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Axcelis Technologies, Inc. Stock Price

NasdaqGS:ACLS Community·US$4.1b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 112 Fair Values set on narratives written by author

ACLS Share Price Performance

US$134.10
58.72 (77.90%)
US$169.67
Fair Value
US$134.10
58.72 (77.90%)
21.0% undervalued intrinsic discount
US$169.67
Fair Value
Price US$134.10
AnalystConsensusTarget US$169.67
AnalystHighTarget US$150.00
AnalystLowTarget US$156.00

ACLS Community Narratives

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Fair Value US$169.67 21.0% undervalued intrinsic discount

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

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Fair Value US$180 25.5% undervalued intrinsic discount

Silicon Carbide And AI Memory Demand Will Support Long Term Semiconductor Equipment Upside

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Fair Value US$156 14.0% undervalued intrinsic discount

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

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US$180
25.5% undervalued intrinsic discount
Revenue
10.92% p.a.
Profit Margin
10.01%
Future PE
59.81x
Price in 2029
US$240.26
US$169.67
21.0% undervalued intrinsic discount
Revenue
4.35% p.a.
Profit Margin
9.16%
Future PE
74.15x
Price in 2029
US$226.69

Trending Discussion

No trending discussion available.

Updated Narratives

ACLS logo

ACLS: Long Term Memory And Data Center Demand Will Support Upside

Fair Value: US$180 25.5% undervalued intrinsic discount
0 users have set this as their fair value
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ACLS: Larger 2030 Chip Market And Volatility Will Shape Fairly Valued Outlook

Fair Value: US$156 14.0% undervalued intrinsic discount
0 users have set this as their fair value
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ACLS: Larger Semis Outlook And Flat 2026 Guidance Will Temper Upside

Fair Value: US$169.67 21.0% undervalued intrinsic discount
75 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and fair value.

3 Risks
3 Rewards

Axcelis Technologies, Inc. Key Details

US$845.4m

Revenue

US$476.8m

Cost of Revenue

US$368.7m

Gross Profit

US$267.8m

Other Expenses

US$100.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 06, 2026
3.28
43.61%
11.93%
0%
View Full Analysis

About ACLS

Founded
1978
Employees
1465
CEO
Russell Low
WebsiteView website
www.axcelis.com

Axcelis Technologies, Inc. designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific. The company provides high energy, high current, and medium current implanters for various application requirements. It also offers aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. The company sells its equipment and services to semiconductor chip manufacturers through its direct sales force. Axcelis Technologies, Inc. was founded in 1978 and is headquartered in Beverly, Massachusetts.

Recent ACLS News & Updates

Narrative Update 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.

Recent updates

No updates