Financial Performance - ACM Research announced preliminary unaudited revenue for Q1 2025, indicating a significant increase compared to the previous quarter[5]. - The company reported a gross margin of 45% for Q1 2025, maintaining strong profitability despite rising material costs[5]. Revenue Growth and Guidance - Future guidance suggests revenue growth of 15% to 20% for the full year 2025, driven by increased demand in the semiconductor industry[5]. Product Development and Innovation - ACM Research is focusing on expanding its product line, with plans to introduce three new technologies by the end of 2025[5]. - R&D expenditures are projected to increase by 30% in 2025 to support new product development and innovation[5]. Market Expansion and Partnerships - The company is exploring strategic partnerships to enhance market presence in Asia, aiming for a 25% market share in the region by 2026[5]. - Customer base expanded by 10% in Q1 2025, with notable new contracts in the automotive semiconductor sector[5]. Operational Efficiency - ACM Research plans to enhance its supply chain efficiency, targeting a 15% reduction in lead times by mid-2025[5]. Strategic Growth Initiatives - ACM Research is considering potential acquisitions to bolster its technology portfolio and accelerate growth[5]. - The company reported a total of 1,200 units shipped in Q1 2025, reflecting a 20% increase year-over-year[5].

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. ACM Research, Inc. (ACMR) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.ACM Research, Inc. is one of 608 individ ...

FREMONT, Calif., April 16, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR) announced today that it will release its preliminary revenue range for the first quarter of 2025 before the U.S. market open on Tuesday, April 29, 2025, to coincide with reporting obligations of ACM Research (Shanghai), Inc., ACM’s principal operating subsidiary, to the Shanghai Stock Exchange. ACM will release its full financial results for the first quarter of 2025 before the U.S. market open on Thursday, May 8, ...

Core Viewpoint - ACM Research (ACMR) shares are considered undervalued with a Value Score of B and a forward 12-month Price/Sales ratio of 1.4, significantly lower than the sector average of 5.49, indicating potential investment opportunities [1][3]. Financial Performance - ACMR shares have increased by 54.6% year-to-date, outperforming the Zacks Computer & Technology sector's decline of 11.7% and the Zacks Semiconductor Equipment - Material Services industry's return of 32.5% [3][4]. - The company expects total revenues for 2025 to be between $850 million and $950 million, with a gross margin improvement to 42-48% [14]. - The Zacks Consensus Estimate for 2025 revenues is $928.32 million, reflecting an 18.69% year-over-year increase, while earnings are expected to be $2.15 per share, a 19.4% increase year-over-year [15]. Market Position and Competitors - ACMR is positioned favorably against peers such as Applied Materials (AMAT), Lam Research (LRCX), and Tokyo Electron (TOELY), which have higher Price/Sales ratios of 4X, 5.19X, and 3.96X, respectively [1][3]. - The company has expanded its market presence, particularly in China, supported by a robust product portfolio and an increasing customer base [4][10]. Product Portfolio Expansion - ACMR has diversified its product offerings, including new semiconductor tools like Tahoe and Sulfuric Peroxide Mixture (SPM), targeting a serviceable available market of approximately $18 billion [7]. - Recent product qualifications include a Single-Wafer High-Temperature SPM tool and an Ultra Fn A Plasma-Enhanced Atomic Layer Deposition Furnace tool, enhancing its capabilities in advanced semiconductor applications [8][9]. Customer Relationships - Major customers such as Huahong Group, Semiconductor Manufacturing International Corporation (SMIC), and Yangtze Memory Technologies Co. significantly contribute to ACMR's revenue, with top customers accounting for over 10% of sales in 2024 [10][11][12]. - Huahong Group is the largest customer, contributing 15% of total sales, followed closely by SMIC at 14% [11]. Growth Outlook - ACMR maintains an optimistic outlook for 2025, focusing on growth opportunities and market expansion, supported by a diversified product portfolio and an expanding customer base [14][17]. - The company has a Zacks Rank 1 (Strong Buy) and a Growth Score of B, indicating a favorable investment opportunity [17].

