Semiconductor Materials and Equipment

ACM Research

ACM Research Announces Direct Stock Issuance for Expansion

Pictet Asset Management Holding SA Significantly Reduces Holdings in ACM Research, Inc.

ACM Research released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 231.26 M (forecast USD 215.69 M), actual EPS USD 0.24 (forecast USD 0.2768)

ACM Research Bears Reduced, Internal Trading Active

ACM Research to Release FY2026 Q1 Earnings on May 7, Pre-Market EST; Forecast Revenue USD 216.47 M, EPS USD 0.2768

ACM Research's stock price falls with conflicting analyst ratings and insider sales

ACM Research Announces Preliminary Q1 2026 Financials

ACM Research reiterates 2026 revenue outlook

Kerrisdale and Steamboat Sent a Letter to ACM Research Inc.

ACM Research Inc. reports record revenue of $901.3 million for 2025

ACM Research CEO Disposes of Company Stock

Roth MKM Analyst Reiterates Buy Rating on ACM Research

ACM Research Secures Orders for Advanced Packaging Equipment

ACM Research released FY2025 earnings on February 26 Pre-Market (EST), actual revenue USD 901.31 M (forecast USD 896.78 M), actual EPS USD 1.3699 (forecast USD 1.7381)

ACM Research released FY2025 Q4 earnings on February 26 Pre-Market (EST), actual revenue USD 244.43 M (forecast USD 241.29 M), actual EPS USD 0.1018 (forecast USD 0.4346)

ACM Research Inc. Delivers 300mm Single-Wafer Cleaning Systems to Singapore Customer

ACM Research Q4 2022 Revenue Exceeds Estimates

ACM Research to Release FY2025 Q4 Earnings on February 26, 2026, Pre-Market EST; Forecast Revenue USD 241.29 M, EPS USD 0.4346

ACM Research Inc. Announces Shareholder Rights Change Related to ACM Research (Shanghai), Inc.

ACM Research Reports Insights from January 2026 Investor Relations Events

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

ACMR

SOXX

Triata Capital has fully exited its position in ACM Research, selling 1,929,919 shares, resulting in a $76.14 million decline in stake value. This transaction represented 18.6% of Triata's 13F assets under management. ACM Research, a semiconductor equipment provider, saw its stock price rise 157.6% over the past year, but the company faces challenges in converting revenue growth into profit.

nasdaq

iShares Semiconductor ETF

VanEck Semiconductor ETF

Vnet

Qifu Tech

QFIN-S

GDS-SW

Alibaba

BABA-W

S&P 500

Netflix

NVIDIA

BABA-WR

Alibaba HK SDR 5to1

NVIDIA Corporation

Triata Capital Exits ACM Research Position, According to Recent SEC Filing

BTBT

HUYA

ZEPP

MVST

AIXI

Bit Digital(BTBT) rose 19.44%, with a trading turnover 123.2 Million USD, and a year-to-date rose 13.8%. Silvercorp Met(SVM) rose 9.26%, with a trading turnover 80.1 Million USD, and a year-to-date rose 76.9%. Zepp Health(ZEPP) fell 8.73%, with a trading turnover 2.8 Million USD, and a year-to-date fell 58.1%. ECARX(ECX) fell 5.26%, with a trading turnover 1.4 Million USD, and a year-to-date fell 37.2%.

- The Nasdaq Composite Index rose by 0.1%, with an annual gain of 13%.  
- The S&P 500 Index increased by 0.19%, accumulating an 8.3% rise for the year, while the Dow Jones also gained 0.19%, with a year-to-date increase of 3.4%.  
- Notable stock movements include Bit Digital (BTBT) up 19.44% and Silvercorp Metals (SVM) up 9.26%, while Zepp (ZEPP) fell 8.73% and ECARX (ECX) decreased by 5.26%.

Top Gainers&Losers

Bit Digital

Silvercorp Met

Accendra Health

Zepp Health

ECARX

Microvast

Agora

Xiao I

Top 5 CDRs Gainers/Losers (>100M) (5.11)

Pictet Asset Management Holding SA has reduced its stake in ACM Research, Inc. (NASDAQ:ACMR) by 80.9% in Q4, now holding 9,725 shares valued at $384,000. Other hedge funds have also adjusted their positions, with notable increases from Farther Finance Advisors LLC and Jones Financial Companies Lllp. Analyst ratings for ACMR vary, with a consensus rating of "Hold" and a price target of $40.00. The stock opened at $59.85, with a market cap of $3.66 billion and a recent earnings report showing a revenue increase of 34.2% year-over-year.

Market Beat

K2 Asset Management Holdings Ltd

Platinum Asset Management Ltd

Pacific Assets Trust PLC Shs GBP

Nano Labs

First Financial

Brown Advisory US Smaller Companies PLC GBP

First Financial NorthWest

Jackson Financial

Jefferies Financial

Love & Health Ltd

SBI Holdings, Inc.

