Added to YB: 2025-12-30
Pitch date: 2025-12-26
ACMR [bullish]
ACM Research, Inc.
+78.98%
current return
Author Info
No bio for this author
Company Info
ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally.
Market Cap
$3.7B
Pitch Price
$40.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.15
P/E
40.98
EV/Sales
3.65
Sector
Semiconductors and Semiconductor Equipment
Category
value
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.
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