ACM Research, Inc. (ACMR)

ACM Research is downgraded to Hold after Q4 2025 margins sharply declined despite strong revenue growth and a solid balance sheet. Q4 gross margin dropped to 40.9%, below ACMR's 42-48% target, with rising costs and competitive pressures challenging the prior bullish thesis. ACMR maintains ambitious 2026 revenue guidance ($1.08B-$1.175B), but sustained margin pressure and high working capital raise doubts about future profitability.

ACM Research, Inc. delivered Q4 revenue growth but suffered significant margin deterioration, prompting a Hold rating despite a strong balance sheet. Q4 gross margin fell over 870bps to 40.9%, with operating margin dropping 720bps, attributed to vague factors like product mix and scaling costs. Management maintains 2026 revenue guidance of $1.08B–$1.175B, implying 20%-30% growth, but expects lower margins to persist into H1 2026.

ACM Research, Inc. (ACMR) Q4 2025 Earnings Call Transcript

ACM Research, Inc. (ACMR) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.56 per share a year ago.

Dr. David Wang says ACM Research (ACMR) is "accelerating investments" in the U.S. even as the stock drops 18%. Get the full breakdown of the company's 2026 revenue goals and why Wall Street is cooling on the semiconductor player today.

-Represents ACM's First Delivery to Singapore-based Facility- FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, announced the recent delivery of several 300mm single-wafer cleaning systems to a foundry customer's front-end wafer fabrication facility in Singapore.

-Expands Advanced Packaging Platform Across Wafer-Level and Panel-Level Applications in Key Global Markets- FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced it has received multiple advanced packaging equipment orders from leading global semiconductor and technology customers.

Penn Capital initiated a position in ACM Research, which supplies cleaning and plating tools used in advanced semiconductor manufacturing. As AI-driven chip designs grow more complex, precision equipment becomes more valuable, but demand remains tied to export controls and capital spending cycles.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Shares of ACM Research, Inc. (NASDAQ: ACMR - Get Free Report) have earned an average rating of "Moderate Buy" from the six ratings firms that are covering the firm, MarketBeat.com reports. Three investment analysts have rated the stock with a hold recommendation and three have given a buy recommendation to the company. The average 12-month price

Seldon Capital reduced its ACM Research stake by 183,242 shares, an estimated $6.83 million trade based on quarterly average pricing. The quarter-end value of the ACM Research position declined by $7.17 million, reflecting both share sales and market price changes.

In the most recent trading session, ACM Research, Inc. (ACMR) closed at $65.35, indicating a +1.15% shift from the previous trading day.

Public Sector Pension Investment Board acquired a new stake in ACM Research, Inc. (NASDAQ: ACMR) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 205,115 shares of the specialty retailer's stock, valued at approximately $8,026,000. Public Sector Pension Investment Board owned approximately

ACM Research: The Valuation Gap Is Shrinking But Still Wide Open

The latest trading day saw ACM Research, Inc. (ACMR) settling at $63.88, representing a -9.62% change from its previous close.

FREMONT, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR) announced today that it will release its financial results for the fourth quarter and fiscal year 2025 before the U.S. market open on Thursday, February 26, 2026. ACM will conduct a corresponding conference call at 8:00 a.m. U.S. Eastern Time (9:00 p.m. China Time) to discuss the results.