Axcelis Technologies/$ACLS

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About Axcelis Technologies

Axcelis Technologies Inc designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips. In addition to equipment, the company provides aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. Geographically, the group has a business presence in North America, Asia Pacific, and Europe, of which key revenue is derived from the Asia Pacific.
Ticker
$ACLS
Sector
Semiconductors
Primary listing
NASDAQ
Employees
1,465

ACLS Metrics

BasicAdvanced
$3.2B
34.78
$2.98
1.86
-

What the Analysts think about ACLS

Analyst ratings (Buy, Hold, Sell) for Axcelis Technologies stock.
Analyst projections of the future price of Axcelis Technologies stock.

Bulls say / Bears say

Axcelis raised its outlook after Q2, forecasting approximately $230 million of Q3 revenue and stating that it now expects year-over-year revenue growth in 2026, with momentum continuing into 2027. (Axcelis Q2 2026 results)
Memory demand is improving, particularly in DRAM and HBM, while aftermarket revenue rose to $82.8 million in Q2 from $61.3 million a year earlier, supporting a more resilient recurring-revenue mix. (Axcelis Q1 2026 results)
Recent product and capacity investments could expand Axcelis’s addressable market: its Purion XEmax completed qualification at a leading foundry for advanced PMIC production, and the company announced a $35 million Korean manufacturing facility to support future semiconductor demand. (Purion XEmax evaluation, Korea facility announcement)
Axcelis remains heavily exposed to mature-process demand: 77% of first-half 2026 shipped-systems revenue came from mature processes, while systems revenue declined year over year. (SEC Form 10-Q)
Profitability has weakened materially: first-half gross margin fell to 41.4% from 45.5% a year earlier, operating margin dropped to 6.7% from 15.0%, and service gross margin was negative. (SEC Form 10-Q)
Customer and transaction concentration create execution risk: the ten largest customers generated 68.5% of first-half revenue, while the Veeco merger still awaited final Chinese regulatory approval and incurred significant integration costs. (SEC Form 10-Q)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

ACLS Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

ACLS Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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