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 | 2/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
ACLS Community Fair Values
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Analyst Price Targets
Axcelis Technologies, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$139.99 |
| 52 veckors högsta | US$147.94 |
| 52 veckors lägsta | US$50.82 |
| Beta | 1.65 |
| 1 månads förändring | 47.22% |
| 3 månaders förändring | 65.92% |
| 1 års förändring | 168.75% |
| 3 års förändring | 16.62% |
| 5 års förändring | 261.73% |
| Förändring sedan börsintroduktionen | 46.20% |
Senaste nyheter och uppdateringar
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?
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.Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside
Apr 21Recent updates
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?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.Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside
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.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.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.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.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.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.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.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.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.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.Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Shareholders Might Be Looking For Exit
Dec 06
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.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.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.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.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.Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Aug 07SiC 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.Is Now The Time To Look At Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Jul 20Returns Are Gaining Momentum At Axcelis Technologies (NASDAQ:ACLS)
Jul 02Axcelis Technologies, Inc. (NASDAQ:ACLS) Stock Catapults 28% Though Its Price And Business Still Lag The Market
Jul 02Results: Axcelis Technologies, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
May 09Improved Earnings Required Before Axcelis Technologies, Inc. (NASDAQ:ACLS) Shares Find Their Feet
Apr 20Is It Too Late To Consider Buying Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Apr 04Estimating The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)
Mar 20Axcelis Technologies: Oversold And Undervalued - A Long-Term Growth Play
Feb 28Axcelis: Power Device Segment Driving Double-Digit Growth
Jan 09Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns
Jan 09Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price
Dec 24A Look At The Fair Value Of Axcelis Technologies, Inc. (NASDAQ:ACLS)
Dec 09Axcelis Technologies: Navigating Turbulence As EV And Semiconductor Markets Stumble
Dec 04US$133: That's What Analysts Think Axcelis Technologies, Inc. (NASDAQ:ACLS) Is Worth After Its Latest Results
Nov 08Is Axcelis Technologies, Inc. (NASDAQ:ACLS) Potentially Undervalued?
Oct 30Axcelis Technologies: No Rush To Add More
Sep 27Investors Should Be Encouraged By Axcelis Technologies' (NASDAQ:ACLS) Returns On Capital
Sep 10
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.It's Still Not The Time To Buy Axcelis Technologies
Sep 03With EPS Growth And More, Axcelis Technologies (NASDAQ:ACLS) Makes An Interesting Case
Aug 26The Market Doesn't Like What It Sees From Axcelis Technologies, Inc.'s (NASDAQ:ACLS) Earnings Yet As Shares Tumble 25%
Aug 04Is Now An Opportune Moment To Examine Axcelis Technologies, Inc. (NASDAQ:ACLS)?
Jul 31Axcelis Technologies: Growing Competition In China Poses A Real Threat
Jul 25Aktieägarnas avkastning
| ACLS | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | 1.8% | -0.8% | 0.9% |
| 1Y | 168.7% | 110.0% | 28.2% |
Avkastning vs industri: ACLS översteg US Semiconductor branschen som gav 110 % under det senaste året.
Avkastning vs Marknaden: ACLS översteg US marknaden som gav 28.2 % under det senaste året.
Prisvolatilitet
| ACLS volatility | |
|---|---|
| ACLS Average Weekly Movement | 9.0% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ACLS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ACLS s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
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$4.30b |
| Vinst(TTM) | US$120.24m |
| Intäkter(TTM) | US$839.05m |
35.8x
P/E-förhållande5.1x
P/S-förhållandeÄr ACLS övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ACLS resultaträkning (TTM) | |
|---|---|
| Intäkter | US$839.05m |
| Kostnad för intäkter | US$462.20m |
| Bruttovinst | US$376.85m |
| Övriga kostnader | US$256.61m |
| Intäkter | US$120.24m |
Senast redovisade vinst
Dec 31, 2025
Nästa vinstdatum
May 07, 2026
| Vinst per aktie (EPS) | 3.91 |
| Bruttomarginal | 44.91% |
| Nettovinstmarginal | 14.33% |
| 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 | 2026/05/04 16:04 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2025/12/31 |
| 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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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. |