ACMR
ACM Research, Inc.
$96.19
+5.49%
$7.3B
No data for this timeframe.
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity12 buys / 14 sells
Insider Activity0B / 15S
Insider Net $-$8.4M
SEC Reports17
Recent Activity
Jun 12, 2026
short_volume
Short Volume: ACMR — 66.0% short (0.7M / 1.1M)
Short: 698,433 | Exempt: 15,523 | TRF Vol: 1,058,799 | Short Ratio: 66.0% | Off-exchange volume (dar
Jun 11, 2026
SEC
Four mega-passive institutional investors (BlackRock, State Street, Fidelity, Morgan Stanley) collectively added $260.9M
INST-CLUSTER — Impact 2/10
Jun 6, 2026
SEC
Two insiders at ACM Research (C-suite level) executed routine option exercises and related same-day open-market sales to
CLUSTER — Impact 2/10
Jun 5, 2026
Insider
Cheav Sotheara acquired via exercise 5,399 shares
See remarks @ $13.89 ($75.0K)
Jun 5, 2026
Insider
Cheav Sotheara sold 2,384 shares
See remarks @ $81.73 ($194.8K)
Jun 4, 2026
Insider
Wang David H acquired via exercise 40,002 shares
See Remarks @ $1.00 ($40.0K)
May 29, 2026
SEC
ACM Research's operating subsidiary, ACM Shanghai, approved a proposal to issue H shares (up to 7% of post-offering shar
8-K — Impact 5/10
Inst.
WCM INVESTMENT MANAGEMENT, LLC — DOUBLED
1,860,874 shares ($70.6M)
Price Targets
$85.06
-22.6% upside
Strong Sell
Current $109.87
Low $70.00
Median $81.00
High $109.40
7 analysts
$70.00
$109.40
Analyst Ratings
3Strong Buy
9Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 18, 2026 | Roth Capital | MAINTAIN | Buy → Buy |
| May 5, 2026 | Seaport Global | INITIATE | Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.34 ▼ -3.8% | $0.30 — $0.36 | -38% YoY | 3 |
| Next Q | $0.47 ▼ -20.2% | $0.31 — $0.57 | 31% YoY | 3 |
| Current FY | $1.68 ▼ -6.2% | $1.37 — $1.85 | 4% YoY | 3 |
| Next FY | $2.25 ▼ -1.2% | $1.90 — $2.70 | 34% YoY | 3 |
Latest Reports
NEUTRAL
INST-CLUSTER
2/10
Four mega-passive institutional investors (BlackRock, State Street, Fidelity, Morgan Stanley) collectively added $260.9M
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two insiders at ACM Research (C-suite level) executed routine option exercises and related same-day open-market sales to
Jun 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $314.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $89.1M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.7M | — |
| STATE STREET CORP | $78.9M | — |
| WCM INVESTMENT MANAGEMENT, LLC | $70.6M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | Cheav Sotheara | M | $75.0K |
| Jun 5, 2026 | Cheav Sotheara | SELL | $194.8K |
| Jun 4, 2026 | Wang David | M | $40.0K |
| Jun 4, 2026 | Wang David | SELL | $172.8K |
| Jun 4, 2026 | Cheav Sotheara | M | $185.4K |
50 institutional holders with $1.2B total value (29,497,102 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net selling activity: 14 institutions trimmed/exited vs 12 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,984,847 | $314.2M | 27.1% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2,264,337 | $89.1M | 7.7% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,203,831 | $86.7M | 7.5% | — |
| 4 | STATE STREET CORP | 2,006,116 | $78.9M | 6.8% | — |
| 5 | WCM INVESTMENT MANAGEMENT, LLC | 1,860,874 | $70.6M | 6.1% | DOUBLED +16878.8% |
| 6 | MORGAN STANLEY | 1,192,705 | $46.9M | 4.1% | ADD +58.8% |
| 7 | JANUS HENDERSON GROUP PLC | 1,085,634 | $42.7M | 3.7% | DOUBLED +1406.4% |
| 8 | Invesco Ltd. | 787,101 | $31.0M | 2.7% | TRIM -41.4% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 719,023 | $28.3M | 2.4% | DOUBLED +207.6% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 667,300 | $26.3M | 2.3% | — |
| 11 | FMR LLC | 629,244 | $24.8M | 2.1% | DOUBLED +223.8% |
| 12 | CITIGROUP INC | 619,892 | $24.4M | 2.1% | — |
| 13 | GOLDMAN SACHS GROUP INC | 552,304 | $21.7M | 1.9% | — |
