ACM Research, Inc. (ACMR) Stock Analysis
Technology · Semiconductor Equipment & Materials
Sell if holding. At $66.85, A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: mainland China; Concentration risk — Product: single wafer cleaning, Tahoe and semi-critical cleaning (69.5%).
ACM Research supplies advanced semiconductor process equipment—primarily wet-cleaning systems using proprietary SAPS, TEBO, and Tahoe technologies—predominantly to chip manufacturers in mainland China. Revenue of $901.4 million in 2025 was 69.5% from cleaning products and 22.1%... Read more
Sell if holding. At $66.85, A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: mainland China; Concentration risk — Product: single wafer cleaning, Tahoe and semi-critical cleaning (69.5%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 6.0/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent Developments — ACM Research, Inc.
Latest news
- ACM Research Sees Unusually High Options Volume (NASDAQ:ACMR) - MarketBeat — MarketBeat neutral
- ACM Research, Inc. (ACMR) stock falls amid market uptick: What investors need to know - MSN — MSN negative
- Zacks Research Downgrades ACM Research (NASDAQ:ACMR) to Hold - MarketBeat — MarketBeat negative
- ACM Research (NASDAQ:ACMR) Upgraded at Seaport Research Partners - MarketBeat — MarketBeat positive
- Wall Street Analysts Think ACM Research (ACMR) Is a Good Investment: Is It? - Yahoo Finance — Yahoo Finance positive
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicmainland China10-K Item 1: 'substantially all of our sales of equipment for semiconductor-manufacturing have been to customers located in mainland China'
- HIGHProductsingle wafer cleaning, Tahoe and semi-critical cleaning70%10-K Item 1: 'Revenue from single wafer cleaning, Tahoe and semi-critical cleaning equipment totaled $626.0 million, or 69.5% of total revenue in 2025'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers·1 ceiling hit
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $66.85, A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: mainland China; Concentration risk — Product: single wafer cleaning, Tahoe and semi-critical cleaning (69.5%). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $61.80. Score 6.0/10, moderate confidence.
Take-profit target: $67.39 (+1.4% upside). Prior stop was $61.80. Stop-loss: $61.80.
Concentration risk — Geographic: mainland China; Concentration risk — Product: single wafer cleaning, Tahoe and semi-critical cleaning (69.5%); Analyst target reached - limited upside remaining.
ACM Research, Inc. trades at a P/E of 48.3 (forward 28.1). TrendMatrix value score: 5.0/10. Verdict: Sell.
13 analysts cover ACMR with a consensus score of 4.1/5. Average price target: $74.
What does ACM Research, Inc. do?ACM Research supplies advanced semiconductor process equipment—primarily wet-cleaning systems using proprietary SAPS,...
ACM Research supplies advanced semiconductor process equipment—primarily wet-cleaning systems using proprietary SAPS, TEBO, and Tahoe technologies—predominantly to chip manufacturers in mainland China. Revenue of $901.4 million in 2025 was 69.5% from cleaning products and 22.1% from ECP, furnace, and other technologies.