Recent discussions on X about ACM Research Inc. (ACMR) have centered around the company’s Q2 2025 earnings report, which showed mixed results with a notable earnings beat but a revenue shortfall. Many users expressed surprise and concern over the stock’s sharp decline of approximately 20% following the announcement, highlighting the revenue miss and ongoing risks tied to China exposure as key pressure points. The conversation reflects a broader unease about export restrictions and geopolitical factors impacting the semiconductor equipment sector.
Despite the earnings beat, with EPS surpassing expectations, posts on X suggest a lingering skepticism about the company’s ability to meet revenue targets amidst these external challenges. Some have pointed out the stock’s significant drop as a potential point of interest, though opinions remain divided on the implications for future performance. The dialogue underscores the volatility surrounding ACMR in the current market environment.
Note: This discussion summary was generated from an AI condensation of post data.
ACM Research Inc. Insider Trading Activity
ACM Research Inc. insiders have traded $ACMR stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $ACMR stock by insiders over the last 6 months:
- DAVID H WANG (See Remarks) has made 0 purchases and 7 sales selling 261,250 shares for an estimated $6,556,357.
- CHENMING HU sold 163,308 shares for an estimated $4,899,240
- MARK MCKECHNIE (See Remarks) has made 0 purchases and 3 sales selling 45,000 shares for an estimated $1,119,600.
- LISA FENG (See remarks) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $810,000.
- HAIPING DUN has made 0 purchases and 3 sales selling 24,519 shares for an estimated $674,102.
- SOTHEARA CHEAV (See remarks) sold 22,598 shares for an estimated $519,754
- TRACY LIU sold 15,000 shares for an estimated $450,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ACM Research Inc. Hedge Fund Activity
We have seen 144 institutional investors add shares of ACM Research Inc. stock to their portfolio, and 99 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KERRISDALE ADVISERS, LLC removed 1,733,606 shares (-89.0%) from their portfolio in Q1 2025, for an estimated $40,462,364
- PANVIEW CAPITAL LTD removed 1,374,699 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $32,085,474
- FEDERATED HERMES, INC. added 1,064,482 shares (+12871.6%) to their portfolio in Q1 2025, for an estimated $24,845,009
- POINT72 ASSET MANAGEMENT, L.P. added 934,101 shares (+inf%) to their portfolio in Q1 2025, for an estimated $21,801,917
- BROAD BAY CAPITAL MANAGEMENT, LP added 905,494 shares (+inf%) to their portfolio in Q1 2025, for an estimated $21,134,229
- UBS GROUP AG removed 900,249 shares (-79.6%) from their portfolio in Q1 2025, for an estimated $21,011,811
- POINT72 HONG KONG LTD added 761,157 shares (+inf%) to their portfolio in Q1 2025, for an estimated $17,765,404
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ACM Research Inc. Analyst Ratings
Wall Street analysts have issued reports on $ACMR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 02/28/2025
To track analyst ratings and price targets for ACM Research Inc., check out Quiver Quantitative's $ACMR forecast page.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
