ACM Research (ACMR) Aperçu de l'action
ACM Research, Inc. et ses filiales développent, fabriquent et vendent des biens d'équipement en Chine continentale et à l'étranger. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour ACMR à partir de nos contrôles de risques.
ACMR Community Fair Values
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Analyst Price Targets
ACM Research, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$55.38 |
| Plus haut sur 52 semaines | US$71.65 |
| Plus bas sur 52 semaines | US$19.26 |
| Bêta | 1.82 |
| Variation sur 1 mois | 32.90% |
| Variation sur 3 mois | 1.82% |
| Variation sur 1 an | 176.49% |
| Variation sur 3 ans | 486.03% |
| Variation sur 5 ans | 158.50% |
| Évolution depuis l'introduction en bourse | 2,646.12% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • 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.Seeking Alpha • Apr 21
ACM Research: Let's Go To Hong Kong
Summary ACM Research trades at a 60% discount to its Chinese-listed subsidiary ACMS, despite operating the same business. The announced plan for ACMS to seek a Hong Kong listing could catalyze a dramatic re-rating of ACMR. H-shares would likely trade at only a 10-30% discount to ACMS A-shares, implying 100%+ upside to ACMR shareholders. A Hong Kong listing represents the first step to a corporate restructuring that could unlock tremendous value for ACMR shareholders. Read the full article on Seeking Alpha
Nouvelle analyse • 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.Mise à jour de l'analyse • 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.Recent updates
Mise à jour de l'analyse • 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.Seeking Alpha • Apr 21
ACM Research: Let's Go To Hong Kong
Summary ACM Research trades at a 60% discount to its Chinese-listed subsidiary ACMS, despite operating the same business. The announced plan for ACMS to seek a Hong Kong listing could catalyze a dramatic re-rating of ACMR. H-shares would likely trade at only a 10-30% discount to ACMS A-shares, implying 100%+ upside to ACMR shareholders. A Hong Kong listing represents the first step to a corporate restructuring that could unlock tremendous value for ACMR shareholders. Read the full article on Seeking AlphaNouvelle analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.
Nouvelle analyse • 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?Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • Jul 03
Is Now The Time To Put ACM Research (NASDAQ:ACMR) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Article d'analyse • May 27
When Should You Buy ACM Research, Inc. (NASDAQ:ACMR)?
ACM Research, Inc. ( NASDAQ:ACMR ), might not be a large cap stock, but it led the NASDAQGM gainers with a relatively...Article d'analyse • May 03
These 4 Measures Indicate That ACM Research (NASDAQ:ACMR) Is Using Debt Reasonably Well
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d'analyse • Apr 21
ACM Research, Inc. (NASDAQ:ACMR) Might Not Be As Mispriced As It Looks After Plunging 28%
The ACM Research, Inc. ( NASDAQ:ACMR ) share price has softened a substantial 28% over the previous 30 days, handing...Article d'analyse • Apr 13
ACM Research (NASDAQ:ACMR) Hasn't Managed To Accelerate Its Returns
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d'analyse • Mar 30
Here's Why We Think ACM Research (NASDAQ:ACMR) Is Well Worth Watching
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d'analyse • Mar 06
Market Might Still Lack Some Conviction On ACM Research, Inc. (NASDAQ:ACMR) Even After 34% Share Price Boost
Despite an already strong run, ACM Research, Inc. ( NASDAQ:ACMR ) shares have been powering on, with a gain of 34% in...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 AlphaArticle d'analyse • Feb 13
ACM Research, Inc.'s (NASDAQ:ACMR) Intrinsic Value Is Potentially 49% Above Its Share Price
Key Insights The projected fair value for ACM Research is US$34.18 based on 2 Stage Free Cash Flow to Equity ACM...Seeking 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 AlphaArticle d'analyse • Jan 20
Cautious Investors Not Rewarding ACM Research, Inc.'s (NASDAQ:ACMR) Performance Completely
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Article d'analyse • Jan 07
Is It Too Late To Consider Buying ACM Research, Inc. (NASDAQ:ACMR)?
