Axcelis (ACLS) Nosedives 16.7% on Dismal 2025
Axcelis Technologies Inc. (NASDAQ:ACLS) saw its stock price drop by 16.74% after reporting a dismal earnings performance for both the full year and fourth quarter of 2025. Net profit for the full year 2025 fell by 40.2%, and revenues declined by 17.5% compared to 2024. Despite the decline, the company's President and CEO, Russell Low, noted a strong exit to 2025 with record customer solutions and innovation revenue, attributing it to a focus on upgrades and service contracts, and expressed encouragement regarding improving demand trends in the Memory market for 2026.
Key facts: Axcelis Q4 2025 Revenue Hits $238.3M; Memory Market Improves
Axcelis Technologies, Inc. (ACLS) reported Q4 2025 revenue of $238.3 million, surpassing analyst estimates, with a net income of $34.3 million and diluted EPS of $1.10. While demand in Power and General Mature markets was mixed, the company noted improving trends in the Memory market. Projections for Q1 2026 revenue are set at $195 million.
12 Information Technology Stocks Moving In Wednesday's Intraday Session
This article identifies 12 information technology stocks experiencing significant movement during Wednesday's intraday trading session. Gainers include Rackspace Technology, Auddia, Atomera, Roadzen, Saiheat, and Bridgeline Digital, with some movements potentially linked to recent earnings reports. Losers feature Similarweb, Creative Global Tech, Axcelis Technologies, Veeco Instruments, Lianhe Sowell Intl, and Docebo, also with some declines following earnings announcements.
Truist Securities Adjusts Price Target on Axcelis Technologies to $91 From $94, Maintains Neutral Rating
Truist Securities has lowered its price target for Axcelis Technologies (ACLS) to $91 from $94 while maintaining a Neutral rating on the stock. This adjustment comes despite recent news including Axcelis shareholders approving a merger deal with Veeco Instruments and the unveiling of a new ion implanter. The company, which designs and manufactures semiconductor fabrication equipment, last reported its Q3 2025 earnings in November.
Axcelis Technologies, Inc. (NASDAQ:ACLS) Q4 2025 Earnings Call Transcript
Axcelis Technologies (NASDAQ:ACLS) reported strong Q4 2025 results, exceeding earnings expectations with EPS of $1.49 against an anticipated $1.12, driven by robust CS&I aftermarket revenue. The company is making progress on its merger with Veeco, expecting to close in the second half of 2026, and anticipates full-year 2026 revenue to be flat compared to 2025, with growth in memory offsetting declines in power and general mature markets. Axcelis also highlighted increasing demand for DRAM, particularly from AI-related applications, and expects significant growth in its DRAM business in 2026 and further acceleration into 2027.
Axcelis Technologies (ACLS) Projects Lower Than Expected Q1 Revenue
Axcelis Technologies (ACLS) has projected its Q1 revenue at $195 million, falling short of analyst expectations of $207.23 million. Despite this near-term revenue challenge, the semiconductor equipment manufacturer maintains strong financial health with robust margins, low debt, and a solid Altman Z-Score, though valuation metrics suggest it is modestly overvalued. Sector-specific risks and recent insider selling warrant caution.
Axcelis Announces Financial Results for Fourth Quarter and Full Year 2025
Axcelis Technologies, Inc. (Nasdaq: ACLS) announced its financial results for Q4 and the full year ended December 31, 2025, with Q4 revenue of $238 million and diluted EPS of $1.10 (GAAP), and $1.49 (non-GAAP). The company reported a strong finish to 2025, exceeding outlook, driven by record CS&I revenue and improving demand in the memory market. Axcelis also provided a business outlook for Q1 2026, expecting revenues of approximately $195 million and continued progress towards its merger with Veeco.
Axcelis: Q4 Earnings Snapshot
Axcelis Technologies Inc. reported strong fourth-quarter results, with net income of $34.3 million ($1.10 per share) and adjusted earnings of $1.49 per share, surpassing analyst expectations. The semiconductor services company also posted revenue of $238.3 million for the quarter and $839 million for the full year. Looking ahead, Axcelis projects first-quarter earnings of 71 cents per share on revenue of $195 million.
