Vanguard Group Inc. Increases Position in ACM Research, Inc. $ACMR

Vanguard Group Inc. raised its position in ACM Research, Inc. (NASDAQ:ACMR) by 2.6% during the fourth quarter, Holdings Channel reports. The firm owned 4,972,103 shares of the specialty retailer’s stock after buying an additional 125,690 shares during the quarter. Vanguard Group Inc. owned about 0.08% of ACM Research worth $196,149,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in ACMR. Farther Finance Advisors LLC raised its position in ACM Research by 90.1% in the fourth quarter. Farther Finance Advisors LLC now owns 650 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 308 shares during the period. Jones Financial Companies Lllp raised its position in ACM Research by 206.8% in the third quarter. Jones Financial Companies Lllp now owns 764 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 515 shares during the period. SBI Securities Co. Ltd. raised its position in ACM Research by 78.9% in the third quarter. SBI Securities Co. Ltd. now owns 832 shares of the specialty retailer’s stock valued at $33,000 after purchasing an additional 367 shares during the period. EverSource Wealth Advisors LLC raised its position in ACM Research by 656.1% in the second quarter. EverSource Wealth Advisors LLC now owns 1,293 shares of the specialty retailer’s stock valued at $33,000 after purchasing an additional 1,122 shares during the period. Finally, GAMMA Investing LLC raised its position in ACM Research by 38.8% in the fourth quarter. GAMMA Investing LLC now owns 1,070 shares of the specialty retailer’s stock valued at $42,000 after purchasing an additional 299 shares during the period. Hedge funds and other institutional investors own 66.75% of the company’s stock.

Key Headlines Impacting ACM Research

Here are the key news stories impacting ACM Research this week:

• Positive Sentiment: ACM Research beat Q1 estimates, reporting $0.34 EPS versus the consensus estimate of $0.16 to $0.26, while revenue of $231.26 million also came in above expectations. ACM Research, Inc. (ACMR) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Management and coverage around the results pointed to a major surge in ECP revenue and stronger advanced packaging demand, which suggests improving shipment momentum and better near-term growth prospects. ACMR Q1 Earnings Beat Estimates on ECP Strength and Packaging Demand
• Neutral Sentiment: Several transcript and commentary pieces circulated after the earnings release, keeping investor attention focused on the company’s outlook, margins, and semiconductor demand trends. ACM Research, Inc. (ACMR) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: ACM Research was also mentioned in broader AI-chip coverage, which may have added some speculative interest, though this was not a company-specific catalyst. You may not know this 1 China-focused chip stock but Seaport Global analysts can’t get enough
• Negative Sentiment: The results also showed earnings per share declined from $0.46 a year ago to $0.34, indicating year-over-year earnings pressure even as revenue growth remained strong.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on ACMR. Zacks Research lowered ACM Research from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. Seaport Research Partners began coverage on ACM Research in a research report on Monday, May 4th. They issued a “buy” rating and a $75.00 target price on the stock. Weiss Ratings raised ACM Research from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, April 24th. Finally, Wall Street Zen raised ACM Research from a “sell” rating to a “hold” rating in a research report on Saturday. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, ACM Research currently has a consensus rating of “Hold” and a consensus target price of $40.00.

ACM Research Stock Performance

NASDAQ:ACMR opened at $59.85 on Friday. The company has a fifty day simple moving average of $48.52 and a two-hundred day simple moving average of $46.20. The company has a market cap of $3.66 billion, a price-to-earnings ratio of 45.69 and a beta of 1.82. The company has a quick ratio of 2.33, a current ratio of 3.51 and a debt-to-equity ratio of 0.11. ACM Research, Inc. has a 52 week low of $21.87 and a 52 week high of $71.65.

ACM Research (NASDAQ:ACMR) last posted its quarterly earnings results on Thursday, May 7th. The specialty retailer reported $0.34 EPS for the quarter, topping the consensus estimate of $0.26 by $0.08. The business had revenue of $231.26 million during the quarter, compared to the consensus estimate of $215.69 million. ACM Research had a net margin of 9.48% and a return on equity of 4.17%. The company’s quarterly revenue was up 34.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.46 earnings per share. As a group, equities analysts anticipate that ACM Research, Inc. will post 1.2 earnings per share for the current fiscal year.

Insider Buying and Selling at ACM Research

In other ACM Research news, Director Tracy Liu sold 45,000 shares of the business’s stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $47.38, for a total value of $2,132,100.00. Following the completion of the transaction, the director owned 110,772 shares in the company, valued at $5,248,377.36. The trade was a 28.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Charles C. Pappis sold 5,000 shares of the business’s stock in a transaction on Friday, April 17th. The stock was sold at an average price of $52.00, for a total transaction of $260,000.00. Following the completion of the transaction, the director owned 5,000 shares of the company’s stock, valued at approximately $260,000. This trade represents a 50.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 65,000 shares of company stock valued at $3,110,750. Insiders own 25.00% of the company’s stock.

About ACM Research

ACM Research, Inc (NASDAQ:ACMR) designs, develops and markets wet processing equipment for the semiconductor industry. The company focuses on advanced wafer cleaning technologies that address critical contamination-control requirements for logic, memory and advanced packaging applications. Since its founding in 2003, ACM Research has engineered modular platform tools that can be configured for a range of spin, scrub and batch cleaning processes.

Its product portfolio encompasses single-wafer spin cleaning systems featuring high-purity megasonic capabilities, dynamic chemical scrubbing modules for post-CMP residue removal and batch-process cleaning equipment designed for high-throughput production environments.