ACM Research Stock Analyst Price Target Increased by Over 16%, Signaling Strengthening Investor Confidence

ACM Research (NasdaqGM: ACMR) has captured significant institutional attention this year, with the average one-year price target revised upward to $49.64 per share—representing a substantial increase of 16.88% from the prior consensus of $42.48 established on January 11, 2026. This upward revision reflects growing analyst optimism around the company, though current market pricing at $61.24 per share sits above the new average target by 18.93%.

Bullish Signals Emerge from Increased Fund Positioning

The investment community’s confidence is evident in the expanded footprint of major funds tracking ACMR. Currently, 416 funds and institutions maintain positions in the stock, though this represents a net decrease of 45 holders from the previous quarter. However, despite fewer participants, the commitment has intensified: total institutional shareholding increased by 9.86% to reach 46,462K shares. The average portfolio allocation across all funds dedicated to ACMR rose to 0.23%—an increase of 29.31%—suggesting that existing holders are doubling down on their conviction. The put/call ratio of 0.30 further underscores this optimism, pointing to a predominantly bullish market sentiment.

Major Shareholders Significantly Increased Stakes in Latest Quarter

Institutional investors have shown concrete confidence through meaningful share accumulation. Lsv Asset Management emerged as a notable buyer, dramatically increasing its position to 2,504K shares (4.18% ownership) from 445K shares previously—a 702.21% boost to portfolio allocation in a single quarter. Triata Capital similarly expanded its stake to 2,003K shares (3.35% ownership), up from 1,590K shares, representing a 13.80% increase in allocation weight. Even passive trackers like VTSMX—Vanguard Total Stock Market Index Fund Investor Shares—increased their holdings to 1,572K shares, though at a more modest 1.41% allocation adjustment. Southeastern Asset Management increased its presence to 1,486K shares (2.48% ownership) with a substantial 91.66% allocation boost, while Geode Capital Management, despite slightly decreased relative positioning at 21.91%, maintained its stake at 1,324K shares (2.21% ownership) representing a 6.46% share increase from prior periods.

These accumulations paint a picture of institutional conviction, where even temporary portfolio rebalancing masks an underlying pattern of increased commitment to ACMR across the board.