Axcelis Technologies Q4 Earnings Call Highlights
Axcelis Technologies reported strong Q4 2025 results, exceeding expectations due to robust aftermarket performance and improving bookings, though China's revenue share declined. While Q1 2026 is guided for a step-down, the company anticipates a flat 2026 revenue with growth in memory offsetting softer demand in power and mature markets. The pending Veeco merger awaits final China approval, expected to close in H2 2026.
Earnings Flash (ACLS) Axcelis Technologies Posts Q4 Revenue $238.3M, vs. FactSet Est of $215M
Axcelis Technologies (ACLS) announced its Q4 revenue reached $238.3 million, surpassing FactSet's estimated $215 million. The company designs, manufactures, and services ion implantation and other processing equipment for semiconductor chip fabrication. Axcelis has a full line of implanters and provides extensive aftermarket lifecycle products and services globally.
Axcelis Technologies (ACLS) Q4 Earnings and Revenues Beat Estimates
Axcelis Technologies (ACLS) surpassed Q4 earnings and revenue estimates, reporting $1.49 per share against an expected $1.12, and revenues of $238.33 million, beating the $215.39 million consensus. The company has consistently beaten EPS and revenue estimates over the past four quarters, and its stock has gained 17.7% year-to-date. While current revisions are mixed, Zacks maintains a #3 (Hold) Rank for ACLS, suggesting market-perform expectations.
Earnings Scheduled For February 17, 2026
This article lists companies scheduled to report their quarterly and fiscal year earnings on February 17, 2026. It provides estimated earnings per share and revenue figures for numerous companies expected to report both before and after the bell, including Axcelis Technologies, Allegion, Medtronic, Palo Alto Networks, and many others across various sectors.
Assessing Axcelis Technologies (ACLS) Valuation After The Purion H6 Product Launch
Axcelis Technologies (ACLS) recently launched its Purion H6 high current ion implanter, a product poised to influence the semiconductor manufacturing sector and the company's stock value. While one valuation narrative suggests Axcelis is 4% undervalued at $94.55, another view based on discounted cash flows indicates it trades significantly above its estimated future cash flow value of $35.67. The article explores these differing valuations and their implications after recent strong share price momentum and R&D investments.
LSV Asset Management Takes Position in Axcelis Technologies, Inc. $ACLS
LSV Asset Management recently acquired a new position in Axcelis Technologies, purchasing 314,900 shares valued at approximately $30.75 million, representing 1.00% of the company. The semiconductor company's stock has an average "Hold" rating from analysts with a target price of $102.25, while institutional investors own nearly 90% of the stock despite recent insider selling.
Does Axcelis (ACLS) New Purion H6 Tool Reshape Its Edge In Ion Implantation?
Axcelis Technologies introduced the Purion H6™ high current ion implanter, designed for advanced logic, memory, image sensor, and mature-node applications, focusing on improved dose control, particle reduction, and productivity. This new tool reinforces Axcelis's strategy but does not alter short-term market dynamics, which are influenced by order momentum outside China and demand for mature-node and silicon carbide tools. The company's future investment narrative depends on ion implantation remaining a critical part of chip fabrication and its ability to secure technically challenging applications.
Axcelis Technologies (ACLS) Stock Moves -1.39%: What You Should Know
Axcelis Technologies (ACLS) closed down 1.39% at $90.54, outperforming the S&P 500 but lagging behind its sector's performance prior to today's trading. Investors are looking forward to the company's upcoming earnings report on February 17, 2026, with an anticipated EPS of $1.12 and revenue of $215.3 million. The stock currently holds a Zacks Rank of #3 (Hold) and is trading at a discount compared to its industry's average Forward P/E.
