ACMR ACM Research, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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20:02
Aug 25
Aug 25
The author merely agrees with a parent post that only mentions ACMR without stating any.
The author merely agrees with a parent post that only mentions ACMR without stating any position or directional view.
18:01
Aug 23
Aug 23
Goldman lifts WFE outlook: AMAT LRCX ACMR
Goldman Sachs raised WFE spending forecasts for 2026-2028 on foundry/logic and DRAM strength; AMAT, LRCX, and ACMR are the tickers listed in the post, no directional view.
MED
08:30
Aug 11
Aug 11
Photonics ramp drives bullish call on semis
Buy silicon photonics-exposed names CAMT, ACMR, AAOI, and LWLG as the author endorses the quoted thesis that photonics orders are ramping, with Camtek's COO flagging a greater share of silicon photonics orders expected in 2027.
MED
22:02
Aug 07
Aug 07
Earnings beat and raised revenue guidance
Reports strong earnings beat and raised FY26 revenue guidance driven by advanced packaging demand.
MED
14:10
Aug 07
Aug 07
ACMR watch after revenue beat, in-line outlook
Watch ACMR after a Q2 revenue/EPS beat and FY guidance around consensus; no author position is stated.
MED
23:31
Jul 31
Jul 31
Exited ACM Research fully; part of the optics/semis trade exit where author doubts forward.
Exited ACM Research fully; part of the optics/semis trade exit where author doubts forward 12-month performance can match the prior period.
MED
18:38
Jul 08
Jul 08
No position; ACMR has a very low correlation pair (DOCN); watch for diversification.
MED
00:36
Jun 28
Jun 28
Monitor ACMR as a Chinese semiconductor localization beneficiary, but not an author-owned pick.
MED
03:52
Jun 20
Jun 20
Long ACMR — author already owns it and plans to add concentration Monday.
Long ACMR — author already owns it and plans to add concentration Monday; upcoming H-Share subsidiary listing is a near-term NAV discount unlock catalyst, with independent growth supporting the thesis.
MED
17:33
Jun 18
Jun 18
The author explains ACMR's discount to NAV and potential catalyst in H2 2026 but does not state.
The author explains ACMR's discount to NAV and potential catalyst in H2 2026 but does not state a current position or forward call, only a research framework.
LOW
17:18
Jun 18
Jun 18
Long ACMR as a NAV-discount semiconductor equipment name with AI growth exposure.
Long ACMR as a NAV-discount semiconductor equipment name with AI growth exposure; author discloses current exposure while seeking additional similar opportunities in the space.
MED
14:29
Jun 17
Jun 17
Long ACMR via call options; author remains bullish on the stock at all-time high.
Long ACMR via call options; author remains bullish on the stock at all-time high, expecting further upside in China WFE market.
HIGH
04:57
Jun 15
Jun 15
Author expresses skepticism about ACMR's cleaning step and expansion into competitive process.
Author expresses skepticism about ACMR's cleaning step and expansion into competitive process areas, but does not state a position or forward call.
LOW
17:00
Jun 04
Jun 04
Buy ACMR as the wet-process equipment supplier for panel packaging.
Buy ACMR as the wet-process equipment supplier for panel packaging, with tools already sized for 515×510mm and 600×600mm formats; smaller and less-followed than peers, it offers leveraged exposure to panel-line ramps with specific tool configurations already disclosed.
MED
20:29
Jun 01
Jun 01
The author shares realized and unrealized gains on several semiconductor and tech holdings.
The author shares realized and unrealized gains on several semiconductor and tech holdings, expressing a long-term compounding mindset without explicit forward calls beyond HIMX's realized gain.
LOW
20:54
May 25
May 25
Watch ACMR as activist letter argues for a Hong Kong listing to close the ~54% discount to its.
Watch ACMR as activist letter argues for a Hong Kong listing to close the ~54% discount to its ACM Shanghai stake value; potential catalyst for valuation convergence.