| 14 | CITIGROUP INC | 486,000 | $19.1M | 1.7% | — |
| 15 | CITIGROUP INC | 486,000 | $19.1M | 1.7% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 481,219 | $18.9M | 1.6% | — |
| 17 | Mitsubishi UFJ Trust & Banking Corp | 465,759 | $18.3M | 1.6% | TRIM -43.8% |
| 18 | BANK OF AMERICA CORP /DE/ | 402,412 | $15.8M | 1.4% | ADD +33.4% |
| 19 | FIRST TRUST ADVISORS LP | 373,987 | $14.7M | 1.3% | ADD +73.7% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 341,401 | $13.4M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | DOUBLED | 10,960 | 1,860,874 | +16878.8% | $70.6M | 2026-Q1 |
| Invesco Ltd. | TRIM | 1,342,136 | 787,101 | -41.4% | $31.0M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | DOUBLED | 233,741 | 719,023 | +207.6% | $28.3M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | TRIM | 829,127 | 465,759 | -43.8% | $18.3M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 301,712 | 402,412 | +33.4% | $15.8M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 215,323 | 373,987 | +73.7% | $14.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 313,167 | 212,247 | -32.2% | $8.4M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 58,445 | 85,005 | +45.4% | $3.3M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | ADD | 56,681 | 70,879 | +25.0% | $2.8M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 84,771 | 60,118 | -29.1% | $2.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 12,157 | 34,700 | +185.4% | $1.4M | 2026-Q1 |
| Cerity Partners LLC | NEAR_EXIT | 268,337 | 27,538 | -89.7% | $1.1M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 18,358 | 59,174 | +222.3% | $1.0M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 29,400 | 16,800 | -42.9% | $661.0K | 2026-Q1 |
| STRS OHIO | DOUBLED | 6,700 | 15,500 | +131.3% | $609.9K | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 24,392 | 14,815 | -39.3% | $599.4K | 2026-Q1 |
| FEDERATED HERMES, INC. | TRIM | 19,051 | 12,072 | -36.6% | $475.0K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 98 | 11,414 | +11546.9% | $449.2K | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 20,287 | 10,181 | -49.8% | $400.6K | 2026-Q1 |
| Vident Advisory, LLC | TRIM | 9,712 | 7,229 | -25.6% | $284.5K | 2026-Q1 |
| PRUDENTIAL PLC | TRIM | 10,113 | 7,136 | -29.4% | $280.8K | 2026-Q1 |
| NOMURA HOLDINGS INC | TRIM | 9,767 | 5,521 | -43.5% | $217.3K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 1,383 | 913 | -34.0% | $35.9K | 2026-Q1 |
| Allworth Financial LP | TRIM | 332 | 249 | -25.0% | $9.8K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | 47,349 | 216,955 | +358.2% | $8.5K | 2026-Q1 |
7 unique insiders with 31 transactions. Net insider value: -$8.4M ($0.00 bought, $8.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 5, 2026 | Cheav Sotheara | See remarks | EXERCISE | 5,399 | $13.89 | $75.0K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | SELL | 2,384 | $81.73 | $194.8K |
| Jun 4, 2026 | Wang David H | See Remarks | EXERCISE | 40,002 | $1.00 | $40.0K |
| Jun 4, 2026 | Wang David H | See Remarks | SELL | 2,060 | $83.86 | $172.8K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | EXERCISE | 13,351 | $13.89 | $185.4K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | SELL | 1,300 | $84.08 | $109.3K |
| Jun 3, 2026 | Wang David H | See Remarks | EXERCISE | 60,000 | $1.00 | $60.0K |
| Jun 3, 2026 | Wang David H | See Remarks | SELL | 4,300 | $87.57 | $376.6K |
| May 19, 2026 | Dun Haiping | Director | EXERCISE | 5,000 | $5.60 | $28.0K |
| May 19, 2026 | Dun Haiping | Director | SELL | 1,333 | $63.84 | $85.1K |
| Apr 17, 2026 | Pappis Charles C | Director | SELL | 5,000 | $52.00 | $260.0K |
| Apr 17, 2026 | Pappis Charles C | Director | EXERCISE | 5,000 | $29.18 | $145.9K |
| Mar 12, 2026 | McKechnie Mark | See Remarks | EXERCISE | 60,000 | $13.89 | $833.4K |
