CMC Materials, Inc. (CCMP) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
CMC Materials, Inc. (CCMP) trades at $173.69 with AI Score 47/100 (Grade C). CMC Materials, Inc. supplies consumable materials to semiconductor manufacturers and pipeline industries. Sector: Technology.
Price as of Jul 23, 2026 · Last analyzed: May 9, 2026Analyst Coverage for CCMP: CCMP does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CCMP against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CCMP: 2/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
CMC Materials, Inc. (CCMP) Technology Profile & Competitive Position
CMC Materials, Inc. provides essential consumable materials for semiconductor manufacturing and pipeline operations, operating through two segments: Electronic Materials and Performance Materials. The company's chemical mechanical planarization (CMP) slurries and pipeline performance solutions cater to diverse industries, positioning it as a key supplier in the technology and energy sectors.
What Is the Investment Thesis for CCMP?
CMC Materials operates in the semiconductor and pipeline industries, providing essential consumable materials. The company's diverse product portfolio, including CMP slurries and drag-reducing agents, caters to critical sectors. However, a profit margin of -5.7% raises concerns about profitability. Key growth catalysts include expansion in semiconductor manufacturing and increased demand for pipeline efficiency solutions. Investors should monitor the company's ability to improve profitability and capitalize on growth opportunities in these sectors. The beta of 1.15 indicates higher volatility compared to the market.
Based on FMP financials and quantitative analysis
CCMP Key Highlights
- CMC Materials operates in two segments: Electronic Materials and Performance Materials.
- The company provides CMP slurries for polishing various materials used in IC devices.
- CMC Materials offers drag-reducing agents for crude oil transmission.
- The company has a gross margin of 41.5%.
- CMC Materials employs approximately 2,200 people.
Who Are CCMP's Competitors?
CCMP is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MAXR Maxar Technologies Inc. | $52.99 | +0.02% | $4.00B | 44 |
| NVDA NVIDIA Corporation | $208.76 | -1.56% | $5.06T | 99 |
| TSM Taiwan Semiconductor Manufacturing Company Limited | $415.58 | -1.34% | $2.16T | 60 |
| AVGO Broadcom Inc. | $390.14 | -1.68% | $1.86T | 81 |
| MU Micron Technology, Inc. | $991.88 | +3.38% | $1.12T | 100 |
| AMD Advanced Micro Devices, Inc. | $539.69 | -2.29% | $880B | 93 |
| AMAT Applied Materials, Inc. | $560.13 | +1.12% | $445B | 91 |
| LRCX Lam Research Corporation | $319.78 | +0.15% | $400B | 96 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CCMP's Key Strengths?
- Diverse product portfolio serving both semiconductor and pipeline industries.
- Global presence with operations in multiple regions.
- Technical expertise in CMP slurries and drag-reducing agents.
- Long-standing relationships with key customers.
What Are CCMP's Weaknesses?
- Negative profit margin (-5.7%) indicating profitability concerns.
- Dependence on cyclical industries (semiconductor and energy).
- Potential for fluctuations in raw material costs.
- Exposure to environmental regulations.
What Could Drive CCMP Stock Higher?
- Increasing demand for semiconductors in various applications, driving demand for CMP slurries.
- Growing need for efficient pipeline operations, boosting demand for drag-reducing agents.
- Expansion in emerging markets with growing semiconductor and pipeline infrastructure.
- Potential for new product launches and technological advancements in CMP and drag-reducing technologies.
- Strategic acquisitions to expand product portfolio and market reach.
What Are the Key Risks for CCMP?
- Negative return on equity (-7.0%) — the business is not currently generating profit on shareholder capital.
- Intense competition from other material suppliers in the semiconductor and pipeline industries.
- Economic downturns affecting semiconductor and energy industries, reducing demand for products.
- Technological obsolescence of existing products, requiring continuous innovation.
- Changes in environmental regulations impacting pipeline operations and material usage.
- Fluctuations in raw material costs affecting profitability.
What Are the Growth Opportunities for CCMP?
- Expansion in Semiconductor Manufacturing: The increasing demand for semiconductors in various applications, including consumer electronics, automotive, and industrial automation, presents a significant growth opportunity for CMC Materials. As semiconductor manufacturers expand their production capacities, the demand for CMP slurries and other consumable materials is expected to rise. This growth is ongoing as of 2026-05-09.
- Pipeline Efficiency Solutions: The need for efficient and safe transportation of crude oil and other resources through pipelines drives demand for drag-reducing agents and related services. CMC Materials' Performance Materials segment offers solutions that improve pipeline flow rates and reduce energy consumption. The pipeline industry is focused on optimizing operations and minimizing environmental impact, creating opportunities for CMC Materials to provide innovative solutions. This growth is ongoing as of 2026-05-09.
