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ACLS logo

Axcelis Technologies, Inc. Stock Price

NasdaqGS:ACLS Community·US$3.5b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 115 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ACLS Share Price Performance

US$113.43
26.13 (29.93%)
​
US$161.00
Fair Value
US$113.43
26.13 (29.93%)
29.5% undervalued intrinsic discount
US$161.00
Fair Value
Price US$113.43
AnalystConsensusTarget US$161.00
AnalystHighTarget US$198.00
AnalystLowTarget US$140.00
Sat, 5 Sep 26
Fair ValueUS$161.00
Share Pricen/a

ACLS Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$161 29.5% undervalued intrinsic discount

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

1users have liked this narrative
0users have commented on this narrative
76users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$198 42.7% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$140 19.0% undervalued intrinsic discount

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
ACLS logo
Axcelis Technologies
29.5% undervalued intrinsic discount

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 5 Sep
Read Narrative
ACLS logo
Axcelis Technologies
19.0% undervalued intrinsic discount

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Aug
Read Narrative
ACLS logo
Axcelis Technologies
42.7% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Aug
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
ACLS logo

ACLS: Stronger Semis Outlook And Recent Beats Will Support Further Upside

Fair Value: US$161 29.5% undervalued intrinsic discount
76 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ACLS logo

ACLS: Stronger Chip Outlook And Mixed Guidance Will Shape Fairly Valued View

Fair Value: US$140 19.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ACLS logo

ACLS: Power Management And Data Center Demand Will Drive Future Upside

Fair Value: US$198 42.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with moderate growth potential.

2 Risks
2 Rewards
View Full Analysis

Axcelis Technologies, Inc. Key Details

US$866.1m

Revenue

US$493.6m

Cost of Revenue

US$372.5m

Gross Profit

US$279.7m

Other Expenses

US$92.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.00
43.01%
10.71%
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

User avatar
Narrative Update • Sep 05

ACLS: Stronger Semis Outlook And Recent Beats Will Support Further Upside

Axcelis Technologies’ updated analyst price target of $161, along with Street research citing stronger than expected recent results and refreshed industry assumptions, provides a revised reference point that reflects current views on the company and its sector. Analyst Commentary Recent Street research on Axcelis Technologies provides a mix of optimistic and cautious signals that can help you frame expectations around execution, growth exposure and how the stock is being valued today.
Seeking Alpha • Sep 04

Axcelis: A Volatile Year Ahead Of The Veeco Deal Closing

Summary Axcelis and Veeco are progressing toward a $4.4 billion all-stock merger, aiming to create a stronger, synergistic semiconductor player. Pro forma sales are projected at $1.6–$1.7 billion with $35 million in synergies, but recent operating performance has been lackluster, especially for Axcelis. Combined enterprise value is around $5 billion, with robust net cash of $15 per share, yet forward earnings power appears capped at $5 per share. I await deal closure and clearer combined guidance, as the current valuation has become less compelling amid modest growth and merger uncertainty. Read the full article on Seeking Alpha

Recent updates

No updates

Axcelis Technologies, Inc. Competitors

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Market cap: US$19.1b
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Symbol: NasdaqGS:LSCC
Market cap: US$17.0b
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