Axcelis Technologies (ACLS) to Release Earnings on Tuesday
Axcelis Technologies (NASDAQ:ACLS) is set to release its Q4 2025 earnings after the market closes on Tuesday, February 17th, with analysts forecasting an EPS of $1.12 and revenue of $215.04 million. The company's stock currently trades within a 12-month range of $40.40–$102.93, has a market cap of $2.62 billion, and a P/E ratio of 20.21. Insider selling and institutional investment activity have been noted, and analysts hold a consensus "Hold" rating with an average target price of $102.25.
Axcelis Technologies Inc (NASDAQ:ACLS) Passes the "Caviar Cruise" Quality Stock Screen
Axcelis Technologies Inc (NASDAQ:ACLS) has passed the "Caviar Cruise" quality stock screen, indicating it's a strong candidate for long-term investors. The company demonstrates high return on invested capital, robust profit growth, and excellent financial health with minimal debt and strong cash flow conversion. While facing cyclical industry challenges and some short-term growth concerns, its valuation appears favorable compared to peers, suggesting a good opportunity for quality-focused investment.
Principal Financial Group Inc. Sells 20,409 Shares of Axcelis Technologies, Inc. $ACLS
Principal Financial Group Inc. reduced its stake in Axcelis Technologies by 9.9% in the third quarter, divesting 20,409 shares and now holding 185,268 shares valued at $18.09 million. This sale, along with recent insider transactions by EVP Gerald Blumenstock and Director Jorge Titinger, brings insider ownership to about 0.48%. Axcelis Technologies, a semiconductor equipment manufacturer, currently has a consensus "Hold" rating from analysts with an average price target of $102.25.
Axcelis Unveils Purion H6: Next-Generation High Current Ion Implanter for Advanced Semiconductor Manufacturing
Axcelis Technologies, Inc. has introduced the Purion H6, a new high-current ion implanter designed for advanced semiconductor manufacturing. This system enhances purity, precision, and productivity for next-generation devices, building on the success of the Purion H line. Key advantages include advanced dose control, improved particle control, Eterna ELS7 Source Technology, and best-in-class productivity, targeting logic, advanced memory, image sensor, and mature technology markets.
Veeco Stockholders Approve Merger with Axcelis
Veeco Instruments Inc. announced that its stockholders have approved all proposals related to its pending merger with Axcelis Technologies, Inc. The merger is still subject to customary closing conditions, including regulatory approval from China, and is expected to be completed in the second half of 2026. Veeco specializes in manufacturing semiconductor process equipment.
Old West Investment Management LLC Buys Shares of 16,268 Axcelis Technologies, Inc. $ACLS
Old West Investment Management LLC bought 16,268 shares of Axcelis Technologies (NASDAQ:ACLS) for approximately $1.59 million, establishing a new position. This purchase represents about 0.05% of the company's stock, highlighting ongoing institutional interest with other firms like Allspring Global and Boston Partners also adjusting their holdings. Axcelis Technologies shows high institutional ownership at 89.98% despite mixed analyst ratings, with the company recently beating EPS and revenue estimates but experiencing a year-over-year revenue decrease.
Axcelis Stockholders Approve Merger With Veeco To Create Semiconductor Equipment Company
Axcelis Technologies, Inc. (ACLS) stockholders have approved a merger deal with Veeco Instruments Inc. (VECO), anticipated to close in the second half of 2026. This all-stock merger, announced in October 2025, aims to form a semiconductor equipment company with an enterprise value of approximately $4.4 billion. Following the announcement, shares of ACLS closed up 5.63% and VECO ended almost 6% higher.
Veeco (NASDAQ: VECO) shareholders back Axcelis merger plan
Veeco Instruments Inc. stockholders have approved all proposals for the pending merger with Axcelis Technologies, Inc., including the merger agreement and merger-related compensation. A significant majority of shares voted in favor, with 53,408,907 votes for the merger agreement proposal. The completion of the merger is still contingent on customary closing conditions, notably approval from China’s State Administration for Market Regulation, and is expected in the second half of 2026.
Axcelis Stockholders Approve Merger with Veeco
Axcelis Technologies, Inc. announced that its stockholders have approved all proposals related to its pending merger with Veeco Instruments Inc. The merger remains subject to final regulatory approval from the State Administration for Market Regulation of the People's Republic of China and is expected to be completed in the second half of 2026. The company also provided information regarding additional documents filed with the SEC concerning the transaction and forward-looking statements about potential risks and benefits.
