ACM Research（1ACMR）株式概要ACMリサーチ社は、その子会社とともに、世界各地で資本設備の開発、製造、販売を行っている。 詳細1ACMR ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績2/6財務の健全性5/6配当金0/6報酬株価収益率（ 62.9 x）は、 Semiconductor業界平均（ 67.4 x）を下回っています。収益は年間24.82%増加すると予測されています リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る1ACMR Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€69.4022.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1m2b2016201920222025202620282031Revenue US$2.3bEarnings US$216.1mAdvancedSet Fair ValueView all narrativesACM Research, Inc. 競合他社Jiangsu JieJie MicroelectronicsSymbol: SZSE:300623Market cap: CN¥29.3bCircuit Fabology Microelectronics EquipmentLtdSymbol: SHSE:688630Market cap: CN¥38.6bShanghai Sinyang Semiconductor MaterialsSymbol: SZSE:300236Market cap: CN¥32.9bShenzhen S.C New Energy TechnologySymbol: SZSE:300724Market cap: CN¥31.4b価格と性能株価の高値、安値、推移の概要ACM Research過去の株価現在の株価US$69.4052週高値US$72.2052週安値US$20.43ベータ1.821ヶ月の変化44.13%3ヶ月変化20.40%1年変化233.98%3年間の変化n/a5年間の変化n/aIPOからの変化278.10%最新ニュースValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.お知らせ • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offeringお知らせ • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United Statesお知らせ • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.お知らせ • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offeringお知らせ • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United Statesお知らせ • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €43.05, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.46 per share.お知らせ • Apr 03ACM Research, Inc. Introduces ACM Planetary Family Product Portfolio StructureACM Research, Inc. announced a new branding and organization of its product portfolio into a unified, process-based structure, referred to as the ACM Planetary Family. Under the ACM Planetary Family, ACM’s products are organized into eight distinct families aligned with core process steps across the semiconductor manufacturing flow, collectively referred to as the Eight Planets series. This structure clarifies ACM’s expanding product portfolio, supporting alignment with evolving customer requirements across front-end processing, advanced packaging and related applications. ACM Planetary Family Product Lineup: Earth Series – Cleaning tools, Jupiter Series – Wafer-level advanced packaging tools, Venus Series – Electroplating tools, Mars Series – Furnace tools, Mercury Series – Track tools, Saturn Series – Plasma-enhanced chemical vapor deposition (PECVD) tools, Uranus Series – Panel-level advanced packaging tools, Neptune Series – Stress-free polishing tools.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.03 per share.Buy Or Sell Opportunity • Mar 26Now 20% undervaluedOver the last 90 days, the stock has risen 8.9% to €36.76. The fair value is estimated to be €46.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €40.55, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €46.57 per share.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$1.47 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$1.47 (down from US$1.67 in FY 2024). Revenue: US$901.3m (up 15% from FY 2024). Net income: US$94.1m (down 9.2% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Feb 10ACM Research, Inc. to Report Q4, 2025 Results on Feb 26, 2026ACM Research, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €51.94, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.03 per share.Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €46.41. The fair value is estimated to be €38.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jan 22+ 1 more updateACM Research, Inc. Updates Revenue Guidance for the Full Year 2025ACM Research, Inc. updated revenue guidance for the full year 2025. The company updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings release issued on November 5, 2025.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €40.94, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €40.89 per share.Buy Or Sell Opportunity • Jan 01Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €35.47. The fair value is estimated to be €28.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.71, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.Buy Or Sell Opportunity • Dec 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €31.91. The fair value is estimated to be €26.