MED
18:56
May 25
May 25
Long ACMR as a pure-play beneficiary of China's push for chip independence.
Long ACMR as a pure-play beneficiary of China's push for chip independence, supported by the author's explicit long position in Jan 2028 call options.
HIGH
03:36
May 25
May 25
Long ACMR via Jan 2028 call options, betting on continued momentum from Huawei's chipmaking.
Long ACMR via Jan 2028 call options, betting on continued momentum from Huawei's chipmaking breakthrough that benefits Chinese semiconductor equipment names.
MED
20:41
May 22
May 22
The tweet suggests ACMR is more leveraged to SMIC.
The tweet suggests ACMR is more leveraged to SMIC, implying bearish exposure to Chinese semiconductor risks.
HIGH
20:21
May 22
May 22
Buy ACMR ahead of an expected IPO catalyst, as the company makes semiconductor cleaning.
Buy ACMR ahead of an expected IPO catalyst, as the company makes semiconductor cleaning equipment; expansion efforts are currently marginal but the upcoming public listing is the primary thesis.
HIGH
13:04
May 18
May 18
Speaker notes ACM Research resembles pattern of Chinese acquirers targeting Western small caps.
Speaker notes ACM Research resembles pattern of Chinese acquirers targeting Western small caps in optics/robotics, no directional view stated.
HIGH
23:38
May 17
May 17
Speaker notes a significant valuation discount of ACMR relative to its Shanghai subsidiary.
Speaker notes a significant valuation discount of ACMR relative to its Shanghai subsidiary, but does not state a directional view or catalyst.
HIGH
19:16
May 17
May 17
The author is a shareholder in ACMR, betting that the large valuation discount to its Shanghai subsidiary will narrow, potentially catalyzed by improved US-China relations or corporate actions like a
The author is a shareholder in ACMR, betting that the large valuation discount to its Shanghai subsidiary will narrow, potentially catalyzed by improved US-China relations or corporate actions like a Hong Kong listing.
MED
22:49
May 15
May 15
Buy ACMR as the market misprices the parent relative to its 74%-owned Shanghai subsidiary.
Buy ACMR as the market misprices the parent relative to its 74%-owned Shanghai subsidiary; shareholder activism and proposed HK listing may close the discount.
HIGH
00:05
May 15
May 15
Long domestic Chinese equipment makers as export controls sustain localization demand.
Long domestic Chinese equipment makers as export controls sustain localization demand, even as AI-led growth shifts mix away from China.
HIGH
00:05
May 15
May 15
Long ACMR on exposure to plating, cleaning, and panel-level packaging for AI accelerators.
HIGH
00:50
May 09
May 09
Long ACMR as China's ongoing push for semiconductor localization drives demand for its wafer.
Long ACMR as China's ongoing push for semiconductor localization drives demand for its wafer cleaning equipment.
HIGH
13:08
May 07
May 07
Reports ACMR sales and shipment growth with maintained guidance.
Reports ACMR sales and shipment growth with maintained guidance; no personal directional commitment from speaker.
HIGH
02:51
Apr 24
Apr 24
Long ACMR as the activist letter targets the valuation gap between Nasdaq and Shanghai-listed.
Long ACMR as the activist letter targets the valuation gap between Nasdaq and Shanghai-listed shares, a market-structure arbitrage that should unlock value.
MED
11:50
Apr 16
Apr 16
Speaker lists ACMR in a past-luck recap of 'stocks starting with A.' Disclaims any informed.
Speaker lists ACMR in a past-luck recap of 'stocks starting with A.' Disclaims any informed view ('no idea what they did as businesses'). No current position, no thesis, no directional opinion.
HIGH
About ACMR Analyst Coverage
Buzzberg tracks ACMR (ACM Research, Inc. Class A Common Stock) across 12 sources. 11 bullish vs 0 bearish calls from 11 analysts. Sentiment: predominantly bullish (37%). 30 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: pequityresearch, pepinveststocks, jasonschips.