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Axcelis Technologies, Inc. Stock Price

NasdaqGS:ACLS Community·US$4.4b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 112 Fair Values set on narratives written by author

ACLS Share Price Performance

US$143.35
71.89 (100.60%)
US$169.67
Fair Value
US$143.35
71.89 (100.60%)
15.5% undervalued intrinsic discount
US$169.67
Fair Value
Price US$143.35
AnalystConsensusTarget US$169.67
AnalystHighTarget US$150.00
AnalystLowTarget US$90.00

ACLS Community Narratives

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Fair Value US$169.67 15.5% undervalued intrinsic discount

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

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Fair Value US$150 4.4% undervalued intrinsic discount

Silicon Carbide And AI Memory Demand Will Support Long Term Semiconductor Equipment Upside

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Fair Value US$156 8.1% undervalued intrinsic discount

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

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US$156
8.1% undervalued intrinsic discount
Revenue
3.88% p.a.
Profit Margin
11.77%
Future PE
53.71x
Price in 2029
US$208.29
US$169.67
15.5% undervalued intrinsic discount
Revenue
4.35% p.a.
Profit Margin
9.16%
Future PE
74.15x
Price in 2029
US$226.69
US$150
4.4% undervalued intrinsic discount
Revenue
7.63% p.a.
Profit Margin
9.11%
Future PE
57.7x
Price in 2029
US$204.87

Trending Discussion

Updated Narratives

ACLS logo

ACLS: Larger 2030 Chip Market And Volatility Will Shape Fairly Valued Outlook

Fair Value: US$156 8.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACLS logo

ACLS: Larger Semis Outlook And Flat 2026 Guidance Will Temper Upside

Fair Value: US$169.67 15.5% undervalued intrinsic discount
75 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACLS logo

Silicon Carbide And AI Memory Demand Will Support Long Term Semiconductor Equipment Upside

Fair Value: US$150 4.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
2 Rewards

Axcelis Technologies, Inc. Key Details

US$845.4m

Revenue

US$476.8m

Cost of Revenue

US$368.7m

Gross Profit

US$267.8m

Other Expenses

US$100.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.28
43.61%
11.93%
0%
View Full Analysis

About ACLS

Founded
1978
Employees
1465
CEO
Russell Low
WebsiteView website
www.axcelis.com

Axcelis Technologies, Inc. designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific. The company provides high energy, high current, and medium current implanters for various application requirements. It also offers aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. The company sells its equipment and services to semiconductor chip manufacturers through its direct sales force. Axcelis Technologies, Inc. was founded in 1978 and is headquartered in Beverly, Massachusetts.

Recent ACLS News & Updates

Seeking Alpha Jun 29

Axcelis Technologies: Why This Nearly 150% Semiconductor Rally Feels Unsustainable

Summary Axcelis Technologies reported Q1 2026 results marked by strong memory segment growth offset by losses in power and general mature markets. Management expects 2026 revenue to remain relatively flat year-over-year, with hopes for a return to growth in 2027. Despite a 3.32% YoY revenue increase, profitability metrics declined sharply: GAAP operating margin fell from 15.2% to 4.0%, and non-GAAP EPS halved. Rising AI-driven memory demand is not enough to counteract ongoing weakness in other segments, raising concerns about near-term growth and profitability. Read the full article on Seeking Alpha

Recent updates

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