Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$3.5B
31M shares
52-week range
$73.60 – $193.78
26% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
P/S (TTM)
3.8
EV / FCF (TTM)
48.3
Axcelis Technologies Inc designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips. In addition to equipment, the company provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. Geographically, the group has a business presence in North America, Asia Pacific, and Europe, of which key revenue is derived from the Asia Pacific.
www.axcelis.comNo one on the platform currently holds ACLS.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 66,899 | $5.4M |
| Bridgewater Associatesas of 2026-03-31 | 8,301 | $772.7K |
| Execution date | Ratio |
|---|---|
| 2016-07-01 | 1-for-4reverse |
No one on the platform has traded ACLS yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.1% | 26.8% | 23.5% | — | — | — |
| Rev. Growth % | -17.6% | 12.1% | ||||
| Profit Margin % | 14.3% | 18.1% | 15.2% | |||
| Free Cash Flow Margin % | 12.8% | 16.2% | 10.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +14.2% on the P/E track.
At today's price, your expected annual return is +21.1% on the P/E track.
At today's price, your expected annual return is +27.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $884M | +8.3% | $4.11 | $4.10–$4.12 | 25.6× | 3 |
| 2027 | $989M | +11.9% | $5.27 | $4.62–$6.11 | 20.0× | 3 |
| 2028 | $1.2B | +26.0% | $8.23 | $7.85–$8.62 | 12.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.89 | $1.06 | +18.6% |
| 2026-05-07 | $0.71 | $0.72 | +1.4% |
| 2026-02-17 | $1.12 | $1.49 | +33.0% |
| 2025-11-04 | $1.01 | $1.21 | +19.8% |
| 2025-08-05 | $0.73 | $1.13 | +54.8% |
| 2025-05-06 | $0.39 | $1.04 | +166.7% |
| 2025-02-10 | $1.25 | $1.54 | +23.2% |
| 2024-11-06 | $1.43 | $1.49 | +4.2% |
| $4.1B |
| — |
| DQDaqo New Energy Corp. | $11.51 | -0.26% | $779M | — |
| NATLNCR Atleos Corporation | $46.27 | -0.75% | $3.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
After Hours Top Gainers PT2 $AURE $CRM $LTRX $ACLS $CRWD
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https://www.marketbeat.com/earnings/reports/2026-8-6-axcelis-technologies-inc-stock/ $ACLS Axcelis Technologies Earnings Transcript
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$ACLS Q2 '26 Earnings Results & Recap For the third quarter ending September 30, 2026, Axcelis Technologies, Inc. expects revenues of approximately $230 million, GAAP earnings per diluted share of approximately $0.76, and non-GAAP earnings per share of $1.11.
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$VRTS early ~4.8x vol into a ~+3% window. $TRI and $ACLS printed similar open pops (~2.3x / ~2.6x). watchlist trio for now
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28 down-gaps yesterday. Most interesting is all but one were already below its 20-day moving average. $STUDY $ACLS $INTC $LRCX $MU
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$ACLS semis and energy players being slaughtered...$FRVO $TE
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$AMAT $LITE $TER $ACLS $POET watching this one - QuietTrader had a good call yesterday for me
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$ACLS Axcelis price target raised to $156 from $130 at BofA BofA raised the firm's price target on Axcelis to $156 from $130 and keeps an Underperform rating on the shares. The firm updated its semis industry models and price objectives to conform to the updated industry estimates, raising its calendar year 2030 total semis industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, and also incrementally by recovery in auto and industrial markets.
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$ACLS Still looking fantastic. Been nailing this name for weeks now. Still have full positiom
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$ACLS Axcelis VP Corporate Controller Sells 2,574 Shares - Is ACLS Still Worth Buying? https://marketwirenews.com/stock/acls/news/axcelis-vp-corporate-controller-sells-2-574-shares-i-8093627228117262.html?utm_source=stocktwits
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.