ACM Research updates 2025 revenue outlook to $885-$900 million; projects 2026 revenue of $1,080-$1,175 million.
Quiver AI Summary
ACM Research, Inc. has updated its revenue outlook for 2025 to between $885 and $900 million, slightly down from its previous forecast of $875 to $925 million. The company also projected revenues for 2026 to reach between $1,080 million and $1,175 million, driven by management's assessment of international trade impacts, customer spending, supply chain constraints, and new product tools entering the market. Dr. David Wang, ACM’s CEO, highlighted plans for increased revenue growth in 2026, supported by investments in production capacity and market share expansion, particularly in domestic semiconductor production. ACM is set to release its fourth-quarter and full-year results for 2025 in late February 2026, noting that its updated revenue outlook is preliminary and subject to review.
Potential Positives
- Updated revenue outlook for 2025 shows a slight increase, projecting $885 to $900 million compared to the previous range of $875 to $925 million.
- Projected revenue for 2026 indicates significant growth potential with estimates between $1,080 million and $1,175 million.
- ACM plans to accelerate investments in production capacity, which could enhance market competitiveness and facilitate growth.
- Management expresses confidence in stable customer spending and growing contributions from innovative product lines, supporting future revenue expansion.
Potential Negatives
- Updated revenue outlook for 2025 has been revised down compared to previous guidance, potentially indicating challenges in meeting earlier expectations.
- The revenue outlook for 2025 remains a preliminary figure, subject to review and audit, which could lead to further changes and uncertainty for investors.
- Management highlights significant risks and uncertainties regarding future revenue projections, which may create apprehension among stakeholders regarding the company's financial stability.
FAQ
What is ACM Research's updated revenue outlook for 2025?
ACM Research has updated its 2025 revenue outlook to a range of $885 to $900 million.
What revenue does ACM expect for 2026?
The projected revenue for ACM in 2026 is between $1,080 million and $1,175 million.
What factors influence ACM's revenue projections?
Revenue projections are influenced by international trade policies, customer spending scenarios, supply chain constraints, and tool evaluations.
When will ACM release its 2025 financial results?
ACM plans to release its fourth quarter and full year 2025 financial results in late February 2026.
Who should be contacted for investor inquiries about ACM?
For investor inquiries, please contact The Blueshirt Group at [email protected] in the U.S. or [email protected] in China.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ACMR Insider Trading Activity
$ACMR insiders have traded $ACMR stock on the open market 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 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 260,000 shares for an estimated $7,821,263.
- FUPING CHEN (See remarks) has made 0 purchases and 3 sales selling 120,000 shares for an estimated $3,981,156.
- JIAN WANG (See remarks) has made 0 purchases and 3 sales selling 90,000 shares for an estimated $2,910,000.
- MARK MCKECHNIE (See Remarks) has made 0 purchases and 3 sales selling 31,250 shares for an estimated $1,091,506.
- LISA FENG (See remarks) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $997,950.
- SOTHEARA CHEAV (See remarks) has made 0 purchases and 2 sales selling 21,152 shares for an estimated $684,560.
- TRACY LIU sold 15,000 shares for an estimated $495,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$ACMR Revenue
$ACMR had revenues of $269.2M in Q3 2025. This is an increase of 31.96% from the same period in the prior year.
You can track ACMR financials on Quiver Quantitative's ACMR stock page.
$ACMR Hedge Fund Activity
We have seen 144 institutional investors add shares of $ACMR stock to their portfolio, and 125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,481,447 shares (+84.8%) to their portfolio in Q3 2025, for an estimated $136,229,021
- LSV ASSET MANAGEMENT added 2,059,405 shares (+462.9%) to their portfolio in Q3 2025, for an estimated $80,584,517
- PERTENTO PARTNERS LLP removed 1,024,632 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $40,093,850
- MITSUBISHI UFJ TRUST & BANKING CORP removed 942,382 shares (-40.9%) from their portfolio in Q3 2025, for an estimated $36,875,407
- STATE STREET CORP added 735,555 shares (+58.6%) to their portfolio in Q3 2025, for an estimated $28,782,267
- INVESCO LTD. removed 579,487 shares (-70.2%) from their portfolio in Q3 2025, for an estimated $22,675,326
- NUVEEN, LLC removed 551,523 shares (-77.2%) from their portfolio in Q3 2025, for an estimated $21,581,094
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$ACMR 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:
- Roth Capital issued a "Buy" rating on 09/30/2025
To track analyst ratings and price targets for $ACMR, check out Quiver Quantitative's $ACMR forecast page.
Full Release
—Updated 2025 Revenue Outlook to $885 to $900 Million—
—Projected 2026 Revenue Outlook of $1,080 to $1,175 Million—
FREMONT, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today has updated its full year 2025 revenue outlook to a range of $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings release issued on November 5, 2025.
ACM also announced that it expects revenue for the full year 2026 to be in the range of $1,080 million to $1,175 million. This expectation is based on ACM management’s current assessment of the impact from international trade policies, together with various expected spending scenarios of key customers, supply chain constraints, and the timing of acceptances for first tools under evaluation in the field, among other factors.
“We plan for a higher revenue growth rate in 2026 amidst healthy investments in production capacity and market share gains from our newer products,” said Dr. David Wang, ACM’s President and Chief Executive Officer. “We anticipate relatively stable WFE spending by our customers, with incremental contribution from our single-wafer SPM cleaning tools, Tahoe cleaning tools, and Furnace series tools. At the same time, we are accelerating our investments in Oregon to support the industry’s shift towards domestic semiconductor production.”
ACM plans to release its fourth quarter and full year 2025 financial results in late February 2026. The 2025 revenue outlook included in this press release is preliminary. Actual fourth quarter and full year 2025 revenue results are subject to review and audit procedures by ACM’s independent registered public accounting firm.
About ACM Research, Inc.
ACM develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level advanced packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. ACM is committed to delivering customized, high-performance, cost-effective process solutions that semiconductor manufacturers can use in numerous manufacturing steps to improve productivity and product yield. For more information, visit www.acmr.com .
Forward-Looking Statements
Certain statements contained in this press release 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 management’s current expectations and beliefs, and involve a number of risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from those stated or implied by the forward-looking statements. A description of certain of these risks, uncertainties and other matters can be found in filings ACM makes with the U.S. Securities and Exchange Commission, all of which are available at www.sec.gov. Because forward-looking statements involve risks and uncertainties, actual results and events may differ materially from results and events currently expected by ACM. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. ACM undertakes no obligation to publicly update these forward-looking statements to reflect events or circumstances that occur after the date hereof or to reflect any change in its expectations with regard to these forward-looking statements or the occurrence of unanticipated events.
© ACM Research, Inc. ACM Research logo is a trademark of ACM Research, Inc. For convenience, these trademarks appear in this press release without ™ symbols, but that practice does not mean ACM will not assert, to the fullest extent under applicable law, its rights to such trademarks. All other trademarks are the property of their respective owners.
For investor and media inquiries, please contact:
| In the United States : |
The Blueshirt Group
Steven C. Pelayo, CFA +1 (360) 808-5154 [email protected] |
| In China : |
The Blueshirt Group Asia
Gary Dvorchak, CFA +86 (138) 1079-1480 [email protected] |
