NASDAQ: ACMR

ACM Research (ACMR) Stock Analysis & Forecast

Sep 28 close

$75.95−1.35 (−1.7%)

Gekko Brief

AI summary

This week ACM Research draws heightened investor attention amid a larger-than-market drop, with shares closing at $76.18 on 24 September before easing further. A securities class action reminder from Rosen Law Firm, tied to a period between March 6, 2019 and October 7, 2020, also circulates, though it concerns historical trading activity rather than current operations.

ACMR closes at $75.95, down 1.7%, sitting between its 50-day average of $77.19 and 200-day average of $66.19. The GekkoIndex reads 56.4, placing the stock in the Neutral zone, with the score down 3 points over the last five sessions. Price sits 11.3% below Gekko Fair Value of $85.64. Over the past month the stock has returned -5.6%, though it remains up 89.5% over six months and 100.1% over the past year, with a 52-week range of $28.46 to $127.19.

The next earnings report is set for 4 November 2026, before the open, 36 days away and outside a typical 20-trading-day holding window; the prior report on 7 August 2026 beat estimates with $0.61 versus $0.42 expected, though the stock reacted just 0.5%. Over the last 30 days, 3 unusual options signals appear, with call premium of $5,591,600 against no put premium recorded. Seasonality over 5 years shows a mean 20-day return of -13.6% from this point in the calendar, rising in 2 of those years. Analyst coverage from 4 firms shows 3 buy and 1 hold ratings, with a consensus target of $115.88.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

ACM Research price vs fair value

$85.64$75.95Sep ’25Mar ’26Sep ’26
Close $75.95200-day averageGekko Fair Value $85.64

ACM Research quick facts

Market cap
$4.87B
P/E ratio
36.5
Forward P/E
30.2
EPS, TTM
$2.12
Revenue, TTM
$1.04B
Profit margin
14.5%
Dividend yield
—
Beta
1.95
Volume
836,567 avg 1.07M
1-year return
+100.1%
Typical daily move
±6.3%
Typical 20-day move
±15.1%
50-day average
$77.19
200-day average
$66.19
Next earnings
Nov 4 before open
Shares outstanding
64.66M
52-week range
$28.46$127.19

ACM Research swing-trade checklist

ACM Research scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive2 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $75.95 sits between the 50-day ($77.19) and 200-day ($66.19) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    56.4, Neutral

    Reading 56.4 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    11.3% below

    Price is 11.3% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 30 days: 3 unusual options signals.

    See smart money
  • Earnings risksupportive

    Reports in 36 days

    Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalityheadwind

    −13.6% on average

    From this point in the calendar, the next 20 trading days averaged −13.6% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

ACM Research stock chart and price history

ACM Research closed at $75.95 on Sep 28, 2026, +100.1% over the past year, inside a 52-week range of $28.46 to $127.19.

Close50-day average200-day averageVolume
ACM Research share price, past year, with 50-day and 200-day moving averages and volume$20$40$60$100$120NovDecJan 2026FebMarAprMayJunJulAugSep75.95

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−5.6%
3 months
−36.1%
6 months
+89.5%
1 year
+100.1%
The full ACMR chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ACMR in Gekko

Follow ACM Research through every session

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About ACM Research

ACM Research designs, builds and supplies specialized single-wafer wet cleaning systems used in semiconductor manufacturing. These machines are built to help chipmakers improve production quality and boost the output of usable integrated circuits. The company is known for a set of proprietary cleaning technologies, including systems that apply megasonic energy evenly across wafer surfaces, methods tailored for cleaning complex patterned wafers at advanced process stages, an approach that cuts back on the chemicals used in cleaning, and equipment for electro-chemical metal plating.

ACM Research sells its equipment under the Ultra C product name, reaching customers through its own sales team as well as independent outside representatives who distribute on its behalf.

The company traces back to 1998 and operates out of Fremont, California. Its shares trade on the NASDAQ under the ticker ACMR.

