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ACMR logo

ACM Research, Inc. Stock Price

NasdaqGM:ACMR Community·US$5.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 150 Fair Values set on narratives written by author
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ACMR Share Price Performance

US$72.39
42.29 (140.50%)
​
US$115.14
Fair Value
US$72.39
42.29 (140.50%)
37.1% undervalued intrinsic discount
US$115.14
Fair Value
Price US$72.39
AnalystConsensusTarget US$115.14
AnalystLowTarget US$75.00
AnalystHighTarget US$164.00
Mon, 17 Aug 26
Fair ValueUS$115.14
Share Pricen/a

ACMR Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$115.14 37.1% undervalued intrinsic discount

Analysts Boost ACM Research Price Target Amid Positive Backlog and China Semiconductor Momentum

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89users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$75 3.5% undervalued intrinsic discount

AI-Driven Tool Demand And Capacity Expansion Will Eventually Pressure This Business

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$164 55.9% undervalued intrinsic discount

AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook

0users have liked this narrative
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ACMR logo
ACM Research
37.1% undervalued intrinsic discount

Analysts Boost ACM Research Price Target Amid Positive Backlog and China Semiconductor Momentum

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Aug
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ACMR logo
ACM Research
3.5% undervalued intrinsic discount

AI-Driven Tool Demand And Capacity Expansion Will Eventually Pressure This Business

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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ACMR logo
ACM Research
55.9% undervalued intrinsic discount

AI Driven Wafer Equipment Demand Will Support A Positive Long Term Outlook

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ACMR logo

ACMR: China Memory Upside And Index Shift Will Shape Future Repricing

Fair Value: US$75 3.5% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ACMR logo

ACMR: China Memory Upside And Backend Expansion Will Drive 2026 Rerating

Fair Value: US$115.14 37.1% undervalued intrinsic discount
89 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ACMR logo

ACMR: China Memory Upside And Advanced Packaging Adoption Could Drive Repricing

Fair Value: US$164 55.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

2 Risks
4 Rewards
View Full Analysis

ACM Research, Inc. Key Details

US$1.0b

Revenue

US$582.9m

Cost of Revenue

US$454.9m

Gross Profit

US$304.7m

Other Expenses

US$150.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.16
43.84%
14.48%
14.2%
View Full Analysis

About ACMR

Founded
1998
Employees
2513
CEO
Hui Wang
WebsiteView website
www.acmr.com

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers. The company provides wet cleaning equipment for front end production processes; electrochemical plating, furnace, PECVD, and track platforms; Space Alternated Phase Shift, technology for flat and wafer surfaces; timely energized bubble oscillation, technology for patterned wafer surfaces at advanced process nodes; and Tahoe technology; and semi-critical cleaning tools. It also offers advanced packaging equipment, such as coaters, developers, photoresist strippers, scrubbers, wet etchers and copper-plating equipment; and advanced packaging products include: Ultra ECP ap, which delivers a uniform metal layer to finished wafers prior to packaging; Ultra C Developer, which applies liquid developer to selected parts of photoresist to resolve an image; Ultra C PR Megasonic-Assisted Stripper, which removes photoresist; Ultra C Scrubber, which scrubs and cleans wafers; Ultra C Thin Wafer Scrubber, which addresses a sub-market of cleaning very thin wafers for certain Asian assembly factories; and Ultra C Wet Etcher, which etches silicon wafers and copper and titanium interconnects. In addition, the company provides ECP technology for advanced metal plating; Ultra fn Furnace, a dry processing tool; Ultra Pmax PECVD tools, a proprietary designed chamber, gas distribution unit, and chuck; and Ultra Track, a 300mm process tool that delivers uniform air downflow, fast robot handling and configurable software to address specific customer requirements. It markets and sells its products under the SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP map, and Ultra ECP ap trademarks through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

Recent ACMR News & Updates

User avatar
Narrative Update • Sep 03

ACMR: China Memory Upside And Index Shift Will Shape Future Repricing

Analysts have raised the ACM Research fair value estimate from $70 to $75, citing higher Street price targets supported by updated views on China memory demand, advanced packaging exposure, and new tool adoption. Analyst Commentary Recent Street research on ACM Research shows a mix of optimism around growth opportunities and caution around execution and valuation risk.
User avatar
Narrative Update • Aug 17

ACMR: China Memory Upside And Backend Expansion Will Drive 2026 Rerating

Analysts raised the fair value estimate for ACM Research to $115.14 from $102.14, citing updated models that assume a future P/E of 42.9x and slightly firmer profit margins, alongside a more moderate revenue growth outlook and a marginally higher discount rate. Analyst Commentary Recent Street research on ACM Research shows a clear tilt toward optimism, with several bullish analysts lifting their price targets and updating models after management guidance and recent conference commentary.

Recent updates

No updates

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