ACM Research

ACM Research comfortably beat consensus estimates in the second quarter for revenue ($292.92m) and EPS ($0.61), driven by strong growth in ECP and Advanced Packaging. The company delivered its 2,000th ECP chamber, raised the lower end of its 2026 revenue guidance to $1.125bn and closed the quarter with roughly $1.0bn in net liquidity. These factors triggered a premarket rally in the stock and reinforce the growth story beyond traditional cleaning tools. » Więcej na de.investing.com

ACM Research (Shanghai) will release its quarterly results on August 8, 2026. One analyst expects EPS of 0.806 CNY per share versus 1.02 CNY in the year-ago quarter and revenue of 2.21 billion CNY (+13.03% versus 1.96 billion CNY). For the current fiscal year, the average forecasts of two analysts are 3.36 CNY EPS and 8.48 billion CNY revenue versus 3.10 CNY and 6.79 billion CNY in the prior year. » Więcej na finanzen.net

Taiwanese authorities carried out coordinated raids between July 13 and August 4 on 17 Chinese companies, searching 64 sites and questioning 114 people on suspicion of illegally poaching skilled workers from the semiconductor and high-tech sectors. Named companies included ACM Research Shanghai, Goke Microelectronics, Zhuhai CosMX Battery and Actions Technology. Investigators allege the firms posed as Taiwanese or foreign branches and recruited personnel without permission, potentially endangering Taiwan’s competitive advantages in the chip industry. » Więcej na de.investing.com

Shares of Acm Research rose to an all-time high of $122.0 and are currently trading at $120.38, with a market capitalization of $8.29 billion. Year-to-date performance is around 350–359%, but the stock is considered overvalued relative to fair value with a high P/E ratio of 90.83. Morgan Stanley raised its price target from $90 to $130 and reiterated an "Overweight" rating, citing stronger revenue prospects from storage expansion in China and expected packaging demand. Acm Research also plans a registered direct placement of 2.9 million common shares at $52.00 per share to U.S. investors; the deal has not yet closed. » Więcej na de.investing.com

Acm Research’s share rose to an all-time high of $90.42, supported by a one-year performance of 285.17% and positive price momentum. For Q1 2026 the company reported EPS of $0.34 (expectation $0.28) and revenue of $231.3 million (expectation $217.77 million). At the same time Acm Research announced a registered direct placement of 2.9 million common shares at $52.00; the stock trades at a P/E ratio of 68.74, while an analysis from InvestingPro indicates it may be overvalued. » Więcej na de.investing.com