Morgan Stanley Reiterates Buy Rating on ACM Research, Inc.
Morgan Stanley reaffirms its buy rating for ACM Research, Inc., setting a $130 price target, a 20.39% upside from the current price.
Key Points
- Morgan Stanley maintained its buy rating on ACM Research, Inc. (ACMR) with a $130 price target on June 24, 2026.
- Morgan Stanley's $130 price target implies 20.39% upside from ACM Research, Inc.'s ($ACMR) current $107.98 share price.
- Shares of ACMR traded near $98.62 on Wednesday, with a market cap of approximately $7.13 billion and a P/E ratio of 78.76.
- BlackRock increased its stake in ACM Research by 96,367 shares, while Vanguard Capital Management opened a new position.
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Morgan Stanley reiterated its buy rating on ACM Research, Inc. (NasdaqGM: ACMR) on June 24, 2026, with a price target of $130. Analyst Charlie Chan reaffirmed the firm's bullish stance on the semiconductor equipment company.
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ACM Research, Inc. Stock Up 45.1%
Shares of ACM Research traded near $98.62 on Wednesday. The company has a market capitalization of about $7.13 billion and a P/E ratio of 78.76. Its forward P/E is 45.79, indicating expectations of future earnings growth. ACM Research's beta is 1.978, suggesting higher volatility compared to the market. Over the past year, the stock has ranged from $23.03 to $111.41. The 50-day moving average stands at $68.24, while the 200-day moving average is $49.52. The company's current ratio is 3.51, with a quick ratio of 2.48, and a debt-to-equity ratio of 16.18.
$ACMR price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
In its latest financial results, ACM Research reported revenue of $960.23 million, reflecting a growth of 34.2%. The company's earnings per share (EPS) were $1.31, with a net margin of 9.48% and a return on equity (ROE) of 7.60%. The next earnings report is expected on August 5, 2026.
Other Institutional Activity in ACM Research
BlackRock, Inc. increased its holdings in ACM Research by 96,367 shares, bringing its total to 7,984,847 shares valued at approximately $314.20 million. Vanguard Capital Management LLC initiated a new position with 2,264,337 shares worth about $89.10 million. Similarly, Vanguard Portfolio Management LLC opened a new stake, acquiring 2,203,831 shares valued at $86.72 million. State Street Corp added 48,075 shares, ending with 2,006,116 shares valued at $78.94 million. WCM Investment Management, LLC significantly boosted its position by 1,849,914 shares, totaling 1,860,874 shares worth around $70.58 million.
Insider Buying and Selling at ACM Research, Inc.
Recent insider transactions at ACM Research include sales by Cheav Sotheara, who sold 5,399 shares at an average price of $83.18 on June 5, 2026, under a planned sale. Additionally, David Wang, the CEO, sold 40,002 shares at an average price of $85.80 on June 4, 2026, also as part of a planned transaction.
Analysts Set New Price Targets
On June 24, 2026, Morgan Stanley maintained its buy rating on ACM Research with a price target of $130. Roth Capital also maintained its buy rating on June 18, 2026, with a target of $125. Seaport Global initiated coverage with a buy rating and a $75 target on May 5, 2026. The consensus among analysts is a strong buy, with an average target price of $88.63 based on seven analyst opinions.
About ACM Research, Inc.
ACM Research, Inc., headquartered in Fremont, California, develops and sells semiconductor equipment used in chip manufacturing. The company specializes in wet cleaning equipment and advanced packaging tools for the semiconductor industry. Founded in 1998, ACM Research operates primarily in Mainland China and has a workforce of about 2,513 employees. Dr. Hui Wang serves as the CEO.
Bottom Line
Morgan Stanley's reaffirmation of its buy rating and $130 price target highlights confidence in ACM Research's growth prospects. Investors keep an eye on analyst ratings as they can influence market sentiment, although these are based on past performance and projections. Institutional activity shows continued interest in ACM Research, with major funds like BlackRock and Vanguard increasing their stakes.
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