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Acm Research Inc

ACM Research, Inc. develops, manufactures, and sells capital equipment in Mainland China and internationally, along with packaging tools for wafer assembly and packaging customers. Its product portfolio includes wet cleaning equipment for front-end production, electrochemical plating, furnace, PECVD, and track platforms, as well as technologies such as Space Alternated Phase Shift (SAPS), Timely Energized Bubble Oscillation (TEBO), and Tahoe. The company also offers advanced packaging equipment, including coaters, developers, photoresist strippers, scrubbers, wet etchers, and copper-plating equipment, marketed under trademarks like SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP map, and Ultra ECP ap. Incorporated in 1998, ACM Research is headquartered in Fremont, California.

Price · split & dividend adjusted
News & notes moving ACMR
United States
Semiconductors▲

ACM Research beats Q2 estimates and raises full-year revenue guidance

ACM Research reported second-quarter 2026 results that exceeded analyst expectations and raised its full-year revenue outlook. Non-GAAP earnings per share came in at $0.61, beating estimates by $0.27, while revenue rose 36% year-over-year to $292.92 million, surpassing the consensus by $23.68 million. Total shipments for the quarter reached $281.5 million, up 36.4% from the same period last year. The company lifted its fiscal 2026 revenue guidance to a range of $1.125 billion to $1.175 billion, up from the prior low end of $1.08 billion, compared with a consensus estimate of $1.16 billion.
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Semiconductors › Deposition, Etch & Process Tools ▲Demand
ACMR · Capital · Positive Beats Q2 estimates and raises full-year revenue guidance.
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Shanghai Composite Index Falls as Q2 GDP Slows and Tech Stocks Weigh

In mainland China markets on the 15th, the Shanghai Composite Index fell 0.29% from the previous day to 3,955.58 points, reversing earlier gains. The April–June GDP growth rate released during trading hours came in at 4.3%, below the market forecast of 4.5% and decelerating from the previous quarter's 5.0%, which weighed on sentiment. Tech stocks were notably weak, with the STAR 50 Index dropping 4.3% and underperforming major indices. Jiangsu Changjiang Electronics Technology hit its daily limit down with a 10.0% decline, and ACM Research fell 9.2%. On the other hand, consumer-related shares were firm, with Shanxi Xinghuacun Fen Wine rising 7.0% and China Tourism Group Duty Free gaining 6.9%.
600584.CG · · Negative JCET hit daily limit down 10.0% as tech stocks weighed on the market.
601888.CG · · Positive Consumer-related shares were firm; China Tourism Group Duty Free gained 6.9%.
ACMR · · Negative Tech stocks broadly declined, with ACM Research falling 9.2% as part of the sector weakness.
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Roth Capital Raises ACM Research Price Target to $125

Roth Capital raised its price target on ACM Research from $100 to $125 while maintaining a Buy rating. The upgrade follows the company's appearance at the 16th Roth London Conference, where management reaffirmed strong demand for its tools in China driven by the country's push to grow its share of global semiconductor production. Roth Capital sees a broader growth story taking shape beyond China, with ACM well-positioned to expand through a range of emerging front-end and back-end semiconductor tools and efforts to diversify its customer base beyond its core China market.
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Semiconductors › Deposition, Etch & Process Tools Demand
ACMR · Capital · Positive Roth Capital raised price target to $125 and maintained Buy rating after London conference.
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