Market Cap
$5.3B
ACMR
ACM Research, Inc.
$84.94 ▲ +1.63%
Prev close $83.58Market cap$5.3B
ConsensusStrong Buy
12-mo target$115.88 (+36.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ACMR right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$5.1B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $25.8M sell
Insider Net $
-$25.8M
Social Sentiment
50° Neutral
SEC Reports
20
Price chart 30d +21.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 other
ACM Research Announces Participation in 18th Annual CEO Investor Summit 2026
FREMONT, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a lea
Sep 9, 2026 Insider
Wang David H sold 1,100 shares
See Remarks @ $77.59 ($85.3K)
Sep 9, 2026 Insider
Wang David H sold 33,493 shares
See Remarks @ $73.80 ($2.5M)
Sep 9, 2026 Insider
Aug 22, 2026 SEC Wang David H acquired via exercise 70,000 shares
See Remarks @ $1.00 ($70.0K)
Two ACMR insiders sold a combined $1.32M in open-market sales over a 7-day window, with CFO Mark McKechnie accounting fo
CLUSTER — Impact 3/10
Q2 2026 institutional 13F cluster for ACMR shows a mixed picture: 5 buyers added $25M in new positions (led by Russell I
INST-CLUSTER — Impact 5/10
ACM Research reported a strong Q2 2026 beat, with revenue of $292.9M (+36% YoY) and non-GAAP diluted EPS of $0.61 (+79%
8-K — Impact 8/10
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — ADD
3,349,436 shares ($425.0M)
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 26, 2026 | Daiwa Capital | INITIATE | Buy | 52% |
| Jun 24, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 18, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| May 5, 2026 | Seaport Global | INITIATE | Buy | 51% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 2 | 0 | 0 | 87% | |
| Aug 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Apr 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Mar 1, 2026 | 3 | 8 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 3 | 9 | 2 | 0 | 0 | 86% |
Price targets
Where 8 covering analysts think ACMR trades over the next 12 months.
$115.88 +36.4% upside Strong Buy
Current$84.95 Low$75.00 Median$112.50 High$166.00 8 analysts
$75.00$166.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 4 bullish, 4 bearish, 5 mixed, 7 neutral · avg impact 5.0/10.
NEUTRALCLUSTER3/10
Two ACMR insiders sold a combined $1.32M in open-market sales over a 7-day window, with CFO Mark McK
Aug 22, 2026
MIXEDINST-CLUSTER5/10
Q2 2026 institutional 13F cluster for ACMR shows a mixed picture: 5 buyers added $25M in new positio
Aug 8, 2026
BULLISH8-K8/10
ACM Research reported a strong Q2 2026 beat, with revenue of $292.9M (+36% YoY) and non-GAAP diluted
Aug 7, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in ACMR for 2026-Q1 shows 22 buyers accumulating $102.4M net, led by W
Jul 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
other
ACM Research Announces Participation in 18th Annual CEO Investor Summit 2026
FREMONT, Calif., Sept. 30, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing soluti
Sep 24, 2026
short_volume
Short Volume: ACMR — 63.8% short (0.5M / 0.7M)
Short: 457,714 | Exempt: 358 | TRF Vol: 717,004 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: ACMR — 72.3% short (1.0M / 1.4M)
Short: 990,778 | Exempt: 1,097 | TRF Vol: 1,369,923 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
ftd
FTD: ACMR — 29,486 shares ($2.3M) failed to deliver
Settlement: 20260909, Price: $76.91, FTD Value: $2,267,768.26, ACM RESH INC CL A
Aug 31, 2026
short_interest_report
Short Interest: ACMR up 21% to 4.0M shares
Settlement 2026-08-31 | Days to cover: 4.37 | ≈5.70% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.48 | $0.42–$0.51 | 33.3% | +1.4% | 1↑ 2↓ | $0.3B | 3 |