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Nov 20ACM Research, Inc. Delivers Advanced Ultra Lith BK Photoresist Hardening Tool with UV Curing and Temperature UniformityACM Research, Inc. announced the delivery of its first Ultra Lith Baker ("Ultra Lith BK") system to a leading global display panel manufacturer. The system is engineered to address industry-wide challenges in advanced lithography, including process non-uniformity, thermal drift, and critical dimension ("CD") variation. It can also help semiconductor manufacturers maintain stable yield and pattern fidelity as device geometries continue to shrink. With ultraviolet ("UV") curing uniformity and precision temperature control, the Ultra Lith BK enables highly stable and repeatable lithography processes. The Ultra Lith BK's UV curing system delivers +-5% UV intensity uniformity, ensuring consistent resist hardening across the wafer. The system supports line-scan, rotary, and hybrid UV-curing exposure modes to maximize process flexibility. Its advanced thermal management architecture further reduces CD variation, overlay error, and pattern distortion--all critical to yield improvement and long-term process reliability. The Ultra Lith BK integrates six cold plates delivering temperature uniformity of +-0.1degC. The system adopts a configurable design and can accommodate up to 32 hotplates and two UV curing systems, enabling customers to flexibly configure the tool according to different process recipes and photoresist integration requirements. Two types of hotplates are available: The high-flow hotplate achieves a maximum process temperature of 250degC with temperature uniformity 0.2%. The low-flow hotplate operates at temperatures up to 180degC with temperature uniformity 0.08%, offering benchmark-level performance in the industry.お知らせ • Nov 17ACM Research, Inc. Delivers First Horizontal Panel Electroplating Tool Strengthening Its Leadership in Fan-Out Panel-Level PackagingACM Research, Inc. announced it has delivered the first panel electrochemical plating tool, the Ultra ECP ap-p, to an panel fabrication customer. This achievement underscores ACM's advancement in panel-level electroplating technology and reflects growing market demand for scalable, cost-efficient advanced packaging solutions to meet next generation device requirements. The Ultra ECP ap-p is the first commercial panel-level copper deposition system for the large-panel market, supporting plating steps across pillar, bump, and redistribution layer (RDL) processes. The system achieves panel-processing performance - comparable to traditional round wafer processes, enabling manufacturers to meet demanding device requirements with greater efficiency. The system features ACM proprietary horizontal electroplating technology, and supports copper (Cu), nickel (Ni), tin-silver (SnAg) and a gold (Au) plating. The Cu plating chambers incorporate high-speed plating paddles specifically designed for tall pillar applications, capable of achieving pillar heights exceeding 300 microns. The Ultra ECP ap thep features a four-sided sealing dry contact chuck for improved reliability, in-cell rinse functionality to minimize chemical cross-contamination between different plating cells, and a horizontal electroplating design synchronizing a rotating square electrical field with the rotating chuck for superiorosition uniformity.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.56 (vs US$0.49 in 3Q 2024)Third quarter 2025 results: EPS: US$0.56 (up from US$0.49 in 3Q 2024). Revenue: US$269.2m (up 32% from 3Q 2024). Net income: US$35.9m (up 16% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €27.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.91 per share.お知らせ • Oct 17ACM Research, Inc. to Report Q3, 2025 Results on Nov 05, 2025ACM Research, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025Buy Or Sell Opportunity • Oct 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €33.82. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Buy Or Sell Opportunity • Sep 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to €33.55. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.19, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.69 per share.