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ACM Research: Strategic Expansion and Market Opportunities Drive Buy Rating

ACM Research: Strategic Expansion and Market Opportunities Drive Buy Rating

Benchmark Co. analyst Mark Miller maintained a Buy rating on ACM Research (ACMRResearch Report) today and set a price target of $38.00.

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Mark Miller has given his Buy rating due to a combination of factors including ACM Research’s significant market opportunities and strategic geographic expansion. The company boasts a substantial $18 billion serviceable available market (SAM), with a diverse range of products such as cleaning tools, plating, and PECVD tools. These offerings are currently being evaluated in China, with potential qualifications expected soon.
Additionally, ACM’s commitment to expanding its presence in the U.S. and Korea, along with its established operations in Europe, positions the company for growth. The firm also benefits from its majority ownership in ACM Shanghai, which has been financially rewarding through dividends. With a promising outlook for shipment growth in 2025 and a long-term sales model targeting $3 billion, ACM Research demonstrates strong potential for future success.

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