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2 days ago
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ACM Research, Inc. (ACMR) is Attracting Investor Attention: Here is What You Should Know
ACM Research, Inc. (ACMR) has recently been on list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned +5.3%, compared to the Zacks S&P 500 composite's +5.3% change. During this period, the Zacks Semiconductor Equipment - Material Services industry, which ACM Research falls in, has gained 15.3%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, ACM Research is expected to post earnings of $0.42 per share, indicating a change of -23.6% from the year-ago quarter. The Zacks Consensus Estimate has changed -13.3% over the last 30 days. The consensus earnings estimate of $2 for the current fiscal year indicates a year-over-year change of -11.5%. This estimate has changed -2.2% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $2.20 indicates a change of +10% from what ACM Research is expected to report a year ago. Over the past month, the estimate has changed -12%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, ACM Research is rated Zacks Rank #4 (Sell). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. In the case of ACM Research, the consensus sales estimate of $221.04 million for the current quarter points to a year-over-year change of +9.2%. The $912.29 million and $1.06 billion estimates for the current and next fiscal years indicate changes of +16.6% and +16.6%, respectively. ACM Research reported revenues of $172.35 million in the last reported quarter, representing a year-over-year change of +13.3%. EPS of $0.46 for the same period compares with $0.52 a year ago. Compared to the Zacks Consensus Estimate of $162.5 million, the reported revenues represent a surprise of +6.06%. The EPS surprise was +24.32%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period. No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S) and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. ACM Research is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about ACM Research. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ACM Research, Inc. (ACMR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
24-05-2025
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Is It Too Late To Consider Buying ACM Research, Inc. (NASDAQ:ACMR)?
While ACM Research, Inc. (NASDAQ:ACMR) might not have the largest market cap around , it led the NASDAQGM gainers with a relatively large price hike in the past couple of weeks. Shareholders may appreciate the recent price jump, but the company still has a way to go before reaching its yearly highs again. As a stock with high coverage by analysts, you could assume any recent changes in the company's outlook is already priced into the stock. However, what if the stock is still a bargain? Let's take a look at ACM Research's outlook and value based on the most recent financial data to see if the opportunity still exists. Our free stock report includes 1 warning sign investors should be aware of before investing in ACM Research. Read for free now. Good news, investors! ACM Research is still a bargain right now. According to our valuation, the intrinsic value for the stock is $35.67, but it is currently trading at US$22.41 on the share market, meaning that there is still an opportunity to buy now. However, given that ACM Research's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. View our latest analysis for ACM Research Future outlook is an important aspect when you're looking at buying a stock, especially if you are an investor looking for growth in your portfolio. Buying a great company with a robust outlook at a cheap price is always a good investment, so let's also take a look at the company's future expectations. With profit expected to grow by 73% over the next couple of years, the future seems bright for ACM Research. It looks like higher cash flow is on the cards for the stock, which should feed into a higher share valuation. Are you a shareholder? Since ACMR is currently undervalued, it may be a great time to increase your holdings in the stock. With a positive outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current undervaluation. Are you a potential investor? If you've been keeping an eye on ACMR for a while, now might be the time to enter the stock. Its prosperous future outlook isn't fully reflected in the current share price yet, which means it's not too late to buy ACMR. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed buy. In light of this, if you'd like to do more analysis on the company, it's vital to be informed of the risks involved. In terms of investment risks, we've identified 1 warning sign with ACM Research, and understanding this should be part of your investment process. If you are no longer interested in ACM Research, you can use our free platform to see our list of over 50 other stocks with a high growth potential. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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15-05-2025
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Wall Street Analysts See ACM Research (ACMR) as a Buy: Should You Invest?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about ACM Research, Inc. (ACMR) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. ACM Research currently has an average brokerage recommendation (ABR) of 1.31, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.31 approximates between Strong Buy and Buy. Of the eight recommendations that derive the current ABR, six are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 75% and 12.5% of all recommendations. Check price target & stock forecast for ACM Research here>>>While the ABR calls for buying ACM Research, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision. In spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures. The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5. Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide. In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research. Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns. Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements. Looking at the earnings estimate revisions for ACM Research, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $2.15. Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for ACM Research. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for ACM Research. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ACM Research, Inc. (ACMR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
