ACM Research Rises as Chip-Equipment Momentum and Recent Order Growth Support Shares

ACM Research (ACMR) is up 6.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a broader rebound in semiconductor equipment stocks, helped by fresh bullish commentary on wafer fab equipment demand. Investors also seem to be leaning on ACM Research’s own recent fundamentals, including strong first-quarter growth, maintained 2026 guidance, and disclosed order momentum at its Shanghai subsidiary.

Details:

A bullish industry read-through lifted sentiment across chip-equipment names after analysts raised price targets on several major wafer fab equipment companies and pointed to stronger spending forecasts tied to AI and memory demand.

ACM Research reported first-quarter 2026 revenue of $231.3 million, up 34.2% year over year, while shipments rose 53.7% to $240.7 million.

The company kept its 2026 revenue outlook at $1.08 billion to $1.175 billion, signaling management still sees a solid demand backdrop despite trade-policy and customer-timing risks.

A May SEC filing tied to ACM Shanghai disclosed that newly signed orders in the first quarter grew 65% from a year earlier, which could be reinforcing the view that revenue growth has room to continue.

Sources:

ACM Research, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ACMR Insider Trading Activity

$ACMR insiders have traded $ACMR stock on the open market 41 times in the past 6 months. Of those trades, 0 have been purchases and 41 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 16 sales selling 210,002 shares for an estimated $13,989,793.
MARK MCKECHNIE (See Remarks) has made 0 purchases and 6 sales selling 98,551 shares for an estimated $4,491,951.
TRACY LIU has made 0 purchases and 4 sales selling 60,000 shares for an estimated $2,850,781.
SOTHEARA CHEAV (See remarks) has made 0 purchases and 7 sales selling 18,750 shares for an estimated $1,585,923.
LISA FENG (See remarks) has made 0 purchases and 4 sales selling 30,000 shares for an estimated $1,441,290.
CHARLES C PAPPIS has made 0 purchases and 2 sales selling 10,000 shares for an estimated $510,450.
HAIPING DUN has made 0 purchases and 2 sales selling 5,000 shares for an estimated $217,363.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ACMR Hedge Fund Activity

We have seen 147 institutional investors add shares of $ACMR stock to their portfolio, and 183 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TRIATA CAPITAL LTD removed 1,929,919 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $75,942,312
WCM INVESTMENT MANAGEMENT, LLC added 1,849,914 shares (+16878.8%) to their portfolio in Q1 2026, for an estimated $72,794,115
LSV ASSET MANAGEMENT removed 1,835,214 shares (-77.1%) from their portfolio in Q1 2026, for an estimated $72,215,670
INVESCO LTD. added 1,095,634 shares (+444.5%) to their portfolio in Q4 2025, for an estimated $43,222,761
JANUS HENDERSON GROUP PLC added 1,011,088 shares (+1406.4%) to their portfolio in Q4 2025, for an estimated $39,887,421
VALUE ALIGNED RESEARCH ADVISORS, LLC added 955,927 shares (+inf%) to their portfolio in Q1 2026, for an estimated $37,615,727
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ removed 897,281 shares (-53.4%) from their portfolio in Q1 2026, for an estimated $35,308,007

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

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.