Axcelis Technologies（ACLS）株式概要
Axcelis Technologies, Inc.は、米国、欧州、アジア太平洋地域で、半導体チップの製造に使用されるイオン注入装置やその他の処理装置の設計、製造、サービスを行っています。 詳細
ACLS Community Fair Values
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Analyst Price Targets
Axcelis Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$123.49 |
| 52週高値 | US$193.78 |
| 52週安値 | US$73.60 |
| ベータ | 1.88 |
| 1ヶ月の変化 | -7.91% |
| 3ヶ月変化 | -24.83% |
| 1年変化 | 53.63% |
| 3年間の変化 | -28.37% |
| 5年間の変化 | 142.61% |
| IPOからの変化 | 28.97% |
最新ニュース
ナラティブ更新 • Aug 22
ACLS: Stronger Chip Outlook And Mixed Guidance Will Shape Fairly Valued View
Axcelis Technologies' updated analyst price target now reflects a shift toward higher projected revenue growth and profit margins, alongside a lower future P/E assumption, with recent research citing stronger than expected Q2 results, above consensus Q3 guidance, and revised long term industry forecasts as key drivers for the change from $156 to $198, as highlighted in the latest reports. Analyst Commentary Recent research on Axcelis Technologies highlights a mix of optimism around the latest Q2 results and Q3 guidance alongside more cautious views tied to long range industry assumptions and valuation risk.分析記事 • Aug 09
Axcelis Technologies, Inc. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting Next
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) just released its quarterly report and things are looking bullish. The...
ナラティブ更新 • Aug 08
ACLS: Power Management And Data Center Demand Will Drive Future Upside
Analysts have raised their Axcelis Technologies price target to $198 from $180, citing company guidance that is ahead of consensus and updated sector models that incorporate revised long-term semiconductor demand estimates. Analyst Commentary on Axcelis Technologies Recent research commentary on Axcelis Technologies highlights a more constructive stance from bullish analysts, who point to stronger company guidance and refreshed semiconductor industry models as key supports for higher valuation ranges.Recent updates
ナラティブ更新 • Aug 22
ACLS: Stronger Chip Outlook And Mixed Guidance Will Shape Fairly Valued View
Axcelis Technologies' updated analyst price target now reflects a shift toward higher projected revenue growth and profit margins, alongside a lower future P/E assumption, with recent research citing stronger than expected Q2 results, above consensus Q3 guidance, and revised long term industry forecasts as key drivers for the change from $156 to $198, as highlighted in the latest reports. Analyst Commentary Recent research on Axcelis Technologies highlights a mix of optimism around the latest Q2 results and Q3 guidance alongside more cautious views tied to long range industry assumptions and valuation risk.分析記事 • Aug 09
Axcelis Technologies, Inc. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting Next
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) just released its quarterly report and things are looking bullish. The...ナラティブ更新 • Aug 08
ACLS: Power Management And Data Center Demand Will Drive Future Upside
Analysts have raised their Axcelis Technologies price target to $198 from $180, citing company guidance that is ahead of consensus and updated sector models that incorporate revised long-term semiconductor demand estimates. Analyst Commentary on Axcelis Technologies Recent research commentary on Axcelis Technologies highlights a more constructive stance from bullish analysts, who point to stronger company guidance and refreshed semiconductor industry models as key supports for higher valuation ranges.ナラティブ更新 • Jul 25
ACLS: Long Term Memory And Data Center Demand Will Support Upside
Analysts have lifted their fair value estimate for Axcelis Technologies from $150 to $180, citing updated industry models that assume a larger long term semiconductor addressable market supported by memory, data center, auto, and industrial demand. What’s in the News for Axcelis Technologies Axcelis Technologies was removed from the Russell 3000E Value Benchmark index, according to index constituent changes.ナラティブ更新 • Jul 11
ACLS: Larger 2030 Chip Market And Volatility Will Shape Fairly Valued Outlook
Analysts have raised their price target for Axcelis Technologies from $90.00 to $156.00, citing updated industry models that factor in a larger estimated 2030 semiconductor addressable market of $2.7 billion, particularly in memory, data center, automotive, and industrial end markets. Analyst Commentary Recent commentary on Axcelis Technologies highlights a mixed backdrop, with some analysts acknowledging a larger long term semiconductor opportunity while still flagging risks around how the stock is priced and how the company might execute against that opportunity.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
ナラティブ更新 • Jun 27
ACLS: Larger Semis Outlook And Flat 2026 Guidance Will Temper Upside
Analysts have nudged Axcelis Technologies' fair value estimate higher to about $170 from $161, reflecting updated industry models and price objectives following revised long term semiconductor market forecasts. Analyst Commentary Recent research updates on Axcelis Technologies highlight a mix of optimism around the broader semiconductor opportunity and caution around how much of that potential is already reflected in the stock's valuation.ナラティブ更新 • Jun 13
ACLS: Flat 2026 Outlook And High P E Will Constrain Upside
Analysts have reiterated a $161 price target for Axcelis Technologies, pointing to their updated assumptions for the discount rate and long-term P/E as support for the new view. What's in the News Axcelis Technologies stock reached a 52 week high of $160.00 following fourth quarter earnings and revenue that were reported above analyst expectations.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| ACLS | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -14.3% | -6.1% | -1.2% |
| 1Y | 53.6% | 56.0% | 18.3% |
業界別リターン: ACLS過去 1 年間で56 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: ACLS過去 1 年間で18.3 % の収益を上げたUS市場を上回りました。
価格変動
| ACLS volatility | |
|---|---|
| ACLS Average Weekly Movement | 12.2% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ACLSの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: ACLSの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1978 | 1,465 | Russell Low | www.axcelis.com |
Axcelis Technologies, Inc.は、米国、欧州、アジア太平洋地域で、半導体チップの製造に使用されるイオン注入装置およびその他の処理装置の設計、製造、サービスを提供しています。同社は、様々なアプリケーション要件に対応した高エネルギー、高電流、中電流の注入装置を提供している。また、中古工具、スペアパーツ、装置のアップグレード、メンテナンスサービス、顧客トレーニングなどのアフターマーケット・ライフサイクル製品とサービスも提供している。同社は直販部隊を通じて半導体チップメーカーに装置とサービスを販売している。アクセリス・テクノロジーズは1978年に設立され、マサチューセッツ州ビバリーに本社を置いている。
Axcelis Technologies, Inc. 基礎のまとめ
| ACLS 基礎統計学 | |
|---|---|
| 時価総額 | US$3.92b |
| 収益（TTM） | US$92.79m |
| 売上高(TTM) | US$866.07m |
41.1x
PER（株価収益率4.4x
P/SレシオACLS は割高か？
公正価値と評価分析を参照収益と収入
| ACLS 損益計算書（TTM） | |
|---|---|
| 収益 | US$866.07m |
| 売上原価 | US$493.57m |
| 売上総利益 | US$372.51m |
| その他の費用 | US$279.72m |
| 収益 | US$92.79m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.00 |
| グロス・マージン | 43.01% |
| 純利益率 | 10.71% |
| 有利子負債／自己資本比率 | 0% |
ACLS の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/24 23:20 |
| 終値 | 2026/08/24 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Axcelis Technologies, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Christopher Muse | Barclays |
| Duksan Jang | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |