ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. on Hazelnuts Research’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.
Acm Research Inc. (ACMR)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Triata Capital Sean Ho | 1,929,919 | $76,135,305 | -4% | 9.23% |
| 2. | Southeastern Asset Management Mason Hawkins | 1,680,181 | $66,283,140 | +14% | 2.95% |
| 3. | 814,200 | $32,120,190 | -37% | 0.06% | |
| 4. | Tekne Capital Management Beeneet Kothari | 715,000 | $28,206,750 | 10.07% | |
| 5. | Broad Bay Capital Richard Scott Greeder | 652,214 | $25,729,842 | -36% | 2.69% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.45 | 22,500 | $797,625.00 | 900 | 2025-12-08 | Filing | |
| $34.26 | 996 | $34,122.96 | 900 | 2025-12-04 | Filing | |
| $33.50 | 7,754 | $259,759.00 | 1,896 | 2025-12-04 | Filing | |
| $34.42 | 40,183 | $1,383,098.86 | 802,708 | 2025-12-04 | Filing | |
| $33.52 | 19,817 | $664,265.84 | 842,891 | 2025-12-04 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,888,480 | $311,200,536 | 0.01% | |
| 2. | 4,972,103 | $196,149,463 | 0% | |
| 3. | 1,958,041 | $77,244,717 | 0% | |
| 4. | 1,392,306 | $54,926,494 | 0% | |
| 5. | 1,342,899 | $52,986,097 | 0% |
News See All
Analysts Are Bullish On ACM Research, Inc. (ACMR)
On November 19, 2025, ACM Research, Inc. (NASDAQ:ACMR) stated that it had delivered its first Ultra Lith Baker system to a major global manufacturer of display panels.
13 Best Nanotechnology Stocks to Buy Now
Nanotechnology is defined by the National Nanotechnology Initiative as the control of matter in the range of 1 to 100 nanometers, where materials have characteristics distinct from those of bulk forms...
ACM Research, Inc. (ACMR): A Bull Case Theory
We came across a bullish thesis on ACM Research, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.
ACM Research (ACMR)'s Management Discusses AI Chip Packaging
ACM Research, Inc. (NASDAQ:ACMR) is a mid-sized California-based firm.
13 Best Semiconductor Equipment Stocks to Buy According to Hedge Funds
While most focus in the semiconductor industry is on the Taiwan Semiconductor Manufacturing Limited (NYSE:TSM), the complexity of chip fabrication means a myriad of firms are indispensable when it comes...
ACM Research, Inc. (NASDAQ:ACMR) Q3 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the ACM Research Third Quarter 2025 Earnings Conference Call.
14 Small Publicly Traded Semiconductor Companies to Invest in Now
On September 4, President Donald Trump said his administration will put tariffs on semiconductor imports from companies that will not move their production to the United States.
Goldman Sachs Raises PT on ACM Research From $35.3 to $40.1, Keeping Buy Rating on the Stock
ACM Research Inc. (NASDAQ:ACMR) is one of the 12 Best Semiconductor Equipment Stocks to Buy Right Now. On August 25, Goldman Sachs raised the price target on ACM Research Inc.
12 Best Semiconductor Equipment Stocks to Buy Right Now
Artificial Intelligence’s technological requirements are driving a significant amount of investment and demand in the semiconductor industry.
Hedge Fund Resource Center Billionaire Hedge Funds
