ACLS logo

Axcelis Technologies, Inc. Stock Price

NasdaqGS:ACLS Community·US$3.9b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 115 Fair Values set on narratives written by author

ACLS Share Price Performance

US$120.36
38.44 (46.92%)
US$169.67
Fair Value
US$120.36
38.44 (46.92%)
29.1% undervalued intrinsic discount
US$169.67
Fair Value
Price US$120.36
AnalystConsensusTarget US$169.67
AnalystHighTarget US$198.00
AnalystLowTarget US$140.00

ACLS Community Narratives

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Fair Value US$169.67 29.1% undervalued intrinsic discount

ACLS: Merger Will Expand Product Breadth And Increase Industry Scale

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Fair Value US$198 39.2% undervalued intrinsic discount

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

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Fair Value US$140 14.0% undervalued intrinsic discount

SiC Electrification Tailwinds Will Likely Be Outweighed By Memory Margin Pressure

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US$169.67
29.1% 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: Stronger Chip Outlook And Mixed Guidance Will Shape Fairly Valued View

Fair Value: US$140 14.0% undervalued intrinsic discount
0 users have set this as their fair value
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ACLS: Power Management And Data Center Demand Will Drive Future Upside

Fair Value: US$198 39.2% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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ACLS: Larger Semis Outlook And Flat 2026 Guidance Will Temper Upside

Fair Value: US$169.67 29.1% undervalued intrinsic discount
76 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with moderate growth potential.

3 Risks
2 Rewards

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

Narrative Update Aug 22

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

Axcelis Technologies' updated analyst price target now reflects a shift toward higher projected revenue growth and profit margins, alongside a lower future P/E assumption, with recent research citing stronger than expected Q2 results, above consensus Q3 guidance, and revised long term industry forecasts as key drivers for the change from $156 to $198, as highlighted in the latest reports. Analyst Commentary Recent research on Axcelis Technologies highlights a mix of optimism around the latest Q2 results and Q3 guidance alongside more cautious views tied to long range industry assumptions and valuation risk.
Analysis Article Aug 09

Axcelis Technologies, Inc. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting Next

Axcelis Technologies, Inc. ( NASDAQ:ACLS ) just released its quarterly report and things are looking bullish. The...
Narrative Update Aug 08

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

Analysts have raised their Axcelis Technologies price target to $198 from $180, citing company guidance that is ahead of consensus and updated sector models that incorporate revised long-term semiconductor demand estimates. Analyst Commentary on Axcelis Technologies Recent research commentary on Axcelis Technologies highlights a more constructive stance from bullish analysts, who point to stronger company guidance and refreshed semiconductor industry models as key supports for higher valuation ranges.

Recent updates

No updates