ACM

ACMR

3 tracked calls · 3 long · 0 short · last 90d: 3L/0S

first called by AU🧲 1mo ago

ACMACMRLONG4w ago

“$ACMR and Naura $002371 might receive some orders, any other potential beneficiaries (at least for non-mainland investors?)”

Zephyr

ACMR named as direct WFE order beneficiary; 65% Q1 order growth at ACM Shanghai signals accelerating 2026 revenue

ACMACMRLONG@ $102.85

$77.39-24.76%

since call Jun 27

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ACMACMRLONG1mo ago

“Another reason to remain bullish on $ACMR”

P Equity Research 📰

China's domestic equipment mandate and CXMT's 17.2B RMB IPO capex concentrate share gains in ACM Research, driving +27.7% revenue growth with profit acceleration to 2028

ACMACMRLONG@ $106.92

$77.39-27.62%

since call Jun 26

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ACMACMRLONG1mo ago

“As for Chinese stocks, the focus is definitely on BOE and semiconductor equipment names”

AU🧲

China's domestic semiconductor equipment buildout, focused on BOE and chip equipment names, lifts ACMR as the key US-listed China semicon equipment play

ACMACMRLONG@ $105.13

$77.39-26.39%

since call Jun 25

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