12-05-2025
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ACM Research, Inc. (ACMR): Among the Unstoppable Growth Stocks to Invest in Now
We recently published a list of . In this article, we are going to take a look at where ACM Research, Inc. (NASDAQ:ACMR) stands against other unstoppable growth stocks to invest in now. BlackRock highlighted that the trade conflict between the US and China continues to cause major economic disruptions. However, the expectations of a supply-driven contraction in the US are very different from a typical business cycle recession. The hard economic rules binding on policy are expected to limit the damage. Furthermore, the AI mega force has been keeping the firm overweight on the US stocks and positive on developed market stocks, despite the expectations of volatility. BlackRock believes that some of the sectors are more exposed to tariffs as compared to others, with sectoral differences already at play in the earnings releases for Q1 2025. The companies that are at the forefront of the AI mega force continued to keep fueling the US equity strength, while policy uncertainty significantly impacts the broader market. The leading technology companies managed to exceed the Q1 earnings expectations, highlighted the increasing AI-driven demand, and announced plans to raise investments focused on AI. Such trends strengthen the fact that how AI mega force continues to persist despite the supply-driven disruptions. As a result, BlackRock has remained positive on developed market (DM) stocks, primarily the US. On the other hand, automakers have been tagged by the firm as the ones most exposed to key supply inputs from China. Furthermore, some of the automakers have highlighted the impact of tariffs in their respective expectations for full-year earnings. READ ALSO: and . Franklin Templeton believes that it is of utmost importance to remember that tough economic and/or market phases are finite. Investors who tend to see most of the profits during the recovery are the ones staying the course during the stormy weather. The investment firm continues to see increased potential for a sustained period of small-cap leadership. Considering its metric of choice to gauge index valuations, EV/EBIT, the Russell 2000 is far more attractively valued as compared to the Russell 1000, says Franklin Templeton. As per the investment manager, the valuation situation becomes even more attractive when consensus earnings growth is included. Notably, growth stocks are the ones capable of increasing their earnings faster as compared to an average business in the respective industry or broader market. At 2024 end, the Russell 2000 was expected to see stronger earnings growth in 2025 as compared to the Russell 1000, based on EPS, added the investment firm. To list the 11 Unstoppable Growth Stocks to Invest in Now, we used a screener to shortlist the companies catering to the growth sectors that have 3-year revenue growth of at least ~25%, and that have appreciated significantly on a YTD basis. We also mentioned hedge fund sentiments around each stock, as of Q4 2024. Finally, the stocks were arranged in ascending order of their hedge fund sentiment. Note: The data was recorded on May 9. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Close-up of a worker wearing protective gear inspecting a silicon wafer in a Research, Inc. (NASDAQ:ACMR) is engaged in developing, manufacturing, and selling single-wafer wet cleaning equipment utilised by semiconductor manufacturers in several manufacturing steps to improve product yield, in fabricating integrated circuits, or chips. Analyst Mark Miller from Benchmark Co. maintained a 'Buy' rating on the company's stock, keeping the price objective at $38.00. The analyst's rating is backed by its robust financial performance and strategic market positioning. As per the analyst, ACM Research, Inc. (NASDAQ:ACMR) managed to qualify new tools with major customers, exhibiting robust demand and customer acceptance of its products. Also, the impact of tariffs is expected to be minimal, aiding its positive outlook, opines Miller. ACM Research, Inc. (NASDAQ:ACMR) achieved numerous strategic milestones, such as the qualification of its high-temperature SPM tool by a leading logic customer in China and customer acceptance for its backside/bevel etch tool from a US customer. For 2025, ACM Research, Inc. (NASDAQ:ACMR) anticipates incremental revenue contribution from Tahoe, SPM, and furnace tools, and progress in customer evaluations of Track, PECVD, and panel-level packaging platforms. The company opines that its focused effort on developing world-class tools throughout the customer base can support its efforts for additional major customer wins across global markets. Overall, ACMR ranks 9th on our list of unstoppable growth stocks to invest in now. While we acknowledge the potential of ACMR as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than ACMR but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
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08-05-2025
