ACM Research (ACMR) Targets Soar 16.88% Amid Increased Institutional Appetite

Major institutional investors are throwing their weight behind ACM Research, with analyst price targets climbing significantly and major funds dramatically expanding their positions. The shift points to growing confidence in the semiconductor equipment maker’s prospects heading into 2026.

Analyst Targets Get a Significant Upgrade

The consensus price target for ACMR has jumped to $49.64 per share, representing a 16.88% increase from the $42.48 projection issued in January 2026. While this marks a meaningful upward revision by Wall Street analysts, there’s an interesting disconnect: the current target still sits about 19% below the stock’s latest closing price of $61.24.

Analyst projections currently span from a low of $36.36 to a high of $65.84 per share, suggesting considerable variation in how researchers view the company’s future. This wide range indicates both optimistic believers and more cautious observers are weighing in on ACMR’s trajectory.

Fund Sentiment Turns Increasingly Bullish

The fund community is voting with its capital. Currently, 416 institutional investors or funds report positions in ACMR, though this represents a slight dip of 45 holders compared to last quarter. However, the decline in holder count masks what’s really happening: these remaining investors are doubling down.

The average portfolio weight dedicated to ACMR across all funds has grown to 0.23%, up 29.31% from the prior period. More significantly, total institutional ownership has expanded by 9.86% to 46.46 million shares over the same three-month window. The put/call ratio of 0.30 reinforces the bullish mood, indicating call buyers outnumber put buyers.

Big Money Makes Bold Moves

Several major asset managers have dramatically increased their ACMR bets:

LSV Asset Management is now the largest reported holder with 2.50 million shares (4.18% ownership). In just one quarter, the firm more than sextupled its position from 445K shares—an 82% increase—and boosted its portfolio allocation by over 700%.

Triata Capital holds 2.00 million shares (3.35% stake) and has grown its position by 20.62% while increasing allocation weight by 13.80%.

Vanguard’s Total Stock Market Index Fund maintains 1.57 million shares (2.63% ownership), a modest 2.37% uptick that reflects smaller allocation changes typical of index strategies.

Southeastern Asset Management holds 1.49 million shares (2.48% of the company) and raised its stake by 20.19%, increasing allocation by 91.66%.

Geode Capital Management owns 1.32 million shares (2.21% ownership) and expanded its position by 6.46%, though it pared back allocation weight by 21.91%.

What It All Means

The convergence of higher price targets and meaningful institutional capital inflows suggests sophisticated money managers see ACMR as undervalued relative to its growth prospects. When funds this size restructure their portfolios to boost allocation by double and triple-digit percentages, it typically reflects conviction about near-term catalysts or improving fundamentals.

The gap between current price and target price, while narrow at 19%, combined with rising institutional ownership, paints a picture of a company that’s gradually earning more confidence among professional investors heading into 2026.