Eversource Energy

WealthNavi, Inc.

GAMCO Investors, Inc.

Gamma Communications PLC

Simplify Gamma Emerging Market Bond ETF

Weis Markets

Carl Zeiss Meditec AG

NEUBERGER BERMAN REAL ES-W/I

Financial Street

Rimini Street

Charter Hall Long WALE REIT

Seaport ENT

TRUE PARTNER

PC Partner

Zacks Quality International ETF

Zacks Focus Growth ETF

Zacks Small/Mid Cap ETF

Jackson Financial Inc.

JACKSON FINANCIAL INC DEP SHS EACH RP 1/1000 INT NON CUM PFD A

Charter Hall Retail REIT

Charter Hall Group

Charter Hall Social Infrastructure REIT

Pictet Asset Management Holding SA Trims Stock Position in ACM Research, Inc. $ACMR

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nasdaq

ACM Research (ACMR) Q1 2026 Earnings Transcript

Roth MKM analyst Sujeeva De Silva has reaffirmed a Buy rating for ACM Research (ACMR) with a price target of $70.00. De Silva, who specializes in the Technology sector, has an impressive average return of 50.6% and a 58.70% success rate on stock recommendations. While Roth MKM maintains a positive outlook, Needham has issued a Hold rating for ACMR, contrasting with a previous Buy from Seaport Global's Jay Goldberg.

Tip Ranks

Marvell Tech

Credo Tech

indie Semiconductor

Roth MKM Sticks to Their Buy Rating for ACM Research (ACMR)

ACM Research (ACMR) has reiterated its revenue outlook for 2026, projecting between $1.08 billion and $1.175 billion. The company reported a strong Q1 with a 34% revenue increase and gross margins exceeding their long-term target range. CEO David Wang highlighted expectations for additional contributions from new product cycles, including the Tahoe and single-wafer SPM tools, aiming for 15-20 tool deliveries by year-end.

ACM Research reiterates $1.08B-$1.175B 2026 revenue outlook while targeting 15-20 single-wafer SPM tool deliveries by year-end

TROO

CSIQ

FUTU

TIGR

Troops(TROO) rose 6.94%, with a trading turnover 1.8 Million USD, and a year-to-date rose 39.7%. ACM Research(ACMR) rose 6.9%, with a trading turnover 179.3 Million USD, and a year-to-date rose 50.1%. Zepp Health(ZEPP) fell 16.99%, with a trading turnover 2.0 Million USD, and a year-to-date fell 44.5%. Futu(FUTU) fell 13.76%, with a trading turnover 527.0 Million USD, and a year-to-date fell 10.4%.

- The Nasdaq Composite Index fell by 0.13%, with a year-to-date increase of 11%.  
- The S&P 500 Index declined by 0.38%, up 7.2% for the year, while the Dow Jones Index decreased by 0.63%, with a 3.2% annual gain.  
- Notable stock movements include Troops (TROO) rising by 6.94% and ACM Research (ACMR) increasing by 6.9%, while Zepp (ZEPP) dropped 16.99%, and Futu Holdings (FUTU) fell by 13.76%.

Troops

Canadian Solar

Futu

So-Young

UP Fintech

Canaan

Top 5 CDRs Gainers/Losers (>100M) (5.7)

LASR

SHAK

Noteworthy options trading activity was observed in three companies within the Russell 3000 index. Shake Shack Inc (SHAK) saw 20,645 contracts traded, 178.9% of its average daily volume, with significant activity in the $65 put option expiring May 08, 2026. nLight Inc (LASR) had 19,034 contracts, also 178.4% of its average, with high volume in the $80 call option expiring June 18, 2026. ACM Research Inc (ACMR) recorded 17,318 contracts, 164.6% of its average, with notable trading in the $62.50 call option expiring May 15, 2026.

nLight

Shake Shack

Noteworthy Thursday Option Activity: SHAK, LASR, ACMR

SOXL

ACM Research reported Q1 2026 revenue of $231.3 million, a 34% increase year-over-year, with GAAP diluted EPS of $0.24. Shipments reached $240.7 million, up 54% year-over-year. The company reiterated its full-year revenue guidance of $1.08 billion to $1.175 billion. Key highlights include new product rollouts, a proposed Hong Kong H-share listing, and a strong cash position of approximately $1.25 billion. Management also noted operational expansions and strategic capital actions, including a share sale generating ~$110 million.

TradingView

Direxion Semicon Bull 3X

SPDR S&P Semicon

ACM Research posts Q1 2026 revenue $231.3M, GAAP diluted EPS $0.24; shipments $240.7M

ACM Research(ACMR.US)