ACM Research (ACMR) is rated Buy with an $90 price target, reflecting a 25% upside and a strong new-product cycle inflection. Q1 2026 revenue grew 34% YoY, EPS beat by $0.14, and shipments outpaced revenue, signaling robust FY27 growth potential. Planetary Family launch and SPM ramp (15–20 units by year-end) reposition ACMR as a multi-process player with credible $4B long-term revenue ambitions.









