Axcelis Technologies (ACLS) Aktievy
Axcelis Technologies, Inc. designar, tillverkar och servar utrustning för jonimplantation och annan processutrustning som används vid tillverkning av halvledarchip i USA, Europa och Asien/Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
ACLS Community Fair Values
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Analyst Price Targets
Axcelis Technologies, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$130.38 |
| 52 veckors högsta | US$193.78 |
| 52 veckors lägsta | US$65.64 |
| Beta | 1.87 |
| 1 månads förändring | -26.89% |
| 3 månaders förändring | -6.86% |
| 1 års förändring | 89.64% |
| 3 års förändring | -25.81% |
| 5 års förändring | 186.17% |
| Förändring sedan börsintroduktionen | 36.17% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jul 25
ACLS: Long Term Memory And Data Center Demand Will Support Upside
Analysts have lifted their fair value estimate for Axcelis Technologies from $150 to $180, citing updated industry models that assume a larger long term semiconductor addressable market supported by memory, data center, auto, and industrial demand. What’s in the News for Axcelis Technologies Axcelis Technologies was removed from the Russell 3000E Value Benchmark index, according to index constituent changes.
Uppdatering av berättelse • 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
Uppdatering av berättelse • Jul 25
ACLS: Long Term Memory And Data Center Demand Will Support Upside
Analysts have lifted their fair value estimate for Axcelis Technologies from $150 to $180, citing updated industry models that assume a larger long term semiconductor addressable market supported by memory, data center, auto, and industrial demand. What’s in the News for Axcelis Technologies Axcelis Technologies was removed from the Russell 3000E Value Benchmark index, according to index constituent changes.Uppdatering av berättelse • 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.Seeking Alpha • Jun 29
Axcelis Technologies: Why This Nearly 150% Semiconductor Rally Feels Unsustainable
Summary Axcelis Technologies reported Q1 2026 results marked by strong memory segment growth offset by losses in power and general mature markets. Management expects 2026 revenue to remain relatively flat year-over-year, with hopes for a return to growth in 2027. Despite a 3.32% YoY revenue increase, profitability metrics declined sharply: GAAP operating margin fell from 15.2% to 4.0%, and non-GAAP EPS halved. Rising AI-driven memory demand is not enough to counteract ongoing weakness in other segments, raising concerns about near-term growth and profitability. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 27
ACLS: Larger Semis Outlook And Flat 2026 Guidance Will Temper Upside
Analysts have nudged Axcelis Technologies' fair value estimate higher to about $170 from $161, reflecting updated industry models and price objectives following revised long term semiconductor market forecasts. Analyst Commentary Recent research updates on Axcelis Technologies highlight a mix of optimism around the broader semiconductor opportunity and caution around how much of that potential is already reflected in the stock's valuation.Uppdatering av berättelse • Jun 13
ACLS: Flat 2026 Outlook And High P E Will Constrain Upside
Analysts have reiterated a $161 price target for Axcelis Technologies, pointing to their updated assumptions for the discount rate and long-term P/E as support for the new view. What's in the News Axcelis Technologies stock reached a 52 week high of $160.00 following fourth quarter earnings and revenue that were reported above analyst expectations.Uppdatering av berättelse • May 30
ACLS: Updated P E Assumptions And Flat 2026 Outlook Will Guide Recovery
Analysts have lifted their price target on Axcelis Technologies to $161, citing updated assumptions for discount rates and future P/E that, they say, reflect increased confidence in the stock's long term earnings potential. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a sign that updated discount rate and P/E assumptions leave more room for upside if Axcelis Technologies executes on its long term earnings plans.Uppdatering av berättelse • 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.Ny berättelse • 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?Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • May 09
Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Axcelis Technologies, Inc. ( NASDAQ:ACLS ) investors will be delighted, with the company turning in some strong numbers...Analysartikel • Apr 20
Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet
With a price-to-earnings (or "P/E") ratio of 7.2x Axcelis Technologies, Inc. ( NASDAQ:ACLS ) may be sending very...Analysartikel • Apr 04
Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Axcelis Technologies, Inc. ( NASDAQ:ACLS ), might not be a large cap stock, but it saw significant share price movement...Analysartikel • Mar 20
Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Axcelis Technologies fair value estimate is US$53.35 Current...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 AlphaAktieägarnas avkastning
| ACLS | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | -2.8% | -0.9% | 0.9% |
| 1Y | 89.6% | 50.1% | 17.5% |
Avkastning vs industri: ACLS översteg US Semiconductor branschen som gav 50.1 % under det senaste året.
Avkastning vs Marknaden: ACLS översteg US marknaden som gav 17.5 % under det senaste året.
Prisvolatilitet
| ACLS volatility | |
|---|---|
| ACLS Average Weekly Movement | 13.5% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ACLS s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ACLS s veckovolatilitet ( 14% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1978 | 1,465 | Russell Low | www.axcelis.com |
Axcelis Technologies, Inc. designar, tillverkar och servar utrustning för jonimplantation och annan processutrustning som används vid tillverkning av halvledarchip i USA, Europa och Asien och Stillahavsområdet. Företaget tillhandahåller implanterare för hög energi, hög strömstyrka och medelhög strömstyrka för olika applikationskrav. Företaget erbjuder också livscykelprodukter och tjänster för eftermarknaden, inklusive begagnade verktyg, reservdelar, uppgraderingar av utrustning, underhållstjänster och kundutbildning.
Axcelis Technologies, Inc. Sammanfattning av grunderna
| ACLS grundläggande statistik | |
|---|---|
| Börsvärde | US$3.85b |
| Vinst(TTM) | US$100.87m |
| Intäkter(TTM) | US$845.44m |
39.7x
P/E-förhållande4.7x
P/S-förhållandeÄr ACLS övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ACLS resultaträkning (TTM) | |
|---|---|
| Intäkter | US$845.44m |
| Kostnad för intäkter | US$476.78m |
| Bruttovinst | US$368.66m |
| Övriga kostnader | US$267.79m |
| Intäkter | US$100.87m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
Aug 06, 2026
| Vinst per aktie (EPS) | 3.28 |
| Bruttomarginal | 43.61% |
| Nettovinstmarginal | 11.93% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ACLS utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/31 06:14 |
| Aktiekurs vid dagens slut | 2026/07/31 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Axcelis Technologies, Inc. bevakas av 8 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Christopher Muse | Barclays |
| Duksan Jang | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |