Axcelis Technologies Performance degli utili passati
Criteri Il passato verificati 2/6
Axcelis Technologies ha registrato una crescita degli utili a un tasso medio annuo di 9.8%, mentre il settore Semiconductor ha registrato utili in crescita a un tasso medio annuo di 1.8%. I ricavi sono stati in crescita a un tasso medio annuo di 8.6%. Il ritorno sul capitale proprio di Axcelis Technologies è 9.7% e ha margini netti di 11.9%.
Informazioni chiave
9.76%
Tasso di crescita degli utili
10.57%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 27.66% |
| Tasso di crescita dei ricavi | 8.61% |
| Rendimento del capitale proprio | 9.66% |
| Margine netto | 11.93% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 30
ACLS: Updated P E Assumptions And Flat 2026 Outlook Will Guide Recovery
Analysts have lifted their price target on Axcelis Technologies to $161, citing updated assumptions for discount rates and future P/E that, they say, reflect increased confidence in the stock's long term earnings potential. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a sign that updated discount rate and P/E assumptions leave more room for upside if Axcelis Technologies executes on its long term earnings plans.Aggiornamento della narrazione • May 15
ACLS: Mixed Near Term Outlook And Memory Upside Will Shape Recovery Path
Axcelis Technologies' analyst fair value estimate has shifted from $92 to $161, as analysts factor in recent target resets that reflect mixed near term guidance, changes to revenue and earnings forecasts through 2028, and updated views on margins and future P/E assumptions. Analyst Commentary Recent research paints a mixed picture for Axcelis Technologies, with analysts weighing strong recent execution against more cautious outer year expectations and resetting fair value targets accordingly.
Nuova narrazione • May 06
Silicon Carbide And AI Memory Demand Will Support Long Term Semiconductor Equipment Upside
Catalysts About Axcelis Technologies Axcelis Technologies supplies ion implantation systems and related aftermarket services used in semiconductor manufacturing. What are the underlying business or industry changes driving this perspective?
Nuova narrazione • Apr 22
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?Aggiornamento della narrazione • Apr 21
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.Seeking Alpha • Apr 21
Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside
Summary Axcelis Technologies, Inc. remains a Hold, with significant upside potential as industry cycles recover and memory demand revives. Despite a 17.5% revenue decline and margin compression, ACLS maintains a robust balance sheet with $145M cash, $229M short-term investments, and zero debt. Flat 2025 revenue guidance signals a bottom, with memory segment resurgence and AI-driven capex cycles poised to drive growth into 2026–2028. The pending Veeco merger promises a major TAM expansion for ACLS and integrated solutions, contingent on final Chinese regulatory approval. Read the full article on Seeking Alpha
Nuova narrazione • 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.Aggiornamento della narrazione • Apr 07
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.Aggiornamento della narrazione • Mar 23
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.Aggiornamento della narrazione • Mar 09
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.Aggiornamento della narrazione • Feb 23
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.Aggiornamento della narrazione • Feb 08
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.Aggiornamento della narrazione • Jan 25
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.Aggiornamento della narrazione • Jan 11
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.Aggiornamento della narrazione • Dec 27
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.Aggiornamento della narrazione • Dec 13
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.Articolo di analisi • Dec 06
Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Aggiornamento della narrazione • Nov 29
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.Aggiornamento della narrazione • Nov 15
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.Aggiornamento della narrazione • Nov 01
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.Aggiornamento della narrazione • Oct 17
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.Aggiornamento della narrazione • Oct 03
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.Articolo di analisi • Aug 07
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
As you might know, Axcelis Technologies, Inc. ( NASDAQ:ACLS ) just kicked off its latest quarterly results with some...Aggiornamento della narrazione • Aug 06
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.Articolo di analisi • Jul 20
Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Axcelis Technologies, Inc. ( NASDAQ:ACLS ), is not the largest company out there, but it received a lot of attention...Articolo di analisi • Jul 02
Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Articolo di analisi • Jul 02
Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) shares have continued their recent momentum with a 28% gain in the last...Articolo di analisi • May 09
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) investors will be delighted, with the company turning in some strong numbers...Articolo di analisi • Apr 20
Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 7.2x Axcelis Technologies, Inc. ( NASDAQ:ACLS ) may be sending very...Articolo di analisi • Apr 04
Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Axcelis Technologies, Inc. ( NASDAQ:ACLS ), might not be a large cap stock, but it saw significant share price movement...Articolo di analisi • Mar 20
Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Axcelis Technologies fair value estimate is US$53.35 Current...Seeking Alpha • Feb 28
Axcelis Technologies: Oversold And Undervalued - A Long-Term Growth Play
Summary Axcelis faces challenges in the EV market and China but has strong long-term prospects due to SiC demand, AI, and cloud technologies. The company's financial stability, low debt, and undervaluation present a 21% upside, making Axcelis a "Buy" with a target price of $78. Despite a revenue drop in 2024, Axcelis' diversified segments and high-margin CS&I services ensure resilience and future growth. Long-term growth drivers include SiC demand, U.S. and European semiconductor support, and recovery in the Memory segment by 2026. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Axcelis: Power Device Segment Driving Double-Digit Growth
Summary Axcelis's Power Device segment, driven by SiC, has shown impressive growth, becoming the largest revenue contributor with an average growth rate of 61.7% from 2021 to 2024. Despite the overall semiconductor market's modest growth, Axcelis's competitive strengths in SiC devices have significantly outpaced the market, contributing to its robust performance. Based on a P/S valuation and projected revenue growth, we rate Axcelis as a Strong Buy. Read the full article on Seeking AlphaArticolo di analisi • Jan 09
Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Articolo di analisi • Dec 24
Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Articolo di analisi • Dec 09
A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Axcelis Technologies fair value estimate is US$80.48 Axcelis...Seeking Alpha • Dec 04
Axcelis Technologies: Navigating Turbulence As EV And Semiconductor Markets Stumble
Summary Axcelis Technologies' stock has plummeted over 50% since July, with no signs of buying pressure to indicate a rebound. The semiconductor and EV industries are experiencing slowdowns, impacting Axcelis' revenue and profit growth, with a rough few quarters ahead. The company's financial performance shows significant YOY declines, and competition from Chinese firms is intensifying. Given the current market conditions and technical setup, it's best to wait for clear recovery signs before investing in ACLS stock. Read the full article on Seeking AlphaArticolo di analisi • Nov 08
US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results
Investors in Axcelis Technologies, Inc. ( NASDAQ:ACLS ) had a good week, as its shares rose 2.1% to close at US$87.10...Articolo di analisi • Oct 30
Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?
