Axcelis Technologies (ACLS) 주식 개요
는 미국, 유럽 및 아시아 태평양 지역에서 반도체 칩 제조에 사용되는 이온 주입 및 기타 처리 장비를 설계, 제조 및 서비스하는 회사입니다. 자세히 보기
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Analyst Price Targets
Axcelis Technologies, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$156.94 |
| 52주 최고가 | US$171.61 |
| 52주 최저가 | US$55.93 |
| 베타 | 1.92 |
| 1개월 변동 | 9.65% |
| 3개월 변동 | 99.19% |
| 1년 변동 | 169.10% |
| 3년 변동 | -2.50% |
| 5년 변동 | 278.72% |
| IPO 이후 변동 | 63.91% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
새로운 내러티브 • 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?내러티브 업데이트 • 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
새로운 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...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 AlphaSeeking 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 AlphaSeeking 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 Alpha
새로운 내러티브 • Sep 04
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.Seeking Alpha • Sep 03
It's Still Not The Time To Buy Axcelis Technologies
Summary Axcelis Technologies faces declining revenue and lacks growth catalysts, leading to a "Hold" rating. The company is missing out on the AI boom and experiencing weak demand in electric vehicles and consumer electronics. Despite a significant decline, the stock price appears fairly valued. Weaker consumer spending and failure to capture AI market share make Axcelis a less attractive short-term investment. Read the full article on Seeking Alpha주주 수익률
| ACLS | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 1.1% | 1.9% | 1.1% |
| 1Y | 169.1% | 110.1% | 28.7% |
수익률 대 산업: ACLS은 지난 1년 동안 110.1%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ACLS은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ACLS volatility | |
|---|---|
| ACLS Average Weekly Movement | 9.9% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: ACLS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ACLS의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1978 | 1,465 | Russell Low | www.axcelis.com |
는 미국, 유럽 및 아시아 태평양 지역에서 반도체 칩 제조에 사용되는 이온 주입 및 기타 처리 장비를 설계, 제조 및 서비스하는 회사입니다. 이 회사는 다양한 애플리케이션 요구 사항에 맞는 고에너지, 고전류 및 중전류 임플란터를 제공합니다. 또한 중고 공구, 예비 부품, 장비 업그레이드, 유지보수 서비스, 고객 교육 등 애프터마켓 수명 주기 제품 및 서비스도 제공합니다.
Axcelis Technologies, Inc. 기초 지표 요약
| ACLS 기초 통계 | |
|---|---|
| 시가총액 | US$4.82b |
| 순이익 (TTM) | US$100.87m |
| 매출 (TTM) | US$845.44m |
47.8x
주가수익비율(P/E)5.7x
주가매출비율(P/S)ACLS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ACLS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$845.44m |
| 매출원가 | US$476.78m |
| 총이익 | US$368.66m |
| 기타 비용 | US$267.79m |
| 순이익 | US$100.87m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 3.28 |
| 총이익률 | 43.61% |
| 순이익률 | 11.93% |
| 부채/자본 비율 | 0% |
ACLS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/24 00:30 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Axcelis Technologies, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Muse | Barclays |
| Duksan Jang | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |