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ACM Research (Shanghai), Inc. Stock Price

SHSE:688082 Community·CN¥137.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 0 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

688082 Share Price Performance

CN¥284.81
135.90 (91.26%)
​
CN¥312.50
Fair Value
CN¥284.81
135.90 (91.26%)
8.9% undervalued intrinsic discount
CN¥312.50
Fair Value
Price CN¥284.81
AnalystConsensusTarget CN¥312.50
AnalystLowTarget CN¥250.00
AnalystHighTarget CN¥375.00
Tue, 11 Aug 26
Fair ValueCN¥312.50
Share Pricen/a

688082 Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value CN¥312.5 8.9% undervalued intrinsic discount

688082: Revenue Gains and Margin Pressure Will Shape 2025 Outlook

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value CN¥250 13.9% overvalued intrinsic discount

US China Tensions Will Crush Wafer Tool Demand Despite AI

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value CN¥375 24.1% undervalued intrinsic discount

Accelerated Digitalization And Localized Supply Chains Will Transform Semiconductor Manufacturing

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688082 logo
ACM Research (Shanghai)

Accelerated Digitalization And Localized Supply Chains Will Transform Semiconductor Manufacturing

ACM Research (Shanghai) could be in the right place at the right time as China builds more chip factories and the world pushes to make chips closer to home. The big question is whether its fast-moving new tools and expanding factories can keep winning customers without getting derailed by political tensions, high research spending, or sudden technology shifts.Read more

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AN
AnalystHighTarget
CN¥375
24.1% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
41.34% p.a.
Profit Margin
25.61%
Future PE
57.85x
Price in 2029
CN¥512.71
View
688082 logo
ACM Research (Shanghai)

688082: Revenue Gains and Margin Pressure Will Shape 2025 Outlook

ACM Research (Shanghai) is riding China’s push to build more chips at home, but the market may be assuming that fast growth and better profitability keep going even as competition heats up. See what new products, factory expansions, and customer wins could keep momentum going—and what could derail it if demand cools or geopolitics bite.Read more

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AN
AnalystConsensusTarget
CN¥312.5
8.9% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
40.12% p.a.
Profit Margin
25.42%
Future PE
49.79x
Price in 2029
CN¥426.85
View
688082 logo
ACM Research (Shanghai)

US China Tensions Will Crush Wafer Tool Demand Despite AI

Rising US–China tensions and tighter export rules could make it harder for ACM Research (Shanghai) to get key technology and keep winning business outside China, even as chip demand grows. The bigger question is whether new products and local market tailwinds can offset pressure from higher spending, tougher competition, and shrinking access to overseas customers.Read more

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AN
AnalystLowTarget
CN¥250
13.9% overvalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
34.7% p.a.
Profit Margin
23.47%
Future PE
50.57x
Price in 2029
CN¥343.4
View

Trending Discussion

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Recently Updated Narratives

AN
AnalystHighTarget
688082 logo

688082: Hong Kong H Share Plan Will Support Higher Future P/E

Fair Value: CN¥375 24.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
AnalystConsensusTarget
688082 logo

688082: H Share Listing Plan Will Test Elevated Earnings Expectations

Fair Value: CN¥312.5 8.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
AnalystLowTarget
688082 logo

688082: Rising P/E Expectations And Planned H Share Listing Will Pressure Future Returns

Fair Value: CN¥250 13.9% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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Snowflake Analysis

High growth potential with adequate balance sheet.

2 Risks
3 Rewards
View Full Analysis

ACM Research (Shanghai), Inc. Key Details

CN¥7.2b

Revenue

CN¥4.0b

Cost of Revenue

CN¥3.2b

Gross Profit

CN¥1.5b

Other Expenses

CN¥1.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.50
44.36%
23.33%
15.9%
View Full Analysis

About 688082

Founded
2005
Employees
2596
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. The company offers cleaning equipment; plating system and panel level packaging; furnace system; track systems; PECVD systems; and stress free polishing systems. It serves IC and compound semi manufacturing, wafer-level and panel level packaging, and wafer manufacturing and reclaim industries. ACM Research (Shanghai), Inc. was founded in 2005 and is based in Shanghai, China. ACM Research (Shanghai), Inc. operates as a subsidiary of ACM Research, Inc.

Recent 688082 News & Updates

User avatar
Narrative Update • Aug 25

688082: Hong Kong H Share Plan Will Support Higher Future P/E

Analysts have lifted their fair value estimate for ACM Research (Shanghai) from CN¥255.00 to CN¥375.00, citing updated assumptions for revenue growth, profit margins and future P/E levels that together support a higher long term price target. What’s in the News for ACM Research (Shanghai) Board meeting scheduled for May 26, 2026 to consider a proposal on the offering of H shares by ACM Research (Shanghai), Inc.
User avatar
Narrative Update • Aug 11

688082: H Share Listing Plan Will Test Elevated Earnings Expectations

Analysts have lifted their price target for ACM Research (Shanghai) from CN¥252.50 to CN¥312.50, reflecting updated assumptions around revenue growth, profit margins and a slightly lower discount rate, alongside a similar forward P/E outlook. What's in the News for ACM Research (Shanghai) ACM Research (Shanghai) scheduled a board meeting for May 26, 2026.

Recent updates

No updates

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