ACM Research Resultados de beneficios anteriores
Pasado controles de criterios 2/6
ACM Research ha aumentado sus beneficios a una tasa media anual de 28.7%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento de 3.6% anual. Los ingresos han ido creciendo a una tasa media de 30.9% al año. La rentabilidad financiera de ACM Research es de 5.9%, y sus márgenes netos son de 9.5%.
Información clave
28.69%
Tasa de crecimiento de los beneficios
26.48%
Tasa de crecimiento del BPA
| Crecimiento de la industria Semiconductor | 27.66% |
| Tasa de crecimiento de los ingresos | 30.85% |
| Rentabilidad financiera | 5.91% |
| Margen neto | 9.48% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Artículo de análisis • May 15
We Think That There Are More Issues For ACM Research (NASDAQ:ACMR) Than Just Sluggish Earnings
The market rallied behind ACM Research, Inc.'s ( NASDAQ:ACMR ) stock, leading do a rise in the share price after its...Artículo de análisis • Nov 13
ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ACM Research, Inc. ( NASDAQ:ACMR ) posted decent earnings last week. We think that...Recent updates
Actualización de narrativa • Jul 06
ACMR: China Memory Exposure And Backend Expansion Will Shape Balanced 2026 Outcome
Analysts have lifted the ACM Research fair value estimate from $88.63 to $102.14. This reflects recent price target increases that highlight potential contributions from China memory exposure, ECP adoption in advanced packaging, and additional backend opportunities outside mainland China.Actualización de narrativa • Jun 22
ACMR: Reliance On China Tool Demand Will Restrain 2026 Upside Potential
ACM Research's analyst fair value estimate has been nudged higher to $88.63 from $85.06, following recent price target increases that reference continued China tool demand, expectations for broader customer diversification, and potential contribution from emerging front end and back end products. Analyst Commentary Recent research on ACM Research points to a generally constructive stance from bullish analysts, with higher price targets linked to expectations around tool demand, product breadth, and customer mix.Seeking Alpha • Jun 17
ACM Research: Advanced Packaging Just Getting Started, Keep Holding Your Gains
Summary ACM Research, Inc. delivered strong Q1 results, with 34% y/y revenue growth and significant outperformance in ECP and Furnace segments. Gross margins rebounded sequentially to 46.4%, despite a mix shift toward lower-margin ECP tools; profitability remains solid with a robust balance sheet. Advanced Packaging and ECP are key growth drivers, leveraging AI chip demand and new panel-level ECP tools, positioning ACMR for continued outperformance. I am holding ACMR for the long term, given its AI exposure and growth prospects, but not adding to my position after a 300% rally. Read the full article on Seeking AlphaActualización de narrativa • Jun 05
ACMR: Semiconductor Demand And Hong Kong Listing Plans Will Shape Balanced 2026 Outlook
Analysts have lifted their price target on ACM Research from $70.50 to $85.06, citing higher assumed revenue growth, a richer future P/E multiple, and support from Street research pointing to strong semiconductor demand and potential for increased tool shipments. Analyst Commentary Street research on ACM Research has leaned positive, with recent commentary focusing on how sector demand and potential tool shipment trends could influence what investors are willing to pay for the stock.Artículo de análisis • May 15
We Think That There Are More Issues For ACM Research (NASDAQ:ACMR) Than Just Sluggish Earnings
The market rallied behind ACM Research, Inc.'s ( NASDAQ:ACMR ) stock, leading do a rise in the share price after its...Actualización de narrativa • Apr 22
ACMR: Backlog Visibility And China Memory Demand Will Support 2026 Outlook
Analysts have raised ACM Research's price target to $70 from $40 and to $68 from $58, citing strong backlog visibility, sustained demand in China and new customer growth in additional regions as key factors supporting the higher valuations. Analyst Commentary Recent research on ACM Research clusters around higher price targets, with analysts focusing on the company’s order backlog, demand trends in China and contributions from newer regions as key pieces of the valuation story.
