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ACM Research, Inc. ACMR R2KAI

Technology · Semiconductor Equipment & Materials · United States
https://www.acmr.com
Company Profile ↓
$98.90
+241.84% 1Y
Mkt Cap$6.34B
P/E75.50
P/B3.93
52W High$126.89
52W Low$23.92
Book Value$23.89
EPS (TTM)$1.31

Company Overview

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers. The company provides wet cleaning equipment for front end production processes; electrochemical plating, furnace, PECVD, and track platforms; Space Alternated Phase Shift, technology for flat and wafer surfaces; timely energized bubble oscillation, technology for patterned wafer surfaces at advanced process nodes; and Tahoe technology; and semi-critical cleaning tools. It also offers advanced packaging equipment, such as coaters, developers, photoresist strippers, scrubbers, wet etchers and copper-plating equipment; and advanced packaging products include: Ultra ECP ap, which delivers a uniform metal layer to finished wafers prior to packaging; Ultra C Developer, which applies liquid developer to selected parts of photoresist to resolve an image; Ultra C PR Megasonic-Assisted Stripper, which removes photoresist; Ultra C Scrubber, which scrubs and cleans wafers; Ultra C Thin Wafer Scrubber, which addresses a sub-market of cleaning very thin wafers for certain Asian assembly factories; and Ultra C Wet Etcher, which etches silicon wafers and copper and titanium interconnects. In addition, the company provides ECP technology for advanced metal plating; Ultra fn Furnace, a dry processing tool; Ultra Pmax PECVD tools, a proprietary designed chamber, gas distribution unit, and chuck; and Ultra Track, a 300mm process tool that delivers uniform air downflow, fast robot handling and configurable software to address specific customer requirements. It markets and sells its products under the SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP map, and Ultra ECP ap trademarks through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 33.8% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 32.3% CAGR over the past five years.

Healthy Margins

Operating margin of 15.6% supports profitability.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.16.

Recent Developments

  • Dec 2025 Revenue of $901.31M (+15.2% YoY); net profit $94.08M.
  • Trailing 12 Months Year-on-year growth — revenue +34.2%, earnings -18.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 32.3%, profit CAGR 33.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:32.34%
1 Year:34.20%

Compounded Profit Growth

5 Years:33.81%
1 Year:-18.70%

Stock Price Performance

1 Year:+241.84%
6 Months:+85.82%
3 Months:+99.30%
1 Month:+7.85%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI Semiconductor Equipment / AI Supply Chain

ACM Research makes wafer-cleaning and other front-end equipment used to fabricate the advanced chips that power AI.

Core Focus

Wet-cleaning, electrochemical plating, furnace and advanced-packaging tools for semiconductor manufacturers.

Key Initiatives
  • Cleaning tools for advanced nodes ACM's wet-cleaning equipment is critical to fabricating the logic and memory chips serving AI.
  • Advanced-packaging tools Packaging equipment addresses the heterogeneous integration used in AI accelerators.
  • China & global expansion Strong China demand plus international expansion broaden its served market.
Why Investors Should Care
  • Fast-growing equipment supplier (~34% growth) levered to the AI-chip build-out.
  • Profitable (net ~10%) and gaining share in cleaning and plating.
  • Heavy China exposure carries geopolitical and concentration risk.
  • Semiconductor-capex cyclicality is a key risk.
AI InvestmentAI exposure is indirect; investment is in cleaning, plating and packaging tool R&D.
AI RevenueNo AI-specific revenue is disclosed; AI-driven fab capex flows through equipment sales.
ROI (Now)Indirect — AI-fab build-out is one driver of strong current equipment demand.
ROI (Expected)Continued advanced-node and packaging capex, partly AI-driven, supports growth.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 32.3% over 5 years.
  • Profit CAGR of 33.8% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading at a high P/E of 75.5.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
75.50
Industry PE
36.02
Forward P/E
43.89
PEG Ratio
-
Book Value
$23.89
Price to Book
3.93
P/S
6.76
EV/EBITDA
41.81
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
32.34%
Profit 5Y
33.81%
Revenue (YoY)
34.20%
Earnings (YoY)
-18.70%

Profitability & Returns

ROCE
6.68%
ROE
7.60%
ROA
3.00%
Profit Margin
9.48%
Op Margin
15.64%
Gross Margin
44.23%
EPS (Latest Qtr)
$0.24
EPS (TTM)
$1.31

Balance Sheet & Liquidity

Debt/Equity
0.16
Quick Ratio
2.48
Current Ratio
3.51
Debt
$337.06M
Total Assets
$3.07B
Current Assets
$2.62B
Working Capital
$1.69B

