Equity Profile

ACMR

ACM Research, Inc.

Information TechnologySemiconductor Materials & Equipment$6.5B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

ACM Research, Inc. (ACMR) operates in the semiconductor materials and equipment sector, providing critical technology for the production of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will show how well ACMR is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market share and meet increasing demand in the semiconductor sector.

N/A

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

ACMR Q2-2026 Earnings Preview

Context

Company Snapshot

ACM Research, Inc. (ACMR) operates in the semiconductor materials and equipment sector, providing critical technology for the production of semiconductors. As demand for chips continues to rise due to trends like AI and cloud computing, ACMR plays a vital role in supporting this growing industry.

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

Management Promises & Guidance

Focus on expanding product offerings in semiconductor manufacturing.
Commitment to maintaining high-quality standards in production.
Plans to enhance customer relationships and support.

Expectations

Wall Street Expectations

Overall, expectations for ACMR are mixed due to the lack of analyst estimates and management guidance. Investors will be closely watching for any signs of continued profitability and revenue growth.

Bull Case

If ACMR can replicate its strong EPS performance from last quarter, it may signal robust demand and effective cost management, leading to positive investor sentiment.

Bear Case

Conversely, if the company fails to meet expectations or provide clear guidance, it could raise concerns about its ability to sustain growth in a competitive industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.34?

Given the significant surprise last quarter, investors will want to see if ACMR can maintain this momentum or if it was a one-time event.

What is the revenue outlook for the upcoming quarters?

Revenue growth is essential for sustaining investor confidence, especially in a rapidly evolving market like semiconductors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ACMR's ability to sustain its recent EPS growth, as historical performance shows a strong beat rate.

Supporting Evidence

ACMR has consistently beaten EPS estimates, with an 88% success rate over the last eight quarters.

The options market is pricing in a significant move, suggesting traders expect volatility that may not align with conservative estimates.

Key Risk

If EPS comes in below $0.20, it could undermine confidence in the company's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be critical in determining whether ACMR can continue its upward trajectory or if it faces challenges in a competitive landscape.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.20 would raise significant concerns about the company's growth prospects.

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, indicating that traders expect volatility around the earnings report.

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)

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 and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of approximately 16.69%, indicating investor disappointment and concerns about market conditions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in semiconductor manufacturing.
2Details on customer demand trends and order backlog.
3Insights into cost management strategies and supply chain stability.
4Comments on competitive pressures in the semiconductor market.
5Future guidance on revenue expectations for the next quarter.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

ACM Research, Inc. (ACMR) operates in the semiconductor materials and equipment sector, providing critical technology for the production of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of a company's profitability and will show how well ACMR is managing costs and generating income.

N/A

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its market share and meet increasing demand in the semiconductor sector.

N/A

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

Management Promises & Guidance

Focus on expanding product offerings in semiconductor manufacturing.
Commitment to maintaining high-quality standards in production.
Plans to enhance customer relationships and support.

Expectations

Wall Street Expectations

Overall, expectations for ACMR are mixed due to the lack of analyst estimates and management guidance. Investors will be closely watching for any signs of continued profitability and revenue growth.

Bull Case

If ACMR can replicate its strong EPS performance from last quarter, it may signal robust demand and effective cost management, leading to positive investor sentiment.

Bear Case

Conversely, if the company fails to meet expectations or provide clear guidance, it could raise concerns about its ability to sustain growth in a competitive industry.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to last quarter's $0.34?

Given the significant surprise last quarter, investors will want to see if ACMR can maintain this momentum or if it was a one-time event.

What is the revenue outlook for the upcoming quarters?

Revenue growth is essential for sustaining investor confidence, especially in a rapidly evolving market like semiconductors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ACMR's ability to sustain its recent EPS growth, as historical performance shows a strong beat rate.

Supporting Evidence

ACMR has consistently beaten EPS estimates, with an 88% success rate over the last eight quarters.

The options market is pricing in a significant move, suggesting traders expect volatility that may not align with conservative estimates.

Key Risk

If EPS comes in below $0.20, it could undermine confidence in the company's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be critical in determining whether ACMR can continue its upward trajectory or if it faces challenges in a competitive landscape.

Bull Confirmed If

An EPS of $0.40 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $0.20 would raise significant concerns about the company's growth prospects.

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, indicating that traders expect volatility around the earnings report.

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)

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 and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may react moderately, reflecting uncertainty in future growth.

Miss

A miss could lead to a decline of approximately 16.69%, indicating investor disappointment and concerns about market conditions.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches in semiconductor manufacturing.
2Details on customer demand trends and order backlog.
3Insights into cost management strategies and supply chain stability.
4Comments on competitive pressures in the semiconductor market.
5Future guidance on revenue expectations for the next quarter.