Listed
NASDAQ
Sector
Producer manufacturing
Industry
Industrial machinery
Website
acmr.com

ACM Research GekkoIndex: the smart money zone

ACM Research’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 56.4, in the Neutral zone, down 3 points over five sessions.

010056.4Neutral

Down 3 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying34+5.5%+9.1%+29.2%+50.5%
Accumulation224+0.4%+1.3%+5.5%+33.5%
Neutral (current zone)334+1.6%+3.1%+4.7%+6.7%
Distribution72+4.0%+7.2%+11.4%+1.5%
Selling8Too few readings yet

Average ACMR share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the ACMR price, zone by zone.Track ACMR in Gekko

Is ACM Research stock overvalued? Gekko Fair Value

ACM Research trades 11.3% below Gekko Fair Value of $85.64, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what ACM Research shares are worth, recalculated every trading day.

$85.64

Gekko Fair Value, Sep 29, 2026

11.3% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ACMR in Gekko

ACM Research insider and Congress trading

No open-market insider purchases were filed for ACM Research, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ACMR in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ACMR insider filing, plotted on the chart in Gekko.Open ACMR in Gekko

Congress trades last 90 days

No trades in ACMR were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ACMR, plotted on the chart in Gekko.Open ACMR in Gekko

Buybacks

ACM Research has been buying back its own shares.

Bought back, quarter ended Jun 30, 2025
$6.99M
As a share of market cap
0.14%

From company filings.

Unusual options activity last 30 days

3signals, 100% of the flagged premium in calls.

Latest: Bullish flow on Sep 26, $1.71M in unusual premium.

Hedge funds and billionaires quarter ended Jun 30

4of the funds Gekko tracks hold ACMR.

2added0opened2trimmed0sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko

ACM Research earnings: next date and track record

ACM Research reports on Nov 4, 2026, before the open (36 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±11.5%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

+1.4%Nov ’24+13.8%Feb ’25+10.8%May ’25−18.1%Aug ’25−20.5%Nov ’25−18.7%Feb ’26+8.1%May ’26+0.5%Aug ’26

Last earnings call, Aug 7, 2026 AI summary

What they said
ACM Research reported Q2 2026 revenue and shipments up 36% year-over-year, with ECP and advanced packaging categories each growing over 150% YoY. The company secured panel-level horizontal plating orders from two customers across multiple regions. Net cash exceeded $1 billion globally, including ~$300M in the US following a $150M registered direct offering. H1 2026 orders surged 105% year-over-year across all product categories.
Guidance
Management reaffirmed 2026 growth targets, expecting shipments to grow faster than revenue across all categories. Beyond 2026, newer platforms including Track, PECVD, and horizontal panel-level plating are expected to transition from evaluation to commercialization, driving production orders.
Risks flagged
Key risks mentioned: component shortages and longer lead times (supply chain constraints), potential component price increases (though management currently does not expect material margin impact), timing risk around shipment qualification and revenue recognition (some tools may ship later than planned), competitive dynamics (PECVD competition, qualification hurdles for new products), and uncertainty on Hong Kong listing timing or disclosures.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 7, 2026$0.61
est $0.42
+45.7%$292.9M
est $269.3M
+8.8%+0.5%
May 7, 2026$0.34
est $0.20
+70.0%$231.3M
est $215.7M
+7.2%+8.1%
Feb 26, 2026$0.25
est $0.53
−53.0%$244.4M
est $241.3M
+1.3%−18.7%
Nov 5, 2025$0.36
est $0.47
−23.4%$269.2M
est $248.4M
+8.3%−20.5%
Aug 6, 2025$0.54
est $0.42
+28.6%$215.4M
est $252.2M
−14.6%−18.1%
May 8, 2025$0.46
est $0.37
+24.3%$172.3M
est $221.0M
−22.0%+10.8%
Feb 26, 2025$0.56
est $0.31
+80.6%$223.5M
est $179.7M
+24.4%+13.8%
Nov 7, 2024$0.63
est $0.37
+70.3%$204.0M
est $191.2M
+6.7%+1.4%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

ACM Research stock forecast and analyst price targets

Analysts’ average 12-month price target for ACM Research is $115.88, +52.6% from the last close, from 4 firms rating the stock in the last 90 days.

