Axcelis Technologies (ACLS) Hisse Özeti
Axcelis Technologies, Inc. Amerika Birleşik Devletleri, Avrupa ve Asya Pasifik'te yarı iletken çiplerin üretiminde kullanılan iyon implantasyonu ve diğer işleme ekipmanlarının tasarımını, üretimini ve servisini yapmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
ACLS Community Fair Values
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Analyst Price Targets
Axcelis Technologies, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$142.93 |
| 52 Haftanın En Yüksek Seviyesi | US$193.78 |
| 52 Haftanın En Düşük Seviyesi | US$65.64 |
| Beta | 1.87 |
| 1 Aylık Değişim | -13.15% |
| 3 Aylık Değişim | 29.50% |
| 1 Yıllık Değişim | 88.94% |
| 3 Yıllık Değişim | -21.50% |
| 5 Yıllık Değişim | 303.76% |
| Halka arzdan bu yana değişim | 49.27% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.Recent updates
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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaSeeking Alpha • Jan 09
Axcelis: Power Device Segment Driving Double-Digit Growth
Summary Axcelis's Power Device segment, driven by SiC, has shown impressive growth, becoming the largest revenue contributor with an average growth rate of 61.7% from 2021 to 2024. Despite the overall semiconductor market's modest growth, Axcelis's competitive strengths in SiC devices have significantly outpaced the market, contributing to its robust performance. Based on a P/S valuation and projected revenue growth, we rate Axcelis as a Strong Buy. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 09
Shareholders Would Enjoy A Repeat Of Axcelis Technologies' (NASDAQ:ACLS) Recent Growth In Returns
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Analiz Makalesi • Dec 24
Insufficient Growth At Axcelis Technologies, Inc. (NASDAQ:ACLS) Hampers Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analiz Makalesi • Dec 09
A Look At 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$80.48 Axcelis...Seeking Alpha • Dec 04
Axcelis Technologies: Navigating Turbulence As EV And Semiconductor Markets Stumble
Summary Axcelis Technologies' stock has plummeted over 50% since July, with no signs of buying pressure to indicate a rebound. The semiconductor and EV industries are experiencing slowdowns, impacting Axcelis' revenue and profit growth, with a rough few quarters ahead. The company's financial performance shows significant YOY declines, and competition from Chinese firms is intensifying. Given the current market conditions and technical setup, it's best to wait for clear recovery signs before investing in ACLS stock. Read the full article on Seeking AlphaHissedar Getirileri
| ACLS | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | -1.1% | 3.8% | 0.6% |
| 1Y | 88.9% | 71.7% | 19.5% |
Getiri vs. Endüstri: ACLS geçen yıl % 71.7 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: ACLS geçen yıl % 19.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| ACLS volatility | |
|---|---|
| ACLS Average Weekly Movement | 12.9% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: ACLS hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: ACLS 'nin haftalık oynaklığı ( 13% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1978 | 1,465 | Russell Low | www.axcelis.com |
Axcelis Technologies, Inc. Amerika Birleşik Devletleri, Avrupa ve Asya Pasifik'te yarı iletken çiplerin üretiminde kullanılan iyon implantasyonu ve diğer işleme ekipmanlarını tasarlar, üretir ve hizmet verir. Şirket, çeşitli uygulama gereksinimleri için yüksek enerjili, yüksek akımlı ve orta akımlı implanterler sağlamaktadır. Ayrıca kullanılmış aletler, yedek parçalar, ekipman yükseltmeleri, bakım hizmetleri ve müşteri eğitimi dahil olmak üzere satış sonrası yaşam döngüsü ürünleri ve hizmetleri de sunmaktadır.
Axcelis Technologies, Inc. Temel Bilgiler Özeti
| ACLS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.16b |
| Kazançlar(TTM) | US$100.87m |
| Gelir(TTM) | US$845.44m |
43.5x
F/K Oranı5.2x
P/S OranıACLS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ACLS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$845.44m |
| Gelir Maliyeti | US$476.78m |
| Brüt Kâr | US$368.66m |
| Diğer Giderler | US$267.79m |
| Kazançlar | US$100.87m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.28 |
| Brüt Marj | 43.61% |
| Net Kâr Marjı | 11.93% |
| Borç/Özkaynak Oranı | 0% |
ACLS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/09 13:17 |
| Gün Sonu Hisse Fiyatı | 2026/07/09 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Axcelis Technologies, Inc. 8 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christopher Muse | Barclays |
| Duksan Jang | BofA Global Research |
| Craig Ellis | B. Riley Securities, Inc. |