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ACM Research supplies wet processing equipment and cleaning technologies essential for advanced semiconductor wafer fabrication used in AI chips.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
chips
|
| Category |
2.50 Semiconductor Capital Equipment & EDA
|
| Sentiment |
48.5% |
| USD Mkt Cap | 5.01B |
| USD Revenue | 1.04B |
| USD Net Income | 150.23M |
| P/E | 33.96 |
| fwd P/E | 24.89 |
| Price 3M | -22.2% |
| Price 6M | +57.7% |
| Price 1Y | +144.9% |
| Price 2Y | +335.3% |
| USD Share Price | 73.13 |
Price & Size
| Price |
72.00 USD |
| Market Cap |
5.01B USD |
| Shares Outstanding |
64.66M |
| Shares Float |
61.52M |
| 52w Low |
28.46 USD |
| 52w High |
127.19 USD |
| Avg Volume |
1.22M |
Valuation
| P/E (trailing) |
34.0x |
| P/E (forward) |
24.9x |
| P/B |
2.70x |
| Enterprise Value |
4.47B USD |
| Book Value / Share |
26.71 USD |
| P/S |
4.83x |
| EV / Revenue |
4.31x |
| EV / EBITDA |
28.00x |
Income
| Revenue |
1.04B USD |
| Revenue / Share |
15.77 USD |
| EBITDA |
159.62M USD |
| Net Income |
150.23M USD |
| EPS (trailing) |
2.12 USD |
| EPS (forward) |
2.89 USD |
Margins & Profitability
| Gross Margin |
43.8% |
| Operating Margin |
17.0% |
| Profit Margin |
14.5% |
| EBITDA Margin |
15.4% |
| Return on Equity |
11.6% |
| Return on Assets |
3.2% |
Growth
| Revenue Growth |
36.0% |
| Earnings Growth |
180.6% |
Cash & Debt
| Total Cash |
1.44B USD |
| Total Debt |
349.32M USD |
| Free Cash Flow |
-186.61M USD |
| Operating Cash Flow |
-6.60M USD |
| Debt / Equity |
0.15x |
| Current Ratio |
3.66x |
| Quick Ratio |
2.60x |
Analyst Consensus
| Target (Mean) |
117.75 USD |
| Target (Median) |
117.50 USD |
| Target (High) |
166.00 USD |
| Target (Low) |
75.00 USD |
| Recommendation |
none |
| # Analysts |
8 |
Sentiment 48.5%
as of Sep 12, 2026
Positive drivers
ACM Research continued to benefit from broader semiconductor equipment demand tied to AI chip production ramps at major foundries. New product introductions in advanced cleaning tools received positive analyst coverage and initial customer interest. Modest revenue growth projections for 2026 were reiterated in recent filings.
Neutral / mixed
The company remains a small-cap player with limited analyst coverage, leading to muted trading volume and price action during the period. Macro uncertainty around U.S.-China trade policies continues to create mixed signals for equipment suppliers. No major earnings surprises or contract wins were reported in the 30-day window.
Negative drivers
Ongoing geopolitical tensions and potential export restrictions on advanced semiconductor equipment weighed on investor sentiment. ACMR's heavy exposure to Chinese customers amplified concerns about order delays and margin pressure. Stock underperformed broader AI-related indices amid sector rotation.
Bottom line
Overall sentiment for ACMR is slightly negative to neutral, reflecting structural risks in its end markets outweighing incremental positive industry tailwinds.