ACM Research, Inc.

NasdaqGM:ACMR Rapport sur les actions

Capitalisation boursière : US$6.8b

ACM Research Dividendes et rachats

Dividende contrôle des critères 0/6

ACM Research n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-9.6%

Rendement des rachats

Rendement total pour l'actionnaire-9.6%
Rendement futur des dividendes0.3%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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 Alpha
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Nouveau récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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.
Nouveau récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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 du récit 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...
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 Alpha
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 Alpha
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 Alpha
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 Alpha
Seeking 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 Alpha
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 Alpha
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

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de ACMR ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de ACMR ont augmenté.


Rendement des dividendes par rapport au marché

ACM Research Rendement des dividendes par rapport au marché
Comment le rendement du dividende de ACMR se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (ACMR)n/a
25% du marché (US)1.3%
25% du marché (US)4.2%
Moyenne du secteur (Semiconductor)0.6%
Analyste prévisionnel (ACMR) (jusqu'à 3 ans)0.3%

Dividende notable: Impossible d'évaluer le rendement des dividendes de ACMR par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de ACMR par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de ACMR afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car ACMR n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/07 00:08
Cours de l'action en fin de journée2026/07/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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 12 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.

AnalysteInstitution
Christian SchwabCraig-Hallum Capital Group LLC
Allen ChangGoldman Sachs
Chi TsaiJefferies LLC