ACM Research Is One of the Best Small Cap AI Stocks As Per Wall Street, Here’s Why

ACM Research, Inc. (NASDAQ:ACMR) is one of the Best Small Cap AI Stocks to Buy According to Wall Street Analysts. Wall Street is bullish on ACM Research, Inc. (NASDAQ:ACMR) after the company posted Q1 2026 earnings on May 7.

Recently, on May 10, Jay Goldberg from Seaport Global reiterated a Buy rating on the stock with a price target of $75. Earlier on May 8, Christian Schwan from Craig-Hallum also reiterated a Buy rating on the stock and raised the price target from $67 to $81.

During the quarter, the company reported $231 million in revenue, up 34% year-over-year, and shipments of $241 million, up 54% year-over-year. Management attributed growth to be driven by strong performance in ECP and advanced packaging applications. Moreover, the gross margins came in at 46.5% above the midpoint of 42% to 48%, which is the company’s long-term range. The ECP segment revenue tripled year-over-year as the panel-level horizontal electroplating solutions gained traction in Asia and internationally.

Looking ahead, management has reaffirmed the full-year outlook at $1.08 billion to $1.175 billion. The company also noted a sharp increase in R&D and capital expenditure to enhance global expansion and expand products.

​ACM Research Inc., together with its subsidiaries, develops, manufactures, and sells capital equipment in Mainland China and internationally. It also develops, manufactures, and sells a range of packaging tools to wafer assembly and packaging customers.

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