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ACACMR

ACM Research, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversationBacked by solid revenue growth
$ACMR·$5.4B·Semiconductors·Technology
$86.80-3.0%YTD+118.3%1Y+202.4%
Mentions · last 7 days
2026-07-16: 8 posts2026-07-17: 8 posts2026-07-18: 2 posts2026-07-19: 5 posts2026-07-20: 8 posts2026-07-21: 12 posts2026-07-22: 8 posts52+26%
Price updated 3m ago·X counts updated 18h ago
ACACMR
$ACMRACM Research, Inc.
$86.80-3.03%52 posts+26%
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 hypeEvent coming upAI verdict · as of 2026-07-23

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ACM Research up 202% in twelve months on China semi build-out thesis — Aug 5 print tests the +34% Q1 growth.

ACM Research is a semiconductor wet-cleaning equipment specialist — single-wafer wet cleaning systems targeting advanced-node semiconductor manufacturing. Up 118% year-to-date and 202% over twelve months on the China domestic-chip build-out thesis, and Aug 5 print is the next validation.

  • Revenue growth is durable and accelerating: Q1 was $231M (+34.2% YoY), Q4 $244M (+9.4%), Q3 $269M (+32.0%), Q2 $215M (+6.4%) — durable high-teens to low-thirties growth, and consensus FY26 $1.15B revenue supports the trajectory.
  • The China domestic-chip thesis is landing structurally: ACM Shanghai stake makes ACMR one of the cleanest US-listed ways to play China's domestic-chip build-out, and recent major-manufacturer contracts feed the bull thesis.
  • Profitability structure is strong specialty semi-equipment: 44% gross margin, 12% operating margin, and consensus FY26 $2.00 EPS growing to FY27 $2.86 supports the multi-year compounder framing.
  • The Kimi K3 news is incrementally bullish for local-China memory demand: the win-win framing is real — ACMR benefits from Intel US ramp plus CXMT and Chinese memory makers scaling.

The Aug 5 print is the checkpoint on Q2 revenue trajectory, China vs US mix, and any explicit customer-mix commentary. A beat plus firm 2H commentary extends the run; a soft print or margin compression resets the recent 118% YTD move.

Agrees with X sentimentX frames ACMR as the cleanest US-listed way to play China's domestic-chip build-out, with 'win-win' framing across US Intel ramp and CXMT expansion. The mechanics support the setup: real +34% Q1 revenue growth and expanding margins. Setup is asymmetric-positive.

What to watch: Aug 5 Q2 print — revenue growth above +25% plus firm 2H customer-mix commentary extends the run; a soft print or margin compression resets the recent 118% YTD move.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-07-22

ACM Research is being framed as one of the cleanest US-listed ways to play China's domestic-chip build-out, with a stake in ACM Shanghai and recent major-manufacturer contracts feeding the bull thesis. Traders point to a ~15% single-day move and to the cheap Kimi K3 news as incrementally bullish for local-China memory demand and therefore ACMR equipment. The framing is a 'win-win' where the stock benefits if Intel ramps in the US and also if CXMT and other Chinese memory makers scale. No meaningful bear voice this week.

Read the AI verdict + X sentiment for $ACMR

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  • 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.

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

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $ACMR

Neutral — Makes single-wafer wet-cleaning semiconductor equipment used in advanced chip fabrication processes worldwide; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+59.1%YTD
+105.7%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 8, 2026$0.34$0.30+13.3%
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$1.2B$1.1B – $1.2B$2.00$1.85 – $2.205
FY27$1.4B$1.3B – $1.5B$2.86$2.64 – $3.165
FY28$1.9B$1.9B – $1.9B$4.40$3.71 – $5.383
FY29$2.2B$2.1B – $2.4B$4.21$3.89 – $4.652
FY30$2.5B$2.4B – $2.8B$5.12$4.73 – $5.651

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.0.8×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.69%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.+7.4%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.+68.5%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 today2.2% 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.β1.905-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.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.

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 Remarks10.6K sh$474KSellMar 12Mark MckechnieSee Remarks98.6K sh$4.5MSellMar 11David H WangSee Remarks55.4K sh$2.7M
+ 10 other (9 exempts · 1 award) 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

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.

+ 20 other (11 routine 8-Ks · 3 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.

ACM Research, Inc. (ACMR) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·21h agoIs ACM Research Inc (ACMR) Overvalued After 15.4% Rally? GF Value Says Overvaluedgurufocus.com·2d agoACM Research, Inc. (ACMR) Stock Falls Amid Market Uptick: What Investors Need to Knowzacks.com·8d agoACM Research to Release Second Quarter 2026 Financial Results on August 7, 2026globenewswire.com·8d agoACM Research to Release Second Quarter 2026 Financial Results on August 7, 2026globenewswire.com·8d ago

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Voices on X · top 11 · 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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