A Look At Axcelis Technologies (ACLS) Valuation After Recent Mixed Share Price Performance
Axcelis Technologies (ACLS) has experienced mixed share performance recently, with short-term declines but a stronger long-term return. Analysts generally see it as undervalued at $98.50 due to its leadership in silicon carbide (SiC) power devices, while Simply Wall St's DCF model suggests it might be overvalued at $34.47, highlighting different valuation perspectives for investors to consider.
Axcelis Unveils Purion H6: Next-Generation High Current Ion Implanter for Advanced Semiconductor Manufacturing
Axcelis Technologies, Inc. has introduced the Purion H6 high current ion implanter, designed for advanced semiconductor manufacturing. This next-generation system offers superior purity, precision, and productivity, with innovations in dose control, particle control, and source technology. The Purion H6 aims to address the challenges in logic, advanced memory, image sensor, and mature technology markets by providing enhanced reliability and lower cost of ownership for customers.
Axcelis Announces Participation in SEMICON Korea 2026
Axcelis Technologies, Inc. announced its participation in SEMICON Korea 2026, where it will showcase its Purion™ platform of ion implanters, including the new Purion H6 high current implanter. The company's President and CEO, Russell Low, emphasized Korea's strategic importance and Axcelis's commitment to advancing intelligent semiconductor manufacturing solutions. Dr. KyungWon Lee will also present on applications of ion implantation technology for scaling down advanced devices.
Axcelis Introduces Purion H6 for Next-Generation Semiconductor Manufacturing
Axcelis Technologies, Inc. has introduced the Purion H6™ high current ion implanter, specifically engineered for next-generation semiconductor devices. This new system offers advancements in purity, precision, and productivity, building upon the success of the Purion H line with features like enhanced dose and particle control, and extended source life. The Purion H6 is designed to address the challenges of advanced device manufacturing across various market segments including logic, advanced memory, and image sensors.
Axcelis Unveils Purion H6: Next-Generation High Current Ion Implanter for Advanced Semiconductor Manufacturing
Axcelis Technologies, Inc. has introduced the Purion H6, a next-generation high current ion implanter designed for advanced semiconductor manufacturing. This new system offers enhanced purity, precision, and productivity, building on the success of the Purion H product line. It features innovations like next-generation dose control, enhanced particle control, Eterna ELS7 Source Technology, and best-in-class productivity, addressing challenges in logic, advanced memory, image sensor, and mature technology market segments.
Axcelis Announces Participation in SEMICON Korea 2026
Axcelis Technologies, Inc. announced its participation in SEMICON Korea 2026, where it will showcase its Purion™ platform of ion implanters, including the new Purion H6 high current implanter. The company will also deliver a presentation on applications of ion implantation technology for scaling down advanced devices. Axcelis highlights Korea as a strategic market and emphasizes its commitment to customer success through innovative semiconductor manufacturing solutions.
Axcelis, Veeco advance merger ahead of shareholder votes
Axcelis Technologies (ACLS) and Veeco Instruments are moving forward with their merger, announcing regulatory milestones like a "no further action letter" from the UK and no required filings in Sweden. While still awaiting approval from China, both companies are preparing for shareholder votes on February 6, 2026, with proxy advisory firms recommending approval. They anticipate the merger to close in the second half of 2026.
Jackson Creek Investment Advisors LLC Buys New Shares in Axcelis Technologies, Inc. $ACLS
Jackson Creek Investment Advisors LLC recently acquired 22,299 shares of Axcelis Technologies (NASDAQ: ACLS), valued at approximately $2.18 million, representing a new position for the firm. Other institutional investors like American Century Companies Inc. and Boston Partners also increased their holdings in Axcelis, contributing to 89.98% institutional ownership. Axcelis Technologies beat quarterly earnings and revenue estimates and currently holds an average "Hold" rating from analysts with a consensus price target of $102.25.
