ACMR
NASDAQ
US
ACM Research, Inc. - Class A Common Stock
$40.54
▲ +$0.08
(+0.20%)
Vol 777K
13
Quality Score
ok
Deep Check
2/5
ok
Rev ✓
NI ✓
>IPO ✗
Mkt Cap
$2.6B
P/E
21.9
ROE
11.0%
Margin
13.3%
D/E
20.04
Beta
1.47
52W
$15–$45
Wall Street Consensus
13 analysts · Apr 20263
Strong Buy
8
Buy
2
Hold
0
Sell
0
Strong Sell
84.6%
Buy Rating
Price Chart
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About ACM Research, Inc. - Class A Common Stock
ACMR - китайський виробник обладнання для виробництва напівпровідників, що спеціалізується на обладнанні для очищення та покриття. Компанія займає нішеву позицію на ринку, зосереджуючись на локальному китайському ринку та пропонуючи конкурентоспроможні ціни. Їхні ключові переваги - це тісні зв'язки з місцевими виробниками та підтримка урядових ініціатив з розвитку напівпровідникової промисловості Китаю.
Earnings
Beat rate: 50.0%| Quarter | EPS Est | EPS Act | Surprise |
|---|---|---|---|
| Dec 2025 | $0.41 | $0.25 | $-0.16 |
| Sep 2025 | $0.54 | $0.36 | $-0.18 |
| Jun 2025 | $0.51 | $0.54 | +$0.03 |
| Mar 2025 | $0.37 | $0.46 | +$0.09 |
Quarterly Revenue & Earnings
| Quarter | 2024-0… | 2024-1… | 2025-0… | 2025-0… | 2025-0… | 2025-1… |
|---|---|---|---|---|---|---|
| Revenue | — | $223.5M | $172.3M | $215.4M | $269.2M | $244.4M |
| Net Income | — | $31.1M | $20.4M | $29.8M | $35.9M | $8.0M |
Fundamentals Trend
| Metric | 2025-06-30 | 2025-09-02 | 2025-10-02 | 2025-11-03 | 2025-12-03 | 2026-01-02 |
|---|---|---|---|---|---|---|
| ROE (TTM) | 12.0% | 12.0% | 12.0% | 12.0% | 11.0% | 11.0% |
| P/E (TTM) | 14.75 | 14.18 | 24.19 | 23.73 | 18.42 | 21.85 |
| Net Margin | 13.8% | 13.8% | 13.8% | 13.8% | 13.3% | 13.3% |
| Gross Margin | 48.5% | 49.4% | 49.4% | 49.4% | 46.7% | 46.7% |
| D/E Ratio | 28.19 | 28.19 | 28.19 | 28.19 | 20.04 | 20.04 |
| Current Ratio | 2.45 | 2.45 | 2.45 | 2.45 | 3.48 | 3.48 |
Key Ratios
ROA (TTM)
5.5%
P/S (TTM)
2.91
P/B
1.0
EPS (TTM)
$1.75
CF/Share
$1.47
Rev Growth 3Y
+44.4%
52W High
$45.12
52W Low
$14.65
$14.65
52-Week Range
$45.12
Financial Health
Free Cash Flow
$19.5M
Net Debt
-$459.5M
Cash
$757.4M
Total Debt
$297.9M
As of Dec 31, 2025
How does ACMR compare to Semiconductors peers?
Peer group: Mid-cap Semiconductors ($2B+) · 53 companies
ACMR valuation vs Semiconductors peers
P/E ratio
21.9
▼
41%
below
peers
(37.3)
vs Peers
vs Industry
Undervalued
P/S ratio
2.9
▼
64%
below
peers
(8.2)
vs Peers
vs Industry
Undervalued
P/B ratio
1.1
▼
79%
below
peers
(4.9)
vs Peers
vs Industry
Undervalued
Div yield
—
▼
0%
below
peers
(0.8%)
vs Peers
vs Industry
In line
ACMR profitability vs Semiconductors peers
ROE
11.0%
▲
0%
above
peers
(11.0%)
vs Peers
vs Industry
In line
Net margin
13.3%
▲
6%
above
peers
(12.5%)
vs Peers
vs Industry
In line
Gross margin
46.7%
▼
8%
below
peers
(50.7%)
vs Peers
vs Industry
Weak
ROA
5.5%
▼
9%
below
peers
(6.0%)
vs Peers
vs Industry
In line
ACMR financial health vs Semiconductors peers
D/E ratio
20.0
▼
8%
below
peers
(21.9)
vs Peers
vs Industry
In line
Current ratio
3.5
▲
15%
above
peers
(3.0)
vs Peers
vs Industry
In line
Beta
1.5
▼
8%
below
peers
(1.6)
vs Peers
vs Industry
Less volatile
ACMR fundamentals radar
ACMR
Peer median
Industry
ACMR profitability vs leverage
Bubble size = market cap · X = net margin · Y = D/E ratio
ACMR vs peers: key metrics
Insider Activity
NeutralBuys
0
Sells
0
WANG DAVID HUI
Chief Executive Officer · Mar 12
110000 shs
MCKECHNIE MARK A
Chief Financial Officer · Mar 12
98551 shs
WANG DAVID HUI
Chief Executive Officer · Mar 12
110000 shs
MCKECHNIE MARK A
Chief Financial Officer · Mar 12
98551 shs
LIU TRACY DONG CPA
Director · Mar 11
60000 shs
LIU TRACY DONG CPA
Director · Mar 11
60000 shs
DUN HAIPING
Director · Mar 09
5000 shs
DUN HAIPING
Director · Mar 09
5000 shs
FENG LISA YI LU
Officer · Mar 06
30000 shs
FENG LISA YI LU
Officer · Mar 06
30000 shs
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As of Dec 31, 2025
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