| Mar 12, 2026 | McKechnie Mark | See Remarks | SELL | 11,910 | $44.89 | $534.6K |
| Mar 12, 2026 | Wang David H | See Remarks | EXERCISE | 50,000 | $1.00 | $50.0K |
| Mar 12, 2026 | Wang David H | See Remarks | SELL | 10,561 | $44.92 | $474.4K |
| Mar 11, 2026 | Wang David H | See Remarks | EXERCISE | 60,000 | $1.00 | $60.0K |
| Mar 11, 2026 | Wang David H | See Remarks | SELL | 55,373 | $47.89 | $2.7M |
| Mar 11, 2026 | Liu Tracy | Director | SELL | 11,623 | $47.81 | $555.7K |
| Mar 11, 2026 | Liu Tracy | Director | EXERCISE | 15,000 | $1.00 | $15.0K |
| Mar 10, 2026 | Liu Tracy | Director | EXERCISE | 45,000 | $1.00 | $45.0K |
| Mar 10, 2026 | Liu Tracy | Director | SELL | 32,216 | $47.06 | $1.5M |
| Mar 9, 2026 | Dun Haiping | Director | SELL | 4,100 | $43.37 | $177.8K |
| Mar 9, 2026 | Dun Haiping | Director | EXERCISE | 5,000 | $5.60 | $28.0K |
| Mar 6, 2026 | Feng Lisa | See remarks | EXERCISE | 15,000 | $4.55 | $68.3K |
| Mar 6, 2026 | Feng Lisa | See remarks | SELL | 14,800 | $46.07 | $681.8K |
| Mar 5, 2026 | Pappis Charles C | Director | EXERCISE | 5,000 | $29.18 | $145.9K |
| Mar 5, 2026 | Feng Lisa | See remarks | SELL | 8,050 | $49.81 | $401.0K |
| Mar 5, 2026 | Feng Lisa | See remarks | EXERCISE | 15,000 | $4.55 | $68.3K |
| Mar 5, 2026 | Pappis Charles C | Director | SELL | 5,000 | $50.09 | $250.5K |
| Feb 4, 2026 | Wang David H | See Remarks | AWARD | 545,400 | — | — |
17 SEC filing reports analyzed. Sentiment: 3 bullish, 4 bearish, 4 mixed, 6 neutral. Avg impact: 4.9/10.
NEUTRAL
INST-CLUSTER
2/10
Four mega-passive institutional investors (BlackRock, State Street, Fidelity, Morgan Stanley) collec
Jun 11, 2026
NEUTRAL
CLUSTER
2/10
Two insiders at ACM Research (C-suite level) executed routine option exercises and related same-day
Jun 6, 2026
MIXED
8-K
5/10
ACM Research's operating subsidiary, ACM Shanghai, approved a proposal to issue H shares (up to 7% o
May 29, 2026
NEUTRAL
8-K
3/10
ACM Research filed an 8-K to furnish the May 2026 Investor Relations Activity Record of its subsidia
May 22, 2026
MIXED
8-K
5/10
ACM Research consummated a registered direct offering of 2,884,615 shares of Class A common stock at
May 15, 2026
BEARISH
424B5
6/10
ACM Research prices a registered direct offering of 2,884,615 shares at $52.00 per share, a 19.6% di
May 12, 2026
BEARISH
8-K
5/10
ACM Research entered into a Securities Purchase Agreement with institutional investors managed by Te
May 12, 2026
MIXED
8-K
5/10
ACM Research reported Q1 2026 revenue of $231.3M (+34% YoY) and GAAP diluted EPS of $0.24, beating c
May 7, 2026
BULLISH
8-K
8/10
ACM Research reported preliminary Q1 2026 revenue of $225–230 million, representing 31–33% year-over
Apr 27, 2026
BULLISH
PRESS-RELEASE
7/10
ACM Research (ACMR) issued a preliminary update for Q1 2026, expecting revenue between $225M and $23
Apr 27, 2026
NEUTRAL
144
2/10
Charles Pappis, a director at ACM Research, filed a Form 144 to notify intent to sell 5,000 shares o
Apr 17, 2026
NEUTRAL
8-K
4/10
ACM Research (Shanghai), Inc., a subsidiary of ACMR, announced plans to issue H-shares and list on t
Apr 17, 2026
BULLISH
PRESS-RELEASE
7/10
ACMR reported Q4 2025 EPS of $0.25, a 27.1% beat versus consensus of $0.20, and announced a prelimin
Apr 15, 2026
BEARISH
CLUSTER
7/10
Multiple executives at ACM Research, including C-suite officers David H. Wang and Mark McKechnie, ex
Mar 14, 2026
NEUTRAL
CLUSTER
4/10
ACM Research insiders David Wang (executive) and Tracy Liu (director) conducted a series of derivati
Mar 13, 2026
BEARISH
CLUSTER
6/10
ACM Research insiders executed a cluster of transactions over the past week, led by executive Feng L
Mar 9, 2026
MIXED
8-K
6/10
ACM Research reported record annual revenue of $901.3 million for fiscal year 2025, representing 15.
