ACMR stock sentiment todayACM Research, Inc.
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
ACMR
ACM Research, Inc.A high-growth play on China's semiconductor self-sufficiency trading at a significant valuation discount to US-centric peers.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for ACMR. Not financial advice.
Price · last 12 months
Gossip
Market narrative is dominated by ACMR's role as a primary beneficiary of China's 'localization' drive in chip manufacturing equipment. While geopolitical tensions (export controls) create a shadow, the sentiment is increasingly positive due to massive market share gains against Western incumbents within the mainland China market.
- ·China semiconductor self-sufficiency push
- ·Expansion into new product categories like PECVD and Track
- ·Increasing adoption by top-tier Chinese foundries (SMIC, Hua Hong)
Financial
Exceptional top-line growth (consistently 30-50%) paired with strong profitability. The company maintains a robust balance sheet with significant cash reserves and manageable debt, trading at a PEG ratio often below 1.0.
- ·Forward P/E around 15-18x
- ·Revenue growth exceeding 40% YoY
- ·Gross margins stable at 48-50%
- ·Over $300M in cash and equivalents
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Strong conviction — insiders and patient capital are backing this.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·U.S.-China trade war and potential for stricter export licenses
- ·Concentration of revenue within mainland China customers
- ·Delisting risks related to HFCAA (though currently mitigated)
Peer temperature
How direct competitors stack up against ACMR right now.
- NEUTRALLRCXLam Research
COLDER — significantly higher valuation with slower growth rates, though possessing a deeper technological moat in etch and deposition.
See full analysis → - NEUTRALAMATApplied Materials
COLDER — trades at a premium P/E and faces more direct headwinds from US export restrictions on advanced logic tools compared to ACMR's cleaning focus.
See full analysis → - HOT688012.SHAMEC (Advanced Micro-Fabrication)
HOTTER — trading at much higher multiples on the STAR market (China) due to domestic investor enthusiasm for local chip heroes, making ACMR look undervalued by comparison.
See full analysis →
- ACMR-43.8%
- LRCX-27.2%
- AMAT-23.7%
- 688012.SH—
Analyst price target
Consensus average of 6 analysts · median 130.00
Source: StockAnalysis.com · updated 2026-10-05
AI-generated analysis for informational purposes only. Not financial advice.