now set their price target for ACM Research (Shanghai) at US$222, up from US$102, citing updated assumptions around revenue growth, profit margins, discount rate and a higher future P/E multiple. What's in the News ACM Research (Shanghai), Inc added to the SSE 180 Index, bringing the stock into a broader benchmark followed by institutional investors (Key Developments).Narrative Update • Jan 24
688082: Index Inclusion And Upcoming Shareholder Meetings Will Support Future Upside Potential
Analysts now set their price target for ACM Research (Shanghai) at US$236, up from US$191.33. They cited updated fair value estimates aligned with a slightly higher discount rate and revised forward P/E assumptions.Narrative Update • Jan 09
688082: Index Inclusion And Higher P/E Assumptions Will Support A Bullish Outlook
Analysts have raised their fair value estimate for ACM Research (Shanghai) from $163.50 to $250.00, reflecting updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News ACM Research (Shanghai), Inc is being added to the SSE 180 Index, highlighting its inclusion in a major Shanghai market benchmark (Key Developments).Narrative Update • Dec 14
688082: Upcoming Shareholder Votes And Recent Placement Will Shape Future Upside Potential
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).Narrative Update • Nov 29
688082: Recent Private Placement Will Unlock Significant Upside For Shareholders
ACM Research (Shanghai)'s analyst price target has been revised downward slightly to $191.33, as analysts take a more cautious view on future earnings multiples and discount rates. What's in the News ACM Research (Shanghai), Inc.Narrative Update • Nov 15
688082: Recent Fundraising Will Drive Shareholder Value After Private Placement
Analysts have maintained their price target for ACM Research (Shanghai) at $191.33. They cite minimal adjustments to key underlying assumptions and no significant new research influencing valuation.Narrative Update • Nov 01
688082: Revenue Gains and Margin Pressure Will Shape 2025 Outlook
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.Narrative Update • Oct 18
Overvaluation Will Challenge China WFE As AI Expands
Analysts have raised their price target for ACM Research (Shanghai) from $171.83 to $191.33, citing expectations for improved revenue growth and slightly higher profit margins. What's in the News On September 24, 2025, ACM Research (Shanghai) closed a private placement by issuing 38,601,326 ordinary shares at an issue price of CNY 116.11.Narrative Update • Oct 03
Overvaluation Will Challenge China WFE As AI Expands
ACM Research (Shanghai) has seen its analyst price target rise from $135.17 to $171.83, as analysts cite improved projected revenue growth and profit margins in their updated valuation models. What's in the News The company completed a share repurchase of 443,400 shares, representing 0.1 percent of total shares, for CNY 50.01 million from April 1, 2025 to August 4, 2025 (Key Developments).Narrative Update • Sep 09
Overvaluation Will Challenge China WFE As AI Expands
The upward revision in ACM Research (Shanghai)'s analyst price target primarily reflects slightly improved consensus revenue growth forecasts and a modest increase in future P/E expectations, resulting in a new fair value estimate of CN¥135.17. What's in the News Completed share repurchase of 443,400 shares (0.1% of shares) for CNY 50.01 million under previously announced buyback.New Narrative • Aug 24
Overvaluation Will Challenge China WFE As AI Expands
Key Takeaways Market optimism may overstate ACM's ability to sustain rapid growth and margin expansion amid sector risks and competitive pressures. High valuation and earnings expectations rely on successful innovation, domestic demand, and operational execution despite potential headwinds from competition and geopolitical uncertainties.Shareholder Returns
| 688082 | CN Semiconductor | CN Market | |
|---|---|---|---|
| 7D | 35.5% | 4.9% | -0.05% |
| 1Y | 149.7% | 110.7% | 34.9% |
Return vs Industry: 688082 exceeded the CN Semiconductor industry which returned 110.7% over the past year.
Return vs Market: 688082 exceeded the CN Market which returned 34.9% over the past year.
Price Volatility
| 688082 volatility | |
|---|---|
| 688082 Average Weekly Movement | 7.7% |
| Semiconductor Industry Average Movement | 8.2% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in CN Market | 10.1% |
| 10% least volatile stocks in CN Market | 4.2% |
Stable Share Price: 688082's share price has been volatile over the past 3 months compared to the CN market.
Volatility Over Time: 688082's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of CN stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 2,485 | Jian Wang | www.acmrcsh.com.cn |
ACM Research (Shanghai), Inc. engages in the research, development, production, and sale of semiconductor equipment in China. The company offers cleaning equipment; plating system and panel level packaging; furnace system; track systems; PECVD systems; and stress free polishing systems. It serves IC and compound semi manufacturing, wafer-level and panel level packaging, and wafer manufacturing and reclaim industries.
ACM Research (Shanghai), Inc. Fundamentals Summary
| 688082 fundamental statistics | |
|---|---|
| Market cap | CN¥102.78b |
| Earnings (TTM) | CN¥1.25b |
| Revenue (TTM) | CN¥6.96b |
96.5x
P/E Ratio17.4x
P/S RatioIs 688082 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 688082 income statement (TTM) | |
|---|---|
| Revenue | CN¥6.96b |
| Cost of Revenue | CN¥3.78b |
| Gross Profit | CN¥3.18b |
| Other Expenses | CN¥1.93b |
| Earnings | CN¥1.25b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 2.60 |
| Gross Margin | 45.72% |
| Net Profit Margin | 18.02% |
| Debt/Equity Ratio | 16.1% |
How did 688082 perform over the long term?
See historical performance and comparisonDividends
0.2%
Current Dividend Yield23%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/25 16:09 |
| End of Day Share Price | 2026/05/25 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ACM Research (Shanghai), Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Tao Xu | Citic Securities Co., Ltd. |
| Hongda Zheng | Haitong International Research Limited |
| Jimmy Huang | J.P. Morgan |