お知らせ • Sep 19ACM Research Unveils Ultra ECDP Electrochemical Deplating Tool for Compound Semiconductor Gold Etch ProcessesACM Research, Inc. announced the launch of its first Ultra ECDP Electrochemical Deplating tool specifically designed for wide bandgap compound semiconductor manufacturing. The Ultra ECDP tool is engineered for electrochemical wafer-level gold (Au) etching performed outside of the wafer pattern area and delivers improved uniformity, smaller undercut and enhanced gold line appearance. The Ultra ECDP tool offers specialized processes including Au bump removal, thin film Au etching, and deep-hole Au deplating, supported by integrated pre-wet and cleaning chambers. It features precise chemistry circulation and advanced multi-anode electrochemical deplating technology, the system achieves minimized side etching, excellent surface finish, and superior uniformity across all features. The Ultra ECDP tool are engineered to address the evolving requirements of compound semiconductor manufacturing, accommodating the distinct physical characteristics--such as weight, stress, and thickness-- of diverse substrates, including silicon carbide (SiC), gallium arsenide (GaAs), lithium phosphate (Li3PO4) and etc. Featuring a modular design, the Ultra ECDP tool has the flexibility to integrate both plating and deplating processes within a single platform, and utilizes multi-anode technology for controlling deplating in different areas. The Ultra ECDP tool also offers horizontal full-face deplating to prevent cross contamination during processing. The Ultra ECDP Tool: The Ultra ECDP tool is compatible with 6-inch and 8-inch platforms and accommodates 150 millimeter (mm), 159mm and 200mm wafer sizes. The system is configurable with two open cassettes and one vacuum arm, providing adaptability for various manufacturing environments.お知らせ • Sep 08ACM Research, Inc. Delivers High-Throughput Ultra Lith KrF Track System to A Leading Chinese Logic Wafer Fab CustomerACM Research, Inc. announced the launch of its first Ultra Lith KrF track system, designed to support front-end semiconductor manufacturing. The new system expands ACM's lithography product line and delivers high-throughput performance, advanced thermal control, and real-time process control and monitoring. The first system was shipped to a leading Chinese logic wafer fab customer in September 2025. ACM's Ultra Lith KrF track system builds on the proven architecture and process achievements of ACM's ArF track platform, which successfully completed demo-line process verification with a leading Chinese customer in late 2024. That system demonstrated sub-angstrom-level coating uniformity, advanced thermal control, and ASML scanner-aligned CD matching--capabilities that provided the foundation for design optimization in the KrF platform. ACM's Ultra LithKF track system features a flexible process module configuration, including 12 spin coaters and 12 developers (12C12D), supported by 54 hot plates capable of low, mid, and high-temperature processing with thermal uniformity. The system achieves throughput greater than 300 wafers per hour (WPH) and incorporates ACM's proprietary backside particle removal unit (BPRV) technology to minimize cross-contamination risk. In addition, the integrated wafer-scale outlier inspection (WSOI) unit enables real-time process variation detection and yield anomaly monitoring, enhancing process stability and production efficiency.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €27.06, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.31 per share.お知らせ • Aug 07ACM Research, Inc. Maintains Earnings Guidance for the Fiscal Year 2025ACM Research, Inc. maintained earnings guidance for the fiscal year 2025. For the period, the company expects to maintain its revenue guidance range of $850 million to $950 million for fiscal year 2025.Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.47 (vs US$0.39 in 2Q 2024)Second quarter 2025 results: EPS: US$0.47 (up from US$0.39 in 2Q 2024). Revenue: US$215.4m (up 6.4% from 2Q 2024). Net income: US$29.8m (up 23% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Aug 06Now 23% undervaluedOver the last 90 days, the stock has risen 7.3% to €20.64. The fair value is estimated to be €26.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jul 25ACM Research, Inc. Announces Major Upgrades to its Ultra C Wb Wet Bench Cleaning Tool for Advanced Chip ManufacturingACM Research, Inc. announced major upgrades to its Ultra C wb cleaning tool. These new enhancements are designed to meet the demanding technical requirements of advanced-node manufacturing processes. The upgraded Ultra C wb features a patent-pending nitrogen (N2) bubbling technology to solve poor wet etching uniformity and by-product regrowth. These issues frequently appear in conventional wet bench processes of phosphoric acid in high aspect ratio trenches and via structures in advanced-node processes. ACM's patent-pending N2 bubbling technique enhances the transport efficiency of phosphoric acid and promotes the uniformity of temperature, concentration and flow velocity in wet etching bath. The improved mass transfer efficiency of the wet etching process avoids by-product accumulation in wafer micro-structures to prevent