ACM Research Reports Strong Preliminary Q1 Revenue & Shipments, Reaffirms Full-Year Outlook
Summary
ACM Research provided preliminary unaudited Q1 2026 revenue and shipment figures showing significant year-over-year growth, while also reaffirming its full-year 2026 revenue outlook.
Key Events
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Preliminary Q1 2026 Revenue Growth
Preliminary unaudited revenue for the first quarter of 2026 is expected to be in the range of $225 million to $230 million, representing year-to-year growth of 31% to 33%.
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Preliminary Q1 2026 Shipments Growth
Preliminary total shipments for the first quarter of 2026 are expected to be in the range of $233 million to $238 million, representing year-to-year growth of 49% to 52%.
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Full-Year 2026 Revenue Outlook Reaffirmed
The company re-affirmed its full-year 2026 revenue outlook in the range of $1.08 billion to $1.175 billion, which would represent year-to-year growth of 20% to 30%.
Analysis
ACM Research announced robust preliminary unaudited results for the first quarter of 2026, with revenue expected to grow 31% to 33% year-over-year and shipments projected to increase 49% to 52%. This strong operational performance, coupled with the reaffirmation of the full-year 2026 revenue outlook, provides a positive signal, especially in the context of the company's prior 2025 annual report which indicated a drop in net income and negative operating cash flow. The preliminary figures suggest a strong start to the year and confidence in achieving its annual targets, potentially alleviating concerns from past financial performance.
At the time of this filing, ACMR was trading at $55.46 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.7B. The 52-week trading range was $17.32 to $71.65. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.