Aug. 7 at 1:36 PM
$ACMR just delivered the kind of quarter that gets my attention. Adjusted EPS came in at
$0.61 vs
$0.34 expected, a 79% beat. Revenue reached
$292.9M, up 36% YoY and ahead of the
$269.3M consensus. Management also raised FY2026 revenue guidance to
$1.125B to
$1.175B, reinforcing that semiconductor equipment demand remains healthy. The stock is responding with a strong double digit move, and that's usually what happens when earnings and guidance both surprise to the upside.
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