growth. This technology holds significant application potential in the wet etching process for manufacturing 3D DRAM, 3D logic and 500+ layer 3D NAND devices. New Features and Benefits of the Upgraded Ultra C wb Tool: Enhanced Etching Uniformity: Compared to conventional batch processes for wet cleaning, the Ultra C wb platform is equipped with the N2 bubbling technique, improving within-wafer and wafer-to-wafer wet etching uniformity by more than 50%. Enhanced Particle Removal Performance: The Ultra C wb platform's advanced cleaning capabilities have been proven in organic residue removal of special phosphoric acid additives in advanced-node processes. Expanded Process Capabilities: The upgraded bench module is qualified for three layers of advanced-node processes, including: stack silicon nitride removal, channel hole polysilicon etch back and gate line tungsten recess. It is compatible with a variety of chemical solutions, such as phosphoric acid, H4 etchant (a mixed acid solution typically used for metal film etching), tetramethylammonium hydroxide (TMAH), standard clean 1 (SC1) and silicon-germanium (SiGe) etching solution, etc. Additional layers and applications are currently in development at the customer site. Proprietary Design: The nitrogen bubbling technology designs in the patent application generate large-size sizes with good uniformity, while the bubble density can be precisely controlled. The N2 bubbling core technology can be applied to ACM's Ultra C Tahoe (single-wafer and bench combined cleaning tool) platform, effectively addressing customers' future process requirements.お知らせ • Jul 18ACM Research, Inc. to Report Q2, 2025 Results on Aug 06, 2025ACM Research, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025お知らせ • Jun 30+ 4 more updatesACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexReported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.32 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.32 (up from US$0.28 in 1Q 2024). Revenue: US$172.3m (up 13% from 1Q 2024). Net income: US$20.4m (up 17% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.お知らせ • May 01ACM Research, Inc. Provides Preliminary Unaudited Earnings Guidance for the First Quarter and Re-Affirm Earnings Guidance for the Full Year 2025ACM Research, Inc. provided preliminary unaudited earnings guidance for the first quarter and re-affirmed earnings guidance for the full year 2025. For the first quarter company expects preliminary unaudited revenue for the first quarter of 2025 is expected to be in the range of $165 million to $170 million, which would represent year-to-year growth of 8.4% to 11.7%. For the full year company re-affirms revenue outlook in the range of $850 million to $950 million, which would represent year-to-year growth of 9% to 21%.お知らせ • Apr 30ACM Research, Inc., Annual General Meeting, Jun 12, 2025ACM Research, Inc., Annual General Meeting, Jun 12, 2025. Location: virtualshareholdermeeting.com/acmr2025, United StatesBoard Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Member of Advisory Board Lip-Bu Tan was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.株主還元1ACMRIT SemiconductorIT 市場7D24.6%12.5%2.6%1Y234.0%117.7%18.9%株主還元を見る業界別リターン: 1ACMR過去 1 年間で117.7 % の収益を上げたItalian Semiconductor業界を上回りました。リターン対市場: 1ACMR過去 1 年間で18.9 % の収益を上げたItalian市場を上回りました。価格変動Is 1ACMR's price volatile compared to industry and market?1ACMR volatility1ACMR Average Weekly Movement11.2%Semiconductor Industry Average Movement9.4%Market Average Movement5.2%10% most volatile stocks in IT Market8.7%10% least volatile stocks in IT Market3.2%安定した株価: 1ACMRの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1ACMRの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19982,513David Wangwww.acmr.comACM Research, Inc.は、その子会社とともに、世界中で資本設備の開発、製造、販売を行っている。また、ウェハ組立およびパッケージング顧客向けの各種パッケージングツールの開発、製造、販売も行っている。同社は、フロントエンド製造工程用のウェット洗浄装置、チップのフロントエンド製造工程の一部として、またはテストウェーハのリサイクルのために、ウェーハ表面や配線、バリアメタルからランダムな欠陥を除去するために使用される枚葉式シリアル処理ツールであるUltra C SAPS IIおよびUltra C SAPS V、プロセスノード28nm以下のチップの洗浄のために多くの製造工程で使用される枚葉式シリアル処理ツールであるUltra C TEBO IIおよびUltra C TEBO Vを提供しています。さらに、従来の高温枚葉式洗浄ツールで消費される硫酸と過酸化水素の量を大幅に削減し、高い洗浄性能を実現するウェーハ洗浄ツール「Ultra-C Tahoe」や、コーター、デベロッパー、フォトレジスト剥離装置、スクラバー、ウェットエッチング装置、銅メッキ装置などの高度なパッケージングツールも提供している。さらに、ドライプロセス装置であるUltra fn Furnace、膜の均一性を実現するUltra Pmax™ PECVD装置、エアダウンフロー、ロボットハンドリング、カスタマイズ可能なソフトウェアを提供し、特定の顧客要件に対応する300mmプロセス装置であるUltra Track装置、枚葉式裏面洗浄、スクラバー、オートベンチクリーニングツールを含む一連のセミクリティカルクリーニングシステムを提供している。SAPS、TEBO、ULTRA C、ULTRA Fn、Ultra ECP、Ultra ECP map、Ultra ECP apの商標のもと、直販および第三者代理店を通じて製品を販売している。ACMリサーチ社は1998年に設立され、カリフォルニア州フリーモントに本社を置いている。もっと見るACM Research, Inc. 基礎のまとめACM Research の収益と売上を時価総額と比較するとどうか。1ACMR 基礎統計学時価総額€4.18b収益（TTM）€78.24m売上高(TTM)€825.51m62.9xPER（株価収益率6.0xP/Sレシオ1ACMR は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ACMR 損益計算書（TTM）収益US$960.23m売上原価US$535.47m売上総利益US$424.76mその他の費用US$333.75m収益US$91.01m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.37グロス・マージン44.23%純利益率9.48%有利子負債／自己資本比率15.7%1ACMR の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 07:15終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ACM Research, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Christian SchwabCraig-Hallum Capital Group LLCAllen ChangGoldman SachsChi TsaiJefferies LLC9 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.