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 3 strong buy, 9 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$85.06 mean target
-22.6% upside
Strong Sell (3.00)
$70.00 Low
$109.40 High
| Metric | Value |
|---|---|
| Current Price | $109.87 |
| Target Low | $70.00 |
| Target Mean | $85.06 |
| Target Median | $81.00 |
| Target High | $109.40 |
| # Analysts | 7 |
| Recommendation | Strong Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.34 | $0.30 | $0.36 | -37.6% | -3.8% | 1↑ 0↓ | $0.3B | 25.0% | 3 |
| Next Q 2026-09-30 |
$0.47 | $0.31 | $0.57 | 31.5% | -20.2% | 0↑ 1↓ | $0.3B | 20.6% | 3 |
| Current FY 2026-12-31 |
$1.68 | $1.37 | $1.85 | 4.1% | -6.2% | 1↑ 0↓ | $1.2B | 27.8% | 3 |
| Next FY 2027-12-31 |
$2.25 | $1.90 | $2.70 | 34.4% | -1.2% | 1↑ 0↓ | $1.4B | 24.5% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.337 | |
| 7d ago | $0.337 | |
| 30d ago | $0.350 | -0.013 |
| 60d ago | $0.350 | -0.013 |
| 90d ago | $0.350 | -0.013 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 18, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
| May 5, 2026 | Seaport Global | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Jan 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
Recent Reddit Threads
ACM Research, Inc. (ACMR)
▲ 1
💬 1
⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: ACMR — 66.0% short (0.7M / 1.1M)
Short: 698,433 | Exempt: 15,523 | TRF Vol: 1,058,799 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: ACMR — 61.9% short (0.3M / 0.5M)
Short: 333,363 | Exempt: 5,779 | TRF Vol: 538,931 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ACMR — 63.5% short (0.4M / 0.7M)
Short: 449,741 | Exempt: 15,166 | TRF Vol: 707,762 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: ACMR — 64.5% short (0.7M / 1.1M)
Short: 701,267 | Exempt: 8,661 | TRF Vol: 1,087,354 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ACMR — 60.9% short (0.6M / 1.1M)
Short: 642,054 | Exempt: 11,212 | TRF Vol: 1,055,079 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: ACMR — 60.8% short (0.5M / 0.8M)
Short: 476,301 | Exempt: 20,936 | TRF Vol: 782,845 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ACMR — 60.7% short (0.4M / 0.6M)
Short: 391,377 | Exempt: 19,748 | TRF Vol: 644,694 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: ACMR — 69.4% short (0.5M / 0.7M)
Short: 451,514 | Exempt: 17,783 | TRF Vol: 650,897 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ACMR — 61.3% short (1.0M / 1.6M)
Short: 965,701 | Exempt: 7,163 | TRF Vol: 1,574,538 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ACMR — 56.1% short (0.5M / 0.9M)
Short: 531,972 | Exempt: 22,047 | TRF Vol: 947,889 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings
ACM Research Reports First Quarter 2026 Results
<p align="justify">FREMONT, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processi
May 7, 2026
earnings_calendar
ACMR Q1 2026 Earnings Scheduled — 2026-05-07
Apr 27, 2026
other
ACM Research Ships First PECVD SiCN System for Advanced Semiconductor Applications
Proprietary three-station rotating deposition architecture enables demanding BEOL and advanced packaging processes <pre>Proprietary three-station rota
Apr 27, 2026
earnings
ACM Research Announces Preliminary Unaudited Revenue and Shipments for the First Quarter 2026
<p align="center"><em>Coincides with Release of ACM Shanghai First Quarter 2026 Results</em><br><em>ACM Reaffirms 2026 Revenue Outlook</em></p>
Apr 27, 2026
earnings_calendar
ACMR Q1 2026 Earnings Scheduled — 2026-04-27