Equity Profile

ACMR

ACM Research, Inc.

Information TechnologySemiconductor Materials & Equipment$5.6B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

ACM Research, Inc. is a company in the Information Technology sector that specializes in semiconductor materials and equipment....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and is closely watched by investors.

$0.34

Revenue

Revenue growth reflects the company's ability to increase sales and expand its market presence.

$269M

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACMR Q2-2026 Earnings Preview

Context

Company Snapshot

ACM Research, Inc. is a company in the Information Technology sector that specializes in semiconductor materials and equipment. As the demand for advanced electronics continues to grow, ACMR plays a crucial role in supplying the tools needed for semiconductor manufacturing, which is vital for various industries including AI and cloud computing.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+300.13%

Avg Stock Reaction

+1.58%

Last Quarter Recap

In Q1-2026, ACMR reported an impressive EPS of $0.34, significantly beating expectations. However, revenue details were not disclosed, leaving some uncertainty.

Management Promises & Guidance

Continued focus on innovation in semiconductor technology.
Commitment to improving operational efficiency.
Plans to expand market reach in emerging sectors.

Expectations

Wall Street Expectations

Analysts are generally optimistic about ACMR's upcoming earnings, expecting solid EPS and revenue figures. The market is keen to see if the company can maintain its strong performance.

Bull Case

If ACMR meets or exceeds the EPS and revenue estimates, it could signal strong demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations or fails to provide clear guidance, it could raise concerns about its growth trajectory, resulting in a negative impact on the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.34

EPS is a key indicator of a company's profitability and is closely watched by investors.

Revenue

$269M

Revenue growth reflects the company's ability to increase sales and expand its market presence.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ACMR's EPS exceed the consensus estimate of $0.34?

A strong EPS figure would reinforce the company's growth narrative and could lead to a positive stock reaction.

What guidance will ACMR provide regarding future revenue growth?

Clear and optimistic guidance on revenue could bolster investor confidence and support a bullish outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for ACMR to exceed revenue expectations due to strong demand in semiconductor equipment, particularly in AI applications.

Supporting Evidence

ACMR has a history of beating EPS estimates, with an 88% success rate in the last eight quarters.

The options market indicates a significant expected move, suggesting traders anticipate volatility that could favor a positive outcome.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether ACMR can sustain its recent performance and provide credible guidance for future growth.

Bull Confirmed If

Achieving an EPS of $0.36 or higher with revenue exceeding $288M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.30 or revenue under $254M would validate the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.06%

Historical Avg

±14.6%

In line with history

The options market is pricing in a significant move around the earnings report, indicating that traders expect volatility.

Options are pricing ±13.1% while ACMR has averaged ±14.6% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

1.0%

30d HV

77.8%

Calls (161K)P/C Ratio: 0.04Puts (54K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACMR beats expectations, history suggests a potential stock increase of around +4.19%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary.

Miss

A miss could lead to a decline of approximately -16.69%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technology advancements.
2Insights into customer demand trends, particularly in AI and cloud sectors.
3Management's outlook on operational efficiency improvements.
4Details on market expansion strategies and new customer acquisitions.
5Any commentary on supply chain challenges and how they are being addressed.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

ACM Research, Inc. is a company in the Information Technology sector that specializes in semiconductor materials and equipment....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and is closely watched by investors.

$0.34

Revenue

Revenue growth reflects the company's ability to increase sales and expand its market presence.

$269M

Wall Street expectations, options signals, track record, and call prep available with Pro.

ACMR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+300.13%

Avg Stock Reaction

+1.58%

Last Quarter Recap

In Q1-2026, ACMR reported an impressive EPS of $0.34, significantly beating expectations. However, revenue details were not disclosed, leaving some uncertainty.

Management Promises & Guidance

Continued focus on innovation in semiconductor technology.
Commitment to improving operational efficiency.
Plans to expand market reach in emerging sectors.

Expectations

Wall Street Expectations

Analysts are generally optimistic about ACMR's upcoming earnings, expecting solid EPS and revenue figures. The market is keen to see if the company can maintain its strong performance.

Bull Case

If ACMR meets or exceeds the EPS and revenue estimates, it could signal strong demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company misses expectations or fails to provide clear guidance, it could raise concerns about its growth trajectory, resulting in a negative impact on the stock.

Key Metrics to Watch

Earnings Per Share (EPS)

$0.34

EPS is a key indicator of a company's profitability and is closely watched by investors.

Revenue

$269M

Revenue growth reflects the company's ability to increase sales and expand its market presence.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will ACMR's EPS exceed the consensus estimate of $0.34?

A strong EPS figure would reinforce the company's growth narrative and could lead to a positive stock reaction.

What guidance will ACMR provide regarding future revenue growth?

Clear and optimistic guidance on revenue could bolster investor confidence and support a bullish outlook.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for ACMR to exceed revenue expectations due to strong demand in semiconductor equipment, particularly in AI applications.

Supporting Evidence

ACMR has a history of beating EPS estimates, with an 88% success rate in the last eight quarters.

The options market indicates a significant expected move, suggesting traders anticipate volatility that could favor a positive outcome.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is focused on whether ACMR can sustain its recent performance and provide credible guidance for future growth.

Bull Confirmed If

Achieving an EPS of $0.36 or higher with revenue exceeding $288M would confirm the bullish case.

Bear Confirmed If

An EPS below $0.30 or revenue under $254M would validate the bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±13.06%

Historical Avg

±14.6%

In line with history

The options market is pricing in a significant move around the earnings report, indicating that traders expect volatility.

Options are pricing ±13.1% while ACMR has averaged ±14.6% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

1.0%

30d HV

77.8%

Calls (161K)P/C Ratio: 0.04Puts (54K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACMR beats expectations, history suggests a potential stock increase of around +4.19%, confirming strong demand.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary.

Miss

A miss could lead to a decline of approximately -16.69%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technology advancements.
2Insights into customer demand trends, particularly in AI and cloud sectors.
3Management's outlook on operational efficiency improvements.
4Details on market expansion strategies and new customer acquisitions.
5Any commentary on supply chain challenges and how they are being addressed.