Tidal Investments 13F: Adds $17M to ACM Research (ACMR) Stake

Tidal Investments has significantly boosted its holdings in ACM Research, Inc. (NasdaqGM:ACMR), according to its latest 13F filing with the SEC. The firm added 132,839 shares during the period, increasing its position by 73.4% to a total of 313,815 shares. This stake is valued at approximately $37.2 million as of the report date.

What Changed in Tidal Investments' ACM Research Position

Tidal Investments increased its stake in ACM Research by adding 132,839 shares, resulting in a 73.4% increase in its holdings. This brings its total to 313,815 shares, valued at $37.2 million, reflecting a strong vote of confidence in ACM Research's prospects.

Other Institutional Activity in ACM Research

Other institutional investors have also been active in ACM Research. BlackRock, Inc. grew its holdings by 96,367 shares, ending with 7,984,847 shares worth about $314.2 million, marking a 1.2% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, with holdings of 2,264,337 and 2,203,831 shares valued at $89.1 million and $86.7 million, respectively. State Street Corp increased its stake by 48,075 shares, a 2.5% rise, to hold 2,006,116 shares valued at $78.9 million. WCM Investment Management, LLC made a significant move, adding 1,849,914 shares, boosting its holdings by 16,878.8% to 1,860,874 shares valued at $70.6 million.

ACM Research, Inc. Stock Up 82.5%

Shares of ACM Research, Inc. (NasdaqGM:ACMR) traded near $118.69 on Tuesday. The company has a market cap of $7.22 billion and a P/E ratio of 79.77, with a forward P/E of 46.38. Its beta stands at 1.978, indicating higher volatility compared to the market. The stock's 52-week range is between $23.03 and $111.41, with a 50-day moving average of $73.65 and a 200-day moving average of $51.42. ACM Research maintains a strong financial position with a current ratio of 3.51 and a quick ratio of 2.48, alongside a debt-to-equity ratio of 16.18.

Recent Earnings

ACM Research reported revenue of $960.2 million, reflecting a growth of 34.2%. The company's net margin stands at 9.48%, with a return on equity of 7.60%. Earnings per share (EPS) were reported at $1.31. The next earnings release is scheduled for August 5, 2026.

Insider Buying and Selling at ACM Research, Inc.

Insider activity at ACM Research has been notable. On June 4, 2026, CEO David Wang sold 40,002 shares at an average price of $85.80 under a Rule 10b5-1 plan. On June 5, 2026, Cheav Sotheara executed multiple transactions, selling and buying 5,399 shares in different trades, with prices ranging from $13.89 to $83.18.

Analysts Set New Price Targets

On June 24, 2026, Morgan Stanley maintained its "buy" rating for ACM Research, setting a price target of $130. Roth Capital also maintained a "buy" rating with a $125 target on June 18, 2026. Seaport Global initiated coverage with a "buy" rating and a $75 price target on May 5, 2026. The consensus among analysts is a "strong buy," with a mean target price of $94.34 based on seven opinions.

About ACM Research

ACM Research, Inc. is a technology company based in Fremont, California, specializing in semiconductor equipment and materials. The company develops, manufactures, and sells capital equipment primarily in Mainland China and internationally. Their products include a range of wet cleaning equipment, electrochemical plating tools, and advanced packaging solutions. Led by CEO Dr. Hui Wang, ACM Research employs over 2,500 people and is known for its innovative solutions in wafer assembly and packaging.

Bottom Line

Tidal Investments' significant increase in its stake in ACM Research suggests confidence in the company's growth prospects. With a strong market position and active insider trading, ACM Research remains a company to watch. Investors should note that 13F filings are backward-looking and may not reflect current positions.