Axcelis Technologies, Inc.

NasdaqGS:ACLS 株式レポート

時価総額：US$3.8b

Axcelis Technologies 将来の成長

Future 基準チェック /16

Axcelis Technologiesは、4.8%と7.6%でそれぞれ年率4.8%で利益と収益が成長すると予測される一方、EPSはgrowで20.2%年率。

主要情報

4.8%

収益成長率

20.24%

EPS成長率

Semiconductor 収益成長28.2%
収益成長率7.6%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日20 Jul 2026

今後の成長に関する最新情報

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...

Recent updates

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

業績と収益の成長予測

NasdaqGS:ACLS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,110N/AN/AN/A1
12/31/2027925106N/AN/A5
12/31/202684472N/AN/A5
3/31/20268451018897N/A
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
12/31/201934317N/A-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

アナリストによる今後の成長予測

収入対貯蓄率: ACLSの予測収益成長率 (年間4.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ACLSの収益 ( 4.8% ) US市場 ( 16.5% ) よりも低い成長が予測されています。

高成長収益: ACLSの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ACLSの収益 ( 7.6% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: ACLSの収益 ( 7.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ACLSの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/31 15:32
終値2026/07/31 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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