Axcelis Technologies, Inc.

NasdaqGS:ACLS Lagerbericht

Marktkapitalisierung: US$4.3b

Axcelis Technologies Zukünftiges Wachstum

Future Kriterienprüfungen 0/6

Der Gewinn von Axcelis Technologies wird voraussichtlich um 8.7% pro Jahr zurückgehen, während der Jahresumsatz um 5.2% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 4.8% pro Jahr steigen. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 11.1% betragen.

Wichtige Informationen

-8.7%

Wachstumsrate der Gewinne

4.83%

EPS-Wachstumsrate

Semiconductor Gewinnwachstum26.0%
Wachstumsrate der Einnahmen5.2%
Zukünftige Eigenkapitalrendite11.10%
Analystenabdeckung

Low

Zuletzt aktualisiert20 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 07
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Recent updates

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

Catalysts About Axcelis Technologies Axcelis Technologies supplies ion implantation equipment and aftermarket services to semiconductor manufacturers across power, memory and logic markets. What are the underlying business or industry changes driving this perspective?

ACLS: Softer 1Q26 Outlook And Mature Foundry Digestion Will Constrain Recovery

Narrative Update: Axcelis Technologies Price Target Shift Analysts have trimmed Axcelis Technologies' average price target by a few dollars into the low $90s, reflecting softer near term guidance, flattish 2026 revenue expectations as Mature Foundry digestion offsets Memory gains, and reduced 2026 to 2028 sales and EPS estimates, even as they acknowledge recent Services and Systems strength and mix driven gross margin pressure. Analyst Commentary Recent research on Axcelis highlights a mixed setup, with analysts weighing solid recent execution against more cautious expectations for the next few years.

Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside

Apr 21

Axcelis Technologies (ACLS): The Ion Implantation Sovereign and the Power-Semiconductor Pivot

Axcelis Technologies (ACLS) , the undisputed specialist in ion implantation for the semiconductor industry, enters Tuesday, April 21, 2026 , as a company at a strategic crossroads between "Mature Market Stability" and "Next-Gen AI Expansion." Trading at $118.73 USD —up a significant 10.05% in the most recent session—the stock has reached a new 52-week high, effectively shaking off the "software winter" sentiment that plagued the broader tech sector earlier this year. The central narrative right now is "The Power-Semi and Memory Convergence" : While the company navigated a mixed demand environment in Power and General Mature markets throughout 2025, the recent February 17, 2026, earnings beat and the current momentum in the Memory market have positioned ACLS as a mechanical necessity for the electrification of the global economy.

ACLS: Memory Mix And Mature Foundry Digestion Will Shape 2H26 Recovery Prospects

Narrative Update on Axcelis Technologies Analyst price targets for Axcelis Technologies have shifted lower by about $3 to $4, with recent research pointing to softer 1Q26 guidance, a flattish CY26 revenue outlook, and reduced 2026 to 2028 sales and EPS estimates, even as analysts highlight prior strength in Q4 and a greater contribution from Memory over time. Analyst Commentary Recent Street research around Axcelis Technologies reflects a mixed tone, with some analysts focusing on execution strengths and others concentrating on a more cautious multi year outlook, especially into 2026 to 2028.

ACLS: Memory Upside And 2H26 Recovery Prospects Balance Near Term Headwinds

Axcelis Technologies' analyst price targets have edged down into the low $90s as analysts factor in softer 1Q26 guidance, a flattish 2026 revenue outlook, and lower long term sales and EPS estimates, while still acknowledging the recent Q4 beat and expectations for improving momentum in the second half of 2026. Analyst Commentary Recent Street research on Axcelis points to a more cautious stance on valuation and growth, even as the company delivered a strong Q4.

ACLS: Memory Upside And 2H26 Momentum Will Shape Future Cash Flows

Analyst price targets for Axcelis Technologies have moved modestly lower, with reductions to around $90 to $91 as analysts factor in softer 1Q26 guidance, a flattish 2026 revenue outlook, and reduced 2026 to 2028 sales and EPS estimates, partially balanced by expectations for improving momentum later in 2026. Analyst Commentary Recent research updates on Axcelis highlight a mix of optimism and caution, with price targets reset around the low US$90s as analysts balance solid recent execution against a more muted medium term outlook.