お知らせ • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offering
お知らせ • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.
Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United States
お知らせ • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €64.90, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 229% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €48.52 per share.
お知らせ • May 14ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million.ACM Research, Inc. has filed a Follow-on Equity Offering in the amount of $149.99998 million. Security Name: Class A common stock Security Type: Common Stock Securities Offered: 2,884,615 Price\Range: $52 Transaction Features: Registered Direct Offering
お知らせ • May 09ACM Research, Inc. Maintains Revenue Guidance for the Full Year 2026ACM Research, Inc. maintained revenue guidance for the full year 2026. The company is maintaining its revenue guidance range of $1.08 billion to $1.175 billion for fiscal year 2026. This expectation is based on ACM management’s current assessment of the continuing impact from international trade policy, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.
Buy Or Sell Opportunity • May 08Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 3.4% to €52.10. The fair value is estimated to be €42.86, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Apr 29ACM Research, Inc., Annual General Meeting, Jun 10, 2026ACM Research, Inc., Annual General Meeting, Jun 10, 2026. Location: virtualshareholdermeeting.com/acmr2026, United States
お知らせ • Apr 16ACM Research, Inc. to Report Q1, 2026 Results on May 07, 2026ACM Research, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €43.05, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.46 per share.
お知らせ • Apr 03ACM Research, Inc. Introduces ACM Planetary Family Product Portfolio StructureACM Research, Inc. announced a new branding and organization of its product portfolio into a unified, process-based structure, referred to as the ACM Planetary Family. Under the ACM Planetary Family, ACM’s products are organized into eight distinct families aligned with core process steps across the semiconductor manufacturing flow, collectively referred to as the Eight Planets series. This structure clarifies ACM’s expanding product portfolio, supporting alignment with evolving customer requirements across front-end processing, advanced packaging and related applications. ACM Planetary Family Product Lineup: Earth Series – Cleaning tools, Jupiter Series – Wafer-level advanced packaging tools, Venus Series – Electroplating tools, Mars Series – Furnace tools, Mercury Series – Track tools, Saturn Series – Plasma-enhanced chemical vapor deposition (PECVD) tools, Uranus Series – Panel-level advanced packaging tools, Neptune Series – Stress-free polishing tools.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €32.83, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 24x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €44.03 per share.
Buy Or Sell Opportunity • Mar 26Now 20% undervaluedOver the last 90 days, the stock has risen 8.9% to €36.76. The fair value is estimated to be €46.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 18% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €40.55, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €46.57 per share.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$1.47 (vs US$1.67 in FY 2024)Full year 2025 results: EPS: US$1.47 (down from US$1.67 in FY 2024). Revenue: US$901.3m (up 15% from FY 2024). Net income: US$94.1m (down 9.2% from FY 2024). Profit margin: 10% (down from 13% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Feb 10ACM Research, Inc. to Report Q4, 2025 Results on Feb 26, 2026ACM Research, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €51.94, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 26x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.03 per share.
