ACM Research: Riding China's AI-Driven Capex Wave

ACM Research is positioned as a leading Chinese domestic supplier of semiconductor wafer fabrication equipment, benefiting from accelerating localization and AI-driven demand. ACMR's innovative product portfolio and expansion into new segments like electroplating, advanced packaging, and PECVD support a powerful growth cycle starting in 2026. ACMR maintains robust fundamentals, trades at a steep discount to peers and its own Shanghai subsidiary, and offers multi-bagger upside potential.

Seeking Alpha • Dec 1, 2025

Wall Street Analysts Think ACM Research (ACMR) Is a Good Investment: Is It?

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?

Zacks Investment Research • Nov 28, 2025

ACM Research: Temporary Q3 Margin Woes Mask The Massive Tailwind Of China's Foreign AI Chip Ban

ACM's post Q3 earnings dip is an attractive buying opportunity, in my opinion, as the margin contraction driving this dip is likely a temporary headwind. ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's reliance on old ASML DUV machines could drive strong demand for ACM's KrF track tool.

Seeking Alpha • Nov 25, 2025

ACM Research Delivers Advanced Ultra Lith BK Photoresist Hardening Tool with Industry-Leading UV Curing and Temperature Uniformity

Ultra Lith BK delivers exceptional uniformity and flexible processing capabilities to enhance process stability, yield, and scalability in advanced lithography Ultra Lith BK delivers exceptional uniformity and flexible processing capabilities to enhance process stability, yield, and scalability in advanced lithography

GlobeNewsWire • Nov 19, 2025

Is ACM Research Stock a Buy After Investment Firm Seldon Capital Initiated a Large Position?

Seldon Capital initiated a new position in ACM Research. This position represents 2.66% of reportable assets under management (AUM).

The Motley Fool • Nov 16, 2025

ACM Research Delivers First Horizontal Panel Electroplating Tool Strengthening Its Leadership in Fan-Out Panel-Level Packaging

ACM's Ultra ECP ap-p enables next generation device performance  amid accelerating market demand for advanced packaging

GlobeNewsWire • Nov 17, 2025

ACM Research (ACMR) Is Considered a Good Investment by Brokers: Is That True?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • Nov 12, 2025

ACM Research, Inc. (ACMR) Q3 2025 Earnings Call Transcript

ACM Research, Inc. ( ACMR ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants David Wang - Founder, Chairman, CEO & President Mark McKechnie - CFO, Executive VP, Secretary & Treasurer Conference Call Participants Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Yu Shi - Needham & Company, LLC, Research Division Mark Miller - The Benchmark Company, LLC, Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to the ACM Research Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Nov 5, 2025

ACM Research Stands Out As The Fast-Growing, Underpriced Chip Tool Maker

ACM Research (ACMR) remains undervalued despite strong growth, robust China market presence, and consistent revenue beats, making it a compelling growth opportunity. ACMR's expansion in China, innovative product launches, and increasing backlog position it as a leading domestic chip equipment supplier amid favorable industry trends. Risks center on ACMR's heavy China exposure and potential policy shifts, but the current risk-reward balance is attractive for attentive, growth-focused investors.

Seeking Alpha • Nov 4, 2025

Wall Street Analysts See ACM Research (ACMR) as a Buy: Should You Invest?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • Oct 27, 2025