ACM Research Updates 2025 Revenue Outlook and Provides Initial Outlook for 2026 Revenue
Rhea-AI Summary
ACM Research (NASDAQ: ACMR) updated its full‑year 2025 revenue outlook to $885–$900 million (previous range: $875–$925 million) and provided an initial 2026 revenue outlook of $1,080–$1,175 million. Management attributed the outlook to factors including international trade policies, customer spending scenarios, supply‑chain constraints, and timing of tool acceptances. The company expects higher revenue growth in 2026 driven by single‑wafer SPM, Tahoe cleaning, and Furnace series tools and is increasing investments in Oregon to support domestic semiconductor production. Fourth‑quarter and full‑year 2025 results are scheduled for release in late February 2026 and remain preliminary pending audit.
Positive
- 2026 revenue outlook of $1,080–$1,175 million
- Plans to accelerate investments in Oregon to support domestic production
- Management cites incremental revenue from SPM, Tahoe, and Furnace tools
Negative
- Updated 2025 outlook remains preliminary and subject to audit
- Outlook depends on international trade policies and customer spending scenarios
- Supply‑chain constraints and timing of tool acceptances could reduce near‑term revenue
News Market Reaction
On the day this news was published, ACMR declined 3.33%, reflecting a moderate negative market reaction. This price movement removed approximately $126M from the company's valuation, bringing the market cap to $3.65B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
ACMR gained 4.48% while peers were mixed: DQ -2.23%, but VECO, PLAB, UCTT, and KLIC rose between 3.01% and 4.89%. The move appears more stock-specific than a uniform sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 29 | Guidance timing update | Neutral | -1.6% | Announced date for preliminary 2025 range and initial 2026 outlook. |
| Dec 01 | Conference participation | Neutral | -1.3% | Planned role as host at the 14th Annual NYC Summit investor event. |
| Nov 19 | Product delivery | Positive | +2.4% | First Ultra Lith BK tool delivered, addressing advanced lithography challenges. |
| Nov 16 | Product delivery | Positive | -0.1% | First commercial panel electroplating tool delivered to panel fabrication customer. |
| Nov 05 | Earnings report | Negative | -19.9% | Q3 2025 results with strong growth but margin compression and narrowed 2025 guidance. |
Recent news has sometimes seen sharp downside reactions to earnings, while product/tool announcements have drawn more modest positive moves. Neutral conference or scheduling updates have not consistently supported the share price.
Over the last few months, ACMR has mixed operational progress with volatile price reactions. The Q3 2025 results on Nov 5, 2025 showed strong revenue growth but were followed by a -19.95% move, underscoring sensitivity to earnings details. Subsequent tool deliveries on Nov 16 and Nov 19, 2025 highlighted advances in panel electroplating and photoresist hardening, with only a modest positive reaction to the latter. More recently, conference participation and the scheduling of today’s outlook release on Dec 29, 2025 saw slight negative reactions, suggesting investors were waiting for concrete guidance like this revenue update.
Market Pulse Summary
This announcement updates ACMR’s 2025 revenue outlook to $885M–$900M and introduces a 2026 range of $1,080M–$1,175M, framed around trade policy impacts, customer spending, and tool acceptance timing. Historically, earnings and guidance news, such as the Q3 2025 update on Nov 5, 2025, have driven significant volatility. Investors may focus on how future quarterly reports in late Feb 2026 track against these ranges and on execution in newer tools and capacity investments.
Key Terms
wafer technical
advanced packaging technical
AI-generated analysis. Not financial advice.
—Updated 2025 Revenue Outlook to
—Projected 2026 Revenue Outlook of
FREMONT, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today has updated its full year 2025 revenue outlook to a range of
ACM also announced that it expects revenue for the full year 2026 to be in the range of
“We plan for a higher revenue growth rate in 2026 amidst healthy investments in production capacity and market share gains from our newer products,” said Dr. David Wang, ACM’s President and Chief Executive Officer. “We anticipate relatively stable WFE spending by our customers, with incremental contribution from our single-wafer SPM cleaning tools, Tahoe cleaning tools, and Furnace series tools. At the same time, we are accelerating our investments in Oregon to support the industry’s shift towards domestic semiconductor production.”
ACM plans to release its fourth quarter and full year 2025 financial results in late February 2026. The 2025 revenue outlook included in this press release is preliminary. Actual fourth quarter and full year 2025 revenue results are subject to review and audit procedures by ACM’s independent registered public accounting firm.
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 advanced 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. ACM Research logo is a trademark of ACM Research, Inc. For convenience, these trademarks appear in this press release without ™ symbols, but that practice does not mean ACM will not assert, to the fullest extent under applicable law, its rights to such trademarks. All other trademarks are the property of their respective owners.
For investor and media inquiries, please contact:
| In the United States: | The Blueshirt Group Steven C. Pelayo, CFA +1 (360) 808-5154 steven@blueshirtgroup.co |
| In China: | The Blueshirt Group Asia Gary Dvorchak, CFA +86 (138) 1079-1480 gary@blueshirtgroup.co |
FAQ
What is ACM Research's updated 2025 revenue outlook (ACMR) announced Jan 22, 2026?
What initial revenue range did ACM Research (ACMR) project for 2026 on Jan 22, 2026?
When will ACM Research (ACMR) report final Q4 and full‑year 2025 results?
What risks did ACM Research (ACMR) cite that could affect 2025–2026 revenue?
Which product lines did ACM Research (ACMR) say will contribute to 2026 growth?