While Axcelis Technologies, Inc. ( NASDAQ:ACLS ) might not have the largest market cap around , it saw significant...Seeking Alpha • Sep 27
Axcelis Technologies: No Rush To Add More
Summary Axcelis Technologies, Inc. faces a negative trend with declining revenues and profitability, particularly in the EV and hybrid markets, leading to a hold rating. Q2 results showed a revenue beat but a year-over-year decline in both revenue and EPS, with gross margins remaining flat and operating margins deteriorating. The company's strong cash position and no debt are positives, but weak guidance and economic uncertainties make it unappealing for further investment now. I expect potential revenue to rebound with interest rate cuts and improved market conditions in 2025, but will reassess the position in the next quarter. Read the full article on Seeking AlphaArticolo di analisi • Sep 10
Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Axcelis Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 845 | 101 | 161 | 110 |
| 31 Dec 25 | 839 | 120 | 149 | 108 |
| 30 Sep 25 | 853 | 136 | 138 | 106 |
| 30 Jun 25 | 896 | 158 | 135 | 108 |
| 31 Mar 25 | 958 | 178 | 138 | 106 |
| 31 Dec 24 | 1,018 | 201 | 139 | 105 |
| 30 Sep 24 | 1,076 | 222 | 139 | 102 |
| 30 Jun 24 | 1,111 | 239 | 136 | 100 |
| 31 Mar 24 | 1,129 | 250 | 134 | 98 |
| 31 Dec 23 | 1,131 | 246 | 129 | 96 |
| 30 Sep 23 | 1,086 | 232 | 127 | 94 |
| 30 Jun 23 | 1,023 | 207 | 122 | 90 |
| 31 Mar 23 | 970 | 189 | 116 | 85 |
| 31 Dec 22 | 920 | 183 | 111 | 78 |
| 30 Sep 22 | 860 | 162 | 106 | 72 |
| 30 Jun 22 | 807 | 149 | 100 | 69 |
| 31 Mar 22 | 733 | 124 | 98 | 66 |
| 31 Dec 21 | 662 | 99 | 94 | 65 |
| 30 Sep 21 | 579 | 78 | 90 | 65 |
| 30 Jun 21 | 513 | 61 | 86 | 63 |
| 31 Mar 21 | 488 | 55 | 82 | 62 |
| 31 Dec 20 | 475 | 50 | 79 | 61 |
| 30 Sep 20 | 460 | 45 | 74 | 59 |
| 30 Jun 20 | 419 | 35 | 70 | 57 |
| 31 Mar 20 | 370 | 22 | 67 | 55 |
| 31 Dec 19 | 343 | 17 | 66 | 54 |
| 30 Sep 19 | 341 | 16 | 67 | 54 |
| 30 Jun 19 | 367 | 24 | 67 | 54 |
| 31 Mar 19 | 412 | 38 | 68 | 53 |
| 31 Dec 18 | 443 | 46 | 68 | 52 |
| 30 Sep 18 | 453 | 129 | 65 | 49 |
| 30 Jun 18 | 462 | 132 | 64 | 47 |
| 31 Mar 18 | 446 | 131 | 62 | 45 |
| 31 Dec 17 | 411 | 127 | 59 | 43 |
| 30 Sep 17 | 364 | 39 | 57 | 41 |
| 30 Jun 17 | 325 | 30 | 54 | 38 |
| 31 Mar 17 | 286 | 19 | 50 | 36 |
| 31 Dec 16 | 267 | 11 | 48 | 34 |
| 30 Sep 16 | 268 | 8 | 48 | 34 |
| 30 Jun 16 | 282 | 12 | 49 | 34 |
| 31 Mar 16 | 296 | 15 | 49 | 33 |
| 31 Dec 15 | 301 | 15 | 48 | 33 |
| 30 Sep 15 | 294 | 14 | 48 | 32 |
| 30 Jun 15 | 253 | 3 | 45 | 32 |
Guadagni di qualità: ACLS ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di ACLS (11.9%) sono inferiori rispetto allo scorso anno (18.6%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di ACLS sono cresciuti del 9.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: ACLS ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: ACLS ha avuto una crescita negativa degli utili ( -43.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Semiconductor ( 22.6% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 9.7% ) di ACLS è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 11:24 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Axcelis Technologies, Inc. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Muse | Barclays |
| Duksan Jang | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |