ACMR
ACM Research, Inc.
$71.60
+7.75%
$4.4B
No data for this timeframe.
Vol
Market Cap$4.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders9 funds
Inst. Value$327.3M
Inst. Activity5 buys / 2 sells
Insider Activity0B / 10S
Insider Net $-$7.5M
SEC Reports13
Recent Activity
May 15, 2026
SEC
ACM Research consummated a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, r
8-K — Impact 5/10
May 12, 2026
SEC
ACM Research prices a registered direct offering of 2,884,615 shares at $52.00 per share, a 19.6% discount to the prior
424B5 — Impact 6/10
May 12, 2026
SEC
ACM Research entered into a Securities Purchase Agreement with institutional investors managed by Tekne Capital Manageme
8-K — Impact 5/10
Apr 17, 2026
Insider
Pappis Charles C sold 5,000 shares
Director @ $52.00 ($260.0K)
Apr 17, 2026
Insider
Pappis Charles C sold 5,000 shares
Director @ $29.18 ($145.9K)
Apr 17, 2026
Insider
Pappis Charles C sold 5,000 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
1,392,306 shares ($54.9M)
Inst.
FMR LLC — DOUBLED
803,666 shares ($31.7M)
Price Targets
$73.97
+3.3% upside
Hold
Current $71.60
Low $68.00
Median $70.00
High $83.80
7 analysts
$68.00
$83.80
Analyst Ratings
3Strong Buy
8Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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
MIXED
8-K
5/10
ACM Research consummated a registered direct offering of 2,884,615 shares of Class A common stock at $52.00 per share, r
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% discount to the prior
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $196.1M | — |
| MORGAN STANLEY | $54.9M | ADD |
| FMR LLC | $31.7M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $18.9M | NEW |
| BANK OF AMERICA CORP | $11.9M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 17, 2026 | Pappis Charles | SELL | $260.0K |
| Apr 17, 2026 | Pappis Charles | M | $145.9K |
| Apr 17, 2026 | Pappis Charles | M | $0.00 |
| Mar 12, 2026 | McKechnie Mark | M | $833.4K |
| Mar 12, 2026 | McKechnie Mark | SELL | $534.6K |
9 institutional holders with $327.3M total value (8,297,036 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,972,103 | $196.1M | 59.9% | — |
| 2 | MORGAN STANLEY | 1,392,306 | $54.9M | 16.8% | ADD +58.8% |
| 3 | FMR LLC | 803,666 | $31.7M | 9.7% | DOUBLED +223.8% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 478,333 | $18.9M | 5.8% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 301,712 | $11.9M | 3.6% | ADD +62.4% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 124,439 | $4.9M | 1.5% | TRIM -58.5% |
| 7 | DODGE & COX | 112,392 | $4.4M | 1.4% | ADD +51.5% |
| 8 | WELLS FARGO & COMPANY/MN | 83,557 | $3.3M | 1.0% | ADD +26.1% |
| 9 | NORGES BANK | 28,528 | $1.1M | 0.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 876,966 | 1,392,306 | +58.8% | $54.9M | 2025-Q4 |
| FMR LLC | DOUBLED | 248,171 | 803,666 | +223.8% | $31.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 185,834 | 301,712 | +62.4% | $11.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 299,925 | 124,439 | -58.5% | $4.9M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 66,248 | 83,557 | +26.1% | $3.3M | 2025-Q4 |
| NORGES BANK | NEW | — | 28,528 | — | $1.1M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 194,338 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 551,780 | 876,966 | +58.9% | $34.3M | 2025-Q3 |
| UBS Group AG | ADD | 513,410 | 676,040 | +31.7% | $26.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 37,000 | 299,925 | +710.6% | $11.7M | 2025-Q3 |
| FMR LLC | ADD | 183,193 | 248,171 | +35.5% | $9.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 194,338 | — | $7.6M | 2025-Q3 |
| DODGE & COX | ADD | 81,092 | 122,892 | +51.5% | $4.8M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 197,249 | 66,248 | -66.4% | $2.6M | 2025-Q3 |
| NORGES BANK | EXIT | 28,528 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 231,316 | 513,410 | +122.0% | $13.3M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 108,007 | 197,249 | +82.6% | $5.1M | 2025-Q2 |
| DODGE & COX | ADD | 63,092 | 81,092 | +28.5% | $2.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 37,000 | — | $958.3K | 2025-Q2 |
| NORGES BANK | NEW | — | 28,528 | — | $738.9K | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 730,941 | 957,141 | +30.9% | $22.3M | 2025-Q1 |
| UBS Group AG | NEAR_EXIT | 1,131,565 | 231,316 | -79.6% | $5.4M | 2025-Q1 |
| FMR LLC | DOUBLED | 69,537 | 180,119 | +159.0% | $4.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 33,891 | 108,007 | +218.7% | $2.5M | 2025-Q1 |
| NORGES BANK | EXIT | 290,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
6 unique insiders with 10 transactions. Net insider value: -$7.5M ($0.00 bought, $7.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 17, 2026 | Pappis Charles C | Director | SELL | 5,000 | $52.00 | $260.0K |
| Apr 17, 2026 | Pappis Charles C | Director | M | 5,000 | $29.18 | $145.9K |
| Apr 17, 2026 | Pappis Charles C | Director | M | 5,000 | $0.00 | $0.00 |
| Mar 12, 2026 | McKechnie Mark | See Remarks | M | 60,000 | $13.89 | $833.4K |
| Mar 12, 2026 | McKechnie Mark | See Remarks | SELL | 11,910 | $44.89 | $534.6K |
| Mar 12, 2026 | McKechnie Mark | See Remarks | M | 60,000 | $0.00 | $0.00 |
| Mar 12, 2026 | Wang David H | See Remarks | M | 50,000 | $1.00 | $50.0K |
| Mar 12, 2026 | Wang David H | See Remarks | SELL | 10,561 | $44.92 | $474.4K |
| Mar 12, 2026 | Wang David H | See Remarks | M | 50,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Wang David H | See Remarks | M | 60,000 | $1.00 | $60.0K |
| Mar 11, 2026 | Wang David H | See Remarks | SELL | 55,373 | $47.89 | $2.7M |
| Mar 11, 2026 | Wang David H | See Remarks | M | 60,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Liu Tracy | Director | SELL | 11,623 | $47.81 | $555.7K |
| Mar 11, 2026 | Liu Tracy | Director | M | 15,000 | $0.00 | $0.00 |
| Mar 11, 2026 | Liu Tracy | Director | M | 15,000 | $1.00 | $15.0K |
| Mar 10, 2026 | Liu Tracy | Director | M | 45,000 | $0.00 | $0.00 |
| Mar 10, 2026 | Liu Tracy | Director | M | 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 | M | 5,000 | $0.00 | $0.00 |
| Mar 9, 2026 | Dun Haiping | Director | SELL | 4,100 | $43.37 | $177.8K |
| Mar 9, 2026 | Dun Haiping | Director | M | 5,000 | $5.60 | $28.0K |
| Mar 6, 2026 | Feng Lisa | See remarks | M | 15,000 | $4.55 | $68.3K |
| Mar 6, 2026 | Feng Lisa | See remarks | M | 15,000 | $0.00 | $0.00 |
| Mar 6, 2026 | Feng Lisa | See remarks | SELL | 14,800 | $46.07 | $681.8K |
| Mar 5, 2026 | Feng Lisa | See remarks | M | 15,000 | $0.00 | $0.00 |
| Mar 5, 2026 | Pappis Charles C | Director | M | 5,000 | $0.00 | $0.00 |
| Mar 5, 2026 | Pappis Charles C | Director | M | 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 | M | 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 | A | 545,400 | $0.00 | $0.00 |
13 SEC filing reports analyzed. Sentiment: 3 bullish, 4 bearish, 3 mixed, 3 neutral. Avg impact: 5.5/10.
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 (85% buy). Based on 13 analysts: 3 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$73.97 mean target
+3.3% upside
Hold (1.50)
$68.00 Low
$83.80 High
| Metric | Value |
|---|---|
| Current Price | $71.60 |
| Target Low | $68.00 |
| Target Mean | $73.97 |
| Target Median | $70.00 |
| Target High | $83.80 |
| # Analysts | 7 |
| Recommendation | Hold (1.50) |
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↓ | $1.1B | 27.5% | 3 |
| Next FY 2027-12-31 |
$2.25 | $1.90 | $2.70 | 34.4% | -1.2% | 1↑ 0↓ | $1.4B | 22.7% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.337 | |
| 7d ago | $0.350 | -0.013 |
| 30d ago | $0.350 | -0.013 |
| 60d ago | $0.350 | -0.013 |
| 90d ago | $0.530 | -0.193 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | Seaport Global | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
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
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
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_calendar
ACMR Q1 2026 Earnings Scheduled — 2026-04-27
Apr 22, 2026
short_volume
Short Volume: ACMR — 56.8% short (0.3M / 0.6M)
Short: 317,471 | Exempt: 10 | TRF Vol: 558,834 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: ACMR — 59.8% short (0.3M / 0.5M)
Short: 305,984 | Exempt: 348 | TRF Vol: 511,546 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
earnings
ACM Research to Release First Quarter 2026 Preliminary Revenue Range on April 27, 2026 and Full Financial Results on May 7, 2026
<p>FREMONT, Calif., April 15, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR) announced today that it will release its preliminar
Apr 2, 2026
other
ACM Research Introduces ACM Planetary Family™ Product Portfolio Structure
New portfolio structure reinforces ACM’s customer‑centric approach across core process technologies <pre>New portfolio structure reinforces ACM’s cust
Feb 26, 2026
earnings_calendar
ACMR Q4 2025 Earnings Before Market Open — 2026-02-26
Feb 23, 2026
short_interest
FTD: ACMR — 11,544 shares ($0.8M) failed to deliver
Settlement: 20260223, Price: $66.59, FTD Value: $768,714.96, ACM RESH INC CL A