Axcelis Technologies and Veeco Instruments Merger Progress
Axcelis Technologies announced progress on its merger with Veeco Instruments, with key highlights including a "no further action" letter from the UK and deeming Sweden filings unnecessary. The merger is now pending approval from China's market regulation authority and is expected to be completed in the second half of 2026. This update is based on an SEC filing from February 2, 2026.
AlphaQuest LLC Invests $1.35 Million in Axcelis Technologies, Inc. $ACLS
AlphaQuest LLC recently acquired a new stake of 13,793 shares in Axcelis Technologies (NASDAQ:ACLS) valued at approximately $1.35 million. Analysts currently have a "Hold" consensus rating for ACLS with an average price target of $102.25. The semiconductor company surpassed its Q3 earnings and revenue estimates, though revenue was down year-over-year.
Universal Beteiligungs und Servicegesellschaft mbH Sells 13,352 Shares of Axcelis Technologies, Inc. $ACLS
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Axcelis Technologies (NASDAQ:ACLS) by 47.7%, selling 13,352 shares to hold 14,648 shares valued at $1.43 million. While some institutions increased their positions, corporate insiders also sold shares. Analysts currently maintain a consensus "Hold" rating for ACLS with a target price of $102.25, while the stock is trading near $88.
Axcelis Technologies Announces Merger with Veeco Instruments
Axcelis Technologies (ACLS) announced a merger agreement with Veeco Instruments on January 28, 2026, where Veeco will become a wholly-owned subsidiary. A special stockholder meeting is scheduled for February 6, 2026, though stockholder actions are challenging the merger disclosures. Axcelis has voluntarily supplemented its proxy statement to prevent litigation delays related to these challenges.
Axcelis Technologies, Inc. (NASDAQ:ACLS) Given Consensus Recommendation of "Hold" by Brokerages
Axcelis Technologies (NASDAQ: ACLS) has received a consensus "Hold" rating from eight brokerages, with an average 12-month price target of $102.25. While the company recently beat EPS and revenue estimates, revenue was down 16.8% year-over-year, and insider selling has been noted despite high institutional ownership. The stock currently trades around $91, with a market capitalization of $2.79 billion.
Axcelis Announces Timing and Availability of Fourth Quarter and Full Year 2025 Results and Conference Call
Axcelis Technologies, Inc. (Nasdaq: ACLS) will release its financial results for the fourth quarter and full year 2025 after market close on Tuesday, February 17, 2026. The company will host a conference call to discuss these results on the same day at 5:00 p.m. ET. The call will be accessible via webcast on Axcelis' investor relations website.
Axcelis Announces Timing and Availability of Fourth Quarter and Full Year 2025 Results and Conference Call
Axcelis Technologies, Inc. (Nasdaq: ACLS) will release its financial results for the fourth quarter and full year 2025 after market close on Tuesday, February 17, 2026. The company will also host a conference call on the same day at 5:00 p.m. ET to discuss these results. A webcast of the call will be available on the Investors page of Axcelis' website.
Axcelis Announces Timing and Availability of Fourth Quarter and Full Year 2025 Results and Conference Call
Axcelis Technologies, Inc. (Nasdaq: ACLS) will release its financial results for the fourth quarter and full year 2025 after market close on Tuesday, February 17, 2026. The company will also host a conference call on the same day at 5:00 p.m. ET to discuss these results. A webcast of the call will be available on the Investors page of Axcelis' website, with replays available for 30 days.
Axcelis Enters A Low-Momentum Phase As Upside Follow-Through Fades
Axcelis Technologies (NASDAQ: ACLS) is currently in Phase 18 of its 18-phase Adhishthana cycle, which is expected to be a period of consolidation and sluggish price action due to a lack of bullish characteristics in its past Guna Triads. The stock's failure to display Satoguna in Phases 14-16, where it lost over 74% of its value, rules out a "Nirvana move" (a significant rally) in the current phase. Investors are advised to anticipate muted near-term outlook with potential for range-bound strategies, as a clearer directional bias is not expected until the cycle resets.