Nueva narrativa • Apr 19
ACM Research Could Reach $61–$91 Over the Next Five Years
ACM Research (ACMR) has a credible path to $61–$91 over the next five years because it is a specialized supplier of advanced wet‑clean and electroplating equipment used in semiconductor manufacturing, particularly in China and expanding nodes. Its tools support critical cleaning and plating steps needed for increasingly complex chips, which gives it structural exposure to long‑term fabrication‑capex growth.Actualización de narrativa • Apr 08
ACMR: Backlog And China Memory Demand Will Support 2026 Outlook
Analysts increased their ACM Research price targets by $10 and $30 in recent updates, citing strong order backlog, expansion in China’s memory and advanced-node markets, and contributions from new customers across more regions as key supports for their higher views. Analyst Commentary Recent research updates on ACM Research point to a generally constructive stance from Wall Street, with higher price targets and a focus on how the company executes against its backlog and demand outlook in China and new regions.Actualización de narrativa • Mar 24
ACMR: Backlog Visibility Into 2026 Revenue Will Support Future Returns
ACM Research's analyst price target has shifted modestly to $70.50. Analysts point to strong backlog visibility, accelerating China memory and advanced node expansion, and contributions from new customers in new geographies as key supports for their updated view.Actualización de narrativa • Mar 09
ACMR: Backlog Visibility And New Customer Wins Will Support Future Returns
Analysts lifted their fair value estimate for ACM Research to $70.50 from $51.87, citing higher long-term revenue growth and profit margin assumptions, as well as recent Street price target increases that reflect confidence in the company’s backlog and new customer contributions. Analyst Commentary Recent Street research on ACM Research has centered on how the order book, customer mix, and margin outlook feed into valuation.Actualización de narrativa • Feb 23
ACMR: Execution Risks And Rich P/E Multiple Are Expected To Restrain Returns
Analysts have raised their price target on ACM Research by about $3 to roughly $52, citing updated assumptions around fair value, revenue growth, profit margins, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research around ACM Research price targets shows a mix of optimism and caution, with changes clustered within a relatively tight band and grounded in revised assumptions on earnings power, growth trajectories, and perceived risk.Actualización de narrativa • Feb 08
ACMR: AI Execution And Margin Pressures Are Expected To Restrain Future Returns
Analysts have trimmed their price target on ACM Research by a modest amount, reflecting slightly lower assumed discount rates and P/E multiples while keeping fair value and core growth and margin assumptions essentially unchanged. Analyst Commentary Recent research on ACM Research points to a mixed but useful playbook for how analysts are thinking about valuation, execution, and growth risk, especially when you compare it with how peers in adjacent sectors are being treated.
Nueva narrativa • Feb 03
AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook
Catalysts About ACM Research ACM Research supplies semiconductor manufacturing equipment focused on wafer cleaning, electroplating, furnace, Track and related process tools for front end and advanced packaging applications. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 25
ACMR: Margin Headwinds And Demand Ramp Are Expected To Shape Returns
Analysts have adjusted their view on ACM Research, with the price target moving from US$41.64 to US$48.67 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E, following recent research that points to temporary margin headwinds alongside a continued demand ramp. Analyst Commentary Recent research on ACM Research points to a mixed but constructive view, with analysts updating their models around margins, demand trends, and the appropriate P/E to apply to the stock.Actualización de narrativa • Jan 10
ACMR: Margin Headwinds And Tool Acceptance Timing Will Likely Constrain Upside
Analysts now estimate fair value for ACM Research at approximately $41.64, up from $40.81. This reflects updated assumptions on the discount rate, profit margin, and future P/E following recent research that highlighted temporary margin pressure alongside a recovering demand backdrop.Artículo de análisis • Jan 08
Why Investors Shouldn't Be Surprised By ACM Research, Inc.'s (NASDAQ:ACMR) 30% Share Price Surge
ACM Research, Inc. ( NASDAQ:ACMR ) shareholders would be excited to see that the share price has had a great month...Artículo de análisis • Jan 02
Should You Be Adding ACM Research (NASDAQ:ACMR) To Your Watchlist Today?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Dec 26
ACMR: China Tools And New Platforms Will Drive Future Demand Amid Margin Headwinds
Analysts have lowered their price target on ACM Research to $40 from $50, citing a combination of near term margin headwinds and reduced estimates following recent results, while maintaining confidence in the company’s sustained demand ramp and mid to high teens revenue growth outlook. Analyst Commentary Recent Street research on ACM Research reflects a more balanced stance, with valuation reset lower but the long term growth and execution story largely intact.Actualización de narrativa • Dec 12
ACMR: China Tools And New Platforms Will Drive Resilient Yet Measured Outlook
Analysts have trimmed their price target on ACM Research to $40 from $50 as they balance confidence in a Q3 demand recovery and mid to high teens revenue growth with caution around near term margin headwinds and modestly lower estimates. Analyst Commentary Street research on ACM Research reflects a generally constructive view on the companys growth and execution, tempered by a more conservative stance on near term profitability and risk.Actualización de narrativa • Nov 27
ACMR: Demand Momentum From China Semiconductor Sector Will Drive Long-Term Resilience
Analysts have reduced their price target for ACM Research to $40 from $50, citing temporary margin headwinds following the company's latest quarterly report. Analyst Commentary Following the company's latest results, analyst sentiment reflects both confidence in ACM Research's growth prospects and caution around near-term challenges.Artículo de análisis • Nov 24
It's Down 28% But ACM Research, Inc. (NASDAQ:ACMR) Could Be Riskier Than It Looks
The ACM Research, Inc. ( NASDAQ:ACMR ) share price has softened a substantial 28% over the previous 30 days, handing...Artículo de análisis • Nov 13
ACM Research's (NASDAQ:ACMR) Solid Earnings May Rest On Weak Foundations
The stock price didn't jump after ACM Research, Inc. ( NASDAQ:ACMR ) posted decent earnings last week. We think that...Actualización de narrativa • Nov 07
ACMR: Strong China Semiconductor Demand Will Support Future Recovery Momentum
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.Actualización de narrativa • Oct 23
Analysts Boost ACM Research Price Target Amid Positive Backlog and China Semiconductor Momentum
The analyst price target for ACM Research has increased by $10 to $50, with analysts citing a strong annual backlog update and continued momentum in China’s semiconductor manufacturing demand as key drivers for their positive outlook. Analyst Commentary Recent analyst activity surrounding ACM Research reflects a generally positive sentiment, with a notable upward revision in price targets.Actualización de narrativa • Oct 09
Digitalization And AI Will Transform Semiconductor Manufacturing
ACM Research's analyst price target has been increased from $36.08 to $40.89. Analysts cite stronger backlog growth, increased confidence in sustained revenue momentum, and improving fundamentals as drivers for their higher valuation outlook.Actualización de narrativa • Sep 25
Digitalization And AI Will Transform Semiconductor Manufacturing
The consensus analyst price target for ACM Research has increased modestly, mainly reflecting stable valuation metrics, with the target rising from $35.36 to $36.08. What's in the News ACM Research launched its first Ultra ECDP Electrochemical Deplating tool for wide bandgap compound semiconductor manufacturing, supporting advanced wafer-level gold etching and compatible with a range of substrate types and wafer sizes.Artículo de análisis • Sep 19
The Market Lifts ACM Research, Inc. (NASDAQ:ACMR) Shares 44% But It Can Do More
ACM Research, Inc. ( NASDAQ:ACMR ) shareholders have had their patience rewarded with a 44% share price jump in the...Artículo de análisis • Sep 07
When Should You Buy ACM Research, Inc. (NASDAQ:ACMR)?
ACM Research, Inc. ( NASDAQ:ACMR ), is not the largest company out there, but it received a lot of attention from a...Artículo de análisis • Aug 10
ACM Research (NASDAQ:ACMR) Has More To Do To Multiply In Value Going Forward
NasdaqGM:ACMR 1 Year Share Price vs Fair Value Explore ACM Research's Fair Values from the Community and select yours...Seeking Alpha • Feb 17
ACM Research: A Clean Way To Invest In China's WFE Localization
Summary ACM Research’s updated FY 2024 outlook and FY 2025 revenue guidance are signs that it is benefitting from the ongoing localization in China’s semiconductor industry. I expect ACM Research to exceed its FY 2025 revenue guidance due to Huawei’s new AI chip and ByteDance’s AI CapEx outlook. ACM Research presents an opportunity to invest in the growth of China’s semiconductor industry without carrying the risk of owning Chinese stocks. I’m upgrading ACM Research to strong buy and raising my price target to $213 per share by 2028, representing 796% upside from its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
ACM Research: A WFE National Champion
Summary ACM Research is a high-growth semiconductor wafer fabrication equipment company benefiting from China's push for domestic semiconductor manufacturing self-sufficiency. ACMR's strategic importance and growth prospects in China remain strong, with potential to become a global WFE competitor. ACMR's valuation is significantly discounted compared to its peers, presenting a multi-bagger opportunity as it gains market share within China and expands its product portfolio. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
ACM Research: Carving Out Their Niche
