ACM Research, Inc. $ACMR Shares Bought by Sei Investments Co.

Sei Investments Co. lifted its position in shares of ACM Research, Inc. (NASDAQ:ACMR) by 45.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 85,005 shares of the specialty retailer’s stock after buying an additional 26,560 shares during the quarter. Sei Investments Co. owned approximately 0.14% of ACM Research worth $3,345,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Jefferies Financial Group Inc. purchased a new position in shares of ACM Research during the 4th quarter worth $1,054,000. Vanguard Group Inc. grew its position in shares of ACM Research by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 4,972,103 shares of the specialty retailer’s stock valued at $196,149,000 after purchasing an additional 125,690 shares during the period. Thompson Siegel & Walmsley LLC increased its stake in ACM Research by 71.8% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 188,500 shares of the specialty retailer’s stock valued at $7,436,000 after purchasing an additional 78,800 shares during the last quarter. Penn Capital Management Company LLC acquired a new position in ACM Research in the fourth quarter valued at $17,212,000. Finally, Yong Rong HK Asset Management Ltd purchased a new position in ACM Research during the fourth quarter worth about $2,367,000. Institutional investors and hedge funds own 66.75% of the company’s stock.

Insider Buying and Selling at ACM Research

In other ACM Research news, insider Sotheara Cheav sold 13,351 shares of the business’s stock in a transaction that occurred on Thursday, June 4th. The shares were sold at an average price of $85.15, for a total transaction of $1,136,837.65. Following the completion of the sale, the insider directly owned 100,002 shares in the company, valued at $8,515,170.30. The trade was a 11.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider David H. Wang sold 60,000 shares of the stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $90.05, for a total transaction of $5,403,000.00. Following the completion of the sale, the insider directly owned 802,708 shares of the company’s stock, valued at $72,283,855.40. The trade was a 6.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 123,752 shares of company stock valued at $10,752,198 over the last ninety days. Corporate insiders own 24.36% of the company’s stock.

Key Stories Impacting ACM Research

Here are the key news stories impacting ACM Research this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates: ACM Research reported adjusted earnings of $0.61 per share, versus the $0.42 consensus estimate, while revenue reached $292.92 million, ahead of expectations of $269.28 million. Revenue increased 36% from the prior-year period, and EPS rose from $0.54. ACM Research Reports Second Quarter 2026 Results
• Positive Sentiment: New product demand supports growth: ACM Research’s Ultra ECP ap-p horizontal panel electroplating tool received its first production order and an evaluation order from customers. The development strengthens the company’s position in advanced packaging and panel-level processing. Ultra ECP ap-p Tool Orders
• Positive Sentiment: Expanded addressable market: The company expanded its Ultra C Tahoe system into a multi-process wet-processing platform, adding applications for logic and memory manufacturing. The broader platform could create additional cross-selling opportunities with semiconductor customers. Ultra C Tahoe Expansion
• Neutral Sentiment: Full-year outlook is mixed: ACM Research issued 2026 revenue guidance of $1.1 billion to $1.2 billion, broadly consistent with but slightly below the $1.2 billion analyst consensus midpoint/target. The update may temper enthusiasm despite the quarterly beat, particularly as the company faces rising expenses and margin pressure.

ACM Research Stock Performance

Shares of NASDAQ:ACMR opened at $83.80 on Friday. The business has a 50-day moving average of $92.09 and a two-hundred day moving average of $68.51. The firm has a market capitalization of $5.13 billion, a PE ratio of 63.97 and a beta of 1.96. The company has a debt-to-equity ratio of 0.11, a current ratio of 3.51 and a quick ratio of 2.52. ACM Research, Inc. has a 12 month low of $23.59 and a 12 month high of $127.19.

ACM Research (NASDAQ:ACMR) last released its quarterly earnings data on Friday, August 7th. The specialty retailer reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.19. ACM Research had a return on equity of 4.17% and a net margin of 9.48%.The business had revenue of $292.92 million for the quarter, compared to analyst estimates of $269.28 million. During the same period in the previous year, the company posted $0.54 EPS. The company’s revenue was up 36.0% compared to the same quarter last year. As a group, research analysts forecast that ACM Research, Inc. will post 1.02 earnings per share for the current year.

Analyst Upgrades and Downgrades

ACMR has been the topic of a number of research analyst reports. Wall Street Zen raised ACM Research from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Roth Capital set a $125.00 target price on shares of ACM Research and gave the stock a “buy” rating in a research report on Wednesday, June 17th. Seaport Research Partners began coverage on shares of ACM Research in a report on Monday, May 4th. They issued a “buy” rating and a $75.00 target price for the company. Zacks Research lowered shares of ACM Research from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 27th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of ACM Research in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $127.50.

About ACM Research

ACM Research, Inc (NASDAQ:ACMR) designs, develops and markets wet processing equipment for the semiconductor industry. The company focuses on advanced wafer cleaning technologies that address critical contamination-control requirements for logic, memory and advanced packaging applications. Since its founding in 2003, ACM Research has engineered modular platform tools that can be configured for a range of spin, scrub and batch cleaning processes.

Its product portfolio encompasses single-wafer spin cleaning systems featuring high-purity megasonic capabilities, dynamic chemical scrubbing modules for post-CMP residue removal and batch-process cleaning equipment designed for high-throughput production environments.