Options/ACMR
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ACMRACM Research, Inc. Class A Common Stock

Options Analysis ReportSPECIAL INDUSTRY MACHINERY, NEC
Market Cap $5.0B|NASDAQ
2026-09-14$72.00
BULLISH
Analysis: 2026-09-11 EOD data
1Y +141.4%YTD +60.4%7D -3.3%
22,962
30D
±21.1%
9%

ACMR Options Overview

IV is elevated with bullish flow and unusual activity. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.4VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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ACMR Gamma Walls

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Value

Is IV priced right?

4.5
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks3/9 checks passed
≤35%

IV Rank 90.1% — elevated vs history

<1.05x

IV/HV 1.18x — IV premium over HV

Sector Relative≤50%

Sector percentile 86% — above sector median

<1.1x

Front/Back 0.93x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 73.3% — normal range

<80%

Effective IV 120.5% (ATM 73.3% + spread 23.6% + bias) — expensive

<3.0%

Total drag 30.14% (spread 23.62% + slippage 6.52%) — high friction

≥5.0

Vega efficiency 2.87 (vega 6.780 / spread 23.62%) — spread drag

Sentiment

Bullish or bearish?

4.8
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksVery Bearish - Strong signal (Conviction: -48%, Raw: -31%)
|net sentiment| ≥25%

Conviction-weighted: -48% (strong bearish) — Raw: -31%

≥15%

|OI skew| 43.2% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew +96.7%, OI skew +43.2% — aligned

≥2/3 conditions

0-DTE 0%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: +33%, ATM: -97%, OTM: +72% — bearish (ITM/ATM divergent)

Sector Relative≤40% or ≥60%

Sector P/C percentile 4% — very bullish vs sector

Activity

Unusual activity?

7.3
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks5/8 checks passed
≥1.5x

Volume 3.3x avg — hot

≥15%

Vol/OI 44.3% — high turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change -3.2% (5d) — unwinding

Sector Relative≥60%

Sector activity percentile 99% — very active vs sector

≥30%

Large trade volume 89% — heavy institutional

≥60%

Aggressive execution 35% — patient

≥30

Conviction -48 (bearish) — moderate

Liquidity

Can I trade efficiently?

3.5
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks2/8 checks passed
≤5.0%

Spread 23.6% — wide

≥10,000

OI 51,846 — deep

≥500

Volume 22,962/day — active

≤$0.50

$1.18 to cross — expensive

≥5 strikes

1 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 92% — much wider than sector

≥100 contracts

Depth 99.5 contracts (bid:67.8 ask:31.7) — thin

<1.0%

Avg slippage 6.52% — poor

Timing

Is now a good time?

7.0
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks7/9 checks passed
|slope| ≥5%

Slope -7.2% — contango

<30 or >70

IV percentile 90% — seller opportunity

≥10pts kink

IV kink -3.2pts — no clear event

<0.5 or >2.0

θ/ν ratio 49.78 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

HIGH RISK: FOMC in 2d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -48% @ 74% consistency — STRONG directional (bearish)

≥40 composite score

Score 119 (ITM 20% + inst 89%) — HIGH institutional

Directional Strategy Fit

Option Buyers
Long Calls5.7
bullishIV fair, mixed flow
Long Puts5.0
bearishIV fair, mixed flow
Premium Sellers
Cash-Secured Put5.1
bullishIV fair, mixed flow
Covered Call5.2
bearishIV fair, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 14, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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