ACM Research Announces Preliminary Unaudited Revenue and Shipments for the First Quarter 2026
Rhea-AI Summary
ACM Research (NASDAQ: ACMR) announced preliminary unaudited Q1 2026 revenue of $225M–$230M (up ~31%–33% YoY) and total shipments of $233M–$238M (up ~49%–52% YoY). The company reaffirmed its 2026 revenue outlook of $1.08B–$1.175B (up ~20%–30% YoY). Results remain subject to quarter-end close and independent review. ACM holds an approximate 74% equity interest in ACM Shanghai, which accounts for a substantial majority of consolidated results.
Positive
- Q1 2026 revenue guidance of $225M–$230M (up 31%–33% YoY)
- Q1 2026 total shipments of $233M–$238M (up 49%–52% YoY)
- Reaffirmed 2026 revenue range $1.08B–$1.175B (up 20%–30% YoY)
- Approximate 74% equity stake in ACM Shanghai; majority revenue contributor
Negative
- Q1 figures are preliminary and subject to quarter-end close and audit
- ACM Shanghai reports in RMB under Chinese GAAP; consolidated results in USD may differ materially
News Market Reaction – ACMR
In the Apr 27 session, ACMR declined 5.12%, reflecting a notable negative market reaction. Argus tracked a trough of -10.9% from its starting point during tracking. Our momentum scanner triggered 29 alerts that day, indicating elevated trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Apr 22 | Shareholder letter | Positive | +4.2% | Investors proposed supporting Hong Kong listing to close valuation gap. |
| Apr 15 | Earnings timing update | Neutral | -3.8% | Company scheduled Q1 preliminary revenue release and earnings call dates. |
| Apr 02 | Product portfolio update | Positive | +2.8% | Introduced ACM Planetary Family product structure across process steps. |
| Feb 26 | Tool delivery news | Positive | -16.7% | First multiple single-wafer cleaning systems delivered to Singapore fab. |
| Feb 26 | Equipment order wins | Positive | -16.7% | Multiple advanced packaging equipment orders from leading global customers. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
News has produced mixed reactions: positive strategic or product updates sometimes aligned with gains, but significant operational wins have also coincided with sharp declines.
Recent news for ACMR has focused on capital markets strategy, product positioning, and global expansion. A shareholder letter on Apr 22 about a potential Hong Kong offering aligned with a +4.22% move. Earlier, announcements on Singapore tool deliveries and advanced packaging orders on Feb 26 coincided with a sharp -16.69% reaction, suggesting investors may already have priced in growth or had other concerns. Against this backdrop, the new Q1 2026 revenue and shipment ranges extend the growth narrative and reaffirm the 2026 outlook.
Key Terms
wafer-level packaging technical
Shanghai Stock Exchange regulatory
generally accepted accounting principles financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
Coincides with Release of ACM Shanghai First Quarter 2026 Results
ACM Reaffirms 2026 Revenue Outlook
FREMONT, Calif., April 27, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced expectations for preliminary unaudited revenue and total shipments for the first quarter of 2026. Today’s release coincides with the as-scheduled release of unaudited financial results by ACM Research (Shanghai), Inc., ACM’s principal operating subsidiary (“ACM Shanghai”), to the Shanghai Stock Exchange website [link to China Disclosure].
ACM will discuss its full financial results for the first quarter 2026 and its revenue outlook for the remainder of the year on its earnings call on Thursday, May 7, 2026, at 8 a.m. Eastern Time (8 p.m. China Time).
ACM announces the following:
- preliminary unaudited revenue for the first quarter of 2026 is expected to be in the range of
$225 million to$230 million , which would represent year-to-year growth of31% to33% . - preliminary total shipments for the first quarter of 2026 are expected to be in the range of
$233 million to$238 million , which would represent year-to-year growth of49% to52% . - re-affirms full year 2026 revenue outlook in the range of
$1.08 billion to$1.175 billion , which would represent year-to-year growth of20% to30% .
Actual unaudited first quarter 2026 results are subject to the completion of ACM’s quarter end closing procedures and review by ACM’s independent registered public accounting firm.
ACM currently owns an approximately
About ACM Research, Inc.
ACM develops, manufactures and sells semiconductor process equipment spanning cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools, enabling advanced and semi-critical semiconductor device manufacturing. ACM is committed to delivering customized, high-performance, cost-effective process solutions that semiconductor manufacturers can use in numerous manufacturing steps to improve productivity and product yield. For more information, visit www.acmr.com.
Forward-Looking Statements
Certain statements contained in this press release are not historical facts and may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “plans,” “expects,” “believes,” “anticipates,” “designed,” and similar words are intended to identify forward-looking statements. Forward-looking statements are based on ACM management’s current expectations and beliefs, and involve a number of risks and uncertainties that are difficult to predict and that could cause actual results to differ materially from those stated or implied by the forward-looking statements. A description of certain of these risks, uncertainties and other matters can be found in filings ACM makes with the U.S. Securities and Exchange Commission, all of which are available at www.sec.gov. Because forward-looking statements involve risks and uncertainties, actual results and events may differ materially from results and events currently expected by ACM. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. ACM undertakes no obligation to publicly update these forward-looking statements to reflect events or circumstances that occur after the date hereof or to reflect any change in its expectations with regard to these forward-looking statements or the occurrence of unanticipated events.
© ACM Research, Inc. The ACM Research logo is a trademark of ACM Research, Inc. For convenience, this trademark appears in this press release without a ™ symbol, but that practice does not mean that ACM will not assert, to the fullest extent under applicable law, its rights to such trademark.
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| In China: | The Blueshirt Group Asia |
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