Mizuho Markets Cayman LP Increases Stock Position in Axcelis Technologies, Inc. $ACLS

Mizuho Markets Cayman LP lifted its holdings in shares of Axcelis Technologies, Inc. (NASDAQ:ACLS) by 20.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 18,816 shares of the semiconductor company’s stock after purchasing an additional 3,200 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Axcelis Technologies were worth $1,512,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Close Asset Management Ltd purchased a new position in shares of Axcelis Technologies during the third quarter worth approximately $27,000. Advisory Services Network LLC purchased a new position in shares of Axcelis Technologies during the third quarter worth approximately $32,000. Caitlin John LLC purchased a new position in shares of Axcelis Technologies during the third quarter worth approximately $32,000. EverSource Wealth Advisors LLC grew its position in shares of Axcelis Technologies by 145.1% during the second quarter. EverSource Wealth Advisors LLC now owns 451 shares of the semiconductor company’s stock worth $31,000 after acquiring an additional 267 shares during the last quarter. Finally, Strs Ohio purchased a new position in shares of Axcelis Technologies during the third quarter worth approximately $49,000. 89.98% of the stock is currently owned by hedge funds and other institutional investors.

Axcelis Technologies Price Performance

Shares of NASDAQ ACLS opened at $156.94 on Friday. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.59 and a quick ratio of 2.99. The stock has a fifty day moving average price of $121.12 and a 200 day moving average price of $98.30. Axcelis Technologies, Inc. has a 1-year low of $55.93 and a 1-year high of $171.61. The company has a market cap of $4.82 billion, a PE ratio of 48.89, a P/E/G ratio of 12.14 and a beta of 1.93.

Axcelis Technologies (NASDAQ:ACLS) last issued its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.71 by $0.01. Axcelis Technologies had a return on equity of 12.19% and a net margin of 11.93%.The firm had revenue of $198.96 million during the quarter, compared to the consensus estimate of $195.03 million. During the same period last year, the company earned $0.88 earnings per share. The company’s revenue for the quarter was up 3.3% on a year-over-year basis. Axcelis Technologies has set its Q2 2026 guidance at 0.900- EPS. Sell-side analysts forecast that Axcelis Technologies, Inc. will post 2.86 EPS for the current year.

Insider Activity

In related news, EVP Gerald M. Blumenstock sold 1,161 shares of the stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $152.70, for a total transaction of $177,284.70. Following the completion of the sale, the executive vice president directly owned 20,493 shares of the company’s stock, valued at $3,129,281.10. This trade represents a 5.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director John T. Kurtzweil sold 3,500 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $138.79, for a total value of $485,765.00. Following the sale, the director directly owned 32,990 shares of the company’s stock, valued at approximately $4,578,682.10. This represents a 9.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 32,453 shares of company stock valued at $4,891,714. 0.49% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

ACLS has been the topic of a number of research reports. Zacks Research upgraded shares of Axcelis Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, April 20th. Weiss Ratings lowered shares of Axcelis Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 12th. Finally, B. Riley Financial upgraded shares of Axcelis Technologies from a “neutral” rating to a “buy” rating and set a $150.00 target price on the stock in a research report on Monday, April 20th. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Axcelis Technologies has an average rating of “Hold” and an average price target of $116.25.

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.