ACMR ACM Research, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 22, 2026 Processed 27d 20h ago SEC 0001628280-26-037552
8-K context-dependent: Items 8.01
Latest settled — T+5d
ACMR ▲ +11.86% at T+5d
NEUTRAL call ✓ call won +11.86% · α vs SPY +10.18% · entry $73.35 → $82.05
Next anchor: T+20d in 4d
Last close $96.19 (close Jun 17) · +31.14% from $73.35 entry
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
+17.87%
call +17.87% · α +17.29%
$86.46
settled 24d ago
T+5d
+11.86%
call +11.86% · α +10.18%
$82.05
settled 18d ago
T+20d
call — · α —
in 4d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

ACM Research filed an 8-K to furnish the May 2026 Investor Relations Activity Record of its subsidiary ACM Shanghai (STAR Market: 688082). The record reveals Q1 2026 new orders grew 65% YoY, the company kept its 2026 revenue guidance unchanged, and it expects to deliver more than 20 medium-to-low and high-temperature SPM tools in 2026. The filing is a routine regulatory disclosure with no material financial data for the parent company.

Actionable Insight

The 65% YoY growth in Q1 new orders at ACM Shanghai is a positive operational signal for the subsidiary, but this filing provides no new financial data for the parent company. Monitor the next quarterly report for consolidated revenue impact and any guidance updates.

Key Facts

  • ACM Shanghai's Q1 2026 new orders grew 65% year-over-year.
  • Company maintained its 2026 revenue guidance unchanged.
  • Expects to deliver more than 20 medium-to-low and high-temperature SPM tools in 2026.
  • High-temperature SPM tool can achieve particle control down to 15 nm at the 15 nm level, with plans to improve to 13 nm.
  • Filing is a routine regulatory disclosure of a subsidiary's investor relations activity.

Financial Impact

No specific financial figures for the parent company were disclosed in this filing.

Risk Factors

  • Order delivery timing may shift, with some orders carrying into Q1 2027.
  • Forward-looking statements about SPM tool performance and market adoption are subject to execution risk.
  • Trade regulations and geopolitical risks could impact ACM Shanghai's operations.

Market Snapshot

Exchange
Nasdaq
Sector
Special Industry Machinery, NEC
Analyst Consensus
85% bullish (13 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-037552
Document: 0001628280-26-037552-index-headers.html0001628280-26-037552
Document: 0001628280-26-037552-index.html0001628280-26-037552
Document: 0001628280-26-037552.txt0001628280-26-037552
17 reports for ACMR
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +62.43%Apr 27, 2026
Filters
Rows
Reports for ACMR — sortable, filterable
Type Now
Jun 11, 2026
7d ago
Institutional Cluster
NEUTRAL ★ 2/10
$91.70 $96.19▲ +4.90%▲ +4.46%$96.19 (+4.90%)
Jun 6, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$80.57 $95.21▲ +18.17%▲ +16.06%$96.19 (+19.39%)
May 29, 2026
20d ago
8-K
MIXED ★ 5/10
$82.05 $76.29▼ −7.02%▼ −4.27%$96.19 (+17.23%)
May 22, 2026
27d ago
8-K
NEUTRAL ★ 3/10
$73.35 $82.05▲ +11.86%▲ +10.18%$96.19 (+31.14%)
May 15, 2026
4w ago
8-K
MIXED ★ 5/10
$63.25 $86.46▲ +36.70%▲ +35.08%$96.19 (+52.08%)
May 12, 2026
5w ago
424B5
BEARISH ★ 6/10
$64.75 $66.45▼ −2.63%▼ −3.78%$96.19 (−48.56%)
May 12, 2026
5w ago
8-K
BEARISH ★ 5/10
$62.99 $63.25▼ −0.41%▼ −0.34%$96.19 (−52.71%)
May 7, 2026
6w ago
8-K
MIXED ★ 5/10
$59.20 $64.75▲ +9.38%▲ +7.87%$96.19 (+62.48%)
Apr 27, 2026
7w ago
8-K
BULLISH ★ 8/10
$53.23 $51.23▼ −3.76%▼ −4.16%$96.19 (+80.71%)
Apr 27, 2026
7w ago
Press Release
BULLISH ★ 7/10
$53.23 $51.23▼ −3.76%▼ −4.16%$96.19 (+80.71%)
Showing 10 of 17

US Market Status

Market Closed — Juneteenth — Opens Mon (76h 15m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access