Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.0B
70M shares
52-week range
$28.46 – $127.19
40% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
P/S (TTM)
4.7
ACM Research Inc supplies capital equipment developed for the semiconductor industry. The company focuses on developing differentiated process solutions that enable effective particle removal, uniform material deposition, and reliable process control for the fabricators of integrated circuits. Its product offerings include wet-cleaning, plating, furnace, PECVD, track, and other front-end processing equipment. Additionally, it develops, manufactures, and sells a range of packaging equipment to wafer assembly and packaging customers. Geographically, the company generates maximum revenue from its customers in Mainland China, and the rest from other regions.
www.acmr.comNo one on the platform currently holds ACMR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 122,600 | $4.8M |
| Execution date | Ratio |
|---|---|
| 2022-03-24 | 3-for-1 |
No one on the platform has traded ACMR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.6% | 14.1% | — | — | — | |
| Rev. Growth % | 15.2% | 41.9% | ||||
| Profit Margin % | 10.4% | 12.4% | 10.3% | |||
| Free Cash Flow Margin % | -7.4% | -16.5% | -15.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +13.5% on the P/E track.
At today's price, your expected annual return is +21.1% on the P/E track.
At today's price, your expected annual return is +28.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.2B | +30.6% | $2.24 | $2.03–$2.50 | 30.1× | 3 |
| 2027 | $1.5B | +29.3% | $3.23 | $2.93–$3.60 | 20.9× | 3 |
| 2028 | $1.9B | +24.9% | $4.42 | $3.82–$5.69 | 15.3× | 4 |
| 2029 | $2.2B | +14.5% | $4.75 | $4.30–$5.30 | 14.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-07 | $0.42 | $0.61 | +45.7% |
| 2026-05-07 | $0.26 | $0.34 | +33.3% |
| 2026-02-26 | $0.39 | $0.25 | -35.9% |
| 2025-11-05 | $0.47 | $0.36 | -23.4% |
| 2025-08-06 | $0.42 | $0.54 | +28.6% |
| 2025-05-08 | $0.37 | $0.46 | +24.3% |
| 2025-02-26 | $0.31 | $0.56 | +80.6% |
| 2024-11-07 | $0.37 |
| $0.63 |
| +70.3% |
| $1.7B |
| — |
| NATLNCR Atleos Corporation | $46.27 | -0.75% | $3.4B | — |
| NVTSNavitas Semiconductor Corp | $10.89 | -6.36% | $2.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ACMR sooooo.....I'm a loser because I day trade this , among many others, instead of holding long term...??? And then you block me??? Very mature. Holding long term is what Trump accounts are for. Cheer up dude
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$ACMR only 1 small lot left to sell. ATR % has dipped recently to around 7. Still want to keep her in the rotation
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$ACMR If this ever did as well during the day as it does AH I'd be a wealthy man.
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$ACMR bought a few after seeing this Micron, SK Hynix, and Samsung, are staying disciplined on output. China's CXMT wants to flood the market with its own memory. To do that, CXMT needs equipment. And ACM Research, which has built deep relationships inside the Chinese semiconductor industry, is one of the primary suppliers of that equipment. ACM also has growing traction in Korea with SK Hynix. My main holding is $SKHY
View on StockTwits ↗$ACMR remember... you're only special if you maintain that bounce
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$ACMR is started to piss me off. Can’t seem to follow the rest of the AI sector, its staying between 79-84….
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$ACMR huge quarter and the same price before earnings.... F ing lame!
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