ACM Research Predicted To Achieve Double-Digit Growth in 2025 Due to Expanding Chip Demand: Analyst
ACM Research Predicted To Achieve Double-Digit Growth in 2025 Due to Expanding Chip Demand: Analyst
Benchmark analyst Mark Miller maintained ACM Research Inc (NASDAQ:ACMR) with a Buy and raised the price target from $35 to $38. The stock price climbed after the re-rating.
基准分析师马克·米勒维持了ACM Research Inc(纳斯达克股票代码:ACMR)的买入并将目标股价从35美元上调至38美元。重新评级后,股价攀升。
Miller noted several factors contributing to double-digit growth in 2025 for ACM Research.
米勒指出,有几个因素促成了ACM Research在2025年实现两位数的增长。
The factors included strong DRAM demand driven by HBM opportunities, a recovery in NAND demand, $100 billion in combined funding by the U.S., Europe, and Japan for internal chip production, geographic expansion of demand, share gains, and new products.
这些因素包括由HBM机会推动的强劲的DRAM需求、NAND需求的复苏、美国、欧洲和日本为内部芯片生产提供的1,000亿美元的合并融资、需求的地域扩张、份额增长和新产品。
As per the analyst, R&D spending for 2024 will likely represent 16% of sales, while sales and marketing are estimated to represent 7%-8% of sales.
根据分析师的说法,2024年的研发支出可能占销售额的16%,而销售和市场营销估计占销售额的7%-8%。
The analyst said that general and administrative expenses will likely represent 5%-8% of sales.
该分析师表示,一般和管理费用可能占销售额的5%-8%。
For 2025, Miller projects an adjusted EPS of $2.11 on sales of $860 million. This represents 54% top-line and 29% percent bottom-line growth from 2023.
米勒预计,2025年,调整后的每股收益为2.11美元,销售额为8.6亿美元。这意味着自2023年以来,收入增长了54%,利润增长了29%。
In February, ACM Research reported fourth-quarter fiscal 2023 revenues of $170.3 million, up by 56.9% Y/Y, beating the analyst consensus of $149.3 million.
2月,ACM Research报告2023财年第四季度收入为1.703亿美元,同比增长56.9%,超过了分析师共识的1.493亿美元。
ACMR reported an adjusted EPS of $0.43, beating the street view of $0.17.
ACMR报告调整后的每股收益为0.43美元,超过了0.17美元的街景。
Investors can gain exposure to the stock via Matthews China Discovery Active ETF (NASDAQ:MCHS) and ProShares Nanotechnology ETF (NYSE:TINY).
投资者可以通过马修斯中国探索活跃ETF(纳斯达克股票代码:MCHS)和ProShares纳米科技ETF(纽约证券交易所代码:TINY)获得股票敞口。
Price Action: ACMR shares are trading higher by 5.45% to $30.81 on the last check Wednesday.
价格走势:在周三的最后一次支票中,ACMR股价上涨5.45%,至30.81美元。
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