| Next Q | $0.56 | $0.51–$0.60 | 124.0% | +9.1% | 2↑ 1↓ | $0.3B | 3 |
| Current FY | $2.15 | $1.90–$2.58 | 33.8% | +28.5% | 3↑ 0↓ | $1.2B | 4 |
| Next FY | $2.89 | $2.65–$3.44 | 34.3% | +28.4% | 3↑ 0↓ | $1.5B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.480 | — |
| 7d ago | $0.473 | +0.007 |
| 30d ago | $0.473 | +0.007 |
| 60d ago | $0.473 | +0.007 |
| 90d ago | $0.473 | +0.007 |
Institutional ownership
Which big funds own ACMR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.1B total value (40,457,850 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,660,842 | $1.1B | 21.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,349,436 | $425.0M | 8.3% | ADD +52.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,462,745 | $312.5M | 6.1% | — |
| Capital World Investors | 2,398,036 | $304.3M | 5.9% | NEW |
| STATE STREET CORP | 2,188,254 | $277.7M | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,487,797 | $188.8M | 3.7% | — |
| JANE STREET GROUP, LLC | 1,236,800 | $156.9M | 3.1% | — |
| Invesco Ltd. | 1,170,080 | $148.5M | 2.9% | — |
| Value Aligned Research Advisors, LLC | 1,053,949 | $133.7M | 2.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 954,474 | $121.1M | 2.4% | ADD +32.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 2,203,831 | 3,349,436 | +52.0% | $425.0M |
| Capital World Investors | NEW | — | 2,398,036 | — | $304.3M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 719,023 | 954,474 | +32.7% | $121.1M |
| WCM INVESTMENT MANAGEMENT, LLC | TRIM | 1,860,874 | 917,651 | -50.7% | $109.1M |
| MORGAN STANLEY | TRIM | 1,192,705 | 700,185 | -41.3% | $88.8M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 639,448 | — | $81.1M |
| CITADEL ADVISORS LLC | DOUBLED | 203,378 | 636,836 | +213.1% | $80.8M |
| Capital International Investors | NEW | — | 623,429 | — | $79.1M |
| Tidal Investments LLC | ADD | 313,815 | 470,937 | +50.1% | $59.8M |
| Qube Research & Technologies Ltd | TRIM | 724,405 | 280,015 | -61.3% | $35.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$25.8M — $0.00 bought, $25.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Wang David H | See Remarks | SELL | 1,100 | $77.59 | $85.3K |
| Sep 9, 2026 | Wang David H | See Remarks | SELL | 33,493 | $73.80 | $2.5M |
| Sep 9, 2026 | Wang David H | See Remarks | EXERCISE | 70,000 | $1.00 | $70.0K |
| Sep 9, 2026 | Wang David H | See Remarks | SELL | 18,934 | $74.67 | $1.4M |
| Sep 9, 2026 | Wang David H | See Remarks | SELL | 11,666 | $75.58 | $881.7K |
| Sep 9, 2026 | Wang David H | See Remarks | SELL | 4,807 | $76.73 | $368.8K |
| Sep 8, 2026 | Wang David H | See Remarks | SELL | 4,803 | $75.99 | $365.0K |
| Sep 8, 2026 | Wang David H | See Remarks | SELL | 1,500 | $78.57 | $117.9K |
| Sep 8, 2026 | Wang David H | See Remarks | EXERCISE | 70,000 | $1.00 | $70.0K |
| Sep 8, 2026 | Wang David H | See Remarks | SELL | 51,374 | $77.15 | $4.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ACMR.
Shares short
4,136,685
Settlement Sep 15, 2026
Change vs prior
+4.2%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈5.9%
Estimate — not % of float
All ACMR filing & press-release reports (21)
- CLUSTER reportAug 22, 2026
- INST-CLUSTER reportAug 8, 2026
- 8-K reportAug 7, 2026
- INST-CLUSTER reportJul 18, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 6, 2026
- 8-K reportMay 29, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 15, 2026
- 424B5 reportMay 12, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 27, 2026
- PRESS-RELEASE reportApr 27, 2026
- 144 reportApr 17, 2026
- 8-K reportApr 17, 2026
- PRESS-RELEASE reportApr 15, 2026
- CLUSTER reportMar 14, 2026
- CLUSTER reportMar 13, 2026
- CLUSTER reportMar 9, 2026
- 8-K reportFeb 26, 2026