Added to YB: 2025-12-30
Pitch date: 2025-12-26
ACMR [bullish]
ACM Research, Inc.
-0.07%
current return
Author Info
No bio for this author
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Company Info
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment worldwide.
Market Cap
$2.6B
Pitch Price
$40.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.43
P/E
23.57
EV/Sales
2.56
Sector
Semiconductors and Semiconductor Equipment
Category
value
Show full summary:
ACM Research: Deep Valuation Disconnect as China Semi Localization and Memory Upcycle Drive Re-Rating Potential
ACMR: Trades 1-2x fwd revenue vs China subsidiary at 9-10x revenue despite leading domestic cleaning platform positioned for China fab equipment localization (expected 3x growth by 2027). Major customers SK Hynix/SMIC driving demand. Memory upcycle enabling price increases + margin expansion. Targeting re-rating through 2026.
Read full article (1 min)