Axcelis Technologies, Inc.

Axcelis Technologies, Inc.

ACLSยทNASDAQ

$159.19

+5.8%
TechnologySemiconductors

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 Asia. The company offers high energy, high current, and medium current implanters for various application requirements. It also provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. It sells its equipment and services to semiconductor chip manufacturers through its direct sales force. The company was founded in 1978 and is headquartered in Beverly, Massachusetts.

At a Glance

Live Snapshot
Market Cap$4.89B
EPS3.8100
P/E Ratio41.78
Earnings Date08/04/2026
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Axcelis Technologies, Inc. Street Expectations Map

ACLS ยท NASDAQ

Wall Street analysts project that ACLS stock may decline over the coming 12 months. The consensus 1-year price target stands at 128.00, with estimates ranging from a low of 100.00 to a high of 174.00.

Lowest Target
100.00
-37.18%
Consensus Target
128.00
-19.59%
Highest Target
174.00
9.30%

The consensus 1-year price target stands at 128.00, with estimates ranging from a low of 100.00 to a high of 174.00.

Analyst Consensus Analysis

Upside Potential

-19.6%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

57.8% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.25x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Axcelis Technologies, Inc. Forward Estimates of Revenue

ACLS ยท NASDAQ
Latest Revenue
839.05M
FY 2025
Avg Estimate
843.91M
FY 2026
Estimate Range
842.12M - 845.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Axcelis Technologies, Inc. Forward Estimates of Net Income

ACLS ยท NASDAQ
Latest Net Income
120.24M
FY 2025
Avg Estimate
122.05M
FY 2026
Estimate Range
116.97M - 127.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Axcelis Technologies, Inc. Forward Estimates of EPS

ACLS ยท NASDAQ
Latest EPS
3.81
FY 2025
Avg Estimate
$3.83
FY 2026
Estimate Range
$3.69 - $4.01
Analyst Spread

Forward Growth Analysis

Projected Growth+0.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Axcelis Technologies, Inc. Forward Estimates of EBIT

ACLS ยท NASDAQ
Latest EBIT
143.61M
FY 2025
Avg Estimate
180.90M
FY 2026
Estimate Range
180.51M - 181.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+26.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Axcelis Technologies, Inc. Forward Estimates of EBITDA

ACLS ยท NASDAQ
Latest EBITDA
161.23M
FY 2025
Avg Estimate
193.90M
FY 2026
Estimate Range
193.48M - 194.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+20.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Axcelis Technologies, Inc. Forward Estimates of SG&A Expense

ACLS ยท NASDAQ
Latest SG&A Expense
148.57M
FY 2025
Avg Estimate
116.28M
FY 2026
Estimate Range
116.03M - 116.53M
Analyst Spread

Forward Growth Analysis

Projected Growth-21.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Axcelis Technologies, Inc. Insider Positioning

ACLS ยท NASDAQ

During the last 12 months, insiders have sold $5.34M worth of ACLS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

30.7K

4.64M

Net Activity

-4.6M

-$4.64M

3-6 Months

Bought

0

0.00

Sold

6.0K

523.52K

Net Activity

-524K

-$524K

6-9 Months

Bought

0

0.00

Sold

1.1K

89.74K

Net Activity

-90K

-$90K

9-12 Months

Bought

0

0.00

Sold

1.2K

85.51K

Net Activity

-86K

-$86K

Top Buyers

No buying activity

Top Sellers

1
LR

Low Russell

Director, Officer: President And Ceo

11.2K sharesโ€ข4 transactions

$1.57M

2
ST

Sutton Todd

Officer: Vp Corporate Controller

4.6K sharesโ€ข2 transactions

$742K

3
BGM

Blumenstock Gerald M

Officer: Evp, Research, Dev. & Eng.

5.7K sharesโ€ข4 transactions

$648K

4
TJ

Titinger Jorge

Director

5.0K sharesโ€ข3 transactions

$580K

5
RG

Redinbo Greg

Officer: Evp Marketing And Applications

3.8K sharesโ€ข3 transactions

$533K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.34M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.64M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.