TickerTalks
Browse all tickers →
TickerTalks›$ACMR
ACACMR

ACM Research, Inc.

$ACMR·$5.0B·Semiconductors·Technology
$75.61-0.4%YTD+84.4%1Y+95.7%
Price updated 1h ago·X counts updated 2d ago
ACACMR
$ACMRACM Research, Inc.
$75.61-0.45%93 posts1×
AI analysisFundamentalsVoices on X
Loading…

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.

93X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
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
Free, forever. No credit card.

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 hypeAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

ACM Research: +85% YTD on the China memory-ramp story — Q2 EPS beat by 46%, CEO sold $10M mid-September (option exercise, not distress).

ACM Research is a small-cap wet-cleaning-equipment maker whose primary customers are Chinese memory foundries (YMTC, CXMT). The +85% YTD tape is the market pricing the DRAM/NAND cycle in China plus the EUV-workaround narrative around bonded DRAM.

The tension in one line:

  • Growth is doing the work: Q1 revenue +34% YoY, Q2 EPS $0.61 vs $0.42 est (+46% beat), Q3 2025 revenue +32% — this is a genuine semi-cycle re-acceleration, not a chart trade.
  • CEO exercise-and-sell Sept 8-9: David Wang exercised 210K options at $1 and sold 140K shares at $75-77 ($10.6M) — mechanical option-exercise pattern, not distress; still worth noting he liquidated most of what he exercised.
  • The setup is stretched but backed: PE 55x TTM but 2027 analyst EPS $3.17 (~24x forward), 2028 $4.37 (~17x); beta 1.95 means it moves with the semi group and will over-react on a China-policy shock.

The bull path is Nov 4 Q3 print ($0.51 EPS est) confirming YMTC/CXMT ramp continues plus $115 X target being pursued. The bear path is a China semi export-control shock. Watch Q3 and any customer-concentration commentary.

Agrees with X sentimentX sentiment is bullish on ACMR as 'cleanest US-listed play on Chinese memory' at $115 target — fair given the 34%+ revenue growth and semi-cycle setup. What deserves more weight: China-concentration risk means a single export-control tweak reprices the whole thesis in a day.

What to watch: Nov 4 Q3 print ($0.51 EPS est) — customer-concentration commentary on YMTC/CXMT, revenue trajectory, and gross margin. Any US export-control news affecting China semi tools.

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

china exposureinsider selling

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
Free, forever. No credit card.

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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ACMR

Direct beneficiary — Makes single-wafer wet-cleaning semiconductor equipment used in advanced chip fabrication processes worldwide.; AI cluster networking demand is the secondary semi capex wave after GPU silicon.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+88.1%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$3.17$2.87 – $3.536
FY28$1.9B$1.7B – $2.1B$4.37$3.83 – $5.455
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.0.8×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.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.-1.6%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.+14.7%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 today1.4% 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

SellSep 9David H WangSee Remarks70.0K sh$5.2MSellSep 8David H WangSee Remarks70.0K sh$5.4MSellAug 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 Remarks30.6K sh$2.6MSellJun 3David H WangSee Remarks43.0K sh$3.9MSellMay 19Haiping DunDirector3.1K sh$206KSellApr 17Charles C PappisDirector5.0K sh$260K
+ 14 other (10 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.

+ 13 other (6 routine 8-Ks · 3 earnings 8-Ks · 2 10-Qs · 1 13G) 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·2d agoACM Research, Inc. (ACMR) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·5d agoACM Research, Inc. (ACMR) Gains As Market Dips: What You Should Knowzacks.com·13d agoHere is What to Know Beyond Why ACM Research, Inc. (ACMR) is a Trending Stockzacks.com·15d agoACM Research (NASDAQ:ACMR) Insider Sells $5,221,300.00 in Stockdefenseworld.net·17d ago

In themes

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

Semiconductor Onshoring

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$INTC$AVGO$ARM$MRVL$QCOM
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.

PrivacyTermsSupport