ACM Research, Inc. (NASDAQ:ACMR) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of ACM Research, Inc. (NASDAQ:ACMR) have been assigned a consensus recommendation of “Moderate Buy” from the four brokerages that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a hold rating and three have issued a buy rating on the company. The average 1 year price objective among analysts that have covered the stock in the last year is $38.00.

A number of analysts have recently weighed in on ACMR shares. Roth Mkm reiterated a “buy” rating and set a $40.00 target price on shares of ACM Research in a report on Wednesday, November 5th. Wall Street Zen cut ACM Research from a “hold” rating to a “sell” rating in a report on Saturday, February 14th. Zacks Research upgraded ACM Research from a “strong sell” rating to a “hold” rating in a research report on Monday, January 5th. Finally, Weiss Ratings raised ACM Research from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday.

ACM Research Trading Down 16.7%

Shares of ACMR opened at $57.04 on Friday. The stock has a market capitalization of $3.41 billion, a P/E ratio of 33.16 and a beta of 1.49. The company has a quick ratio of 2.48, a current ratio of 3.48 and a debt-to-equity ratio of 0.10. The firm has a fifty day simple moving average of $53.75 and a two-hundred day simple moving average of $40.97. ACM Research has a twelve month low of $16.82 and a twelve month high of $71.65.

Key Stories Impacting ACM Research

Here are the key news stories impacting ACM Research this week:

• Positive Sentiment: Received multiple advanced-packaging equipment orders from leading global customers, expanding its wafer- and panel-level footprint — a demand signal for future revenue. ACM Research Receives Multiple Advanced Packaging Equipment Orders
• Positive Sentiment: Delivered several 300mm single‑wafer cleaning systems to a Singapore foundry — first delivery to that facility and a commercial win that supports near-term revenue. ACM Research Delivers Multiple Single-Wafer Cleaning Systems
• Neutral Sentiment: Revenue grew ~9.4% YoY and slightly topped consensus ($244.4M vs. $241.4M), showing demand resilience despite mixed profitability metrics. ACM Research Reports Fourth Quarter and Fiscal Year 2025 Results
• Neutral Sentiment: Quarterly earnings call transcript published — useful for management commentary on order cadence, margins, and customer geography (review for guidance/visibility). ACM Research Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS materially missed expectations ($0.25 vs. consensus $0.39) and declined versus the prior year, which likely drove near-term selling pressure and revision risk for earnings estimates. ACM Research Lags Q4 Earnings Estimates
• Negative Sentiment: Short-interest data show substantial short positions earlier in February (~3.65M shares, ~8.1% of float, ~2 days to cover), which can amplify downside momentum and volatility; note some subsequent reporting anomalies (zero values) that add data uncertainty.
• Neutral Sentiment: Macro/risk piece highlights that AI-driven demand intersects with export controls and chip-spending cycles — a sector-level factor that could constrain addressable markets or timing of orders. ACM Research’s AI Surge Collides With Export Controls and Chip Spending Cycles

Insiders Place Their Bets

In other ACM Research news, insider David H. Wang sold 70,000 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $33.06, for a total value of $2,314,200.00. Following the completion of the transaction, the insider directly owned 802,708 shares in the company, valued at approximately $26,537,526.48. This represents a 8.02% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Fuping Chen sold 100,000 shares of ACM Research stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $33.20, for a total value of $3,320,000.00. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 250,000 shares of company stock worth $8,342,600. Insiders own 25.00% of the company’s stock.

Institutional Investors Weigh In On ACM Research

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Farther Finance Advisors LLC increased its holdings in ACM Research by 90.1% in the 4th quarter. Farther Finance Advisors LLC now owns 650 shares of the specialty retailer’s stock worth $26,000 after buying an additional 308 shares in the last quarter. Hantz Financial Services Inc. increased its stake in shares of ACM Research by 266.7% in the 4th quarter. Hantz Financial Services Inc. now owns 660 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 480 shares in the last quarter. Leonteq Securities AG purchased a new stake in ACM Research in the fourth quarter worth about $28,000. Jones Financial Companies Lllp raised its stake in shares of ACM Research by 206.8% in the third quarter. Jones Financial Companies Lllp now owns 764 shares of the specialty retailer’s stock worth $29,000 after buying an additional 515 shares during the period. Finally, SBI Securities Co. Ltd. raised its stake in shares of ACM Research by 78.9% in the third quarter. SBI Securities Co. Ltd. now owns 832 shares of the specialty retailer’s stock worth $33,000 after buying an additional 367 shares during the period. 66.75% of the stock is owned by hedge funds and other institutional investors.

ACM Research Company Profile

ACM Research, Inc (NASDAQ:ACMR) designs, develops and markets wet processing equipment for the semiconductor industry. The company focuses on advanced wafer cleaning technologies that address critical contamination-control requirements for logic, memory and advanced packaging applications. Since its founding in 2003, ACM Research has engineered modular platform tools that can be configured for a range of spin, scrub and batch cleaning processes.

Its product portfolio encompasses single-wafer spin cleaning systems featuring high-purity megasonic capabilities, dynamic chemical scrubbing modules for post-CMP residue removal and batch-process cleaning equipment designed for high-throughput production environments.