Axcelis Enters A Low-Momentum Phase As Upside Follow-Through Fades
Axcelis Technologies (NASDAQ: ACLS) is in Phase 18 of its Adhishthana cycle, a period expected to be marked by consolidation and sluggish price action due to a weak "Guna Triad" structure from previous phases. The stock's failure to display bullish characteristics, including a 74% value loss in earlier phases, indicates that a "Nirvana move" (peak rally) in the current phase is unlikely. Investors interested in Axcelis are advised to anticipate muted near-term performance, with experienced options traders potentially considering range-bound strategies until the current cycle concludes.
Axcelis Technologies Inc (ACLS) Shares Down 2.96% on Jan 20
Axcelis Technologies Inc (ACLS) shares dropped 2.96% on January 20th, closing at $90.37. The stock is 12.21% below its 52-week high but 123.68% above its 52-week low. Wall Street analysts have an average target price of $105.71, suggesting a 16.99% upside, with a consensus "Hold" rating; GuruFocus estimates a fair value of $90.83, indicating a slight upside of 0.51%.
Bank of America Forecasts Strong Price Appreciation for Axcelis Technologies (NASDAQ:ACLS) Stock
Bank of America raised its price target for Axcelis Technologies (NASDAQ:ACLS) to $100 from $90, while maintaining an "underperform" rating, indicating a modest potential upside. Despite beating quarterly EPS and revenue estimates, the company's revenue declined by 16.8% year-over-year, and significant insider selling has been observed. The overall analyst consensus for Axcelis Technologies is a "Hold" with a target price of $100.80, reflecting mixed sentiment among brokers.
Axcelis to Participate in the 28th Annual Needham Growth Conference
Axcelis Technologies, Inc. (NASDAQ: ACLS), a leading supplier of ion implantation solutions for the semiconductor industry, announced its participation in the 28th Annual Needham Growth Conference. Management is scheduled to attend on Tuesday, January 13th, 2026, in New York, NY, and will be available for investor meetings.
Axcelis to Participate in the 28th Annual Needham Growth Conference
Axcelis Technologies, Inc. announced its management will participate in the 28th Annual Needham Growth Conference on January 13, 2026, in New York, NY. The company, a leading supplier of ion implantation solutions for the semiconductor industry, will be available for one-on-one and group meetings with investors during the event. This participation highlights Axcelis's engagement with the investment community to discuss its business and future prospects.
Does Axcelis Technologies (ACLS) Still Deserve a "Value" Label After Institutional Confidence Returns?
American Century Investments' Small Cap Value Fund has highlighted Axcelis Technologies (ACLS) for strong profits amidst improving semiconductor sentiment, suggesting renewed institutional confidence. While this validates Axcelis's core thesis in ion implantation tools for silicon carbide and AI, investors should still be mindful of near-term risks related to muted bookings and backlog. The article also mentions a joint development program with GE Aerospace as a key connection to improving sentiment, linking Axcelis's technology to higher-value applications.
Allspring Global Investments Holdings LLC Buys 102,040 Shares of Axcelis Technologies, Inc. $ACLS
Allspring Global Investments Holdings LLC significantly increased its stake in Axcelis Technologies (NASDAQ:ACLS) by 1,344.8%, purchasing 102,040 additional shares. This acquisition brings their total holdings to 109,628 shares, valued at approximately $10.39 million. While institutional ownership remains high, corporate insiders have been selling shares, and analyst ratings for Axcelis Technologies are currently mixed, with a consensus "Hold" rating and an average price target of $98.80.
Axcelis Technologies' (NASDAQ:ACLS) 23% CAGR outpaced the company's earnings growth over the same five-year period
Axcelis Technologies (NASDAQ:ACLS) has seen its share price soar 180% over the last five years, equating to a 23% compound annual growth rate (CAGR). This performance is closely mirrored by its earnings per share (EPS) growth of 26% per year over the same period, indicating investor sentiment aligns with the company's earnings. While recent share price growth has slowed, the overall long-term and short-term performance makes ACLS a stock worth monitoring.
