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 technology company that specializes in semiconductor materials and equipment....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

0.34

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

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 technology company that specializes in semiconductor materials and equipment. As a key player in the semiconductor industry, it plays a vital role in supporting the growing demand for advanced electronics, driven by trends like 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 exceeding analyst expectations. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about ACMR's upcoming earnings, expecting a solid EPS of $0.34 and revenue of $269M. The company has a strong track record of beating earnings estimates.

Bull Case

If ACMR can maintain its momentum and deliver results above the consensus, it could reinforce investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, given its history of volatility.

Key Metrics to Watch

EPS

0.34

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

269M

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

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 beat on EPS would reinforce investor confidence and could lead to a positive stock reaction, given the company's history of surprises.

What guidance will ACMR provide for future revenue growth?

Future revenue guidance will be crucial for assessing the company's growth trajectory and market demand, influencing investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ACMR's potential for revenue growth given its recent performance and the increasing demand for semiconductor technology.

Supporting Evidence

ACMR has a strong track record of beating EPS estimates, with an 88% beat rate over the last eight quarters.

The options market is pricing in a significant move, indicating that traders expect volatility which could favor a positive outcome.

Key Risk

If revenue growth exceeds $269M, it could challenge the current consensus and lead to a re-evaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing ACMR's ability to sustain its growth amid a competitive semiconductor landscape, making these metrics critical.

Bull Confirmed If

Delivering an EPS above $0.34 with strong revenue growth would confirm the bull case.

Bear Confirmed If

An EPS below $0.30 or weak revenue guidance would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.06%

Historical Avg

±14.6%

In line with history

The options market is pricing in a notable move around the earnings report, suggesting that investors are anticipating potential 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 stock increase of around +4.19%, confirming the company's positive momentum.

In-Line / Cautious

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

Miss

A miss could lead to a stock decline of approximately -16.69%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technology advancements.
2Insights into customer demand and order backlog.
3Comments on supply chain stability and cost management.
4Guidance on revenue expectations for the next quarter.
5Discussion of competitive positioning in the semiconductor market.

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 technology company that specializes in semiconductor materials and equipment....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

0.34

Revenue

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

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 exceeding analyst expectations. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are generally optimistic about ACMR's upcoming earnings, expecting a solid EPS of $0.34 and revenue of $269M. The company has a strong track record of beating earnings estimates.

Bull Case

If ACMR can maintain its momentum and deliver results above the consensus, it could reinforce investor confidence and drive the stock higher.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, given its history of volatility.

Key Metrics to Watch

EPS

0.34

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

269M

Revenue figures will provide insight into the company's sales performance and overall market demand for its products.

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 beat on EPS would reinforce investor confidence and could lead to a positive stock reaction, given the company's history of surprises.

What guidance will ACMR provide for future revenue growth?

Future revenue guidance will be crucial for assessing the company's growth trajectory and market demand, influencing investor sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ACMR's potential for revenue growth given its recent performance and the increasing demand for semiconductor technology.

Supporting Evidence

ACMR has a strong track record of beating EPS estimates, with an 88% beat rate over the last eight quarters.

The options market is pricing in a significant move, indicating that traders expect volatility which could favor a positive outcome.

Key Risk

If revenue growth exceeds $269M, it could challenge the current consensus and lead to a re-evaluation of the company's growth prospects.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing ACMR's ability to sustain its growth amid a competitive semiconductor landscape, making these metrics critical.

Bull Confirmed If

Delivering an EPS above $0.34 with strong revenue growth would confirm the bull case.

Bear Confirmed If

An EPS below $0.30 or weak revenue guidance would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±13.06%

Historical Avg

±14.6%

In line with history

The options market is pricing in a notable move around the earnings report, suggesting that investors are anticipating potential 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 stock increase of around +4.19%, confirming the company's positive momentum.

In-Line / Cautious

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

Miss

A miss could lead to a stock decline of approximately -16.69%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technology advancements.
2Insights into customer demand and order backlog.
3Comments on supply chain stability and cost management.
4Guidance on revenue expectations for the next quarter.
5Discussion of competitive positioning in the semiconductor market.