ACM Research Shares Soar 2.73% on Earnings, Insider Activity

ACM Research (ACMR) shares surged 2.73% intraday, reaching their highest level since March 2025, marking a seventh consecutive day of gains with a 12.92% increase over the past week.

Recent insider trading activity has drawn attention to ACM Research. On July 7, 2025, Feng Lisa, the CFO of ACM Research (Shanghai), sold 15,000 shares of Class A Common Stock at $28.0 per share. This transaction, while routine for insiders, can sometimes influence market sentiment and investor perception.

ACM Research has demonstrated significant stock performance, with an 85.3% year-to-date increase in share price. This impressive growth is largely attributed to the company's ability to consistently beat quarterly earnings expectations, which has bolstered investor confidence and driven demand for the stock.

The company's margin expansion and product ramp have been key drivers of its financial success. The introduction of new tools such as PECVD and ALD has contributed to margin increases. In 2024, ACMR reported a gross margin of 50.4%, with U.S.-origin components now constituting substantially less than 5-10% of COGS. This strategic shift has not only improved profitability but also enhanced the company's competitive position in the market.

Analysts have maintained a positive outlook on ACM Research, with the average brokerage recommendation being a "Buy." The 12-month price target of $30.5 suggests a potential upside of 4.78% from the latest price, reflecting the market's optimism about the company's future prospects.

Vontobel Holding Ltd.'s recent investment of $468,000 in ACM Research further underscores investor confidence in the company. This investment signals that external stakeholders are bullish on ACM Research's growth potential and strategic direction, adding to the overall positive sentiment surrounding the stock.