Ownership

Promoter Holding
-
Chg in Prom Hold
-
FII / Inst Holding
-
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$6.34B
Total Revenue (TTM)
$960.23M
EBITDA
$138.61M
Free Cash Flow
$-142.42M
Operating Cash Flow
$-45.15M
Shares Outstanding
64.12M
Gross Margin
44.23%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ACMR ACM Research, Inc. R2KAI 98.90 75.50 $6.34B 0.00% 6.68% 7.60% 32.34% 33.81%
2 NVDA NVIDIA Corporation NDXSPXAI 211.80 32.43 $5.13T 0.49% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 314.86 38.07 $4.62T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 384.93 22.91 $2.86T 0.93% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 420.39 36.18 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 389.11 64.85 $1.85T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 983.12 46.37 $1.11T 0.06% 13.69% 39.82% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 548.13 181.50 $893.78B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,775.64 59.55 $684.36B 0.47% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2016Mar 2017Jun 2017Sep 2017Mar 2018Jun 2018Sep 2018Mar 2019Jun 2019Sep 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ------23.18M20.48M29.01M33.43M24.35M39.05M47.66M43.73M53.86M67.01M42.19M104.39M133.71M74.26M144.58M168.57M152.19M202.48M203.98M172.35M215.37M269.16M244.43M231.26M
Cost of Revenue -------------------------89.80M110.91M156.01M144.52M124.03M
Gross Profit 2.92M2.40M3.45M2.20M5.12M8.72M10.29M8.83M13.13M16.25M10.23M19.36M20.34M18.05M21.68M29.68M19.69M44.16M65.97M39.99M68.64M88.51M79.12M96.78M104.83M82.55M104.46M113.15M99.91M107.24M
Operating Expenses -------------------------56.77M72.77M84.23M76.87M71.06M
Operating Income 788.00K-1.55M-202.00K-1.31M-1.90M2.33M3.40M2.25M4.66M7.03M1.22M7.34M7.51M3.45M4.33M11.79M-9.31M20.04M31.64M8.86M30.43M33.17M25.23M37.59M44.18M25.78M31.69M28.92M23.04M36.18M
EBITDA -------------------------31.74M43.26M55.04M28.43M37.41M
Interest Expense -------------------------1.56M1.76M1.85M1.79M1.93M
Pretax Income -------------------------27.17M38.16M49.09M20.78M30.01M
Tax Provision -------------------------2.15M1.89M2.69M6.57M3.77M
Net Income 362.00K-2.09M-658.00K-955.00K-2.78M3.21M3.85M1.86M4.31M8.78M1.71M-81.00K8.63M5.47M6.57M10.15M-5.79M12.24M21.00M7.14M26.82M25.68M17.43M24.21M30.90M20.38M29.76M35.89M8.05M17.31M
Diluted EPS 0.05-0.43-0.13-0.17-0.180.180.210.100.230.450.080.000.400.080.100.15-0.100.180.320.110.410.390.260.350.450.300.440.520.110.24
R&D Expense 813.00K928.00K939.00K1.21M1.54M2.42M2.26M2.77M3.34M3.49M3.68M5.22M4.34M5.50M7.93M7.86M17.35M11.37M15.68M14.03M20.06M26.15M23.92M25.97M27.84M27.50M33.82M39.65M-36.55M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 27.37M36.51M74.64M107.52M156.62M259.75M388.83M557.72M782.12M901.31M
Cost of Revenue ------205.22M281.51M390.56M501.24M
Gross Profit 13.33M17.23M34.45M50.65M69.60M114.86M183.62M276.21M391.55M400.07M
Operating Expenses ------124.58M180.38M240.56M290.64M
Operating Income 3.49M700.00K6.47M17.79M21.49M38.70M59.03M95.84M151.00M109.43M
EBITDA ------74.38M126.99M180.42M158.47M
Interest Expense ------1.66M2.68M4.15M6.96M
Pretax Income ------67.36M116.22M166.30M135.19M
Tax Provision ------16.80M19.36M35.03M13.30M
Net Income 1.03M-318.00K6.57M18.89M18.78M37.76M39.26M77.35M103.63M94.08M
Diluted EPS 0.18-0.050.370.990.300.580.591.161.531.37
R&D Expense 3.26M5.14M10.38M12.90M19.12M34.21M62.23M92.71M105.47M144.99M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -44.47M67.89M103.05M217.70M341.26M-1.24B1.49B1.86B2.87B
Current Assets -------963.81M1.18B1.48B2.44B
Cash & Equivalents 4.40M10.12M17.68M27.12M58.26M71.77M-247.95M182.09M407.44M757.37M
Inventory -------393.17M545.39M597.98M702.63M
Receivables -------182.94M283.19M387.05M504.25M
Total Liabilities -23.95M28.03M50.72M60.22M133.09M-423.33M564.75M759.82M941.68M
Current Liabilities -17.07M21.82M46.14M53.50M102.91M-396.21M500.66M641.23M745.71M
Long Term Debt ----017.98M-18.69M53.95M105.53M178.93M
Total Debt -------79.50M99.10M188.78M297.91M
Total Equity -4.48M-2.43M39.86M52.32M97.32M141.15M-674.86M767.39M904.62M1.46B
Shares Outstanding -------59.68M61.06M62.96M65.61M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow --6.91M9.40M-13.55M--62.19M-75.32M152.45M-10.32M
Investing Cash Flow ---2.07M-5.53M-69.95M--265.67M-6.75M-11.96M-390.33M
Financing Cash Flow --5.12M87.44M32.83M-45.87M18.53M92.48M742.49M
Capital Expenditure -795.00K-651.00K-1.83M-971.00K-5.21M--92.52M-64.34M-85.95M-57.66M
Free Cash Flow --5.08M8.43M-18.76M--154.71M-139.66M66.50M-67.98M
Net Change in Cash -------281.99M-63.54M232.97M341.83M
Share Buybacks --02.83M00----

