Stretched valuations of large-cap tech stocks, namely the Mag 7, are likely to drive a rotation to small caps in 2026. The S&P 500's run in 2025 has seen it trump the S&P SmallCap 600's annualized price return since 1994, which could be a sign of a mean-reversion cycle in 2026. The Fed's expectations of GDP growth acceleration and interest rate cuts create a favorable environment for small caps.

ACM Research, Inc. (ACMR) concluded the recent trading session at $39.45, signifying a -1.87% move from its prior day's close.

The past year has been a continuation of an unceasing tech rally, one that may continue well into 2026 and beyond.

FREMONT, Calif., Dec. 29, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer and panel processing solutions for semiconductor and advanced packaging applications, today announced that it will release its preliminary revenue range for fiscal year 2025, and will provide its initial outlook for 2026 revenue before the U.S. market opens on Thursday, January 22, 2026.

Hong Kong-based Triata Capital added 413,000 shares of ACM Research in the third quarter. The position value rose by about $37.20 million over the previous quarter.

ACM Research, Inc. (NASDAQ: ACMR - Get Free Report) shares crossed above its two hundred day moving average during trading on Friday. The stock has a two hundred day moving average of $31.90 and traded as high as $40.71. ACM Research shares last traded at $39.77, with a volume of 2,058,800 shares traded. Analysts Set

Intel Corp (NASDAQ: INTC) tested chipmaking tools this year from ACM Research Inc (NASDAQ: ACMR), despite U.S. sanctions concerns.

ACM Research is positioned as a leading Chinese domestic supplier of semiconductor wafer fabrication equipment, benefiting from accelerating localization and AI-driven demand. ACMR's innovative product portfolio and expansion into new segments like electroplating, advanced packaging, and PECVD support a powerful growth cycle starting in 2026. ACMR maintains robust fundamentals, trades at a steep discount to peers and its own Shanghai subsidiary, and offers multi-bagger upside potential.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

ACM's post Q3 earnings dip is an attractive buying opportunity, in my opinion, as the margin contraction driving this dip is likely a temporary headwind. ACM's flat YoY shipment growth in Q3 is likely due to the clearance of critical foreign equipment, which may have pushed its customer to defer shipments to Q1 2026. China's latest ban on foreign AI chips in state-funded data centers and SMIC's reliance on old ASML DUV machines could drive strong demand for ACM's KrF track tool.