Buy Or Sell Opportunity • Feb 01Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to €46.41. The fair value is estimated to be €38.45, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jan 22+ 1 more updateACM Research, Inc. Updates Revenue Guidance for the Full Year 2025ACM Research, Inc. updated revenue guidance for the full year 2025. The company updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings release issued on November 5, 2025.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €40.94, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €40.89 per share.
Buy Or Sell Opportunity • Jan 01Now 23% overvaluedThe stock has been flat over the last 90 days, currently trading at €35.47. The fair value is estimated to be €28.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €32.71, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €26.86 per share.
Buy Or Sell Opportunity • Dec 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 34% to €31.91. The fair value is estimated to be €26.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Nov 20ACM Research, Inc. Delivers Advanced Ultra Lith BK Photoresist Hardening Tool with UV Curing and Temperature UniformityACM Research, Inc. announced the delivery of its first Ultra Lith Baker ("Ultra Lith BK") system to a leading global display panel manufacturer. The system is engineered to address industry-wide challenges in advanced lithography, including process non-uniformity, thermal drift, and critical dimension ("CD") variation. It can also help semiconductor manufacturers maintain stable yield and pattern fidelity as device geometries continue to shrink. With ultraviolet ("UV") curing uniformity and precision temperature control, the Ultra Lith BK enables highly stable and repeatable lithography processes. The Ultra Lith BK's UV curing system delivers +-5% UV intensity uniformity, ensuring consistent resist hardening across the wafer. The system supports line-scan, rotary, and hybrid UV-curing exposure modes to maximize process flexibility. Its advanced thermal management architecture further reduces CD variation, overlay error, and pattern distortion--all critical to yield improvement and long-term process reliability. The Ultra Lith BK integrates six cold plates delivering temperature uniformity of +-0.1degC. The system adopts a configurable design and can accommodate up to 32 hotplates and two UV curing systems, enabling customers to flexibly configure the tool according to different process recipes and photoresist integration requirements. Two types of hotplates are available: The high-flow hotplate achieves a maximum process temperature of 250degC with temperature uniformity 0.2%. The low-flow hotplate operates at temperatures up to 180degC with temperature uniformity 0.08%, offering benchmark-level performance in the industry.
お知らせ • Nov 17ACM Research, Inc. Delivers First Horizontal Panel Electroplating Tool Strengthening Its Leadership in Fan-Out Panel-Level PackagingACM Research, Inc. announced it has delivered the first panel electrochemical plating tool, the Ultra ECP ap-p, to an panel fabrication customer. This achievement underscores ACM's advancement in panel-level electroplating technology and reflects growing market demand for scalable, cost-efficient advanced packaging solutions to meet next generation device requirements. The Ultra ECP ap-p is the first commercial panel-level copper deposition system for the large-panel market, supporting plating steps across pillar, bump, and redistribution layer (RDL) processes. The system achieves panel-processing performance - comparable to traditional round wafer processes, enabling manufacturers to meet demanding device requirements with greater efficiency. The system features ACM proprietary horizontal electroplating technology, and supports copper (Cu), nickel (Ni), tin-silver (SnAg) and a gold (Au) plating. The Cu plating chambers incorporate high-speed plating paddles specifically designed for tall pillar applications, capable of achieving pillar heights exceeding 300 microns. The Ultra ECP ap thep features a four-sided sealing dry contact chuck for improved reliability, in-cell rinse functionality to minimize chemical cross-contamination between different plating cells, and a horizontal electroplating design synchronizing a rotating square electrical field with the rotating chuck for superiorosition uniformity.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.56 (vs US$0.49 in 3Q 2024)Third quarter 2025 results: EPS: US$0.56 (up from US$0.49 in 3Q 2024). Revenue: US$269.2m (up 32% from 3Q 2024). Net income: US$35.9m (up 16% from 3Q 2024). Profit margin: 13% (down from 15% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Nov 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €27.75, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.91 per share.
お知らせ • Oct 17ACM Research, Inc. to Report Q3, 2025 Results on Nov 05, 2025ACM Research, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
Buy Or Sell Opportunity • Oct 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 32% to €33.82. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Buy Or Sell Opportunity • Sep 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 50% to €33.55. The fair value is estimated to be €27.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.19, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.69 per share.
お知らせ • Sep 19ACM Research Unveils Ultra ECDP Electrochemical Deplating Tool for Compound Semiconductor Gold Etch ProcessesACM Research, Inc. announced the launch of its first Ultra ECDP Electrochemical Deplating tool specifically designed for wide bandgap compound semiconductor manufacturing. The Ultra ECDP tool is engineered for electrochemical wafer-level gold (Au) etching performed outside of the wafer pattern area and delivers improved uniformity, smaller undercut and enhanced gold line appearance. The Ultra ECDP tool offers specialized processes including Au bump removal, thin film Au etching, and deep-hole Au deplating, supported by integrated pre-wet and cleaning chambers. It features precise chemistry circulation and advanced multi-anode electrochemical deplating technology, the system achieves minimized side etching, excellent surface finish, and superior uniformity across all features. The Ultra ECDP tool are engineered to address the evolving requirements of compound semiconductor manufacturing, accommodating the distinct physical characteristics--such as weight, stress, and thickness-- of diverse substrates, including silicon carbide (SiC), gallium arsenide (GaAs), lithium phosphate (Li3PO4) and etc. Featuring a modular design, the Ultra ECDP tool has the flexibility to integrate both plating and deplating processes within a single platform, and utilizes multi-anode technology for controlling deplating in different areas. The Ultra ECDP tool also offers horizontal full-face deplating to prevent cross contamination during processing. The Ultra ECDP Tool: The Ultra ECDP tool is compatible with 6-inch and 8-inch platforms and accommodates 150 millimeter (mm), 159mm and 200mm wafer sizes. The system is configurable with two open cassettes and one vacuum arm, providing adaptability for various manufacturing environments.
お知らせ • Sep 08ACM Research, Inc. Delivers High-Throughput Ultra Lith KrF Track System to A Leading Chinese Logic Wafer Fab CustomerACM Research, Inc. announced the launch of its first Ultra Lith KrF track system, designed to support front-end semiconductor manufacturing. The new system expands ACM's lithography product line and delivers high-throughput performance, advanced thermal control, and real-time process control and monitoring. The first system was shipped to a leading Chinese logic wafer fab customer in September 2025. ACM's Ultra Lith KrF track system builds on the proven architecture and process achievements of ACM's ArF track platform, which successfully completed demo-line process verification with a leading Chinese customer in late 2024. That system demonstrated sub-angstrom-level coating uniformity, advanced thermal control, and ASML scanner-aligned CD matching--capabilities that provided the foundation for design optimization in the KrF platform. ACM's Ultra LithKF track system features a flexible process module configuration, including 12 spin coaters and 12 developers (12C12D), supported by 54 hot plates capable of low, mid, and high-temperature processing with thermal uniformity. The system achieves throughput greater than 300 wafers per hour (WPH) and incorporates ACM's proprietary backside particle removal unit (BPRV) technology to minimize cross-contamination risk. In addition, the integrated wafer-scale outlier inspection (WSOI) unit enables real-time process variation detection and yield anomaly monitoring, enhancing process stability and production efficiency.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €27.06, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 22x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.31 per share.
お知らせ • Aug 07ACM Research, Inc. Maintains Earnings Guidance for the Fiscal Year 2025ACM Research, Inc. maintained earnings guidance for the fiscal year 2025. For the period, the company expects to maintain its revenue guidance range of $850 million to $950 million for fiscal year 2025.
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.47 (vs US$0.39 in 2Q 2024)Second quarter 2025 results: EPS: US$0.47 (up from US$0.39 in 2Q 2024). Revenue: US$215.4m (up 6.4% from 2Q 2024). Net income: US$29.8m (up 23% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Aug 06Now 23% undervaluedOver the last 90 days, the stock has risen 7.3% to €20.64. The fair value is estimated to be €26.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jul 25ACM Research, Inc. Announces Major Upgrades to its Ultra C Wb Wet Bench Cleaning Tool for Advanced Chip ManufacturingACM Research, Inc. announced major upgrades to its Ultra C wb cleaning tool. These new enhancements are designed to meet the demanding technical requirements of advanced-node manufacturing processes. The upgraded Ultra C wb features a patent-pending nitrogen (N2) bubbling technology to solve poor wet etching uniformity and by-product regrowth. These issues frequently appear in conventional wet bench processes of phosphoric acid in high aspect ratio trenches and via structures in advanced-node processes. ACM's patent-pending N2 bubbling technique enhances the transport efficiency of phosphoric acid and promotes the uniformity of temperature, concentration and flow velocity in wet etching bath. The improved mass transfer efficiency of the wet etching process avoids by-product accumulation in wafer micro-structures to prevent growth. This technology holds significant application potential in the wet etching process for manufacturing 3D DRAM, 3D logic and 500+ layer 3D NAND devices. New Features and Benefits of the Upgraded Ultra C wb Tool: Enhanced Etching Uniformity: Compared to conventional batch processes for wet cleaning, the Ultra C wb platform is equipped with the N2 bubbling technique, improving within-wafer and wafer-to-wafer wet etching uniformity by more than 50%. Enhanced Particle Removal Performance: The Ultra C wb platform's advanced cleaning capabilities have been proven in organic residue removal of special phosphoric acid additives in advanced-node processes. Expanded Process Capabilities: The upgraded bench module is qualified for three layers of advanced-node processes, including: stack silicon nitride removal, channel hole polysilicon etch back and gate line tungsten recess. It is compatible with a variety of chemical solutions, such as phosphoric acid, H4 etchant (a mixed acid solution typically used for metal film etching), tetramethylammonium hydroxide (TMAH), standard clean 1 (SC1) and silicon-germanium (SiGe) etching solution, etc. Additional layers and applications are currently in development at the customer site. Proprietary Design: The nitrogen bubbling technology designs in the patent application generate large-size sizes with good uniformity, while the bubble density can be precisely controlled. The N2 bubbling core technology can be applied to ACM's Ultra C Tahoe (single-wafer and bench combined cleaning tool) platform, effectively addressing customers' future process requirements.
お知らせ • Jul 18ACM Research, Inc. to Report Q2, 2025 Results on Aug 06, 2025ACM Research, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
お知らせ • Jun 30+ 4 more updatesACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth IndexACM Research, Inc.(NasdaqGM:ACMR) dropped from Russell 2500 Growth Index
Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.32 (vs US$0.28 in 1Q 2024)First quarter 2025 results: EPS: US$0.32 (up from US$0.28 in 1Q 2024). Revenue: US$172.3m (up 13% from 1Q 2024). Net income: US$20.4m (up 17% from 1Q 2024). Profit margin: 12% (in line with 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • May 01ACM Research, Inc. Provides Preliminary Unaudited Earnings Guidance for the First Quarter and Re-Affirm Earnings Guidance for the Full Year 2025ACM Research, Inc. provided preliminary unaudited earnings guidance for the first quarter and re-affirmed earnings guidance for the full year 2025. For the first quarter company expects preliminary unaudited revenue for the first quarter of 2025 is expected to be in the range of $165 million to $170 million, which would represent year-to-year growth of 8.4% to 11.7%. For the full year company re-affirms revenue outlook in the range of $850 million to $950 million, which would represent year-to-year growth of 9% to 21%.
お知らせ • Apr 30ACM Research, Inc., Annual General Meeting, Jun 12, 2025ACM Research, Inc., Annual General Meeting, Jun 12, 2025. Location: virtualshareholdermeeting.com/acmr2025, United States
Board Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 7 highly experienced directors. Member of Advisory Board Lip-Bu Tan was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
