Equity Profile

ACMR

ACM Research, Inc.

Information TechnologySemiconductor Materials & Equipment$5.3B

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 essential tools for the production of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet increasing demand for semiconductor equipment.

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 essential tools for the production of semiconductors. As the demand for advanced technology continues to grow, ACMR plays a critical role in supporting the manufacturing processes that power everything from smartphones to AI systems.

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 surpassing expectations by 750%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet evolving customer needs.
Commitment to maintaining operational efficiency and cost management.
Plans to expand market presence in key regions.

Expectations

Wall Street Expectations

Overall, expectations for ACMR's upcoming earnings are mixed, given the lack of analyst estimates and management guidance. Investors are keen to see if the company can continue its trend of beating EPS expectations.

Bull Case

If ACMR can report strong revenue growth alongside its EPS, it may signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or provides weak revenue guidance, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and will it exceed the previous quarter's performance?

Given ACMR's strong track record of beating EPS estimates, this figure will be crucial for investor confidence and stock performance.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends and market conditions will help investors gauge the company's future prospects and potential challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ACMR's potential for revenue growth due to increased demand for semiconductor equipment, particularly in emerging technologies.

Supporting Evidence

ACMR has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The options market's implied move suggests significant uncertainty, which could lead to a larger-than-expected reaction post-earnings.

Key Risk

If revenue growth exceeds expectations, it could invalidate bearish sentiment and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching ACMR's ability to maintain its impressive earnings performance amid fluctuating demand in the semiconductor industry.

Bull Confirmed If

Reporting an EPS above $0.34 while showing strong revenue growth would confirm the bullish sentiment.

Bear Confirmed If

An EPS below $0.34, combined with weak revenue guidance, would support 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 potential move of about 13% in either direction, indicating uncertainty among investors ahead of 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$10.6M

228,551 sh

4 insiders

Net

$10.6M

Net selling

Most Active Insiders· 14 open-market trades

See RemarksMcKechnie Mark
$4.5M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACMR beats expectations, history suggests the stock could rise by around 4.19%, confirming the strength of its business model.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement, reflecting cautious sentiment from investors.

Miss

Should the company miss expectations, history suggests a potential drop of about 16.69%, indicating a strong negative reaction from the market.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on market demand and competitive landscape.
3Insights into operational efficiencies and cost management strategies.
4Details on geographic expansion plans and market penetration.
5Expectations for future quarters and overall guidance.

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. (ACMR) operates in the semiconductor materials and equipment sector, providing essential tools for the production of semiconductors....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and meet increasing demand for semiconductor equipment.

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 surpassing expectations by 750%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Focus on enhancing product offerings to meet evolving customer needs.
Commitment to maintaining operational efficiency and cost management.
Plans to expand market presence in key regions.

Expectations

Wall Street Expectations

Bull Case

If ACMR can report strong revenue growth alongside its EPS, it may signal robust demand for its products, leading to a positive market reaction.

Bear Case

Conversely, if the company fails to meet EPS expectations or provides weak revenue guidance, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and will it exceed the previous quarter's performance?

Given ACMR's strong track record of beating EPS estimates, this figure will be crucial for investor confidence and stock performance.

What insights can management provide regarding revenue growth and market demand?

Understanding revenue trends and market conditions will help investors gauge the company's future prospects and potential challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating ACMR's potential for revenue growth due to increased demand for semiconductor equipment, particularly in emerging technologies.

Supporting Evidence

ACMR has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The options market's implied move suggests significant uncertainty, which could lead to a larger-than-expected reaction post-earnings.

Key Risk

If revenue growth exceeds expectations, it could invalidate bearish sentiment and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching ACMR's ability to maintain its impressive earnings performance amid fluctuating demand in the semiconductor industry.

Bull Confirmed If

Reporting an EPS above $0.34 while showing strong revenue growth would confirm the bullish sentiment.

Bear Confirmed If

An EPS below $0.34, combined with weak revenue guidance, would support 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 potential move of about 13% in either direction, indicating uncertainty among investors ahead of 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)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$10.6M

228,551 sh

4 insiders

Net

$10.6M

Net selling

Most Active Insiders· 14 open-market trades

See RemarksMcKechnie Mark
$4.5M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ACMR beats expectations, history suggests the stock could rise by around 4.19%, confirming the strength of its business model.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement, reflecting cautious sentiment from investors.

Miss

Should the company miss expectations, history suggests a potential drop of about 16.69%, indicating a strong negative reaction from the market.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on market demand and competitive landscape.
3Insights into operational efficiencies and cost management strategies.
4Details on geographic expansion plans and market penetration.
5Expectations for future quarters and overall guidance.