• In recent sessions, ACM Research drew attention as investors focused on its upcoming February 26, 2026 earnings release, with expectations for lower earnings per share but higher year-over-year revenue.
• This combination of softer profitability alongside anticipated revenue growth is sharpening interest in how the company is balancing expansion with earnings quality.
• Against this backdrop of anticipated earnings pressure alongside revenue growth, we will explore how the upcoming results could influence ACM Research's investment narrative.

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ACM Research Investment Narrative Recap

To own ACM Research, you have to believe in growing demand for advanced semiconductor tools and in ACM’s ability to turn that demand into durable, high quality earnings. The recent share pullback and expectation of lower EPS alongside higher revenue put the near term spotlight on margins and earnings quality. This news directly intersects with the biggest current risk: whether ACM can defend profitability while investing heavily in capacity and R&D. The core long term thesis itself is not materially changed by this update.

The most relevant recent announcement is ACM’s confirmation of its Q4 2025 earnings date and its updated 2025 and 2026 revenue guidance to US$885–900 million and US$1,080–1,175 million respectively. Against expectations for near term EPS pressure, these guidance ranges will be watched closely as a real time check on how shipment timing, product mix and export related frictions are flowing through to both growth and margins.

Yet investors should be aware that the real pressure point may be how long gross margins stay at the low end of ACM’s target range and whether...

ACM Research's narrative projects $1.4 billion revenue and $189.6 million earnings by 2028. This requires 19.1% yearly revenue growth and about a $77.5 million earnings increase from $112.1 million today.

Uncover how ACM Research's forecasts yield a $48.67 fair value, a 25% downside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts were expecting ACM to grow revenue about 18.5% annually and lift earnings to roughly US$193.4 million, yet the latest signal of softer EPS and margin strain, alongside concerns about shipment delays, shows how those upbeat forecasts can differ sharply from more cautious views and may need revisiting as new information arrives.

Explore 4 other fair value estimates on ACM Research - why the stock might be worth 44% less than the current price!

Build Your Own ACM Research Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your ACM Research research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free ACM Research research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ACM Research's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.