ACM Research, Inc. ( NASDAQ:ACMR ), is not the largest company out there, but it saw a decent share price growth of 13...Seeking 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 AlphaArticle d'analyse • Dec 12
ACM Research (NASDAQ:ACMR) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d'analyse • Nov 28
If EPS Growth Is Important To You, ACM Research (NASDAQ:ACMR) Presents An Opportunity
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking 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 AlphaArticle d'analyse • Nov 04
Returns On Capital At ACM Research (NASDAQ:ACMR) Paint A Concerning Picture
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Article d'analyse • Oct 22
ACM Research, Inc.'s (NASDAQ:ACMR) Subdued P/E Might Signal An Opportunity
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Seeking 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 AlphaArticle d'analyse • Sep 25
When Should You Buy ACM Research, Inc. (NASDAQ:ACMR)?
ACM Research, Inc. ( NASDAQ:ACMR ), might not be a large cap stock, but it received a lot of attention from a...Seeking 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 Alpha
Nouvelle analyse • Sep 15
Global Expansion And Product Innovation Set To Propel Growth And Market Dominance
Expansion into international markets shows promise for revenue growth, with a focus on diversifying growth across various global regions.Seeking Alpha • Sep 13
ACM Research: A Niche Semiconductor Equipment Play With Significant Room To Grow
Summary ACM Research's proprietary technologies, SAPS and TEBO, offer superior cleaning efficiency, positioning it well in the booming semiconductor industry. Strong financial performance with a 40% YoY revenue increase and raised FY 2024 guidance to $695-$735 million, reflecting robust growth. Strategic international expansion, particularly into U.S. and European markets, diversifies revenue streams and reduces dependency on China. Despite trading slightly above intrinsic value, ACMR's innovative edge and market opportunities justify a bullish price target of $37-$45. Read the full article on Seeking AlphaArticle d'analyse • Sep 10
Calculating The Fair Value Of ACM Research, Inc. (NASDAQ:ACMR)
Key Insights ACM Research's estimated fair value is US$13.19 based on 2 Stage Free Cash Flow to Equity Current share...Article d'analyse • Aug 27
Is ACM Research (NASDAQ:ACMR) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d'analyse • Aug 14
We Think You Should Be Aware Of Some Concerning Factors In ACM Research's (NASDAQ:ACMR) Earnings
The market for ACM Research, Inc.'s ( NASDAQ:ACMR ) stock was strong after it released a healthy earnings report last...Seeking Alpha • Aug 09
ACM Research: A Promising Semiconductor Growth Opportunity Outpacing Risks
Summary ACM Research’s stock dropped nearly 40%, but it beat Q2 estimates and raised its fiscal year guidance, showing strong potential for growth. The wafer cleaning equipment market is expected to grow significantly, with ACM Research well-positioned to benefit, especially in China. I have valued the company at $58.6 per share, representing a 233% premium over the current stock price. Even after factoring in the risks, I consider it undervalued. Read the full article on Seeking AlphaSeeking Alpha • Jul 24
Buy ACM Research To Benefit From China's Ambition Of Semiconductor Self-Sufficiency
Summary ACM Research is a niche WFE manufacturer focused on the Chinese market, with a strong position in single wafer and batch wet cleaning equipment. Founder David Wang's background and expertise in semiconductor technology positions ACMR well to benefit from China's semiconductor self-sufficiency drive. ACMR's expansion into markets like ECP, ALD furnace, PECVD, and Track equipment, along with its growth projections, suggest it is significantly undervalued. Read the full article on Seeking AlphaArticle d'analyse • Jul 16
ACM Research, Inc. (NASDAQ:ACMR) Might Not Be As Mispriced As It Looks
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Seeking Alpha • Jul 06
ACM Research: Outsized Growth Potential In An Undervalued Small-Cap
