QM · rank #15 · 2026-07-20

ACMR

NASDAQ · $6.83B (USD)

SignalBuy2.7strength 2.7 / 10

verdict · PROCEED

The exact numbers the algorithm saw.

Factor scores and the inputs behind this pick.
Momentum 12-1 Return from 12 months ago to 1 month ago.	+349.92%
ROE TTM Return on equity, trailing 12 months.	+7.6%
Profit margin Net profit margin, trailing 12 months.	+9.5%
Market cap (USD) Size filter: > $500M required.	$6.83B
Anchor (recent) Close on 2026-06-18	$109.87
Anchor (far) Close on 2025-06-20	$24.42

The AI research card

Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.

Summary

ACM Research is a semiconductor equipment manufacturer specializing in electrochemical plating, furnace, and advanced packaging technologies [RECENT_DEVELOPMENTS, BUSINESS_STATUS].

Rationale

The strong 12-1 momentum signal of 3.4992 is fundamentally supported by a 34.2% year-over-year Q1 2026 revenue increase and a 53.6% surge in tool shipments [RECENT_DEVELOPMENTS].

Material risks

1Margin compression from rising operating expenses, which caused non-GAAP gross margin to contract to 46.5% and Q1 EPS to decline to $0.34 despite the top-line beat [RECENT_DEVELOPMENTS].
2Lack of detailed, named long-term backlog disclosure limits external verification of multi-year revenue sustainability [COMPETITIVE_POSITION].

AI verdict council

Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.

OpenAI

Proceed

Claude

Caution

Gemini

Proceed