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ACACMR

ACM Research, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 34% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (58 mentions/wk)
$ACMR·$6.6B·Semiconductors·Technology
$83.92-0.2%YTD+104.7%1Y+177.9%
Mentions · last 7 days
2026-07-10: 11 posts2026-07-11: 2 posts2026-07-12: 3 posts2026-07-13: 4 posts2026-07-14: 7 posts2026-07-15: 17 posts2026-07-16: 8 posts58+14%
Price updated 2h ago·X counts updated 1d ago
ACACMR
$ACMRACM Research, Inc.
$83.92-0.20%58 posts+14%
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.

Proven numbersCooling offAI verdict · as of 2026-07-17

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

ACM Research wafer-clean leader up 105% YTD but gave back 9% today with China exposure.

ACM Research develops single-wafer wet-cleaning systems and adjacent semiconductor process equipment — a specific play on China's memory-and-logic fabrication buildout (YMTC, CXMT, JHICC customers).

What the setup shows:

  • Growth is strong: Q1 revenue up 34% YoY to $231M, and the four-quarter growth stack is 6-34% — real acceleration.
  • Margins are decent: operating margin 12%.
  • The multiple is rich: 55x trailing earnings and 42x FY27 consensus EPS of $2.00 — priced for continued growth.
  • Chinese memory-ramp exposure (YMTC, CXMT, JHICC) is real bull case — 7 new clean rooms adding customer demand.
  • Insider action: none disclosed.
  • Position: 59% of 52-week range, YTD +105%, t12m +184%.
  • Today's -8.6% is a specific mark-down.

The forward view: the August 5 Q2 print is the referee. A beat with continued Chinese memory-customer commentary plus specific new clean-room order disclosure restarts the coil upward. What keeps it stuck: an in-line print. What breaks it lower: a specific China-export-control tightening headline, or a Chinese-memory-customer capex delay.

Agrees with X sentimentThe bullish X read on ACMR as the Chinese-memory-ramp hedge with 7 new clean rooms is directionally right. Our take agrees the setup is compelling but flags China-export-control risk.

What to watch: August 5 Q2 earnings and Chinese-memory customer commentary; a China-export-control tightening or memory-customer capex delay would break the cooling into a real reset.

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 sentiment5 posts analyzed · as of 2026-07-15

ACM Research chatter is bullish. Community frames ACMR as a Chinese-memory-ramp hedge - 7 new clean rooms is big for ACMR with YMTC/CXMT/JHICC as large customers benefiting from the memory shortage. Community treats ACMR as the best hedge against Micron. Narrative shifting back to compute shortage is healthy - fundamentals intact for DRAM/ACMR/NBIS/AVGO/STX. Community broadly long.

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

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

Partial — Makes single-wafer wet-cleaning semiconductor equipment used in advanced chip fabrication processes worldwide; the AI capex and HBM/compute demand cycle is a secondary rather than primary near-term earnings catalyst.

Top industry ETF

$SMHVanEck Semiconductor ETF
+50.8%YTD
+90.8%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 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%
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.0.7×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.59%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.-3.2%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.+50.6%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 today2.1% 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.β1.905-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.

+ 21 other (11 routine 8-Ks · 4 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) Stock Falls Amid Market Uptick: What Investors Need to Knowzacks.com·2d agoACM Research to Release Second Quarter 2026 Financial Results on August 7, 2026globenewswire.com·2d agoACM Research to Release Second Quarter 2026 Financial Results on August 7, 2026globenewswire.com·2d agoACM Research Inc (ACMR) Stock Down 8.7% but Still Overvalued -- GF Score: 82/100gurufocus.com·4d agoACM Research, Inc. (ACMR) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·5d ago

In themes

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

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Voices on X · top 4 · 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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