证券日报网1月29日讯，盛美上海在接受调研者提问时表示，盛美上海和美国ACMR财报数据出现差异 的原因是会计准则不一样。对于盛美上海，公司的收入确认时点是在测试验收之后，通常是在设备发出 并调试验收后才确认收入。对于控股股东美国ACMR，根据其适用的美国会计准则，对于首台设备订 单，需要在设备测试验收以后才确认收入；对于此前已存在交易的重复设备订单，在发货后即可确认收 入。 ...

Driven by strategic localization and domestic AI demand Memory expansion may moderate temporarily in 1H26, but domestic breakthroughs in critical tools and the repatriation of AI demand underpin a structural shift toward local equipment. Lifting our estimate of China's WFE TAM: Our Global Semis team recently raised its 2026 WFE market growth forecast to +16% Y/Y, driven by DRAM and TSMC. Given robust capex for domestic memory and advanced-node capacity, we forecast China's WFE market to grow 4% Y/Y in 2026. ...

Revenue Outlook - ACM Research updated its 2025 revenue outlook and provided an initial outlook for 2026 revenue[4] - The press release regarding the revenue outlook was issued on January 22, 2026[4] Company Information - The company is listed on The Nasdaq Stock Market under the trading symbol ACMR[2] - ACM Research is classified as an emerging growth company[2] Financial Management - Mark McKechnie serves as the Chief Financial Officer and Treasurer of ACM Research[10] Financial Reporting - The financial statements and exhibits related to the report are included in the filing[6]

—Updated 2025 Revenue Outlook to $885 to $900 Million——Projected 2026 Revenue Outlook of $1,080 to $1,175 Million— 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 $885 to $900 million, versus a range of $875 million to $925 million as was provided in ACM’s third quarter 2025 earnings ...

Core Insights - ACM Research (NASDAQ: ACMR) is set to release its quarterly earnings on January 22, 2026, with analysts expecting an EPS of $0.39, up from $0.36 in the previous quarter [1][3] - Revenue is projected at approximately $248.4 million, following a previous quarter where ACMR reported $269 million, exceeding expectations [1][3] Financial Health Indicators - The company has a P/E ratio of 28.13, indicating a premium valuation by investors [2][4] - ACMR's debt-to-equity ratio is 0.21, reflecting a manageable level of debt [2][5] - The current ratio stands at 3.48, showcasing the company's ability to meet short-term obligations [2][5] - The price-to-sales (P/S) ratio is 3.77, and the enterprise value to sales ratio is 2.90, providing insights into market valuation relative to sales [4] - The enterprise value to operating cash flow ratio is 57.66, and the earnings yield is 3.56%, indicating profitability from an investment perspective [5]

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Core Insights - The stock market is projected to reach new highs by the end of 2025 despite facing multiple challenges such as tariff concerns and recession fears [1] Group 1: Market Outlook - The stock market has shown resilience in the face of headwinds, maintaining its upward trajectory [1] - Concerns regarding the "liberation day" tariff scare in April and recession fears in the latter half of the year have not deterred market performance [1] Group 2: Investment Opportunities - There is a focus on identifying undervalued companies as potential investment opportunities [1] - The analysis leverages extensive experience in financial markets and institutions to provide insights into financial statements and market trends [1]

Core Viewpoint - The past year has seen a continuous tech rally, which is expected to persist into 2026 and beyond [1] Group 1 - The tech sector has experienced significant growth over the past year [1] - Analysts predict that the momentum in the tech industry will continue for several more years [1]

Key Points Hong Kong-based Triata Capital added 413,000 shares of ACM Research in the third quarter. The position value rose by about $37.20 million over the previous quarter. As of September 30, the fund reported holding 2 million ACMR shares valued at $78.39 million, making it the fourth-largest portfolio holding. These 10 stocks could mint the next wave of millionaires › Hong Kong-based Triata Capital disclosed a significant increase in its stake in ACM Research (NASDAQ:ACMR), adding 413,000 ...

Group 1 - ACM Research, Inc. will release its preliminary revenue range for fiscal year 2025 and provide its initial outlook for 2026 revenue on January 22, 2026 [1] - The company will participate virtually in the 28th Annual Needham Growth Conference and host one-on-one meetings on January 15, 2026 [1] Group 2 - ACM develops, manufactures, and sells semiconductor process equipment, including cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools [2] - The company is focused on delivering customized, high-performance, cost-effective process solutions to improve productivity and product yield for semiconductor manufacturers [2]