Added to YB: 2025-12-22
Pitch date: 2025-12-14
ACMR [bullish]
ACM Research, Inc.
+1.58%
current return
Author Info
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Company Info
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment worldwide.
Market Cap
$2.4B
Pitch Price
$39.15
Price Target
160.00 (+323%)
Dividend
N/A
EV/EBITDA
13.08
P/E
21.68
EV/Sales
2.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ACMR: The 4x Geopolitical Moat
ACMR: Chip cleaning equipment co benefiting from US sanctions creating state-sponsored monopoly in China. Growing 30-40% CAGR as Chinese fabs replace banned Western gear. P/E 32x looks cheap vs 35% growth (0.9 PEG). Target $80-90 (18-24mo) on path to $1B revenue. Bull case $160 on $3B revenue target & 20x multiple. Risk: US bans on citizens working for Chinese semi cos.
Read full article (9 min)