Sei Investments Co. Grows Stock Position in ACM Research, Inc. $ACMR

Sei Investments Co. raised its position in ACM Research, Inc. (NASDAQ:ACMR) by 45.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 85,005 shares of the specialty retailer’s stock after acquiring an additional 26,560 shares during the quarter. Sei Investments Co.’s holdings in ACM Research were worth $3,345,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of ACM Research by 2.6% during the fourth quarter. Vanguard Group Inc. now owns 4,972,103 shares of the specialty retailer’s stock worth $196,149,000 after purchasing an additional 125,690 shares in the last quarter. WCM Investment Management LLC grew its holdings in ACM Research by 16,878.8% during the 1st quarter. WCM Investment Management LLC now owns 1,860,874 shares of the specialty retailer’s stock valued at $70,583,000 after purchasing an additional 1,849,914 shares in the last quarter. Morgan Stanley grew its holdings in ACM Research by 58.8% during the 4th quarter. Morgan Stanley now owns 1,392,306 shares of the specialty retailer’s stock valued at $54,926,000 after purchasing an additional 515,340 shares in the last quarter. Geode Capital Management LLC increased its stake in ACM Research by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 1,342,899 shares of the specialty retailer’s stock worth $52,986,000 after buying an additional 19,397 shares during the period. Finally, Invesco Ltd. increased its stake in ACM Research by 444.5% during the 4th quarter. Invesco Ltd. now owns 1,342,136 shares of the specialty retailer’s stock worth $52,947,000 after buying an additional 1,095,634 shares during the period. Hedge funds and other institutional investors own 66.75% of the company’s stock.

Insider Activity at ACM Research

In related news, insider David H. Wang sold 60,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $90.05, for a total transaction of $5,403,000.00. Following the sale, the insider owned 802,708 shares of the company’s stock, valued at $72,283,855.40. The trade was a 6.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Sotheara Cheav sold 13,351 shares of the company’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $85.15, for a total value of $1,136,837.65. Following the completion of the sale, the insider owned 100,002 shares of the company’s stock, valued at $8,515,170.30. This trade represents a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 123,752 shares of company stock worth $10,752,198 over the last quarter. 24.36% of the stock is currently owned by company insiders.

ACM Research News Summary

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

• Positive Sentiment: Q2 earnings and revenue beat estimates: ACM Research reported adjusted earnings of $0.61 per share, versus the $0.42 consensus estimate, while revenue reached $292.92 million, ahead of expectations of $269.28 million. Revenue increased 36% from the prior-year period, and EPS rose from $0.54. ACM Research Reports Second Quarter 2026 Results
• Positive Sentiment: New product demand supports growth: ACM Research’s Ultra ECP ap-p horizontal panel electroplating tool received its first production order and an evaluation order from customers. The development strengthens the company’s position in advanced packaging and panel-level processing. Ultra ECP ap-p Tool Orders
• Positive Sentiment: Expanded addressable market: The company expanded its Ultra C Tahoe system into a multi-process wet-processing platform, adding applications for logic and memory manufacturing. The broader platform could create additional cross-selling opportunities with semiconductor customers. Ultra C Tahoe Expansion
• Neutral Sentiment: Full-year outlook is mixed: ACM Research issued 2026 revenue guidance of $1.1 billion to $1.2 billion, broadly consistent with but slightly below the $1.2 billion analyst consensus midpoint/target. The update may temper enthusiasm despite the quarterly beat, particularly as the company faces rising expenses and margin pressure.

ACM Research Trading Up 6.1%

NASDAQ:ACMR opened at $83.80 on Friday. ACM Research, Inc. has a 12-month low of $23.59 and a 12-month high of $127.19. The firm has a market capitalization of $5.13 billion, a P/E ratio of 63.97 and a beta of 1.96. The company has a debt-to-equity ratio of 0.11, a current ratio of 3.51 and a quick ratio of 2.52. The business has a 50 day simple moving average of $92.09 and a 200 day simple moving average of $68.51.

ACM Research (NASDAQ:ACMR) last issued its earnings results on Friday, August 7th. The specialty retailer reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.42 by $0.19. The firm had revenue of $292.92 million for the quarter, compared to analyst estimates of $269.28 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 36.0% on a year-over-year basis. During the same period last year, the company earned $0.54 earnings per share. Equities research analysts predict that ACM Research, Inc. will post 1.02 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on ACMR shares. Wall Street Zen upgraded ACM Research from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Weiss Ratings restated a “hold (c+)” rating on shares of ACM Research in a research note on Tuesday, July 21st. Zacks Research downgraded shares of ACM Research from a “strong-buy” rating to a “hold” rating in a report on Monday, April 27th. Roth Capital set a $125.00 target price on shares of ACM Research and gave the company a “buy” rating in a research note on Wednesday, June 17th. Finally, Seaport Research Partners assumed coverage on shares of ACM Research in a report on Monday, May 4th. They set a “buy” rating and a $75.00 target price on the stock. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $127.50.

About ACM Research

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.