Axcelis Technologies, Inc.

NasdaqGS:ACLS 株式レポート

時価総額：US$4.3b

Axcelis Technologies 将来の成長

Future 基準チェック /06

Axcelis Technologiesの収益は年間8.7%で減少すると予測されていますが、年間収益は年間5.2%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に11.1% 4.8%なると予測されています。

主要情報

-8.7%

収益成長率

4.83%

EPS成長率

Semiconductor 収益成長26.0%
収益成長率5.2%
将来の株主資本利益率11.10%
アナリストカバレッジ

Low

最終更新日20 Apr 2026

今後の成長に関する最新情報

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

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
12/31/20281,030N/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

アナリストによる今後の成長予測

収入対貯蓄率: ACLSの収益は今後 3 年間で減少すると予測されています (年間-8.7% )。

収益対市場: ACLSの収益は今後 3 年間で減少すると予測されています (年間-8.7% )。

高成長収益: ACLSの収益は今後 3 年間で減少すると予測されています。

収益対市場: ACLSの収益 ( 5.2% ) US市場 ( 11.1% ) 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 ( 5.2% ) 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 は、3年後には低くなると予測されています ( 11.1 %)。

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2026/05/03 11:59
終値2026/05/01 00:00
収益2025/12/31
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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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.