ACMR logo

ACM Research, Inc. Stock Price

NasdaqGM:ACMR Community·US$4.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 136 Fair Values set on narratives written by author

ACMR Share Price Performance

US$71.59
49.05 (217.61%)
US$70.50
Fair Value
US$71.59
49.05 (217.61%)
1.5% overvalued intrinsic discount
US$70.50
Fair Value
Price US$71.59
AnalystConsensusTarget US$70.50
AnalystHighTarget US$62.70
AnalystLowTarget US$36.00

ACMR Community Narratives

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Fair Value US$70.5 1.5% overvalued intrinsic discount

Analysts Boost ACM Research Price Target Amid Positive Backlog and China Semiconductor Momentum

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·
Fair Value US$62.7 14.2% overvalued intrinsic discount

AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook

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·
Fair Value US$36 98.9% overvalued intrinsic discount

AI-Driven Tool Demand And Capacity Expansion Will Eventually Pressure This Business

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US$62.7
14.2% overvalued intrinsic discount
Revenue
18.55% p.a.
Profit Margin
13.18%
Future PE
31.12x
Price in 2029
US$88.46
US$36
98.9% overvalued intrinsic discount
Revenue
18.34% p.a.
Profit Margin
13.18%
Future PE
17.96x
Price in 2029
US$50.79

Trending Discussion

Updated Narratives

ACMR logo

ACMR: Backlog Visibility And China Memory Demand Will Support 2026 Outlook

Fair Value: US$70.5 1.5% overvalued intrinsic discount
82 users have set this as their fair value
0 users have commented on this narrative
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ACMR logo

AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook

Fair Value: US$62.7 14.2% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACMR logo

AI-Driven Tool Demand And Capacity Expansion Will Eventually Pressure This Business

Fair Value: US$36 98.9% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

0 Risks
2 Rewards

ACM Research, Inc. Key Details

US$960.2m

Revenue

US$535.5m

Cost of Revenue

US$424.8m

Gross Profit

US$333.8m

Other Expenses

US$91.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.37
44.23%
9.48%
15.7%
View Full Analysis

About ACMR

Founded
1998
Employees
2513
CEO
Hui Wang
WebsiteView website
www.acmr.com

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers. The company provides wet cleaning equipment for front end production processes; electrochemical plating, furnace, PECVD, and track platforms; Space Alternated Phase Shift, technology for flat and wafer surfaces; timely energized bubble oscillation, technology for patterned wafer surfaces at advanced process nodes; and Tahoe technology; and semi-critical cleaning tools. It also offers advanced packaging equipment, such as coaters, developers, photoresist strippers, scrubbers, wet etchers and copper-plating equipment; and advanced packaging products include: Ultra ECP ap, which delivers a uniform metal layer to finished wafers prior to packaging; Ultra C Developer, which applies liquid developer to selected parts of photoresist to resolve an image; Ultra C PR Megasonic-Assisted Stripper, which removes photoresist; Ultra C Scrubber, which scrubs and cleans wafers; Ultra C Thin Wafer Scrubber, which addresses a sub-market of cleaning very thin wafers for certain Asian assembly factories; and Ultra C Wet Etcher, which etches silicon wafers and copper and titanium interconnects. In addition, the company provides ECP technology for advanced metal plating; Ultra fn Furnace, a dry processing tool; Ultra Pmax PECVD tools, a proprietary designed chamber, gas distribution unit, and chuck; and Ultra Track, a 300mm process tool that delivers uniform air downflow, fast robot handling and configurable software to address specific customer requirements. It markets and sells its products under the SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP map, and Ultra ECP ap trademarks through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

Recent ACMR News & Updates

Seeking Alpha 10h

ACM Research: Path To $4 Billion Is Now Visible

Summary ACM Research (ACMR) is rated Buy with an $90 price target, reflecting a 25% upside and a strong new-product cycle inflection. Q1 2026 revenue grew 34% YoY, EPS beat by $0.14, and shipments outpaced revenue, signaling robust FY27 growth potential. Planetary Family launch and SPM ramp (15–20 units by year-end) reposition ACMR as a multi-process player with credible $4B long-term revenue ambitions. Risks include high China revenue concentration and customer dependency, but a strong balance sheet and global expansion initiatives support the current risk/reward. Read the full article on Seeking Alpha

Recent updates

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