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ACACMR

ACM Research, Inc.

Rising onWhy it's trendingMoving on elevated volumeBacked by solid revenue growth
$ACMR·$4.6B·Semiconductors·Technology
$54.84-5.6%YTD+41.7%1Y+47.7%
Price updated just now·X counts updated 5d ago
ACACMR
$ACMRACM Research, Inc.
$54.84-5.59%74 posts0.9×
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.

74X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
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.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

ACM Research doubled YTD on the China memory ramp — big insider sale from CEO Wang is the counter-signal.

ACM Research is a specialty wet-cleaning semi equipment maker with its primary subsidiary ACM Shanghai (STAR Market listed) — the US-listed play on Chinese fabs ramping memory and advanced nodes. The stock has +103% YTD on the China memory ramp.

  • Growth is accelerating: Q1 2026 revenue of $231M at +34% YoY after +9%, +32%, and +6% in prior quarters — the YMTC and CXMT customer ramp plus bonded DRAM is pulling the top line, with the ACM Shanghai Sep 30 backlog update as the fresh signal.
  • Earnings beats are large: last four prints at +46%, +33%, -36%, -23% — the beat cadence has turned decisively positive since the Chinese memory capex restart, with consensus FY27 EPS at $4.00+ against the $83 stock.
  • CEO Wang's $10.6M September sales (Sep 8-9 across two transactions) is the live counter-signal — this is a visible C-suite distribution right at the top of the TTM run, with 55x trailing earnings as the stretched multiple.

A Nov 4 Q3 print with China customer-ramp commentary firming plus 2027 guide tracking $122 PT consensus extends the move; a US-China export-control shock or a Wang-level insider cluster continuing and the premium compresses.

Agrees with X sentimentX correctly flags ACMR as the cleanest US-listed play on Chinese memory ramping (YMTC/CXMT customers) and the bonded DRAM as the EUV workaround. The $115 target vs the $80 entry and the muted NVDA-morning reaction framing is directionally real; the Wang $10.6M September selling is the under-weighted counter-signal.

What to watch: Nov 4 Q3 earnings — YMTC/CXMT customer-ramp commentary, bonded DRAM revenue contribution, backlog update, and any further CEO Wang-level insider selling. A clean beat plus 2027 revenue guide tracking $122 PT extends the move; US-China export-control shock is the asymmetric downside.

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

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

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
+63.5%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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$2.22$2.01 – $2.477
FY27$1.5B$1.4B – $1.7B$3.16$2.87 – $3.537
FY28$1.9B$1.7B – $2.1B$4.31$3.73 – $5.576
FY29$2.2B$2.0B – $2.4B$4.75$4.31 – $5.314
FY30$2.6B$2.4B – $2.8B$5.80$5.26 – $6.483

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.1.7×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.30%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.-22.5%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.-15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% 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.β2.095-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$206K
+ 13 other (9 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.

Analyzing ACM Research (NASDAQ:ACMR) & Rambus (NASDAQ:RMBS)defenseworld.net·4d agoACM Research, Inc. (ACMR) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·4d agoACM Research, Inc. (ACMR) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·7d agoACM Research (ACMR) Is Considered a Good Investment by Brokers: Is That True?zacks.com·9d agoACM Research, Inc. (ACMR) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.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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