$115.88consensus 12-month target, +52.6% from the last close
Low $100High $164
Buy3
Hold1
Sell0

Each firm’s latest rating in the last 90 days: 4 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Aug 25DaiwaBuy, initiated$136+79.1%
Aug 10Craig-HallumBuy, maintained$100+31.7%
Aug 10NeedhamHold, maintained——
Jul 2Goldman SachsBuy, maintained$164+115.9%
+4.7%average 20-day move after past Neutral readings
−13.6%average move over the next 20 trading days in the last 5 years
±6.3%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

ACM Research seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, ACM Research averaged −13.6% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−3.3%2021−50.2%2022−24.3%2023−3.0%2024+9.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+7.6%5 of 5
Next 10 trading days−2.2%3 of 5
Next 15 trading days−9.6%2 of 5
Next 20 trading days−13.6%2 of 5
Next 30 trading days−10.8%0 of 5

For scale, ACMR’s typical 20-trading-day move in either direction is about 15.1%.

ACM Research market cap and key statistics

ACM Research’s market cap is $4.87B, with a P/E ratio of 36.5 and revenue of $1.04B over the last twelve months.

Valuation

Market cap
$4.87B
P/E ratio
36.5
Forward P/E
30.2
EPS, TTM
$2.12
Gekko Fair Value
$85.64

Trading

Volume
836,567
Avg volume, 20 days
1.07M
52-week high
$127.19
52-week low
$28.46
Shares outstanding
64.66M

Financials

Revenue, TTM
$1.04B
Profit margin
14.5%
Return on equity
11.6%
Quarterly earnings growth, YoY
+180.6%

Risk and income

Beta
1.95
Typical daily move
±6.3%
Typical 20-day move
±15.1%

ACM Research peers

ACM Research’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
LRCXLam Research+0.2%Neutral7.7% above
AMATApplied Materials+1.0%Neutral11.5% below
PHParker-Hannifin−0.4%Neutral5.9% above
TTTrane Technologies0.0%Neutral13.7% above
JCIJohnson Controls International−0.5%Neutral11.4% above
CARRCarrier Global−0.3%Accumulation4.9% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

ACM Research stock FAQ

What is ACM Research’s market cap?

ACM Research’s market cap is $4.87B at the Sep 28, 2026 close of $75.95, with 64.66M shares outstanding. The shares trade on a P/E ratio of 36.5.

What is the ACM Research stock forecast?

The consensus analyst 12-month price target for ACM Research is $115.88, +52.6% from the last close. Of the 4 firms that rated the stock in the last 90 days, 3 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is ACM Research stock overvalued or undervalued?

On Gekko’s estimate ACM Research is undervalued: the Sep 28, 2026 close of $75.95 is 11.3% below Gekko Fair Value of $85.64. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does ACM Research report earnings next?

ACM Research is expected to report on Nov 4, 2026, before the market opens (36 days away). Analysts expect earnings of $0.51 per share on revenue of $308.5M. ACM Research beat the earnings estimate in 6 of its last 8 reports, moving 11.5% on average across the report.

What is ACM Research’s 52-week high and low?

ACM Research’s 52-week high is $127.19 and its 52-week low is $28.46; it closed at $75.95 on Sep 28, 2026, +100.1% over the past year.

Is ACM Research stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (fair value, smart money and earnings risk), 2 as mixed (trend and gekkoindex) and 1 as a headwind (seasonality). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in ACM Research?

Gekko flagged 3 unusual options signals in ACM Research over the last 30 days, with $5.59M of flagged premium in calls and $0 in puts. The latest, bullish flow, was on Sep 26, 2026 with $1.71M in unusual premium. The signal-by-signal table is in Gekko.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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