- Advanced Optics Applications: CMC Materials provides precision polishing and metrology systems for advanced optics applications, catering to industries such as aerospace, defense, and scientific research. The demand for high-precision optics is growing, driven by advancements in laser technology, imaging systems, and optical sensors. CMC Materials' expertise in this area positions it to capture a share of this expanding market. This growth is ongoing as of 2026-05-09.
- Geographic Expansion: CMC Materials has the opportunity to expand its presence in emerging markets, particularly in Asia and South America, where semiconductor manufacturing and pipeline infrastructure are growing. By establishing local operations and partnerships, the company can better serve customers in these regions and capitalize on regional growth opportunities. This expansion is ongoing as of 2026-05-09.
- Product Innovation: Continuous innovation in CMP slurries, drag-reducing agents, and other consumable materials is essential for CMC Materials to maintain its competitive edge. By investing in research and development, the company can develop new products that meet the evolving needs of its customers and address emerging challenges in the semiconductor and pipeline industries. This innovation is ongoing as of 2026-05-09.
What Opportunities Does CCMP Have?
- Expansion in emerging markets with growing semiconductor and pipeline infrastructure.
- Increased demand for advanced optics applications.
- Development of new products and solutions through research and development.
- Strategic acquisitions to expand product portfolio and market reach.
What Threats Does CCMP Face?
- Intense competition from other material suppliers.
- Economic downturns affecting semiconductor and energy industries.
- Technological obsolescence of existing products.
- Changes in environmental regulations impacting pipeline operations.
What Are CCMP's Competitive Advantages?
- Specialized Product Portfolio: CMC Materials offers a range of specialized consumable materials and solutions that are critical to the semiconductor and pipeline industries.
- Technical Expertise: The company has deep technical expertise in CMP slurries, drag-reducing agents, and other specialized products.
- Global Presence: CMC Materials has a global presence, serving customers in North America, Asia, Europe, and other regions.
- Long-Standing Customer Relationships: The company has established long-standing relationships with key customers in the semiconductor and pipeline industries.
What Does CCMP Do?
CMC Materials, Inc., originally incorporated in 1999 as Cabot Microelectronics Corporation, changed its name in October 2020 to reflect its expanded focus. Headquartered in Aurora, Illinois, the company develops, produces, and sells consumable materials to semiconductor manufacturers and pipeline industry customers across North America, Asia, Europe, the Middle East, Africa, and South America. Its Electronic Materials segment provides chemical mechanical planarization (CMP) slurries used in polishing integrated circuit (IC) devices made of materials like tungsten, dielectric materials, copper, tantalum, and aluminum. These slurries are also used in the production of disk substrates and magnetic heads for hard disk drives. The segment also offers CMP pads and various specialty chemicals, including sulfuric, phosphoric, nitric, and hydrofluoric acids, as well as ammonium hydroxide, hydrogen peroxide, and isopropyl alcohol. The Performance Materials segment provides polymer-based drag-reducing agents for crude oil transmission, valve greases, cleaners, sealants, and related services. It also offers precision polishing and metrology systems for advanced optics applications and engages in the wood treatment business. With approximately 2,200 employees, CMC Materials serves a global customer base, contributing to advancements in semiconductor technology and pipeline efficiency.
What Products and Services Does CCMP Offer?
- Develops and produces chemical mechanical planarization (CMP) slurries for polishing materials used in IC devices.
- Offers CMP pads used in conjunction with slurries in the CMP process.
- Provides sulfuric, phosphoric, nitric, and hydrofluoric acids, as well as ammonium hydroxide and hydrogen peroxide.
- Manufactures consumable products for cleaning advanced probe cards and test sockets.
- Offers polymer-based drag-reducing agents for crude oil transmission.
- Provides valve greases, cleaners, and sealants.
- Offers precision polishing and metrology systems for advanced optics applications.
- Engages in the wood treatment business.
How Does CCMP Make Money?
- Sells consumable materials to semiconductor manufacturers.
- Provides pipeline and industrial materials to customers in the energy sector.
- Offers routine and emergency maintenance services, as well as training services.
- Generates revenue through the sale of products and services to a global customer base.
What Industry Does CCMP Operate In?
