6880

ACM Research (Shanghai), Inc. Stock Price

SHSE:688082 Community·CN¥96.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 0 Fair Values set on narratives written by author

688082 Share Price Performance

CN¥201.80
75.21 (59.41%)
17.4% overvalued intrinsic discount
CN¥171.83
Fair Value
CN¥201.80
75.21 (59.41%)
49.3% overvalued intrinsic discount
CN¥135.17
Fair Value
Price CN¥201.80
AnalystConsensusTarget CN¥135.17
AnalystHighTarget CN¥163.50
AnalystLowTarget CN¥102.00

688082 Community Narratives

AnalystConsensusTarget·
Fair Value CN¥171.83 17.4% overvalued intrinsic discount

Overvaluation Will Challenge China WFE As AI Expands

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AnalystHighTarget·
Fair Value CN¥163.5 23.4% overvalued intrinsic discount

Accelerated Digitalization And Localized Supply Chains Will Transform Semiconductor Manufacturing

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AnalystLowTarget·
Fair Value CN¥102 97.8% overvalued intrinsic discount

US China Tensions Will Crush Wafer Tool Demand Despite AI

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Recent 688082 News & Updates

Overvaluation Will Challenge China WFE As AI Expands

Key Takeaways Market optimism may overstate ACM's ability to sustain rapid growth and margin expansion amid sector risks and competitive pressures. High valuation and earnings expectations rely on successful innovation, domestic demand, and operational execution despite potential headwinds from competition and geopolitical uncertainties.

ACM Research (Shanghai), Inc. Key Details

CN¥6.5b

Revenue

CN¥3.3b

Cost of Revenue

CN¥3.2b

Gross Profit

CN¥1.8b

Other Expenses

CN¥1.4b

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
Oct 30, 2025
Earnings per share (EPS)
2.93
Gross Margin
49.09%
Net Profit Margin
21.70%
Debt/Equity Ratio
20.5%

ACM Research (Shanghai), Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

High growth potential with excellent balance sheet.

2 Risks
3 Rewards

About 688082

Founded
2005
Employees
2206
CEO
Jian Wang
WebsiteView website
www.acmrcsh.com.cn

ACM Research (Shanghai), Inc. engages in the research, development, production, and sale of semiconductor equipment in China and internationally. The company offers cleaning equipment, scrubbing equipment, polishing equipment, vertical furnace series equipment, front-end coating and development equipment, electroplating equipment, and single wafer and tank wet cleaning equipment. It also provides plasma enhanced chemical vapor deposition PECVD equipment, gluing, wet etching and degumming equipment, packaging equipment, and silicon material substrate manufacturing process equipment. ACM Research (Shanghai), Inc. was founded in 2005 and is based in Shanghai, China. ACM Research (Shanghai), Inc. is a subsidiary of ACM Research, Inc.

Market Insight

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Chinese Market Performance

  • 7 Days: 0%
  • 3 Months: 17.2%
  • 1 Year: 15.8%
  • Year to Date: 26.2%
In the last week, the market has been flat. More promisingly, the market is up 16% over the past year. Earnings are forecast to grow by 27% annually. Market details ›