ACLS: Multi Year Demand Visibility And Memory Upside Will Shape Cash Flows

Axcelis Technologies' analyst fair value estimate has been trimmed by $6.50 to $92.00 as analysts factor in lower long term profit margin assumptions and reduced sales and EPS forecasts, even as they reflect higher revenue growth and a slightly higher future P/E multiple in their updated models. Analyst Commentary Recent Street research on Axcelis Technologies reflects a mix of optimism about longer term demand drivers and caution around nearer term execution and earnings power.

ACLS: Multi Year Demand Visibility Will Shape Future Cash Flow Potential

Analysts have raised their price expectations for Axcelis Technologies by around US$10 per share, citing a stronger multi year demand outlook, improved visibility, broader customer exposure and the potential for higher free cash flow generation in the next upturn. Analyst Commentary Bullish Takeaways Bullish analysts have lifted their Axcelis price targets by about US$10 per share, which reflects a view that the company’s earnings power and cash generation prospects may support a higher valuation range over the next cycle.

ACLS: Shareholder Meeting And Buybacks Will Frame Future Demand And Cash Flow Potential

Analysts have lifted their price target for Axcelis Technologies by US$5 to reflect updated assumptions on fair value, profit margins, discount rate and future P/E. This change is supported by recent research citing a stronger multi year demand outlook, improving visibility, broader customer diversification and potential for higher free cash flow generation in an upturn.

ACLS: Shareholder Meeting And Buybacks Will Shape Balanced Future Prospects

Analysts have reduced their fair value estimate for Axcelis Technologies from $96.80 to $93.50. They cite updated assumptions around revenue growth, profit margins, and a higher future P/E multiple as the reasons for the change.

ACLS: Veeco Merger Will Expand Scale And Support Undervalued Upside Potential

Analysts nudged their price target on Axcelis Technologies higher to $110 from $90, citing the Veeco merger as a catalyst for expanded product breadth, improved profitability, greater scale, and potentially increased strategic appeal to larger industry players. Analyst Commentary Bullish analysts view the pending Veeco merger as a transformational step that broadens Axcelis Technologies' product portfolio beyond its traditional core, creating a more diversified revenue base that can support higher, more durable growth multiples over time.

ACLS: Merger Synergies And Added Scale Will Support Undervalued Upside Potential

Analysts have increased their price target on Axcelis Technologies to $110 from $90, citing the added scale, broader product portfolio, and improved profitability expected from its merger with Veeco Instruments, even as they flag customer concentration and China exposure as ongoing risks. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the Veeco merger materially broadens Axcelis' product portfolio, which they believe can support higher sustainable growth and justify a premium valuation multiple.

Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit

Dec 06
Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit

ACLS: Merger With Veeco Will Expand Scale And Broaden Product Reach

Axcelis Technologies' analyst price target was recently increased from $90 to $110 per share, as analysts highlighted the expanded scale and product range following the Veeco merger as key drivers for the higher valuation. Analyst Commentary Recent analyst coverage of Axcelis Technologies in the context of its merger with Veeco Instruments has highlighted both optimistic expectations and notable concerns regarding the company’s future outlook and valuation.

ACLS: Broader Product Portfolio Will Drive Market Position Amid Chinese Exposure

Analysts have raised their price target for Axcelis Technologies to $110 from $90, citing the company’s improved growth prospects, stronger profit margins, and increased scale following the merger with Veeco Instruments. Analyst Commentary Recent research following the merger between Axcelis Technologies and Veeco Instruments has sparked a range of views among industry analysts regarding Axcelis’ future prospects, valuation, and market exposure.

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

Analysts have raised their price target on Axcelis Technologies from $90 to $110, citing the company's merger with Veeco as a move that expands product breadth, increases profitability, and enhances scale. Analyst Commentary Recent research following the Axcelis Technologies and Veeco merger provides both positive and cautionary perspectives on the company’s valuation, future execution, and growth opportunities.

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

Analysts have raised their price target for Axcelis Technologies from $95.20 to $97.00. They cite positive expectations for the planned merger with Veeco Instruments and anticipated benefits of expanded scale and profitability, despite ongoing market risks.