CMC Materials operates within the semiconductor and pipeline industries, both of which are characterized by continuous innovation and evolving demands. The semiconductor industry is driven by the increasing need for advanced chips in electronics, automotive, and telecommunications, with significant growth expected in areas like AI and 5G. The pipeline industry focuses on efficient and safe transportation of resources, with increasing emphasis on reducing environmental impact. CMC Materials plays a crucial role by providing essential materials and solutions that support these industries. Competitors like Maxar Technologies Inc. (MAXR) also operate in technology-related sectors, but CMC Materials focuses on consumable materials and solutions for semiconductor and pipeline applications.
Who Are CCMP's Key Customers?
- Semiconductor manufacturers.
- Pipeline operators.
- Companies in the advanced optics industry.
- Customers in the wood treatment business.
ROE -7%Key Financial Metrics
Return on equity for CMC Materials, Inc. stands at -7.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -3.2%, showing how much profit it generates from its asset base. A current ratio of 2.60 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -1.4%, the inverse of the P/E and a quick read on earnings relative to price.
How CMC Materials, Inc. Is Valued
Relative to its peer group, CCMP's quantitative score of 47/100 is below the peer average of 77/100.
CCMP Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying indicates confidence in CMC Materials' future, suggesting that executives believe the stock is undervalued.
- Community sentiment has shifted positively, with discussions highlighting the company's strong position in the semiconductor materials sector.
- The ongoing demand for advanced materials in tech manufacturing supports a bullish outlook, as CMC is well-positioned to benefit from industry growth.
- Recent product innovations have garnered attention, reinforcing the belief that CMC can capture market share and enhance profitability.
Bear Case
- Concerns about potential supply chain disruptions in the semiconductor industry could negatively impact CMC's operations and revenue.
- Community discussions reflect skepticism regarding the sustainability of recent growth, with some analysts questioning long-term demand.
- Increased competition from other materials suppliers may pressure margins, leading to a bearish outlook among some investors.
- Recent macroeconomic uncertainties, including inflation and interest rate hikes, have raised doubts about overall market conditions affecting CMC's performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
CCMP Latest News
No recent news available for CCMP.
CCMP Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CCMP.
Price Targets
Wall Street price target analysis for CCMP.
CCMP MoonshotScore
What does this score mean?
The MoonshotScore rates CCMP 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: David Li
CEO
David Li serves as the CEO of CMC Materials, Inc., leading a global team of approximately 2,200 employees. His career spans various leadership roles in the technology and materials science sectors. Prior to joining CMC Materials, he held executive positions at leading companies, focusing on strategic growth, operational excellence, and product innovation. He holds advanced degrees in engineering and business administration, providing a strong foundation for his leadership role.
Track Record: Under David Li's leadership, CMC Materials has focused on expanding its product portfolio and strengthening its position in the semiconductor and pipeline industries. Key achievements include strategic acquisitions, investments in research and development, and initiatives to improve operational efficiency. The company has also focused on expanding its global presence and enhancing its customer relationships.
What Investors Ask About CMC Materials, Inc. (CCMP) — Technology
What does the AI Score mean for CCMP?
CCMP holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. CMC Materials, Inc. supplies consumable materials to semiconductor manufacturers and pipeline industries. The company operates through Electronic Materials and Performance Materials segments …
What does CMC Materials, Inc. do?
CMC Materials, Inc. is a global supplier of consumable materials and services primarily to the semiconductor manufacturing and pipeline industries. The company operates through two segments: Electronic Materials, which provides chemical mechanical planarization (CMP) slurries and related products for semiconductor manufacturing, and Performance Materials, which offers drag-reducing agents and other solutions for pipeline operations.
What do analysts say about CCMP stock?
Analyst consensus on CMC Materials, Inc. (CCMP) stock is not available as the company was acquired by another entity. Previously, analysts likely focused on key valuation metrics such as price-to-earnings ratio, price-to-sales ratio, and enterprise value-to-EBITDA.
What are the main risks for CCMP?
The main risks for CMC Materials, Inc. include intense competition from other material suppliers in the semiconductor and pipeline industries. Economic downturns affecting these industries could reduce demand for the company's products. Technological obsolescence of existing products requires continuous innovation to maintain a competitive edge. Changes in environmental regulations could impact pipeline operations and material usage.
What are the key factors to evaluate for CCMP?
CMC Materials, Inc. (CCMP) holds an AI score of 47/100 (low). Not financial advice.
How frequently does CCMP data refresh on this page?
CCMP's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CCMP's recent stock price performance?
CMC Materials, Inc. (CCMP) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse product portfolio serving both semiconductor and pipeline industries. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CCMP overvalued or undervalued right now?
CMC Materials, Inc. (CCMP) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CCMP before investing?
Before investing in CMC Materials, Inc. (CCMP), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are based on historical data and may not be indicative of future performance.