半导体行业 - 半导体股票在当今数字时代变得越来越重要，用于驱动智能手机、平板电脑和个人电脑等设备，同时也对超级技术革命至关重要，包括人工智能、机器学习和量子计算突破[1] - AMD（Advanced Micro Devices）在CPU市场上挑战英特尔，同时也准备进军GPU芯片市场和AI芯片竞争，预计在2024年正式进入AI芯片竞赛，可能在2024年后期迎来超级周期的涨势[3] - ON Semiconductor是一家领先的电源管理、模拟、传感器和连接性半导体设备提供商，近年来将重点转向为电动汽车提供高效半导体解决方案，其电动汽车部门有望成为未来亮点[4] ACM Research - ACM Research是半导体行业湿法处理设备和技术的领先供应商，主要服务于中国市场，公司在2023年交出了令人印象深刻的季度财务业绩，股价在2023年上涨了超过153%，并且在2024年开局良好[8]

One stock that might be an intriguing choice for investors right now is ACM Research, Inc. (ACMR) . This is because this security in the Semiconductor Equipment - Material Service space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...

While digital innovation served as the backbone of last year’s resilient market performance, investors moving forward may want to concentrate on top-rated tech stocks. Specifically, these ideas have the endorsement of Wall Street analysts who have pegged the enterprises as strong buys. Of course, you want to do your own research. And it also pays to understand that experts are, at the end of the day, human. They make mistakes just like everybody else. However, the difference is that these folks didn’t just ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, January 15th: ACM Research (ACMR) : This company which develops, manufactures and sells single-wafer wet cleaning equipment, has a Zacks Rank #1(Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.1% over the last 60 days. ACM Research’s shares gained 17.1% over the last three month compared with the S&P 500’s gain of 9.6%. The company possesses a Momentum S ...

公司业绩 - ACM Research (NASDAQ:ACMR)宣布了2023年的收入预期和2024年的正面指引，导致股价上涨超过20%[2] - 公司预计2023年的收入将达到5.3亿至5.45亿美元，2024年的收入将达到6.5亿至7.25亿美元，显示出在半导体市场上强劲的增长势头[2] - 预计到2026年，ACMR的收入将轻松达到10亿美元，基于中国加速的半导体投资和公司的产品组合扩展[7] - ACMR不仅专注于单晶硅晶圆清洗设备，还在新兴市场领域扩展其产品组合[9] 市场前景 - ACMR的估值较市场平均水平偏低，但我们认为公司被低估了，并且有能力在长期内产生显著回报[3] - 公司正在寻求在中国以外的市场发展机会，以多样化其收入来源并减少地缘政治风险[9] - ACMR的估值仍然有利[15] - ACMR的未来前景市场持谨慎态度，但实际风险并不像市场认为的那么严重[16] - 我们认为市场已经将美中芯片战争的风险定价进去，因为公司的股票估值相对于同行非常低[24] 风险和挑战 - ACMR面临着来自美中芯片战争的重大风险，可能限制其向中国客户销售产品和服务，扰乱供应链并损害声誉和关系[10] - 公司已经承认美中芯片限制的风险，并表示正在采取适当措施来减轻影响[11] - ACMR的盈利能力评级是唯一的下降因素，但考虑到公司快速增长并将现金流投入扩大业务，这是可以理解的[17] - ACMR的低销售倍数只有其竞争对手平均值的三分之一，这是由于美国政府在2023年10月实施的扩大芯片出口限制[22]

公司业绩更新 - ACM Research更新了2023年全年指引，并给出了2024年超出预期的指引[1] - 公司预计2023年全年收入为5.3亿至5.45亿美元，比之前的预测范围高，第四季度收入预计为1.43亿至1.58亿美元，增长率达到39%[5] - 管理层预计2024年收入为6.5亿至7.25亿美元，增长率为28%，高于市场预期[6] - 公司CEO表示预计2024年将继续增长，成为主要半导体制造商的关键供应商[7] 市场表现和展望 - ACM Research将在明天参加瑞银投资者会议，可能会对今天的更新进行评论，投资者可能会看到明天的股价变动[8] - 公司的股价基于调整后的盈利的市盈率为14，仍远低于2021年的峰值[10] - 如果ACM能够持续实现强劲的营收增长，股价应该会继续上涨[11] 订单和行业趋势 - 公司在11月宣布获得一家美国大型制造商的采购订单，受益于人工智能（AI）热潮带来的行业增长[9]

公司业绩更新 - ACM Research, Inc.更新了2023年全年营收预期至5.3亿至5.45亿美元，预计2024年全年营收将达到6.5亿至7.25亿美元[1] - 公司计划在2024年继续增长，成为主要半导体制造商的关键供应商，特别是中国客户在成熟节点容量方面的投资[2] - ACM将参加UBS主办的虚拟投资者团体会议和Needham Growth Conference的虚拟1x1会议[4]

FREMONT, Calif., Dec. 27, 2023 (GLOBE NEWSWIRE) -- ACM Research, Inc. (ACM) (NASDAQ:ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging applications, today announced its participation in the following upcoming investor conferences. o ¢ January 8th, 2024: UBS Greater China Conference 2024 at Pudong Shangri-La Hotel in Shanghai January 16th, 2024: 26th Annual Needham Growth Conference (Virtual) Management will be available for one-on-one and group meeti ...

Shares of semiconductor-manufacturing equipment company ACM Research (ACMR 4.24%) are up just over 100% since last December as the company ratchets up its sales to China's burgeoning chipmaking industry. Revenue is up 38% through the first nine months of 2023, and earnings per share (EPS) have more than doubled. That said, after a massive run-up, it looks like ACM is showing signs of slowing a bit. Optimism is still running high, though, as China is highly motivated to develop its own chip manufacturing cap ...