Lumida
/ACMR
⌘K
ACM Research Inc

ACM Research Inc

ACMR
$74.44USD+7.23%+5.02 today

MARKET CAP

5.2B

P/E (TTM)

47.7x

FWD P/E

34.0x

DAY RANGE

$71 – $75

52W RANGE

$26
$127

AI Summary

Stalk
TrimMedium

ACMR's price structure remains bearish on the medium term, trading below all key EMAs with a persistent sequence of lower highs and lower lows, so the tradable side is to sell into rallies. Short-term timing is unfavorable for immediate selling given oversold readings and lack of strong bounce, so trim into relief rallies toward the 9- and 20-day EMA resistance area.

  • Q2 2026 revenue rose 36% YoY to $292.9M, driven by a 105% surge in H1 orders.
  • Non-GAAP EPS of $0.61 topped the $0.30 consensus; GAAP net income reached $89M.
  • GF Score implies shares are ~140% overvalued versus a $35.04 intrinsic value.
Full analysis →

Buying

9

institutions

Selling

6

institutions

New Positions

2

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY8.66 M1.10 B+676.00 K+249.8%0.02%
CA

Citadel Advisors LLC

Q2 2026

BUY1.07 M136.37 M+518.76 K+523.3%0.02%
JH

Janus Henderson Group Plc

Q1 2026

BUY2.17 M85.40 M+1.09 M+99.8%0.02%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY428.50 K54.37 M+123.50 K+353.0%0.06%
AC

Aqr Capital Management LLC

Q2 2026

SELL314.17 K39.87 M+-9.24 K+213.3%0.01%
VA

Value Aligned Research Advisors, LLC

Q1 2026

BUYNEW956.03 K37.62 M+956.03 K+0.0%0.18%
RT

Renaissance Technologies LLC

Q2 2026

BUY229.80 K29.16 M+107.20 K+504.4%0.04%
JC

Jpmorgan Chase & Co

Q2 2026

SELL214.85 K25.83 M+-82.72 K+128.8%0.00%
MM

Millennium Management LLC

Q2 2026

BUY170.80 K21.67 M+105.24 K+740.1%0.01%
SF

Soros Fund Management LLC

Q2 2026

BUYNEW30.12 K3.82 M+30.12 K+0.0%0.06%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

SELL3.71 K471.14 K+-6.47 K+17.6%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY473.0060.02 K+437.00+4135.6%0.00%
HS

Hussman Strategic Advisors, Inc.

Q2 2026

SELL0.000.00+-63.00 K-100.0%0.00%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL0.000.00+-47.08 K-100.0%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

SELL0.000.00+-19.50 K-100.0%0.00%