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Is ACM Research, Inc. (ACMR) the Undervalued Quantum Computing Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where ACM Research, Inc. (NASDAQ:ACMR) stands against other undervalued quantum computing stocks to buy now. Quantum computing is turning into an essential component of the upcoming technological revolution. It is resolving problems all around in sectors spanning security, finance, medicine, and AI. In comparison to regular computers, quantum systems use qubits that work in multiple states at once, which massively boosts processing power. This does show advancements in the field of science, and as such, it is encouraging new markets. PwC reports that quantum tech is making waves in research, operations, and infrastructure, with specific attention on optimization, system simulation, and modeling risks. According to ResearchAndMarkets, while the quantum industry reached $1.9 billion in 2024, it is expected to hit $7.5 billion by 2030, with a CAGR of 28.7%. Forbes stated that this strong growth comes from institutional support, public-private teamwork, and hardware breakthroughs. Moreover, venture capital invested $1.5 billion into 50 quantum startups last year, almost twice the amount in 2023. The Forbes Technology Council adds that this demonstrates that investors are putting more trust in the quantum sector. Thus, it has the potential to reshape not just the IT sector but global markets too, from portfolio management to trading algorithms, by cutting computation time and risks. In response to this technology, the stock market has been skeptical, as it is uncertain when quantum computing will go mainstream. However, recent advances in error reduction, logical qubit formation, and hybrid quantum-classical models have boosted optimism among investors. These hybrid approaches are already helping with logistics, artificial intelligence, and materials research. Forbes claims that this shift is a complete redefinition of tech investing, with quantum moving from an accessory to a necessity in the tech sector. In contrast, in the financial sector, the industry is getting attention despite being relatively new and in development. IDTechEx predicts it can reach $10 billion worth of value in two decades, driven by the active advancements of quantum startups. With over 50 of these startups turning profitable in just four years, companies are now rapidly adopting the technology, with a rise in demand for quantum programs. Meanwhile, an IDC report in April showed PC shipments grew 4.9% in Q1 2025, unaffected by the rising tariffs. Furthermore, even governments all around the globe are investing in this sector, led by America, Germany, China, and Britain. The UN even declared 2025 the International Year of Quantum Science and Technology. Looking ahead, the technological progress keeps investors hooked with new materials like niobium. When paired with surface encapsulation methods, it has stretched coherence times to 600 microseconds, making qubits perform better. In addition, better chip designs and error correction are helping quantum systems move from labs to real applications. These improvements should cut costs and boost reliability, bringing quantum's theoretical potential into practical use. To curate our list of the 10 Undervalued Quantum Computing Stocks to Buy Now, we relied on the Finviz screener to find the biggest Quantum Computing companies. We narrowed down these companies by choosing ones that have their forward price-to-earnings multiple less than 15, as of the time of writing this article. Next, we ranked the shortlisted stocks based on the hedge fund sentiment surrounding each stock, as per Insider Monkey's Q4 2024 database. The 10 Undervalued Quantum Computing Stocks to Buy Now are listed in ascending order based on the number of hedge fund holders having stakes in the respective stocks. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Close-up of a worker wearing protective gear inspecting a silicon wafer in a laboratory. ACM Research, Inc. (NASDAQ:ACMR) makes and sells equipment for semiconductor manufacturing and advanced packaging worldwide. The company focuses especially on wet cleaning tools, advanced packaging gear, dry processing systems, and semi-critical cleaning tech. Its products include names like SAPS, TEBO, and ULTRA C, which handle both front-end and back-end chip fabrication. ACM's Research segment is growing its presence in the U.S. and China, while developing next-gen wafer-level packaging and dry processing platforms. To grow in the quantum computing sector, it has partnered with companies in quantum computing and keeps delivering tools for cutting-edge chip tech, also making it to our list of cheap stocks to buy now. In Q4 ended December 31, 2024, ACM Research, Inc. (NASDAQ:ACMR) made $223.5 million in revenue, an increase of 31.2% from last year. While its full-year 2024 revenue jumped 40.2% to $782.1 million, its quarterly EPS hit $0.56, beating the expected $0.31. Shipments for the quarter shot up 88% year-over-year to $264 million, bringing its full-year shipments to $973 million. The company's Q4 gross margin was 49.8%, with a full-year figure of 50.4%, and finished 2024 with $259.1 million in net cash, a rise of $198.5 million in Q3. The growth of ACM Research, Inc. (NASDAQ:ACMR) came mostly from strong sales in single-wafer and semi-critical cleaning tools, bringing in $155.2 million in Q4 and $579 million for the whole year. On the other hand, sales from the company's ECP, furnace, and other technologies grew nearly 61% in Q4. Even with U.S. export restrictions, management thinks the impact won't be too bad because of the company's local supply chains. ACM Research, Inc.'s (NASDAQ:ACMR) new facilities in Lingang and Oregon will help it grow its capacity, and it expects 2025 revenue between $850-950 million, with gross margin guidance of 42-48%. Overall, ACMR ranks 6th on our list of undervalued quantum computing stocks to buy now. While we acknowledge the potential of ACMR as an investment, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ACMR but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
