ACM Research, Inc.
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ACM Research (ACMR) shares fell 9% to $76.17 on Monday, reversing recent gains, including a 7% rise on September 30. The semiconductor equipment developer's stock declined $7.21 during the session.
ACM Research (NASDAQ: ACMR) announced its subsidiary, ACM Research (Shanghai), reported a backlog of RMB 17.1 billion (USD 2.5 billion), up 88.2% year-over-year. The backlog includes orders for semiconductor processing tools. Full financial results for the nine months ended September 30, 2026, will be released on October 28, 2026.
ACM Research (ACMR) reported revenue of $1.04B and net income of $150.2M, beating analyst estimates. The company projects $2.0B in revenue and $316M in earnings by 2029. Investors focus on execution, China exposure, and R&D spend. Analysts' views vary, with some seeing 78% upside and others 18% downside.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning ACMR (ACM Research, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent ACMR coverage spans earnings, financial news and market movers.
In the last 30 days, ACMR insiders filed 9 SEC Form 4 transactions — no purchases and 9 sales ($10.6M). The most active reporter was Wang David H, See Remarks, with 9 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The stock experienced a sharp intraday decline without a disclosed catalyst.
Backlog surge suggests higher future revenue visibility.
Earnings beat suggests stronger demand and may drive short‑term price upside.
Significant insider sell may signal concerns, creating short‑term downside pressure.
Minor price move with elevated call activity suggests speculative interest; no major catalyst beyond routine trading.
AlphAI scores every news story that mentions ACMR with an AI model for sentiment and relevance, and aggregates insider trades from ACM Research, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
ACM Research (ACMR) shares fell 9% to $76.17 on Monday, reversing recent gains, including a 7% rise on September 30. The semiconductor equipment developer's stock declined $7.21 during the session.
1 min readACM Research (NASDAQ: ACMR) announced its subsidiary, ACM Research (Shanghai), reported a backlog of RMB 17.1 billion (USD 2.5 billion), up 88.2% year-over-year. The backlog includes orders for semiconductor processing tools. Full financial results for the nine months ended September 30, 2026, will be released on October 28, 2026.
2 min readACM Research (ACMR) reported revenue of $1.04B and net income of $150.2M, beating analyst estimates. The company projects $2.0B in revenue and $316M in earnings by 2029. Investors focus on execution, China exposure, and R&D spend. Analysts' views vary, with some seeing 78% upside and others 18% downside.
3 min readWang David H (See Remarks) sold 140,000 shares of ACM Research, Inc. (ACMR) at an average of $75.93 ($73.80–$78.57, $10.63M total) across 9 trades over 2026-09-08 to 2026-09-09 under a Rule 10b5-1 trading plan.
1 min readSnowflake (SNOW) rose 19.9% after strong earnings and raised guidance. Campbell's (CPB) fell 10.8% on weak forecasts and dividend cut. Ciena (CIEN) dropped 9.9% despite earnings beat due to margin outlook. ACM Research (ACMR) saw heavy call activity. Options volume surged for all four stocks.
2 min readMorgan Stanley identifies SpaceX, ACM Research, Amkor Technology, Alibaba, and KLA as key beneficiaries of the AI sovereignty trend. The bank assigns price targets with upside potential ranging from 21% to 105%, highlighting the strategic importance of AI infrastructure for national security and economic competitiveness.
2 min readACM Research (Shanghai) reported a 105% year-over-year increase in new orders for the first half of 2026, with growth across electroplating, cleaning, and advanced packaging equipment. The company expects gross margins to remain between 42% and 48%. Significant orders include panel-level electroplating systems for delivery in 2026 and 2027. ACM Shanghai also highlighted rapid growth in mature-node semiconductor manufacturing and AI-related equipment demand.
3 min readChina's tech sector shows resilience despite tariffs and geopolitical tensions. Key companies like ACM Research (ACMR), GDS Holdings (GDS), Kingsoft Cloud (KC), and Taiwan Semiconductor (TSM) are highlighted as investment opportunities. TSM reported strong Q3 2026 guidance, with revenues projected at $44.6-$45.8 billion. ACMR raised full-year 2026 revenue guidance to $1.125-$1.175 billion. GDS increased revenue and EBITDA guidance, driven by AI demand. KC saw AI cloud revenues grow 82% year over
3 min readACM Research (ACMR) has seen rising earnings estimates, with current-quarter EPS expected at $0.51 (+41.7% YOY) and full-year EPS at $2.05 (+27.3% YOY). The Zacks Consensus Estimate increased 86.36% over 30 days. The company has a Zacks Rank #1 (Strong Buy), indicating potential for further stock price appreciation.
2 min readAnalysts initiated coverage on several companies: Needham rated Evommune (EVMN) Buy with a $28 target, Daiwa rated ACM Research (ACMR) Buy with a $136 target, Wolfe Research rated Harmony Biosciences (HRMY) Outperform with a $60 target, RBC rated Atlassian (TEAM) Outperform with a $215 target, and RBC rated JFrog (FROG) Outperform with a $118 target.
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