Price (90d)
$79.92Signal Score (90d)
161Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $901.31M | $94.08M | $1.47 |
| 2024 | $782.12M | $103.63M | $1.67 |
| 2023 | $557.72M | $77.35M | $1.29 |
| 2022 | $388.83M | $39.26M | $0.66 |
| 2021 | $259.75M | $37.76M | $0.65 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $0.48 per share
Typical surprise +28.6% (median, so one quarter with a near-zero estimate can't distort it)
- Fri, Aug 7$0.61 vs $0.42beat
- Thu, May 7$0.34 vs $0.26beat
- Thu, Feb 26$0.25 vs $0.39miss
- Wed, Nov 5$0.36 vs $0.47miss
- Wed, Aug 6$0.54 vs $0.42beat
- Thu, May 8$0.46 vs $0.37beat
Estimates and results for ACMR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ACMR's reported EPS growth of 22.6% a year over 4 years.
- EPS in 5 years
- $4.06
- Implied price
- $109.62
- Return from $80.42
- 6.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $54.50 — -32.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 19 | 23 | 27 | 31 | 35 |
|---|---|---|---|---|---|
| 12.6% | -8.9% | -5.4% | -2.3% | 0.4% | 2.9% |
| 17.6% | -4.9% | -1.2% | 2.1% | 4.9% | 7.5% |
| 22.6% | -0.8% | 3.0% | 6.4% | 9.4% | 12.1% |
| 27.6% | 3.2% | 7.2% | 10.7% | 13.8% | 16.6% |
| 32.6% | 7.3% | 11.4% | 15.1% | 18.3% | 21.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (5)
- Newszacks.com·5d ago·Positive
ACMR Q2 Earnings Surpass Estimates, Revenues Rise Y/Y ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.
View source ↗ - Newszacks.com·5d ago·Neutral
ACMR Q2 Earnings Call Raises Revenue Floor as Orders Accelerate ACM Research raises low end of the 2026 revenue guidance as first-half orders jump 105%, with newer products and overseas expansion supporting growth.
View source ↗ - Newszacks.com·5d ago·Positive
Should You Invest in ACM Research (ACMR) Based on Bullish Wall Street Views? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - News (Marketaux)seekingalpha.com·6d ago·Neutral
ACM Research, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:ACMR) 2026-08-08 ACM Research, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:ACMR) 2026-08-08
View source ↗ - 4chan /biz/biz·8d ago·Neutral
Thought on ACMR?
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