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ACACLS

Axcelis Technologies, Inc.

$ACLS·$4.1B·Semiconductors·Technology
$108.35-5.9%YTD+41.0%1Y+37.4%
Price updated 27m ago·X counts updated 5d ago
ACACLS
$ACLSAxcelis Technologies, Inc.
$108.35-5.87%80 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ACLS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

80X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $ACLS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ACLS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Axcelis is a specialty semi-equipment maker up 68% YTD — Nov 3 earnings tests whether memory capex extends.

Axcelis Technologies makes ion-implanters for semiconductor fabrication — specialty equipment for mature-node and memory applications. The business is capturing the cycle lift.

  • The economics are decent: Q1 revenue +3.3% YoY at an 11.6% operating margin and ROIC of 7.3% — top-line stabilizing after a 2024 reset, with margins supporting continued operating leverage.
  • At 52.9x PE and 6.3x sales the valuation is premium for cycle-timing — paying forward for continued memory and specialty-node capex, which only works if the next few prints confirm.
  • 52-week range position is 53% with vol multiplier 1.17 — mid-range on above-average volume, which is accumulation ahead of Nov 3 earnings as the next catalyst.

Nov 3 Q3 is the gate — any confirmed memory-capex order growth plus margin expansion extends the move. A capex-pause commentary or margin reversion and the stock gives back some of the YTD gain.

What to watch: Nov 3 Q3 — memory-capex order mix, specialty-node revenue, operating-margin trajectory, and FY27 guide. A memory-capex pause is the clear invalidator.

On the calendar: 2026-11-03 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Manufactures ion implantation equipment essential for semiconductor chip fabrication, serving chipmakers across North America, Europe, and Asia.

Industry overviewAI analysisGenerated by AI from underlying data

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

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $ACLS

Direct beneficiary — Manufactures ion implantation equipment essential for semiconductor chip fabrication, serving chipmakers across North America, Europe, and Asia.; leading-edge node investments at TSMC/Samsung/Intel convert directly to equipment and materials revenue.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%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
Q2 2026Aug 6, 2026$1.06$0.89+18.6%
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%
Next earningsTue, Nov 3·consensus EPS $1.11

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$883.5M$881.5M – $885.5M$4.11$4.10 – $4.124
FY27$988.8M$913.6M – $1.1B$5.27$4.62 – $6.114
FY28$1.2B$1.2B – $1.3B$8.23$7.85 – $8.621

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.1.2×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.35%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.-7.4%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.-5.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.855-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.

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 19Jeanne QuirkDirector1.8K sh$251KSellMay 19Gregory B GravesDirector3.2K sh$457KSellMay 19John T KurtzweilDirector3.5K sh$486K
+ 25 other (17 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
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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.

+ 12 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

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

A Look at Axcelis Technologies Inc (ACLS) After 5.3% Decline -- GF Value $90.94 vs Price $127.63gurufocus.com·4d agoAxcelis Technologies Inc (ACLS) Stock Down 3.5% but Still Overvalued -- GF Score: 87/100gurufocus.com·8d agoAxcelis Technologies (ACLS) Stock Slides as Market Rises: Facts to Know Before You Tradezacks.com·11d agoAxcelis Technologies (NASDAQ:ACLS) versus Credo Technology Group (NASDAQ:CRDO) Critical Contrastdefenseworld.net·15d agoAxcelis Announces Sponsorship and Participation in the 23rd International Conference on Silicon Carbide and Related Materials (ICSCRM 2026)prnewswire.com·26d ago

In themes

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Semiconductor OnshoringAdvanced Packaging & AI Interconnect

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Voices on X · last 7 days

No standout posts about $ACLS on X in the 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.

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