Pictet Asset Management Holding SA Sells 41,168 Shares of ACM Research, Inc. $ACMR

Pictet Asset Management Holding SA trimmed its holdings in shares of ACM Research, Inc. (NASDAQ:ACMR) by 80.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,725 shares of the specialty retailer’s stock after selling 41,168 shares during the quarter. Pictet Asset Management Holding SA’s holdings in ACM Research were worth $384,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. raised its stake in shares of ACM Research by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 4,972,103 shares of the specialty retailer’s stock valued at $196,149,000 after acquiring an additional 125,690 shares during the period. LSV Asset Management lifted its stake in ACM Research by 462.9% in the third quarter. LSV Asset Management now owns 2,504,305 shares of the specialty retailer’s stock worth $97,993,000 after acquiring an additional 2,059,405 shares during the period. Triata Capital Ltd lifted its stake in ACM Research by 26.0% in the third quarter. Triata Capital Ltd now owns 2,003,225 shares of the specialty retailer’s stock worth $78,386,000 after acquiring an additional 413,000 shares during the period. Cederberg Capital Ltd purchased a new stake in ACM Research in the third quarter worth about $19,428,000. Finally, AQR Capital Management LLC lifted its position in shares of ACM Research by 69.5% during the second quarter. AQR Capital Management LLC now owns 413,371 shares of the specialty retailer’s stock valued at $10,706,000 after buying an additional 169,552 shares during the last quarter. 66.75% of the stock is currently owned by hedge funds and other institutional investors.

More ACM Research News

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

• Positive Sentiment: ACM Research beat Q1 estimates, reporting $0.34 EPS versus the consensus estimate of $0.16 to $0.26, while revenue of $231.26 million also came in above expectations. ACM Research, Inc. (ACMR) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Management and coverage around the results pointed to a major surge in ECP revenue and stronger advanced packaging demand, which suggests improving shipment momentum and better near-term growth prospects. ACMR Q1 Earnings Beat Estimates on ECP Strength and Packaging Demand
• Neutral Sentiment: Several transcript and commentary pieces circulated after the earnings release, keeping investor attention focused on the company’s outlook, margins, and semiconductor demand trends. ACM Research, Inc. (ACMR) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: ACM Research was also mentioned in broader AI-chip coverage, which may have added some speculative interest, though this was not a company-specific catalyst. You may not know this 1 China-focused chip stock but Seaport Global analysts can’t get enough
• Negative Sentiment: The results also showed earnings per share declined from $0.46 a year ago to $0.34, indicating year-over-year earnings pressure even as revenue growth remained strong.

ACM Research Price Performance

ACM Research stock opened at $59.85 on Friday. The company’s fifty day moving average price is $48.52 and its 200 day moving average price is $46.20. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.33 and a current ratio of 3.51. The stock has a market capitalization of $3.66 billion, a P/E ratio of 45.69 and a beta of 1.82. ACM Research, Inc. has a 1 year low of $21.87 and a 1 year high of $71.65.

ACM Research (NASDAQ:ACMR) last announced its quarterly earnings data on Thursday, May 7th. The specialty retailer reported $0.34 earnings per share for the quarter, beating analysts’ consensus estimates of $0.26 by $0.08. The company had revenue of $231.26 million for the quarter, compared to analyst estimates of $215.69 million. ACM Research had a return on equity of 4.17% and a net margin of 9.48%.The firm’s revenue for the quarter was up 34.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.46 EPS. As a group, equities research analysts anticipate that ACM Research, Inc. will post 1.2 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Weiss Ratings raised shares of ACM Research from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Zacks Research lowered shares of ACM Research from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. Wall Street Zen raised shares of ACM Research from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Seaport Research Partners assumed coverage on shares of ACM Research in a research note on Monday, May 4th. They set a “buy” rating and a $75.00 price objective on the stock. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, ACM Research presently has a consensus rating of “Hold” and an average price target of $40.00.

Insider Buying and Selling at ACM Research

In other news, Director Charles C. Pappis sold 5,000 shares of ACM Research stock in a transaction on Friday, April 17th. The stock was sold at an average price of $52.00, for a total transaction of $260,000.00. Following the transaction, the director owned 5,000 shares in the company, valued at $260,000. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Tracy Liu sold 45,000 shares of ACM Research stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $47.38, for a total value of $2,132,100.00. Following the transaction, the director owned 110,772 shares in the company, valued at approximately $5,248,377.36. This represents a 28.89% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 65,000 shares of company stock worth $3,110,750. Insiders own 25.00% of the company’s stock.

ACM Research 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.