WA
Consensus Narrative from 4 Analysts
Positioning For Silicon Carbide Growth Could Improve Future Prospects, Despite China Exposure Risks
Key Takeaways Axcelis is leveraging growth in the silicon carbide market and transitioning wafer capacity to boost revenue and net margins. Strategic focus on advanced logic applications and memory market recovery could enhance revenue, with a deeper Japanese market presence driving diversification.
View narrativeUS$104.00
FV
42.2% undervalued intrinsic discount-7.08%
Revenue growth p.a.
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14 days ago author updated this narrative