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ACM Research's Rally Meets Reality After Weak Margins
Seeking Alpha· 2026-02-27 10:26
Core Viewpoint - ACM Research's Q4 2025 financial results showed a significant decline, leading to a 17% drop in stock price, which alters the risk/reward dynamics for the company in the semiconductor equipment sector [1]. Financial Performance - The stock price was previously at $39.79 before the earnings report, indicating a notable shift in market perception following the disappointing results [1]. Market Analysis - The company is characterized as a fast-growing supplier in the chip equipment industry, suggesting potential for future growth despite current challenges [1].
ACM Research Q4: Profitability Deterioration Is Short Term, But How Short Term?
Seeking Alpha· 2026-02-26 22:35
ACM Research, Inc. ( ACMR ) just reported quite a disastrous end to the year if you look at how the company’s shares reacted. I don’t think such a drop was justified, but the profitability declines areMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosu ...
ACM Research, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:ACMR) 2026-02-26
Seeking Alpha· 2026-02-26 18:39
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ACM Research, Inc. (ACMR) Lags Q4 Earnings Estimates
ZACKS· 2026-02-26 18:16
ACM Research, Inc. (ACMR) came out with quarterly earnings of $0.25 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -35.90%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.36, delivering a surprise of -23.4%.Over the last four quarters, the comp ...
ACM Research(ACMR) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:02
ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Wang - CEOMark McKechnie - CFOSteven Pelayo - Managing DirectorConference Call ParticipantsCharles Shi - Managing Director and Senior AnalystEdison Lee - Head of China/HK Tech, Telecom, and Software Research and Senior Equity AnalystJun Hong - Executive Director and Equity Research AnalystOperatorGood day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and f ...
ACM Research(ACMR) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:00
ACM Research (NasdaqGM:ACMR) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker5Good day, ladies and gentlemen. Thank you for standing by. Welcome to the ACM Research fourth quarter and fiscal year 2025 earnings conference call. Currently, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. Instructions will follow at that time. As a reminder, we are recording today's call. If you have any objections, you may disconnect at this time. I will turn the cal ...
ACM Research(ACMR) - 2025 Q4 - Earnings Call Presentation
2026-02-26 13:00
Supplemental Investor Presentation Earnings Release – Fourth Quarter and Fiscal Year 2025 February 26, 2026 Forward-Looking Statements. Certain statements contained in this presentation are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "plans," "expects," "believes," "anticipates," "designed," and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM ...
ACM Research Receives Multiple Advanced Packaging Equipment Orders from Leading Global Customers
Globenewswire· 2026-02-26 12:00
Core Insights - ACM Research, Inc. has received multiple advanced packaging equipment orders from leading global semiconductor and technology customers, indicating a significant expansion of its advanced packaging platform and customer base [1][2]. Group 1: Company Developments - The recent orders highlight ACM's leadership in wafer-level advanced packaging equipment and the extension of its technologies into panel-level applications, reflecting growing industry recognition [2][3]. - ACM's commitment to innovation is emphasized, aiming to meet the increasing demands for process and yield requirements in semiconductor manufacturing [3]. Group 2: Product Offerings - The orders include wafer-level advanced packaging systems that encompass various solutions such as coating, developing, wet etching, stripping, cleaning, and electroplating, showcasing the international adoption of ACM's process technologies [4]. - A notable order is for ACM's Ultra C vac-p panel-level vacuum cleaning system, designed for advanced fan-out panel-level packaging, which enhances residue removal efficiency and process uniformity [5]. Group 3: Market Trends - The semiconductor industry is accelerating investments in scalable, high-performance manufacturing solutions to support applications in artificial intelligence (AI), high-performance computing (HPC), and data centers, with panel-level packaging gaining traction due to its scalability and cost efficiency [3].
ACM Research Reports Fourth Quarter and Fiscal Year 2025 Results
Globenewswire· 2026-02-26 12:00
FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced packaging applications, today reported financial results for its fourth quarter and fiscal year ended December 31, 2025. “2025 was a year of strong execution for ACM,” said ACM’s President and Chief Executive Officer, Dr. David Wang. “We delivered record annual revenue of $901 million, up 15% year over year, outperforming estimated Chin ...
ACM Research Delivers Multiple Single-Wafer Cleaning Systems to Foundry Customer in Singapore
Globenewswire· 2026-02-26 12:00
-Represents ACM’s First Delivery to Singapore-based Facility- FREMONT, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, announced the recent delivery of several 300mm single-wafer cleaning systems to a foundry customer’s front-end wafer fabrication facility in Singapore. This marks ACM’s first deployment to a Singapore-based fab and an important step in expand ...