QM · rank #13 · 2026-07-27
ACMR
NASDAQ · $6.58B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +305.35% |
|---|---|
| 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. | $6.58B |
| Anchor (recent) Close on 2026-06-26 | $104.50 |
| Anchor (far) Close on 2025-06-27 | $25.78 |
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 (ACMR) designs wet-process semiconductor equipment for single-wafer cleaning, electrochemical plating, furnace and advanced packaging, with Q1 2026 revenue up 34% year over year and shipments up more than 50%.
Rationale
The name fits quality_momentum because its 12-1 momentum is strong, profitability is improving with low-double-digit margins and positive ROE, and recent execution showed faster growth, gross-margin recovery, and raised full-year guidance.
Material risks
- 1Heavy dependence on China semiconductor capex leaves ACMR exposed to tighter U.S. export controls or a slowdown in customer spending that could hit orders and revenue visibility.
- 2Larger global OEMs and rising domestic Chinese tool vendors could pressure pricing or commoditize ACMR’s cleaning and plating niches, reducing the durability of its growth and margin profile.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.