Why ACM Research (ACMR) Stock Is Down Today

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

Analysis: The most likely explanation is that there is no new company-specific negative catalyst today, and the drop appears tied to broader weakness in technology and semiconductor shares along with continued volatility after ACM Research’s recent earnings report. This could also be simple profit-taking after a sharp run earlier in the month, even though the company recently posted strong quarterly results and lifted its full-year outlook.

Details:

ACM Research recently reported second-quarter revenue of about $292.9 million and earnings of $0.61 per share, both above expectations.

The company also raised its 2026 revenue guidance to roughly $1.125 billion to $1.175 billion, which ordinarily would be supportive for the stock.

Despite that strong report, the shares have remained volatile in August, suggesting investors may still be reassessing valuation and near-term expectations.

Tuesday’s market backdrop has been negative for higher-growth technology names, with semiconductor stocks pressured as yields stayed elevated and investors pulled back from riskier parts of the market.

Sources:

ACM Research, AP News, Zacks

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.

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$ACMR Hedge Fund Activity

We have seen 238 institutional investors add shares of $ACMR stock to their portfolio, and 160 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS added 2,398,036 shares (+inf%) to their portfolio in Q2 2026, for an estimated $304,286,788
TRIATA CAPITAL LTD removed 1,929,919 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $75,942,312
WFM ASIA (BVI) LTD added 969,200 shares (+inf%) to their portfolio in Q2 2026, for an estimated $122,981,788
WCM INVESTMENT MANAGEMENT, LLC removed 943,223 shares (-50.7%) from their portfolio in Q2 2026, for an estimated $119,685,566
LONGAEVA PARTNERS L.P. removed 690,647 shares (-97.5%) from their portfolio in Q2 2026, for an estimated $87,636,197
BLACKROCK, INC. added 675,995 shares (+8.5%) to their portfolio in Q2 2026, for an estimated $85,777,005
BROAD BAY CAPITAL MANAGEMENT, LP removed 652,214 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $25,664,620

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.

$ACMR Price Targets

Multiple analysts have issued price targets for $ACMR recently. We have seen 3 analysts offer price targets for $ACMR in the last 6 months, with a median target of $125.0.

Here are some recent targets:

Charlie Chan from Morgan Stanley set a target price of $130.0 on 06/24/2026
Suji Desilva from Roth Capital set a target price of $125.0 on 06/18/2026
Jay Goldberg from Seaport Global set a target price of $75.0 on 05/05/2026

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.