ACM Research Reports Third Quarter 2026 Results
ACM Research reported financial results for the third quarter ended September 30, 2026.
Why it matters — The report provides ACMR watchers with the company's latest quarterly financial results.
The 10 Wall Street analysts covering ACM Research, Inc. hold a median 12-month price target of $115 — +158.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 24 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores ACM Research, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (80): Analysts have, on balance, been raising their forecasts.
Volatility (7): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ACMR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +158.8% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 26 Aug 2026 | Daiwa Capital | Initiates | Buy | $136 |
| 24 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 24 June 2026 | Morgan Stanley | Maintains | Overweight | $90 → $130 |
| 18 June 2026 | Roth Capital | Maintains | Buy | — |
| 18 June 2026 | Roth Capital | Maintains | Buy | $100 → $125 |
| 5 May 2026 | Seaport Global | Initiates | Buy | — |
| 30 Sept 2025 | Roth Capital | Maintains | Buy | — |
| 28 Feb 2025 | JP Morgan | Initiates | Overweight | — |
| 27 Feb 2025 | Needham | Reiterates | Hold | — |
| 26 Feb 2025 | Roth MKM | Maintains | Buy | $25 → $40 |
| 5 Dec 2024 | Craig-Hallum | Downgrade | Hold | — |
| 4 Dec 2024 | Needham | Downgrade | Hold | — |
| 1 Oct 2024 | Needham | Reiterates | Buy | — |
| 8 Aug 2024 | Benchmark | Reiterates | Buy | — |
| 8 Aug 2024 | Needham | Reiterates | Buy | — |
| 8 Aug 2024 | Roth MKM | Maintains | Buy | — |
| 7 Aug 2024 | Benchmark | Reiterates | Buy | — |
| 9 May 2024 | Needham | Reiterates | Buy | — |
| 6 Mar 2024 | Benchmark | Maintains | Buy | — |
| 29 Feb 2024 | Benchmark | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, ACM Research, Inc. returned +14.2% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 35% of US stocks
Cheaper than 39% of US stocks
Cheaper than 48% of US stocks
Cheaper than 20% of US stocks
Higher than 81% of US stocks
Higher than 90% of US stocks
Higher than 57% of US stocks
Higher than 75% of US stocks
Higher than 77% of US stocks
Higher than 67% of US stocks
Higher than 66% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
ACM Research, Inc. has a market value of $3.2B and an enterprise value of $2.6B.
Revenue in the twelve months to 30 June 2026: $1.0B. The latest quarter grew 36.0% year on year.
Net income over the same four quarters: $209.1M, a 20.1% net margin.
Diluted earnings per share, trailing twelve months: $2.10.
Free cash flow in the twelve months to 30 June 2026: −$119.8M.
Trailing P/E: 21.4×; forward P/E: 15.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
ACM Research, Inc. employs 2,513 people — $413K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own ACM Research, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
ACM Research reported financial results for the third quarter ended September 30, 2026.
Why it matters — The report provides ACMR watchers with the company's latest quarterly financial results.
ACM Research’s Q3 earnings are expected to rise 41.7%, supported by demand for plating and advanced packaging tools, while rising costs and margin pressures remain concerns.
Why it matters — ACMR watchers may track how demand and cost pressures factor into the company’s Q3 results.
ACM Research announced that it expects to report preliminary unaudited revenue and total shipments for the third quarter of 2026. The excerpt does not provide the expected figures.
Why it matters — The announcement concerns quarterly revenue and shipment metrics that ACMR watchers may use to assess the company’s operating performance.
ACM Research announced shipment of its first 310 × 310 mm Ultra ECP ap-p panel-level horizontal electroplating production system to a customer in Asia outside mainland China.
Why it matters — The shipment marks progress in ACM's panel-level technologies and expands its customer presence beyond mainland China.
ACM Research, Inc. (ACMR) closed at $51.97, up 1.98% from its previous close, according to Zacks Investment Research.
Why it matters — The update reports ACMR’s latest closing price and its change from the prior close.
The 10 Wall Street analysts covering ACM Research, Inc. have a median 12-month price target of $115, with estimates ranging from $75 to $159. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering ACM Research, Inc., 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ACM Research, Inc. 24 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, ACM Research, Inc. ranks 24 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (80 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +158.8% from the last close, and Ticker Nerd's factor model ranks ACM Research, Inc. 24 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering ACM Research, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ACMR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $75 to $159 over the next 12 months.
ACM Research, Inc. returned +14.2% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
ACM Research, Inc. is a semiconductor equipment company that develops, manufactures, and sells process tools for integrated-circuit fabrication and wafer packaging.
The most recent item we track (GlobeNewsWire, 5 Nov 2026): "ACM Research Reports Third Quarter 2026 Results". ACM Research reported financial results for the third quarter ended September 30, 2026.
ACM Research, Inc. is a semiconductor equipment company that develops, manufactures, and sells process tools for integrated-circuit fabrication and wafer packaging. Its portfolio centers on single-wafer wet-cleaning systems designed to remove particles, contaminants, and process residues from wafer surfaces, supporting manufacturing quality across foundry, logic, memory, DRAM, and 3D NAND applications. The company also provides electrochemical plating, furnace, PECVD, track, and other front-end processing platforms, along with equipment for advanced packaging. Packaging products include coaters, developers, photoresist strippers, scrubbers, wet etchers, and copper-plating systems used in wafer assembly and interconnect formation. ACM Research, Inc. markets these solutions under product families including SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP ap, and Ultra Track. Headquartered in Fremont, California, the company serves semiconductor manufacturers and packaging customers in Mainland China and international markets, occupying a specialized role in the capital-equipment sector by addressing wafer cleaning, surface treatment, deposition, etching, and process-control requirements.
CEO Dr. Hui Wang Ph.D. · 2,513 employees · United States · https://www.acmr.com