Ratios (Annual)

Figures in %.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 48.7%47.2%46.2%47.1%44.4%44.2%47.2%49.5%50.1%44.4%
Operating Margin % 12.8%1.9%8.7%16.5%13.7%14.9%15.2%17.2%19.3%12.1%
Net Margin % 3.8%-0.9%8.8%17.6%12.0%14.5%10.1%13.9%13.2%10.4%
ROE % -42.4%-0.8%12.6%19.4%13.3%-5.8%10.1%11.5%6.4%
ROCE % 12.7%1.5%11.4%10.8%9.0%-7.0%9.7%12.4%5.1%

Analyst View

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Latest News

Recent headlines for ACMR

Yahoo Finance Mon, 13 Jul 2026

ACM Research, Inc. (ACMR) Is a Trending Stock: Facts to Know Before Betting on It

Zacks.com users have recently been watching ACM Research (ACMR) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Yahoo Finance ue, 07 Jul 2026

Why ACM Research, Inc. (ACMR) Dipped More Than Broader Market Today

In the latest trading session, ACM Research, Inc. (ACMR) closed at $94.66, marking a -3.92% move from the previous day.

Yahoo Finance ue, 07 Jul 2026

Is ACM Research (ACMR) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for ACM Research (ACMR) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth…

Yahoo Finance Wed, 01 Jul 2026

ACM Research, Inc. (ACMR) Suffers a Larger Drop Than the General Market: Key Insights

ACM Research, Inc. (ACMR) concluded the recent trading session at $117.16, signifying a -7.67% move from its prior day's close.

Yahoo Finance Wed, 01 Jul 2026

ACM Research, Inc. (ACMR) is Attracting Investor Attention: Here is What You Should Know

ACM Research (ACMR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Yahoo Finance Sat, 27 Jun 2026

Roth Capital Raises PT on ACM Research (ACMR)

​ACM Research, Inc. (NASDAQ:ACMR) is one of the Best Growth Stocks to Buy and Hold for the Next Decade. Recently, on June 18, Roth Capital raised the firm’s price target on ACM Research, Inc. (NASDAQ:ACMR) from $100 to $125 and maintained a…

ACMR — Frequently Asked Questions

What is the current share price of ACM Research, Inc. (ACMR)?

As of 2026-07-14 21:23 PDT, ACM Research, Inc. (ACMR) trades at $98.90 on NasdaqGM. Its 52-week range is $23.92 to $126.89.

What is the market capitalisation of ACMR?

ACM Research, Inc. (ACMR) has a market capitalisation of $6.34B on NasdaqGM.

What is the P/E ratio of ACMR?

ACMR trades at a trailing price-to-earnings (P/E) ratio of 75.50. The industry average P/E is 36.02. Its price-to-book (P/B) ratio is 3.93.

What is the return on equity (ROE) of ACMR?

ACMR has a return on equity (ROE) of 7.60%. Its return on capital employed (ROCE) is 6.68%.

Is ACMR a good stock to buy?

This page provides a data-driven analysis of ACM Research, Inc. (ACMR), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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