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

The analyst price target for Axcelis Technologies has increased significantly from $85.50 to $95.20. Analysts cite improved profitability, expanded product offerings through recent mergers, and above-expectation quarterly results as key factors supporting the higher valuation.

Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Aug 07
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

SiC Expansion And Concentrated China Exposure Will Shape Future Trends

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.

Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Jul 20
Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)

Jul 02
Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)

Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market

Jul 02
Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market

Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

May 09
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet

Apr 20
Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet

Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Apr 04
Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Mar 20
Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Axcelis Technologies: Oversold And Undervalued - A Long-Term Growth Play

Feb 28

Axcelis: Power Device Segment Driving Double-Digit Growth

Jan 09

Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns

Jan 09
Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns

Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price

Dec 24
Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price

A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Dec 09
A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)

Axcelis Technologies: Navigating Turbulence As EV And Semiconductor Markets Stumble

Dec 04

US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results

Nov 08
US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results

Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?

Oct 30
Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?

Axcelis Technologies: No Rush To Add More

Sep 27

Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital

Sep 10
Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital
User avatar

Silicon Carbide Revolution Fuels Growth In EVs, AI, And Global Semiconductor Markets

Demand for Axcelis' systems in EV-related markets and applications like Silicon Carbide points to significant revenue growth potential.

It's Still Not The Time To Buy Axcelis Technologies

Sep 03

With EPS Growth And More, Axcelis Technologies (NASDAQ:ACLS) Makes An Interesting Case

Aug 26
With EPS Growth And More, Axcelis Technologies (NASDAQ:ACLS) Makes An Interesting Case

The Market Doesn't Like What It Sees From Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Earnings Yet As Shares Tumble 25%

Aug 04
The Market Doesn't Like What It Sees From Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Earnings Yet As Shares Tumble 25%

Is Now An Opportune Moment To Examine Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Jul 31
Is Now An Opportune Moment To Examine Axcelis Technologies, Inc. (NASDAQ:ACLS)?

Axcelis Technologies: Growing Competition In China Poses A Real Threat

Jul 25

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:ACLS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,030N/AN/AN/A1
12/31/2027905103N/AN/A5
12/31/202684074N/AN/A5
12/31/2025839120107118N/A
9/30/2025853136124138N/A
6/30/2025896158123138N/A
3/31/2025958178123138N/A
12/31/20241,018201129141N/A
9/30/20241,076222176194N/A
6/30/20241,111239153172N/A
3/31/20241,129250144165N/A
12/31/20231,131246136157N/A
9/30/20231,086232199214N/A
6/30/20231,023207241254N/A
3/31/2023970189213224N/A
12/31/2022920183205216N/A
9/30/2022860162121131N/A
6/30/2022807149124133N/A
3/31/2022733124152161N/A
12/31/202166299141150N/A
9/30/20215797899106N/A
6/30/2021513615259N/A
3/31/2021488553845N/A
12/31/2020475506270N/A
9/30/2020460455662N/A
6/30/2020419355763N/A
3/31/2020370222938N/A
12/31/201934317-26-14N/A
9/30/201934116N/A29N/A
6/30/201936724N/A11N/A
3/31/201941238N/A26N/A
12/31/201844346N/A47N/A
9/30/2018453129N/A33N/A
6/30/2018462132N/A40N/A
3/31/2018446131N/A67N/A
12/31/2017411127N/A56N/A
9/30/201736439N/A45N/A
6/30/201732530N/A39N/A
3/31/201728619N/A-1N/A
12/31/201626711N/A-9N/A
9/30/20162688N/A-7N/A
6/30/201628212N/A-10N/A
3/31/201629615N/A-1N/A
12/31/201530115N/A18N/A
9/30/201529414N/A10N/A
6/30/20152533N/A8N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ACLSFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-8.7% pro Jahr).

Ertrag vs. Markt: ACLSFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-8.7% pro Jahr).

Hohe Wachstumserträge: ACLSFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.

Einnahmen vs. Markt: ACLSDie Einnahmen des Unternehmens (5.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.1% pro Jahr).

Hohe Wachstumseinnahmen: ACLSDie Einnahmen des Unternehmens (5.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ACLSDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (11.1%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/03 06:18
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Axcelis Technologies, Inc. wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Christopher MuseBarclays
Duksan JangBofA Global Research
Craig EllisB. Riley Securities, Inc.