Axcelis Technologies, Inc.

NasdaqGS:ACLS Stok Raporu

Piyasa değeri: US$4.8b

Axcelis Technologies Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Axcelis Technologies yıllık ortalama 9.8% oranında kazançlarını artırırken, Semiconductor sektöründe kazançlar growing at 1.3% annual. Gelirler growing yılda ortalama 8.6% oranında artmaktadır. Axcelis Technologies'in özkaynak karlılığı 9.7% ve net marjı 11.9%'dir.

Anahtar bilgiler

9.76%

Kazanç büyüme oranı

10.57%

EPS büyüme oranı

Semiconductor Sektör Büyümesi27.66%
Gelir büyüme oranı8.61%
Özkaynak getirisi9.66%
Net Marj11.93%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.
Seeking Alpha • Apr 21

Axcelis Technologies: Medium-Term May Be Priced In, But Overall, A Lot Of Upside

Summary Axcelis Technologies, Inc. remains a Hold, with significant upside potential as industry cycles recover and memory demand revives. Despite a 17.5% revenue decline and margin compression, ACLS maintains a robust balance sheet with $145M cash, $229M short-term investments, and zero debt. Flat 2025 revenue guidance signals a bottom, with memory segment resurgence and AI-driven capex cycles poised to drive growth into 2026–2028. The pending Veeco merger promises a major TAM expansion for ACLS and integrated solutions, contingent on final Chinese regulatory approval. Read the full article on Seeking Alpha
Yeni Anlatı • 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.
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...
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 Alpha
Seeking 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 Alpha
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 Alpha
Seeking Alpha • Sep 27

Axcelis Technologies: No Rush To Add More

Summary Axcelis Technologies, Inc. faces a negative trend with declining revenues and profitability, particularly in the EV and hybrid markets, leading to a hold rating. Q2 results showed a revenue beat but a year-over-year decline in both revenue and EPS, with gross margins remaining flat and operating margins deteriorating. The company's strong cash position and no debt are positives, but weak guidance and economic uncertainties make it unappealing for further investment now. I expect potential revenue to rebound with interest rate cuts and improved market conditions in 2025, but will reassess the position in the next quarter. Read the full article on Seeking Alpha
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Yeni Anlatı • Sep 04

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.
Seeking Alpha • Sep 03

It's Still Not The Time To Buy Axcelis Technologies

Summary Axcelis Technologies faces declining revenue and lacks growth catalysts, leading to a "Hold" rating. The company is missing out on the AI boom and experiencing weak demand in electric vehicles and consumer electronics. Despite a significant decline, the stock price appears fairly valued. Weaker consumer spending and failure to capture AI market share make Axcelis a less attractive short-term investment. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Axcelis Technologies nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:ACLS Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26845101161110
31 Dec 25839120149108
30 Sep 25853136138106
30 Jun 25896158135108
31 Mar 25958178138106
31 Dec 241,018201139105
30 Sep 241,076222139102
30 Jun 241,111239136100
31 Mar 241,12925013498
31 Dec 231,13124612996
30 Sep 231,08623212794
30 Jun 231,02320712290
31 Mar 2397018911685
31 Dec 2292018311178
30 Sep 2286016210672
30 Jun 2280714910069
31 Mar 227331249866
31 Dec 21662999465
30 Sep 21579789065
30 Jun 21513618663
31 Mar 21488558262
31 Dec 20475507961
30 Sep 20460457459
30 Jun 20419357057
31 Mar 20370226755
31 Dec 19343176654
30 Sep 19341166754
30 Jun 19367246754
31 Mar 19412386853
31 Dec 18443466852
30 Sep 184531296549
30 Jun 184621326447
31 Mar 184461316245
31 Dec 174111275943
30 Sep 17364395741
30 Jun 17325305438
31 Mar 17286195036
31 Dec 16267114834
30 Sep 1626884834
30 Jun 16282124934
31 Mar 16296154933
31 Dec 15301154833
30 Sep 15294144832
30 Jun 1525334532

Kaliteli Kazançlar: ACLS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: ACLS 'nin mevcut net kar marjları (11.9%) geçen yılın (18.6%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: ACLS şirketinin kazancı son 5 yılda yılda 9.8% oranında arttı.

Büyüme Hızlandırma: ACLS 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.

Kazançlar vs. Sektör: ACLS geçtiğimiz yıl negatif kazanç büyümesine ( -43.3% ) sahipti ve bu da onu Semiconductor sektör ortalamasıyla ( 15.4% ) karşılaştırmayı zorlaştırıyordu.

Özkaynak Getirisi

Yüksek ROE: ACLS 'nin Özsermaye Getirisi ( 9.7% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 04:17
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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.

AnalistKurum
Christopher MuseBarclays
Duksan JangBofA Global Research
Craig EllisB. Riley Securities, Inc.