Summary ACM Research is undervalued with high growth potential, driven by exposure to AI-driven semiconductor cleaning operations, trading at low valuation multiples compared to peers. Key technologies like SAPS and TEBO, and 97% of revenue from China, position ACMR for growth, supported by forecasts of significant market expansion including global wafer cleaning equipment markets. Success hinges on differentiated technology and strategic partnerships. Despite risks from competitors like Lam Research, ACMR's innovative products and international expansion plans are crucial for long-term growth. Read the full article on Seeking AlphaArticle d'analyse • Jul 03
There Are Reasons To Feel Uneasy About ACM Research's (NASDAQ:ACMR) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Seeking Alpha • Jun 21
ACM Research: A Compelling Opportunity In The Booming Semiconductor Industry
Summary ACM Research is overlooked in the semiconductor space, in my opinion, despite operating in an integral part of the semiconductor supply chain. The wafer cleaning equipment market is forecasted to grow rapidly in the coming years due to growing chip demand. I expect ACM Research’s focus on advanced wet processing equipment will allow it to grow its market share in the coming years and reach its target of $1 billion in annual sales in 2026. ACM Research’s forecasted topline growth and economies of scale will expand its EBIT margin, in my opinion. My price target for ACM Research stock is $149 by 2028, representing 548% upside from the current valuation. Read the full article on Seeking AlphaSeeking Alpha • Jun 12
ACM Research: Niche Deep Value In The Semiconductor Space
Summary ACM Research is well positioned to grow in the semiconductor industry with its differentiated technology and strong growth prospects in the single-wafer wet cleaning equipment segment. The stock is undervalued compared to its competitors based on P/E ratio and EV/EBITDA multiple. ACMR is expanding its market penetration beyond Mainland China and has significant growth potential in other regions. Read the full article on Seeking AlphaRendement pour les actionnaires
| ACMR | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 13.8% | 8.4% | 3.2% |
| 1Y | 176.5% | 119.7% | 31.0% |
Rendement vs Industrie: ACMR a dépassé le secteur US Semiconductor qui a rapporté 119.7 % au cours de l'année écoulée.
Rendement vs marché: ACMR a dépassé le marché US qui a rapporté 31 % au cours de l'année écoulée.
Volatilité des prix
| ACMR volatility | |
|---|---|
| ACMR Average Weekly Movement | 10.9% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: ACMR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ACMR ( 11% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1998 | 2,513 | David Wang | www.acmr.com |
ACM Research, Inc. et ses filiales développent, fabriquent et vendent des biens d'équipement en Chine continentale et à l'étranger. Elle développe, fabrique et vend également une gamme d'outils d'emballage aux clients des secteurs de l'assemblage et de l'emballage des plaquettes. La société fournit des équipements de nettoyage par voie humide pour les processus de production en amont ; des plates-formes de placage électrochimique, de four, de PECVD et de piste ; la technologie Space Alternated Phase Shift pour les surfaces planes et de plaquettes ; la technologie timely energized bubble oscillation pour les surfaces de plaquettes à motifs dans les nœuds de processus avancés ; la technologie Tahoe ; et des outils de nettoyage semi-critiques.
ACM Research, Inc. Résumé des fondamentaux
| ACMR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$3.50b |
| Bénéfices(TTM) | US$94.08m |
| Recettes(TTM) | US$901.31m |
39.0x
Ratio P/E4.1x
Ratio P/SLe site ACMR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ACMR compte de résultat (TTM) | |
|---|---|
| Recettes | US$901.31m |
| Coût des recettes | US$501.24m |
| Marge brute | US$400.07m |
| Autres dépenses | US$305.99m |
| Les revenus | US$94.08m |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | 1.42 |
| Marge brute | 44.39% |
| Marge bénéficiaire nette | 10.44% |
| Ratio dettes/capitaux propres | 14.9% |
Quelles ont été les performances à long terme de ACMR?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 22:14 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ACM Research, Inc. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Tao Xu | Citic Securities Co., Ltd. |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Allen Chang | Goldman Sachs |