ACM Research, Inc.
At today's price, ACM Research, Inc. (ACMR) is priced for today's economics sustained for ~21.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• ACM Research makes wafer-cleaning and electroplating tools for chip fabs, and its growth engine is China: orders are rising fast (newly signed orders up 65% year over year in the first quarter), with a backlog that reached about $1.27 billion. • The defining risk is the same as the engine: the business runs through ACM Shanghai, and the filing warns that U.S. export controls may limit ⟦"the ability of ACM Shanghai to acquire such parts from Japan and the Netherlands to fulfill customer require
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289 institutional managers reported holding ACMR in 13F filings for the quarter ended 2026-03-31. Together they hold about 63% of the company; the top 10 hold 33%. 65 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ACMR's share count grew 14.7% over the past five years even with $6.99M spent on repurchases. It pays no dividend. Cash returned over the past three years: $6.99M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ACMR over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ACMR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-08 | +8.4% | +44.7% |
| 2023-11-09 | +17.9% | +25.7% |
| 2024-02-29 | +41.9% | -14.3% |
| 2024-05-09 | -7.5% | -5.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ACMR's latest 8-K filings: 2026-06-22 (items 8.01, 9.01); 2026-06-12 (items 5.07); 2026-05-29 (items 8.01, 9.01); 2026-05-22 (items 8.01, 9.01); 2026-05-15 (items 8.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.