Axcelis Technologies (NASDAQ:ACLS) Updates Q1 2026 Earnings Guidance

Axcelis Technologies (NASDAQ:ACLS) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.710-0.710 for the period, compared to the consensus EPS estimate of 0.900. The company issued revenue guidance of $195.0 million-$195.0 million, compared to the consensus revenue estimate of $204.1 million.

Axcelis Technologies Trading Up 4.2%

Shares of Axcelis Technologies stock traded up $3.95 on Tuesday, reaching $98.50. The company had a trading volume of 1,684,199 shares, compared to its average volume of 669,536. The firm has a market cap of $3.02 billion, a price-to-earnings ratio of 23.29 and a beta of 1.77. Axcelis Technologies has a 1 year low of $40.40 and a 1 year high of $102.93. The firm’s 50-day moving average price is $88.30 and its two-hundred day moving average price is $85.45. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.95 and a quick ratio of 3.32.

Axcelis Technologies (NASDAQ:ACLS) last issued its earnings results on Tuesday, February 17th. The semiconductor company reported $1.49 EPS for the quarter, topping analysts’ consensus estimates of $1.12 by $0.37. Axcelis Technologies had a net margin of 15.93% and a return on equity of 14.58%. The business had revenue of $238.33 million for the quarter, compared to analyst estimates of $215.04 million. Axcelis Technologies has set its Q1 2026 guidance at 0.710-0.710 EPS. As a group, research analysts predict that Axcelis Technologies will post 2.55 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Axcelis Technologies in a report on Monday, December 22nd. Wall Street Zen cut Axcelis Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Bank of America raised their price objective on Axcelis Technologies from $90.00 to $100.00 and gave the company an “underperform” rating in a report on Tuesday, January 13th. B. Riley Financial upped their price target on Axcelis Technologies from $84.00 to $94.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. Finally, Zacks Research lowered shares of Axcelis Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $102.25.

Insiders Place Their Bets

In other news, Director Jorge Titinger sold 2,000 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.05, for a total transaction of $172,100.00. Following the completion of the transaction, the director directly owned 7,477 shares of the company’s stock, valued at approximately $643,395.85. This represents a 21.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Gerald M. Blumenstock sold 3,034 shares of the company’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $89.46, for a total transaction of $271,421.64. Following the transaction, the executive vice president owned 18,661 shares in the company, valued at $1,669,413.06. The trade was a 13.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.48% of the company’s stock.

Institutional Trading of Axcelis Technologies

Several large investors have recently bought and sold shares of the company. Principal Securities Inc. grew its holdings in shares of Axcelis Technologies by 79.7% during the 4th quarter. Principal Securities Inc. now owns 3,200 shares of the semiconductor company’s stock worth $257,000 after purchasing an additional 1,419 shares in the last quarter. Vise Technologies Inc. raised its position in shares of Axcelis Technologies by 7.5% in the 4th quarter. Vise Technologies Inc. now owns 2,937 shares of the semiconductor company’s stock worth $236,000 after acquiring an additional 204 shares in the last quarter. Virtus Advisers LLC acquired a new stake in Axcelis Technologies in the third quarter worth $217,000. Mercer Global Advisors Inc. ADV bought a new position in shares of Axcelis Technologies in the 3rd quarter worth $270,000. Finally, Inceptionr LLC bought a new stake in Axcelis Technologies during the 3rd quarter worth approximately $221,000. Institutional investors and hedge funds own 89.98% of the company’s stock.

Axcelis Technologies Company Profile

Axcelis Technologies, Inc is a leading developer and manufacturer of ion implantation and cleaning equipment used in the fabrication of semiconductor chips. The company specializes in high-current, medium-current and high-energy ion implantation systems, which are critical for introducing precisely controlled dopants into silicon wafers. Axcelis also offers plasma-based cleaning and dry strip tools that support advanced process nodes in logic, memory and power device manufacturing.

The company’s product portfolio encompasses single-wafer and multi-wafer cluster tools designed to deliver high throughput, accuracy and uniformity for semiconductor process steps.