ACM Research (NASDAQ:ACMR) Stock Falls 6.5% – Should You Sell?

Posted by Brenda Bartman on Sep 26th, 2026

ACM Research, Inc. (NASDAQ:ACMR – Get Free Report)’s stock price fell 6.5% during trading on Thursday. The company traded as low as $74.98 and last traded at $75.4060. 167,139 shares were traded during mid-day trading, a decline of 88% from the average daily volume of 1,384,144 shares. The stock had previously closed at $80.67.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ACMR. Zacks Research upgraded ACM Research from a “hold” rating to a “strong-buy” rating in a report on Monday, August 17th. Craig Hallum reiterated a “buy” rating and set a $100.00 target price on shares of ACM Research in a research report on Monday, August 10th. Roth Capital set a $125.00 price target on shares of ACM Research and gave the stock a “buy” rating in a research report on Wednesday, June 17th. Morgan Stanley reiterated an “overweight” rating and set a $130.00 price objective (up from $90.00) on shares of ACM Research in a research report on Tuesday, June 23rd. Finally, Daiwa Securities Group initiated coverage on shares of ACM Research in a report on Wednesday, August 26th. They issued a “buy” rating and a $136.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $122.75.

Read Our Latest Research Report on ACM Research

ACM Research Stock Up 1.5%

The company has a fifty day moving average of $77.16 and a two-hundred day moving average of $72.65. The company has a market cap of $5.00 billion, a PE ratio of 36.81 and a beta of 1.96. The company has a debt-to-equity ratio of 0.08, a quick ratio of 2.66 and a current ratio of 3.66.

ACM Research (NASDAQ:ACMR – Get Free Report) last posted its quarterly earnings data on Friday, August 7th. The specialty retailer reported $0.61 EPS for the quarter, topping the consensus estimate of $0.42 by $0.19. ACM Research had a net margin of 14.48% and a return on equity of 4.08%. The company had revenue of $292.92 million during the quarter, compared to analyst estimates of $269.28 million. During the same period in the previous year, the firm earned $0.54 earnings per share. ACM Research’s quarterly revenue was up 36.0% compared to the same quarter last year. As a group, analysts anticipate that ACM Research, Inc. will post 1.68 earnings per share for the current fiscal year.

Insider Transactions at ACM Research

In related news, Director Haiping Dun sold 5,000 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $81.13, for a total value of $405,650.00. Following the sale, the director directly owned 5,000 shares of the company’s stock, valued at $405,650. This represents a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider David H. Wang sold 70,000 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $74.59, for a total transaction of $5,221,300.00. Following the completion of the sale, the insider directly owned 802,708 shares in the company, valued at $59,873,989.72. This trade represents a 8.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 24.36% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Jefferies Financial Group Inc. bought a new stake in shares of ACM Research during the 4th quarter worth approximately $1,054,000. Thompson Siegel & Walmsley LLC grew its position in ACM Research by 71.8% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 188,500 shares of the specialty retailer’s stock valued at $7,436,000 after acquiring an additional 78,800 shares during the last quarter. Fideuram Asset Management Ireland dac bought a new position in ACM Research in the 4th quarter valued at $1,222,000. California State Teachers Retirement System increased its stake in ACM Research by 32.4% in the first quarter. California State Teachers Retirement System now owns 63,131 shares of the specialty retailer’s stock worth $2,484,000 after purchasing an additional 15,460 shares during the period. Finally, First Trust Advisors LP increased its stake in ACM Research by 73.7% in the first quarter. First Trust Advisors LP now owns 373,987 shares of the specialty retailer’s stock worth $14,716,000 after purchasing an additional 158,664 shares during the period. Institutional investors own 66.75% of the company’s stock.

About ACM Research

(Get Free Report)

ACM Research, Inc develops, manufactures and sells equipment used in semiconductor manufacturing and advanced packaging. Its products are designed for wafer processing steps that help semiconductor manufacturers clean, prepare and deposit materials on silicon wafers and other substrates.

The company’s product portfolio includes single-wafer cleaning systems, wet-processing equipment, electrochemical deposition systems, furnace systems and equipment for advanced packaging applications. Its cleaning technologies include the Space Alternated Phase Shift (SAPS) and Tahoe platforms, which are intended to remove contaminants and residues while supporting the production of increasingly complex semiconductor devices.

Founded in 1998, ACM Research is headquartered in Fremont, California, and serves semiconductor manufacturers and other customers through operations and facilities in the United States, China and other international markets.