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ACACMR

ACM Research, Inc.

$ACMR·$5.4B·Semiconductors·Technology
$72.82-2.1%YTD+98.0%1Y+164.0%
Mentions · last 7 days
2026-08-22: 2 posts2026-08-23: 5 posts41-3%
Price updated 7h ago·X counts updated 8d ago
ACACMR
$ACMRACM Research, Inc.
$72.82-2.15%41 posts-3%
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 hypeCooling offAI verdict · as of 2026-08-30

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

ACM Research +182% TTM as China WFE beneficiary — McKechnie $4.27M sold immediately after $1.87M M-Exempt exercise, worth flagging.

ACM Research is a $5.4B semi-equipment maker for cleaning tools, primarily selling into China memory (CXMT/YMTC). +182% TTM as the direct US-listed beneficiary of the Chinese memory buildout.

How it reads:

  • Growth is real: Q1 revenue +34.2% YoY to $231M, Q4 was +6.4% — reacceleration confirms the China-memory demand wave.
  • Margins are OK: 12.5% operating margin, -2.2% FCF yield (heavy capex build-out).
  • Valuation is elevated: 55.2x PE, 5.1x sales, 25.7x EV/EBITDA on 4.4% ROIC — priced entirely on the China-memory ramp.
  • Position is stretched but pulling back: 48th percentile 52w, 16.5% below 50-day, 19.5% above 200-day on 93% baseline volume — post-rip digestion.
  • The specific tell: ACMR leads cleaning-intensive tools for China's bonded-DRAM/CXMT/YMTC memory-EUV workaround — 'most clear direct US-listed beneficiary'.
  • Included in high-momentum breakout picks $80 → $115 target framing.
  • Insider signal is loud but structured: $4.67M S-Sale — McKechnie sold 55K shares for $4.27M immediately after exercising 110K M-Exempt shares (half sold on exercise). Exercise-and-sell pattern, not pure discretionary.
  • ACM Shanghai (STAR Market) subsidiary is the China-listed conduit — the SSE filing IR record shows ongoing regulatory scrutiny.

The Nov 4 print is the test — a specific China-memory-revenue-mix disclosure plus reiterated FY27 guide keeps the setup; a China-order slowdown or a US-export-control expansion drops to $60 support.

Agrees with X sentimentAgree — the bullish anchors (ACMR leading cleaning-intensive tools for China's bonded-DRAM/CXMT/YMTC memory-EUV workaround, most clear direct US-listed beneficiary of the inevitable Chinese memory wave, high-momentum breakout picks $80 → $115, overnight semis add) map to real signals; the honest add is McKechnie's $4.27M sale immediately after exercising 110K M-Exempt shares is exercise-and-sell (not pure distribution) but worth naming.

What to watch: Nov 4 earnings — a specific China-memory-revenue-mix disclosure plus reiterated FY27 guide keeps the setup; a China-order slowdown or a US-export-control expansion drops to $60 support.

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

X sentiment

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

Bullish sentiment6 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 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.

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 keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $ACMR

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; ACM Research, Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.1B – $1.2B$2.00$1.85 – $2.235
FY27$1.4B$1.3B – $1.5B$2.86$2.64 – $3.195
FY28$1.9B$1.8B – $2.0B$4.40$3.41 – $5.743
FY29$2.2B$2.1B – $2.4B$4.21$3.89 – $4.692
FY30$2.5B$2.4B – $2.8B$5.12$4.73 – $5.711

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.0.9×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.46%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.-17.6%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.+16.6%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 today1.5% 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.β1.975-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
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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.

+ 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.

ACM Research Inc (ACMR) Stock Down 7.5% but Still Overvalued -- GF Score: 85/100gurufocus.com·3d agoTop China Tech Plays Worth Adding to Your Portfolio Right Nowzacks.com·5d agoEarnings Estimates Rising for ACM Research (ACMR): Will It Gain?zacks.com·6d agoWall Street Analysts See ACM Research (ACMR) as a Buy: Should You Invest?zacks.com·6d agoACM Research Is Growing Fast, But Cash Flow Still Lagsseekingalpha.com·10d ago

In themes

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

Semiconductor Onshoring

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Voices on X · top 3 · 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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