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ACACMR

ACM Research, Inc.

$ACMR·$4.9B·Semiconductors·Technology
$80.86+6.0%
Mentions · last 7 days
2026-06-02: 19 posts2026-06-03: 12 posts2026-06-04: 10 posts2026-06-05: 7 posts2026-06-06: 3 posts2026-06-07: 2 posts2026-06-08: 16 posts69+30%
Price updated 12h ago·X counts updated 7h ago
ACACMR
ACM Research, Inc.$ACMR
$80.87+6.00%69 posts+30%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ACMR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeWinding up for a moveAI verdict · as of 2026-06-08

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Wafer-cleaning equipment maker consolidates after solid sales growth.

ACM Research is consolidating constructively as chipmakers ramp capital expenditures for wafer cleaning tools. The semiconductor equipment manufacturer continues to show positive relative strength versus peers. The company trades at a price-to-earnings ratio of 55.2 and a price-to-sales ratio of 5.1, supported by a float of 57.8M shares. First-quarter revenue increased 34.2% year-over-year to $231.3M, yielding an operating margin of 15.6% and a negative free cash flow yield of -2.2%.

What to watch: Customer factory expansion schedules and the next earnings call on August fifth.

On the calendar: 2026-08-05 — Q2 2026 earnings

Read the AI verdict + X sentiment for $ACMR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells single-wafer wet cleaning equipment for enhancing the manufacturing process and yield for integrated chips worldwide. It offers space alternated phase shift technology for flat and patterned wafer surfaces, which employs alternating phases of megasonic waves to deliver megasonic energy in a uniform manner on a microscopic level; timely energized bubble oscillation technology for patterned wafer surfaces at advanced process nodes, which provides cleaning for 2D and 3D patterned wafers; Tahoe technology for delivering cleaning performance using less sulfuric acid and hydrogen peroxide; and electro-chemical plating technology for advanced metal plating. The company markets and sells its products under the Ultra C brand name through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ACMR.

Semiconductors · Technology

Hyperscaler AI capex is driving GPU and HBM demand above supply capacity — NVDA's Computex Blackwell showcases confirm no allocation slack through 2H26. New US restrictions on H20/H800 China shipments add a revenue overhang. HBM3e pricing holds as LLM context-window expansion amplifies per-server memory requirements 5-8x.

See how Semiconductors shapes $ACMR

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ACMR's next move
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Top industry ETF

$SMHVanEck Semiconductor ETF
+54.4%YTD
+126.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
55.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
44.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.34$0.26+33.3%
Q4 2025Feb 26, 2026$0.25$0.39-35.9%
Q3 2025Nov 5, 2025$0.36$0.47-23.4%
Q2 2025Aug 6, 2025$0.54$0.42+28.6%
Next earningsWed, Aug 5·consensus EPS $0.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$231.3M+34.2%46.4%15.6%$0.26$-51.7M
Q4 FY25$244.4M+9.4%40.9%9.4%$0.12$18.9M
Q3 FY25$269.2M+32.0%42.0%10.7%$0.56$-15.6M
Q2 FY25$215.4M+6.4%48.5%14.7%$0.47$-60.0M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.1B$1.1B – $1.2B$2.00$1.86 – $2.215
FY27$1.4B$1.4B – $1.5B$2.79$2.61 – $3.095
FY28$1.8B$1.8B – $1.8B$4.05$3.41 – $4.953
FY29$2.2B$2.1B – $2.4B$4.21$3.93 – $4.672
FY30$2.5B$2.4B – $2.8B$5.12$4.78 – $5.681

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+28.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+63.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $ACMR is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Sotheara CheavSee remarks5.4K sh$449KSellJun 4Sotheara CheavSee remarks13.4K sh$1.1MSellJun 4David H WangSee Remarks40.0K sh$3.4MSellJun 3David H WangSee Remarks60.0K sh$5.4MSellMay 19Haiping DunDirector5.0K sh$331KSellApr 17Charles C PappisDirector5.0K sh$260KSellMar 12David H WangSee Remarks49.3K sh$2.2MSellMar 12Mark MckechnieSee Remarks98.6K sh$4.5MSellMar 11David H WangSee Remarks55.4K sh$2.7M
+ 9 other (9 exempts) in window

See when $ACMR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)May 12424B5
AI summary

ACMR (ACMR) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $0. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

8-KMaterial agreementMay 128-K — Item 1.01: Material agreement
AI summary

ACMR (ACMR) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $149,849,980 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

+ 20 other (10 routine 8-Ks · 4 earnings 8-Ks · 2 13Gs · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Investors Heavily Search ACM Research, Inc. (ACMR): Here is What You Need to Knowzacks.com·4d agoBrokers Suggest Investing in ACM Research (ACMR): Read This Before Placing a Betzacks.com·8d agoSemiconductor Push is a Major Catalyst for ACM Researchfxempire.com·11d agoA Look at ACM Research Inc (ACMR) After 4.8% Gain -- GF Value $33.50 vs Price $92.86gurufocus.com·11d agoForget Nvidia and Taiwan Semiconductor. This $1 Trillion Memory Play Just Soared 90% in 2.5 Months.247wallst.com·12d ago

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