Susquehanna International Group Adds $5M in ACM Research, Inc. ($ACMR)
Susquehanna International Group increased its stake in ACM Research by 195%, reflecting confidence in the company's growth.
Key Points
- Susquehanna International Group raised its stake in ACM Research by 195%, adding 39,504 shares to hold a total of 59,747 shares valued at $7.47 million.
- Shares of ACM Research traded near $125.02 on Wednesday, with a market cap of $8.77 billion and a P/E ratio of 96.86.
- Analysts like Morgan Stanley and Roth Capital maintain a 'buy' rating, with price targets of $130 and $125, respectively.
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Susquehanna International Group has significantly increased its stake in ACM Research, Inc. (NasdaqGM: ACMR), according to its latest 13F filing with the SEC. The firm added 39,504 shares, boosting its position by 195.1% to a total of 59,747 shares. This stake is now valued at approximately $7.47 million, based on the filing for the period ending on May 15, 2026.
Susquehanna International Group vs. the S&P 500
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What Changed in Susquehanna International Group's ACM Research Position
Susquehanna International Group increased its holdings in ACM Research by 39,504 shares, marking a 195.1% increase from its previous position of 20,243 shares. This move brings its total stake to 59,747 shares, valued at about $7.47 million.
Other Institutional Activity in ACM Research
Several other institutional investors have also adjusted their positions in ACM Research. BlackRock, Inc. increased its holdings by 96,367 shares, ending with 7,984,847 shares worth about $314.2 million, a slight 1.2% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions with 2,264,337 and 2,203,831 shares, valued at approximately $89.1 million and $86.7 million, respectively. State Street Corp added 48,075 shares, resulting in a 2.5% increase to a total of 2,006,116 shares valued at $78.9 million. WCM Investment Management, LLC significantly boosted its stake by 1,849,914 shares, reaching a total of 1,860,874 shares valued at $70.6 million.
ACM Research, Inc. Stock Up 68.0%
Shares of ACM Research traded near $125.02 on Wednesday. The company has a market cap of $8.77 billion and a P/E ratio of 96.86, indicating high investor expectations. Its forward P/E ratio stands at 56.31, and the stock has a beta of 1.978, reflecting its volatility compared to the market. Over the past year, the stock has ranged from a low of $23.03 to a high of $127.19. The 50-day moving average is $75.07, while the 200-day moving average is $51.87. ACM Research maintains a strong financial position with a current ratio of 3.513 and a quick ratio of 2.475.
$ACMR stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its recent earnings report, ACM Research posted revenue of $960.2 million, reflecting a growth of 34.2% year-over-year. The company reported earnings per share of $1.31, with a net margin of 9.48% and a return on equity of 7.6%. The next earnings release is scheduled for August 5, 2026.
Insider Buying and Selling at ACM Research, Inc.
Recent insider transactions at ACM Research include sales by Cheav Sotheara and David Wang. On June 5, 2026, Cheav Sotheara sold 5,399 shares at an average price of $83.18 under a Rule 10b5-1 plan. On June 4, 2026, David Wang sold 40,002 shares at an average price of $85.80, also under a planned transaction.
Analysts Set New Price Targets
On June 24, 2026, Morgan Stanley maintained its 'buy' rating for ACM Research with a price target of $130. Roth Capital also maintained a 'buy' rating on June 18, 2026, setting a target price of $125. Seaport Global initiated coverage on May 5, 2026, with a 'buy' rating and a $75 target. The consensus among analysts is a 'strong buy', with a mean target price of $94.34 based on seven opinions.
About ACM Research
ACM Research, Inc. develops and sells equipment used in semiconductor manufacturing. The company specializes in wet cleaning equipment for production processes and advanced packaging tools. Headquartered in Fremont, California, ACM Research primarily serves the Chinese and international markets under various trademarks, including SAPS and ULTRA C. The company was founded in 1998 and employs over 2,500 people.
Bottom Line
Susquehanna International Group's significant increase in its ACM Research stake shows its confidence in the company's prospects. As a major player in semiconductor equipment, ACM Research's performance is closely watched by investors. However, remember that 13F filings are historical and might not reflect current holdings.
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