SiC Expansion And Concentrated China Exposure Will Shape Future Trends

Published
04 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$85.50
0.6% undervalued intrinsic discount
07 Aug
US$84.97
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1Y
-22.9%
7D
12.2%

Author's Valuation

US$85.5

0.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on06 Aug 25
Fair value Increased 18%

The upward revision in Axcelis Technologies’ price target reflects improved revenue growth forecasts and a sharply lower future P/E ratio, leading to a new consensus fair value of $78.50. What's in the News Issued Q3 2025 guidance: expects approximately $200 million in revenue and $0.87 GAAP EPS.

Shared on29 Jul 25
Fair value Increased 9.56%

Despite notably weaker revenue growth forecasts and a higher future P/E ratio indicating more expensive valuations, the consensus analyst price target for Axcelis Technologies has been raised from $66.40 to $72.75. What's in the News Axcelis Technologies added to multiple Russell value indices, including the Russell 2000, 2500, 3000, Small Cap Comp, 2000 Value-Defensive, and related benchmarks.

Shared on08 May 25
Fair value Increased 2.82%

AnalystConsensusTarget has decreased revenue growth from -8.6% to -9.9%, decreased profit margin from 9.3% to 5.8% and increased future PE multiple from 38.1x to 65.4x.

Shared on30 Apr 25
Fair value Increased 0.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 9.86%

AnalystConsensusTarget has decreased revenue growth from -7.6% to -8.6%.

Shared on17 Apr 25
Fair value Decreased 4.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 5.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 19%

AnalystConsensusTarget has decreased profit margin from 12.6% to 9.0% and increased future PE multiple from 31.3x to 43.8x.