Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Is ACM Research A High Growth Semiconductor Stock That’s Profitable?

When it comes to media and investor attention, semiconductor stocks are among some of the hottest right now. This is because of artificial intelligence, and the expected shift to accelerated computing for businesses and consumers. With the PHLX Semiconductor (SOX) index up by over 50% in the past year, some semiconductor companies have seen even better performance. In this article, we’ll take a closer look at ACM Research, Inc. (NASDAQ:ACMR), which is one the high growth semiconductor stocks that are profitable in 2024.

ACM Research, Inc. (NASDAQ:ACMR)

ACM Research, Inc. (NASDAQ:ACMR) is a mid-sized semiconductor manufacturing equipment designer and seller. It is a specialized company since it focuses on just one aspect of the broader chip manufacturing process. This aspect sees ACM Research, Inc. (NASDAQ:ACMR) sell machines that allow chip makers to use chemicals to clean silicon wafers during semiconductor fabrication.

Analyzing ACM Research, Inc. (NASDAQ:ACMR)’s Recent Performance

ACM Research, Inc. (NASDAQ:ACMR)’s latest financial results were quite impressive in terms of annual growth. For its first quarter of 2024 earnings, the firm reported $152 million in revenue and $17.4 million in net income. The net income translated into basic earnings per share of $0.28. Additionally, ACM Research, Inc. (NASDAQ:ACMR)’s first-quarter non-GAAP net income per diluted share stood at $0.52, which not only beat analyst estimates,  but also added to a string of beats from the previous quarters.

ACM Research, Inc. (NASDAQ:ACMR) Has Demonstrated Revenue Growth & Profitability

ACM Research, Inc. (NASDAQ:ACMR)’s latest quarterly revenue growth stood at ~105%, which nearly doubled over the previous quarter’s growth of 43.44%. Additionally, on a revenue growth basis only, ACM Research, Inc. (NASDAQ:ACMR)’s figures for the past three and five year average annualized revenue growth rates as of December 2023 are 52.71% and 49.52%, respectively. In dollar terms, annual revenue between 2020 and 2023 sat at $156 million, $259 million, $388 million, and $557 million, respectively. This means that on an absolute basis, revenue more than doubled in 2023 in comparison to 2020, as is also the case with several other high growth semiconductor stocks.  Taking a deeper look at its income statement, ACM Research, Inc. (NASDAQ:ACMR) has also demonstrated impressive operating and net income growth.

What Are Analysts Saying About ACM Research, Inc. (NASDAQ:ACMR)?

Since ACM Research, Inc. (NASDAQ:ACMR) is a small-cap stock and has a market capitalization under $2 billion, not many analysts are covering it. One notable analyst note in 2024 came from Goldman Sachs. It upgraded ACM Research, Inc. (NASDAQ:ACMR) to Buy from Neutral and raised the price target to $39 from $22. The average of seven one-year share price targets for ACM Research, Inc. (NASDAQ:ACMR) is $37.79, which represents a hefty upside of 63%.

Does ACM Research, Inc. (NASDAQ:ACMR) Sit At The Top When It Comes To Profitable Revenue Growth Stocks?

The potential stock price upside and multiple line-item growth rates would make ACM Research, Inc. (NASDAQ:ACMR) appear quite a lucrative investment. However, the firm’s limited business operations could mean that it leaves space open for rivals. Semiconductor fabrication is seeing significant interest in the US, particularly due to the CHIPS And Science Act earmarking billions in US government funding to firms seeking to secure America’s semiconductor supply chain.

ACM Research, Inc. (NASDAQ:ACMR) isn’t present on our list of the top analyst A.I. stock picks, even though it is a part of the semiconductor industry. Similarly, it isn’t a hot Cathie Wood stock either.

At Insider Monkey we are closely following the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

So, you can read 12 Best Artificial Intelligence Stocks to Buy Now According to Wall Street Analysts here and Cathie Wood’s Latest Stock Portfolio: Top 10 Stock Picks here.

Disclosure: None. Is ACM Research, Inc. (NASDAQ:ACMR) A High Growth Semiconductor Stock That’s Profitable? was originally published on Insidermonkey.com.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…