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 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 | 2,003,225 | $78,386,194 | +26% | 9.15% |
| 2. | Southeastern Asset Management Mason Hawkins | 1,485,687 | $58,134,932 | +26% | 2.97% |
| 3. | 1,282,400 | $50,180,312 | +154% | 0.07% | |
| 4. | Broad Bay Capital Richard Scott Greeder | 1,012,414 | $39,615,760 | +4% | 4.9% |
| 5. | Steamboat Capital Partners Parsa Kiai | 525,000 | $20,543,250 | -10% | 5.35% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.57 | 300 | $10,071.00 | 0 | 2025-12-03 | Filing | |
| $33.05 | 19,700 | $651,085.00 | 300 | 2025-12-03 | Filing | |
| $33.20 | 100,000 | $3,320,000.00 | 0 | 2025-12-02 | Filing | |
| $33.77 | 15,000 | $506,550.00 | 50,001 | 2025-11-13 | Filing | |
| $32.76 | 15,000 | $491,400.00 | 50,001 | 2025-11-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,587,539 | $296,900,401 | 0.01% | |
| 2. | 4,846,413 | $189,640,140 | 0% | |
| 3. | 1,990,254 | $77,878,639 | 0% | |
| 4. | 1,359,969 | $53,215,587 | 0.12% | |
| 5. | 1,323,502 | $51,795,325 | 0% |
News See All
ACM Research (ACMR)'s Management Discusses AI Chip Packaging
ACM Research, Inc. (NASDAQ:ACMR) is a mid-sized California-based firm.
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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.
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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.
ACM Research (ACMR) Gets 22% Boost From US-China Chip Tensions
While originally a US-based company, ACM Research, Inc.
ACM Research (ACMR) Soars 19% After 7 Days of Sideways Trading
ACM Research saw its share prices jump by 19.21 percent on Friday to close at $30.53 apiece after seven consecutive days of sideways trading, thanks to an overall market optimism buoyed by the central...
Will ACM Research (ACMR) Benefit from China’s Semiconductor Supply Chain Localization?
Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here.
Hedge Fund Resource Center Billionaire Hedge Funds
