TickerTalks
Browse all tickers →
TickerTalks›$ACLS
ACACLS

Axcelis Technologies, Inc.

$ACLS·$5.3B·Semiconductors·Technology
$182.41+5.1%YTD+112.7%1Y+155.5%
Mentions · last 7 days
2026-06-05: 21 posts2026-06-06: 18 posts2026-06-07: 9 posts2026-06-08: 54 posts2026-06-09: 55 posts2026-06-10: 31 posts2026-06-11: 18 posts209+8%
Price updated 8m ago·X counts updated 21h ago
ACACLS
Axcelis Technologies, Inc.$ACLS
$182.41+5.09%209 posts+8%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ACLS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Axcelis up 150% in a year while quarterly earnings are collapsing and the entire board keeps selling at every higher print

Axcelis Technologies makes ion-implantation tools for semiconductor manufacturing, and the stock has been re-rated as part of the broader semi-equipment recovery trade even as current earnings keep falling. The bull case is the 2027 ramp baked into consensus; the bear case is that the move has already fully priced it in, and the directors closest to the order book are not behaving as if conviction is high. Q1 EPS came in at $0.30, down from $1.11 the prior quarter and $1.13 a year earlier, with revenue still down double digits year-over-year for four straight quarters; the trailing P/E is 52.9, price-to-sales 6.3, and 2026 consensus EPS is $3.83 turning to $4.85 in 2027. The stock sits 93% of the way up its 52-week range, up 155% in twelve months, and insiders have run 15 separate sale filings since mid-May totaling roughly $3M at $138-160, including multiple directors.

What to watch: Whether the August 4 print shows the first sequential revenue inflection rather than just stable bookings commentary; any further director sales at $170+, which would echo the Veeco-style pattern; competitor capex calls from Applied Materials and Lam that confirm or contradict the implied 2027 recovery slope.

On the calendar: 2026-08-04 — Q2 2026 earnings

no sentiment data

Read the AI verdict + X sentiment for $ACLS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Axcelis Technologies, Inc. is a company dedicated to the creation, production, and maintenance of specialized ion implantation and other essential processing machinery used in the fabrication of semiconductor chips. Operating internationally, its presence extends across North America, Europe, and Asia. The firm offers a wide array of implanter technologies, such as high-energy, high-current, and medium-current systems, designed to meet diverse application needs. Furthermore, Axcelis provides extensive post-sales support and lifecycle solutions, including the sale of pre-owned equipment, replacement parts, system upgrades, ongoing maintenance, and client instruction. It directly furnishes its advanced equipment and services to microchip manufacturers through its own dedicated sales personnel. Founded in 1978, Axcelis Technologies has its corporate headquarters situated in Beverly, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ACLS.

Semiconductors · Technology

Hyperscaler AI capex is driving GPU and HBM demand above supply capacity — NVDA's Computex Blackwell showcases confirm no allocation slack through 2H26. New US restrictions on H20/H800 China shipments add a revenue overhang. HBM3e pricing holds as LLM context-window expansion amplifies per-server memory requirements 5-8x.

See how Semiconductors shapes $ACLS

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ACLS's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
Free, forever. No credit card.

Top industry ETF

$SMHVanEck Semiconductor ETF
+65.2%YTD
+132.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
43.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.72$0.71+1.4%
Q4 2025Feb 17, 2026$1.49$1.12+33.0%
Q3 2025Nov 4, 2025$1.21$1.01+19.8%
Q2 2025Aug 5, 2025$1.13$0.73+54.8%
Next earningsTue, Aug 4·consensus EPS $0.90

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$199.0M+3.3%40.5%4.0%$0.30$16.3M
Q4 FY25$238.3M-5.6%47.0%15.2%$1.11$-8.9M
Q3 FY25$213.6M-16.7%41.6%11.7%$0.83$43.3M
Q2 FY25$194.5M-24.2%44.9%14.9%$0.98$37.7M

Forward consensus

3-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$843.9M$842.1M – $845.7M$3.83$3.69 – $4.013
FY27$925.2M$901.7M – $948.7M$4.85$4.45 – $5.084
FY28$1.0B$1.0B – $1.1B$5.01$4.87 – $5.201

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+23.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+73.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $ACLS is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Necip SayinerDirector1.6K sh$250KSellMay 27Todd SuttonVP Corporate Controller2.0K sh$320KSellMay 22St Dennis ThomasDirector900 sh$140KSellMay 22Eileen EvansEVP, General Counsel and Sec'y926 sh$144KSellMay 21Gerald M BlumenstockEVP, Research, Dev. & Eng.1.2K sh$177KSellMay 20Christopher TatnallEVP Global Customer Operations1.2K sh$175KSellMay 19Gregory B GravesDirector3.2K sh$457KSellMay 19John T KurtzweilDirector3.5K sh$486KSellMay 19Jeanne QuirkDirector1.8K sh$251K
+ 20 other (12 inkinds · 8 awards) in window

See when $ACLS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 68-K — Item 5.07: Shareholder vote
AI summary

Axcelis Technologies, Inc. (ACLS) held its 2026 Annual Meeting on May 5, 2026, with 90.24% of eligible shares (27,730,608 of 30,729,970) present or by proxy. Eight director nominees were elected; Tzu-Yin Chiu received 24,713,401 votes for (97.71% of votes cast) with 580,447 withheld and 2,436,760 broker non-votes, indicating strong institutional support; remaining nominees' tallies are cut off in the excerpt. This is a routine governance filing reflecting strong shareholder engagement and board support.

3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 243
8-KOfficer or director changeMar 128-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KShareholder voteFeb 68-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
3New insider — initial holdingsDec 22, 20253
+ 22 other (6 13Gs · 5 425s · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Do Options Traders Know Something About Axcelis Stock We Don't?zacks.com·9d agoAxcelis Technologies (ACLS) Just Flashed Golden Cross Signal: Do You Buy?zacks.com·9d agoAn Axcelis Technologies Vice President Sold 2,000 Company Shares. What Does That Mean for Investors?fool.com·10d agoIf You Like Micron Technology, You Might Love This Other Super Semiconductor Stockfool.com·17d agoAxcelis Announces Participation in Upcoming Investor Conferencesprnewswire.com·31d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor Onshoring

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$MRVL$AVGO$AMD$INTC$AAOI$ARM
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport