ACMR
ACM Research, Inc.
$80.57
+5.61%
$5.4B
No data for this timeframe.
Vol
Market Cap$5.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders9 funds
Inst. Value$327.3M
Inst. Activity5 buys / 2 sells
Insider Activity0B / 15S
Insider Net $-$8.4M
SEC Reports16
Recent Activity
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 sold 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 5, 2026
Insider
Cheav Sotheara sold 5,399 shares
See remarks @ $0.00 ($0.00)
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
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
May 22, 2026
SEC
ACM Research filed an 8-K to furnish the May 2026 Investor Relations Activity Record of its subsidiary ACM Shanghai (STA
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
1,392,306 shares ($54.9M)
Price Targets
$85.06
+4.6% upside
Hold
Current $81.33
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 |
|---|---|---|---|
| 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
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
MIXED
8-K
5/10
ACM Research's operating subsidiary, ACM Shanghai, approved a proposal to issue H shares (up to 7% of post-offering shar
May 29, 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 |
|---|---|---|---|
| Jun 5, 2026 | Cheav Sotheara | M | $75.0K |
| Jun 5, 2026 | Cheav Sotheara | SELL | $194.8K |
| Jun 5, 2026 | Cheav Sotheara | M | $0.00 |
| Jun 4, 2026 | Wang David | M | $40.0K |
| Jun 4, 2026 | Wang David | SELL | $172.8K |
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 |
7 unique insiders with 15 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 | M | 5,399 | $13.89 | $75.0K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | SELL | 2,384 | $81.73 | $194.8K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | M | 5,399 | $0.00 | $0.00 |
| Jun 4, 2026 | Wang David H | See Remarks | M | 40,002 | $1.00 | $40.0K |
| Jun 4, 2026 | Wang David H | See Remarks | SELL | 2,060 | $83.86 | $172.8K |
| Jun 4, 2026 | Wang David H | See Remarks | M | 40,002 | $0.00 | $0.00 |
| Jun 4, 2026 | Cheav Sotheara | See remarks | M | 13,351 | $13.89 | $185.4K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | SELL | 1,300 | $84.08 | $109.3K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | M | 13,351 | $0.00 | $0.00 |
| Jun 3, 2026 | Wang David H | See Remarks | M | 60,000 | $1.00 | $60.0K |
| Jun 3, 2026 | Wang David H | See Remarks | SELL | 4,300 | $87.57 | $376.6K |
| Jun 3, 2026 | Wang David H | See Remarks | M | 60,000 | $0.00 | $0.00 |
| May 19, 2026 | Dun Haiping | Director | M | 5,000 | $5.60 | $28.0K |
| May 19, 2026 | Dun Haiping | Director | SELL | 1,333 | $63.84 | $85.1K |
| May 19, 2026 | Dun Haiping | Director | M | 5,000 | $0.00 | $0.00 |
| 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 |
16 SEC filing reports analyzed. Sentiment: 3 bullish, 4 bearish, 4 mixed, 5 neutral. Avg impact: 5.1/10.
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
+4.6% upside
Hold (1.50)
$70.00 Low
$109.40 High
| Metric | Value |
|---|---|
| Current Price | $81.33 |
| Target Low | $70.00 |
| Target Mean | $85.06 |
| Target Median | $81.00 |
| Target High | $109.40 |
| # 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↓ | $1.2B | 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 |
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 |
|---|---|---|---|---|---|---|---|
| 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 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
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)