Stock Library / ACMR

ACMR Technology Latest YouTube: Q2 2026 Published 2026-08-09

ACM Research, Inc.

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Latest earnings video

ACM Research (ACMR) Q2 2026 Earnings: A 46% Beat, And 70% Of It Wasn’t Operating

Published 2026-08-09

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-09

Podcast available

Yes

Current price

$79.56

-1.52 (-1.87%)

Trailing / Forward P/E

37.53x

Forward: 29.36x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

36.0%

Earnings: 180.6%

Margins

17.0% op

Gross: 43.8% · Net: 14.5%

Balance sheet

3.66x current

Debt / Equity: 14.5

52-week range / Beta

$24.14 - $127.19

Beta: 1.97

Analyst target

$115.14

Upside: 44.7%

Cash / shareholder return

-3.37% FCF yield

Dividend yield: —

Company context

Industry: Semiconductor Equipment & Materials

Country: United States

Employees: —

Price to book: 2.98x

Return on equity: 11.6%

ACM Research, Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers. The company provides wet cleaning equipment for front end production processes; electrochemical plating, furnace, PECVD, and track platforms; Space Alternated Phase Shift, technology for flat and wafer surfaces; timely energized bubble oscillation, technology for patterned wafer surfaces at advanced process nodes; and Tahoe technology; and semi-critical cleaning tools. It also offers advanced packaging equipment, such as coaters, developers, photoresist strippers, scrubbers, wet etchers and copper-plating equipment; and advanced packaging products include: Ultra ECP ap, which delivers a uniform metal layer to finished wafers prior to packaging; Ultra C Developer, which applies liquid developer to selected parts of photoresist to resolve an image; Ultra C PR Megasonic-Assisted Stripper, which removes photoresist; Ultra C Scrubber, which scrubs and cleans wafers; Ultra C Thin Wafer Scrubber, which addresses a sub-market of cleaning very thin wafers for certain Asian assembly factories; and Ultra C Wet Etcher, which etches silicon wafers and copper and titanium interconnects. In addition, the company provides ECP technology for advanced metal plating; Ultra fn Furnace, a dry processing tool; Ultra Pmax PECVD tools, a proprietary designed chamber, gas distribution unit, and chuck; and Ultra Track, a 300mm process tool that delivers uniform air downflow, fast robot handling and configurable software to address specific customer requirements. It markets and sells its products under the SAPS, TEBO, ULTRA C, ULTRA Fn, Ultra ECP, Ultra ECP map, and Ultra ECP ap trademarks through direct sales force and third-party representatives. ACM Research, Inc. was incorporated in 1998 and is headquartered in Fremont, California.

Price chart

Market context for ACMR

Competitive view

ACMR vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

ACM Research, Inc. latest YouTube video thumbnail

ACM Research, Inc.

ACMR

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ACMR

$5.54B

ACM Research, Inc.

INTC

$543.52B

Intel Corporation

MSFT

$3.68T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ACMR

37.5x

ACM Research, Inc.

INTC

—

Intel Corporation

MSFT

27.6x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ACMR

29.4x

ACM Research, Inc.

INTC

50.4x

Intel Corporation

MSFT

21.1x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ACMR

36.0%

ACM Research, Inc.

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ACMR

180.6%

ACM Research, Inc.

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ACMR

17.0%

ACM Research, Inc.

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ACMR

43.8%

ACM Research, Inc.

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ACMR

14.5%

ACM Research, Inc.

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ACMR

11.6%

ACM Research, Inc.

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ACMR

-3.4%

ACM Research, Inc.

INTC

0.9%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ACMR

14.52x

ACM Research, Inc.

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ACMR

3.66x

ACM Research, Inc.

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ACMR

1.97

ACM Research, Inc.

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ACMR

—

ACM Research, Inc.

INTC

—

Intel Corporation

MSFT

0.7%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ACMR

44.7%

ACM Research, Inc.

INTC

10.9%

Intel Corporation

MSFT

14.3%

Microsoft Corp.

Related research

Non-quarter videos featuring ACMR

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-08-09

ACMR Stock: ACM Research Q2 2026 Earnings - A 46% Beat, 70% Not Operating #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for ACMR

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-09

Published youtube podcast complete

ACM Research (ACMR) Q2 2026 Earnings: A 46% Beat, And 70% Of It Wasn’t Operating

Quarterly earnings-analysis entry for ACM Research, Inc.. Use the links on the right to open the video or podcast episode.

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