Core Viewpoint - ACM Research, Inc. (ACMR) has seen a 2.6% increase in share price over the past four weeks, closing at $27.50, with a potential upside indicated by Wall Street analysts' price targets suggesting a mean estimate of $35.14, representing a 27.8% upside [1] Price Targets and Analyst Estimates - The mean estimate consists of seven short-term price targets with a standard deviation of $3.39, where the lowest estimate of $31 indicates a 12.7% increase, and the highest estimate suggests a 45.5% surge to $40 [2] - A low standard deviation among price targets indicates a high degree of agreement among analysts regarding the stock's price movement direction and magnitude [7] Earnings Estimates and Market Sentiment - Analysts have shown increasing optimism about ACMR's earnings prospects, with a strong consensus in revising EPS estimates higher, which correlates with potential stock price increases [9] - Over the last 30 days, one estimate has increased, leading to a 40.4% rise in the Zacks Consensus Estimate for the current year [10] - ACMR holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for near-term upside [11] Caution on Price Targets - While consensus price targets are often sought after, they may not reliably indicate actual stock price movements, and investors should approach them with skepticism [5][8]

Core Viewpoint - ACM Research, Inc. has appointed Charlie Pappis to its Board of Directors, enhancing its leadership as the company pursues its long-term growth strategy in the semiconductor industry [1][2]. Group 1: Leadership Appointment - Charlie Pappis joins ACM's Board of Directors effective March 15, 2025, bringing extensive experience in the semiconductor industry [1]. - The Board now consists of five members, which strengthens ACM's leadership and expertise [1]. Group 2: Industry Expertise - Mr. Pappis has over 40 years of leadership experience in global operations and customer engagement within the semiconductor sector [2]. - He currently leads Pappis Consulting, advising semiconductor equipment and supply chain companies, and has held key executive roles at a major U.S.-based semiconductor equipment company for over 30 years [2]. Group 3: Strategic Focus - ACM aims to become a key supplier of capital equipment to major global semiconductor companies, with a focus on increasing investments and expanding business in the U.S. and new markets beyond mainland China [2]. - The company develops and sells a range of semiconductor process equipment, including cleaning, electroplating, and packaging tools, aimed at improving productivity and product yield for manufacturers [3].

Group 1: Company Overview - ACM Research, Inc. (ACMR) is currently an intriguing investment choice due to solid earnings estimate revision activity and a strong Zacks Industry Rank [1][5] - The company has seen a significant increase in earnings estimates, with current quarter estimates rising from 18 cents per share to 37 cents per share, and current year estimates increasing from $1.80 to $2.15 per share [4] Group 2: Industry Context - ACMR operates within the Semiconductor Equipment - Material Services industry, which has a Zacks Industry Rank of 1 out of 247 industries, indicating a strong position compared to other segments [2] - The positive trends in the industry suggest that a rising tide could benefit all companies within this sector, enhancing the investment appeal of ACMR [2]

Core Insights - ACM Research, Inc. is participating in the 37th Annual ROTH Conference on March 17, 2025, in Dana Point, California [1] - Management will hold one-on-one and small group meetings with institutional investors during the conference [2] Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, including cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and packaging tools [3] - The company focuses on providing customized, high-performance, and cost-effective process solutions to enhance productivity and product yield for semiconductor manufacturers [3]

Core Viewpoint - ACM Research, Inc. (ACMR) is experiencing solid improvement in earnings estimates, which is likely to continue driving its stock price momentum [1][2]. Estimate Revisions - Analysts show growing optimism regarding ACMR's earnings prospects, reflected in the upward trend of estimate revisions, which correlates strongly with near-term stock price movements [2]. - For the current quarter, ACMR is expected to earn $0.37 per share, a decrease of 28.85% from the previous year, but the Zacks Consensus Estimate has increased by 550% over the last 30 days with no negative revisions [4]. - For the full year, the expected earnings are $2.15 per share, representing a decline of 4.87% from the prior year, yet the consensus estimate has risen by 40.4% due to one upward revision and no negative changes [5]. Zacks Rank - ACMR currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which historically leads to significant outperformance compared to the S&P 500 [3][6]. - Stocks with a Zacks Rank 1 and 2 have shown a strong track record, with Zacks 1 stocks generating an average annual return of +25% since 2008 [3][6]. Stock Performance - ACMR shares have increased by 22% over the past four weeks, suggesting investor confidence in the company's earnings growth prospects [7].

Core Viewpoint - ACM Research, Inc. (ACMR) has shown a significant price increase of 22% over the past four weeks, with analysts projecting a mean price target of $34.43, indicating a potential upside of 41.6% from the current price of $24.31 [1] Price Targets - The average price target consists of seven estimates ranging from a low of $26 to a high of $40, with a standard deviation of $4.69, suggesting a variability in analyst predictions [2] - The lowest estimate indicates a 7% increase, while the highest suggests a 64.5% upside, highlighting the range of potential outcomes [2] Analyst Sentiment - There is strong agreement among analysts regarding ACMR's ability to exceed previous earnings predictions, which supports the expectation of an upside [4][9] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 40.4%, with no negative revisions, indicating positive sentiment [10] Zacks Rank - ACMR holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate factors, which further indicates potential upside [11] Conclusion on Price Movement - While consensus price targets may not be entirely reliable, the direction implied by these targets appears to be a useful guide for potential price movements [12]