Professional
Added to YB: 2025-01-31
Pitch date: 2025-01-30
ACMR [bullish]
ACM Research, Inc.
+88.04%
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
$20.65
Price Target
73.00 (+88%)
Dividend
N/A
EV/EBITDA
12.94
P/E
21.49
EV/Sales
2.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
ACM Research, Inc. - $ACMR: Fabrication of a 10-Bagger
ACMR: Leading Chinese WFE supplier benefiting from China's semiconductor self-sufficiency push. Dominant in cleaning tools, expanding into new products & global markets. 82%-owned Shanghai subsidiary trades at 6x 2025E revenue vs ACMR at 1.1x. Potential 300%+ upside as valuation gap closes. $1.5B ex-China revenue target by 2030.
Read full article (34 min)