Summary ACM Research supplies advanced semiconductor equipment to improve product yield, including cleaning equipment, ECP, furnaces, and advanced packaging equipment. The company boasts deep technological expertise, with 498 patents as of 2023. ACM Research has strategically located state-of-the-art production facilities in multiple countries. The investment thesis highlights ACM Research's innovative capital equipment and global presence as key strengths. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
ACM Research: Significantly Undervalued With Robust Strategy
Summary Despite a 24% stock decline recently, ACM Research is a Strong Buy with a 50% margin of safety and an expected 23% CAGR over five years, driven by robust fundamentals. ACM's 21% YoY revenue growth and innovative products like the Ultra C Tahoe, coupled with a strategic push into non-China markets, strengthen its position against established industry competitors. Supported by a seasoned management team, ACM faces risks from U.S.-China trade tensions and small-cap volatility, but its long-term prospects remain highly favorable for confident, value-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
ACM Research: Fear In The Semiconductor Industry Provides An Opportunity
Summary ACM Research develops equipment for cleaning and polishing semiconductor devices, serving clients across the supply chain. Although FY2024 growth has been good, widespread fears in the sector have led to a lag in the share price. Despite risks, the Company's essential products and diverse client base position it well for long-term growth. With a valuation of only 15 times earnings and lower than those of its competitors, ACMR seems like an opportunity. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
ACM Research: A Long-Run Growth Opportunity With Undervalued Potential
Summary ACM Research is a strong buy due to its impressive growth in the semiconductor space, particularly in China, and its diversification efforts. The company invests heavily in R&D, with 10% of turnover, resulting in over 500 patents and innovative products like the Ultra C bev-p bevel etching tool. ACMR's robust financial performance includes a 40% revenue increase in Q2 and a strong balance sheet with $366.8 million in cash and low debt. Despite risks related to its heavy reliance on China, ACMR's attractive valuation and growth potential make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
ACM Research: Bright Future Ahead, China Sentiment Keeping It Down
Summary ACM Research has shown impressive top-line growth, with revenues increasing up to 100% y/y, despite slight efficiency declines. The company has strong financials, with $324m in cash and minimal long-term debt, reducing insolvency risk. Diversification efforts are promising, with new orders from the US and Europe, and investments in AI expected to drive future growth. Despite China-related risks, ACMR's essential semiconductor products and global diversification make it a compelling buy, though I will keep my position small for now. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero ACM Research. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 960 | 91 | 151 | 154 |
| 31 Dec 25 | 901 | 94 | 146 | 145 |
| 30 Sep 25 | 880 | 117 | 152 | 129 |
| 30 Jun 25 | 815 | 112 | 140 | 117 |
| 31 Mar 25 | 802 | 107 | 134 | 109 |
| 31 Dec 24 | 782 | 104 | 135 | 105 |
| 30 Sep 24 | 729 | 90 | 119 | 110 |
| 30 Jun 24 | 694 | 85 | 116 | 109 |
| 31 Mar 24 | 636 | 88 | 101 | 103 |
| 31 Dec 23 | 558 | 77 | 88 | 93 |
| 30 Sep 23 | 496 | 71 | 84 | 78 |
| 30 Jun 23 | 461 | 67 | 73 | 68 |
| 31 Mar 23 | 421 | 52 | 68 | 59 |
| 31 Dec 22 | 389 | 39 | 62 | 62 |
| 30 Sep 22 | 375 | 43 | 56 | 57 |
| 30 Jun 22 | 309 | 32 | 48 | 49 |
| 31 Mar 22 | 258 | 27 | 45 | 46 |
| 31 Dec 21 | 260 | 38 | 42 | 34 |
| 30 Sep 21 | 210 | 31 | 37 | 27 |
| 30 Jun 21 | 191 | 29 | 35 | 24 |
| 31 Mar 21 | 176 | 23 | 33 | 21 |
| 31 Dec 20 | 157 | 19 | 29 | 19 |
| 30 Sep 20 | 136 | 14 | 26 | 17 |
| 30 Jun 20 | 121 | 14 | 23 | 16 |
| 31 Mar 20 | 111 | 19 | 21 | 14 |
| 31 Dec 19 | 108 | 19 | 20 | 13 |
| 30 Sep 19 | 104 | 17 | 18 | 14 |
| 30 Jun 19 | 94 | 12 | 17 | 13 |
| 31 Mar 19 | 85 | 11 | 16 | 12 |
| 31 Dec 18 | 75 | 7 | 18 | 10 |
| 30 Sep 18 | 71 | 8 | 17 | 8 |
| 30 Jun 18 | 53 | 3 | 15 | 7 |
| 31 Mar 18 | 41 | -1 | 14 | 6 |
| 31 Dec 17 | 37 | 0 | 11 | 5 |
| 30 Sep 17 | 34 | -3 | 10 | 4 |
| 30 Jun 17 | 34 | -2 | 9 | 4 |
| 31 Mar 17 | 29 | -1 | 8 | 3 |
| 31 Dec 16 | 27 | 1 | 7 | 3 |
| 30 Sep 16 | 30 | 3 | 7 | 3 |
| 31 Dec 15 | 31 | 5 | 6 | 3 |
Ingresos de calidad: ACMR tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(9.5%) de ACMR son inferiores a los del año pasado (13.3%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lACMR han crecido significativamente en un 28.7% al año.
Acelerando crecimiento: ACMR ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: ACMR tuvo un crecimiento negativo de los beneficios (-14.6%) durante el año pasado, lo que dificulta la comparación con la media de la industria Semiconductor (22.6%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de ACMR (5.9%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/06 20:31 |
| Precio de las acciones al final del día | 2026/07/06 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ACM Research, Inc. está cubierta por 12 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Allen Chang | Goldman Sachs |
| Chi Tsai | Jefferies LLC |