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ACACMR

ACM Research, Inc.

$ACMR·$4.8B·Semiconductors·Technology
$74.44+7.2%YTD+81.6%1Y+153.4%
Price updated 14m ago·X counts updated 18h ago
ACACMR
$ACMRACM Research, Inc.
$74.44+7.23%26 posts0.8×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ACMR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

26X posts · last 7 days
Aug 22Sep 6
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $ACMR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-30

Semi-cycle posters are treating ACM Research as the cleanest U.S.-listed play on Chinese memory ramping, citing YMTC and CXMT as key customers and framing bonded DRAM as China's EUV workaround with high cleaning intensity. Traders are quietly adding on the muted NVDA-morning reaction alongside INTC, and a broader semi watchlist tags ACMR at a target of $115 versus a starting print near $80. No meaningful pushback.

Read what X is saying about $ACMR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ACMR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-09-07

Catching its breath after a run — could pick back up or fade from here.

ACM Research is the China-memory-ramp beneficiary — targets to $115 vs $80 print, though the SVP just cashed $4.26M.

ACM Research is the Shanghai-STAR-listed-plus-US-listed specialty semiconductor equipment maker — single-wafer wet cleaning systems for chip manufacturing. Up 82% YTD as the Chinese memory ramp thesis and CX/YMTC customer capture have landed.

  • The financials are running — Q1 revenue up 34% YoY to $230M, gross margin 46%, operating margin 15%; analyst estimates model FY26 EPS at $2.24 rising to $3.23 next year — a 44% growth ramp on a $74 stock at ~23x forward.
  • The strategic thesis is concrete — ACMR framed as the cleanest US-listed play on Chinese memory ramping, with YMTC and CXMT as key customers; bonded DRAM as China's EUV workaround requires high cleaning intensity; NVDA-morning muted reaction plus INTC alongside as a semi watchlist inclusion; a $115 target vs a starting print near $80.
  • The insider tape is loud — VP Mark McKechnie exercised and sold $6.13M across Aug 21 trades plus director Haiping Dun's $410K trim on Aug 20; cluster selling into strength worth naming.

A November 4 Q3 print with FY26 EPS guide raised and YMTC/CXMT revenue visibility is what breaks the cooling. A widening insider cluster, or a US-China export-control tightening on semiconductor equipment, is what keeps it compressed.

Agrees with X sentimentX is bullish for defensible reasons — the ACMR-as-cleanest-China-memory-ramp thesis, YMTC and CXMT as key customers, bonded DRAM as EUV workaround, and the $115 target are all real specifics; framing matches the mechanics.

What to watch: November 4 Q3 earnings — revenue growth vs the 34% pace, YMTC/CXMT revenue visibility, and FY26 EPS guide movement; a raise plus customer visibility breaks the cooling, a US-China export tightening or insider cluster widening keeps it compressed.

On the calendar: 2026-11-04 — Q3 earnings

china memory rampymtc cxmt customersofficer selling clusterup 82pct ytd

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes single-wafer wet-cleaning semiconductor equipment used in advanced chip fabrication processes worldwide.

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 the structural driver — Blackwell GPU allocation remains constrained and HBM3e pricing is firm as NVDA's data-center backlog grows and AVGO's custom ASIC wins confirm demand is broadening beyond GPUs. LLM context-window expansion extends inference compute demand well into 2H26, sustaining the equipment, materials, and packaging supply chain.

What this means for $ACMR

Direct beneficiary — ACM Research's wet-cleaning tools are required at every advanced node wafer step; AI-driven expansion of leading-edge fab capacity at TSM and memory fabs directly scales its order book.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+95.6%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
Q2 2026Aug 7, 2026$0.61$0.42+45.7%
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%
Next earningsWed, Nov 4·consensus EPS $0.51

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$2.24$2.03 – $2.506
FY27$1.5B$1.4B – $1.7B$3.23$2.93 – $3.606
FY28$1.9B$1.7B – $2.1B$4.42$3.82 – $5.695
FY29$2.2B$2.0B – $2.4B$4.75$4.30 – $5.302
FY30$2.6B$2.4B – $2.8B$5.80$5.26 – $6.472

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.0.7×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.48%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.-13.3%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.+17.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

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

Recent transactions

SellAug 20Mark MckechnieSee Remarks55.2K sh$4.3MSellAug 18Haiping DunDirector5.0K sh$406KSellJun 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 DunDirector3.1K sh$206KSellApr 17Charles C PappisDirector5.0K sh$260KSellMar 12David H WangSee Remarks10.6K sh$474KSellMar 12Mark MckechnieSee Remarks97.6K sh$4.4M
1–10 of 11
+ 15 other (11 exempts · 4 awards) 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
Free, forever. No credit card.

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

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

ACM Research, Inc. held its 2026 Annual Meeting on June 10, 2026, with combined Class A and Class B votes representing 135,814,497 total votes (84.32% of outstanding). Shareholders elected four directors — David H. Wang, Haiping Dun, Tracy Liu, and Charles Pappis — each to serve until the 2027 annual meeting; and ratified Ernst & Young Hua Ming LLP as auditor. Routine governance vote; Class B shares carry 20 votes each, concentrating control with insiders.

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.

+ 16 other (8 routine 8-Ks · 3 earnings 8-Ks · 2 10-Qs · 2 13Gs) in window

Recent news

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

Most Active Options Report: SNOW, CPB, CIEN, ACMR, SCHDschaeffersresearch.com·4d agoACM Research (ACMR) May Find a Bottom Soon, Here's Why You Should Buy the Stock Nowzacks.com·4d agoIs the Options Market Predicting a Spike in ACM Research Stock?zacks.com·6d agoACM Research Inc (ACMR) Stock Down 7.5% but Still Overvalued -- GF Score: 85/100gurufocus.com·10d agoTop China Tech Plays Worth Adding to Your Portfolio Right Nowzacks.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor Onshoring

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Voices on X · last 7 days

No standout posts about $ACMR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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