Research Analysts Offer Predictions for ACLS Q2 Earnings

Axcelis Technologies, Inc. (NASDAQ:ACLS) – Investment analysts at William Blair lowered their Q2 2025 earnings per share estimates for shares of Axcelis Technologies in a research report issued on Wednesday, May 7th. William Blair analyst J. Dorsheimer now expects that the semiconductor company will earn $0.58 per share for the quarter, down from their previous estimate of $0.61. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Axcelis Technologies’ current full-year earnings is $2.55 per share. William Blair also issued estimates for Axcelis Technologies’ Q1 2026 earnings at $0.77 EPS, Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.88 EPS, Q4 2026 earnings at $1.03 EPS and FY2026 earnings at $3.50 EPS.

ACLS has been the subject of several other research reports. B. Riley reiterated a “neutral” rating and issued a $50.00 price target (down previously from $80.00) on shares of Axcelis Technologies in a research report on Monday, April 21st. Needham & Company LLC reiterated a “hold” rating on shares of Axcelis Technologies in a research report on Wednesday, February 12th. Finally, Craig Hallum reduced their price objective on Axcelis Technologies from $115.00 to $105.00 and set a “buy” rating on the stock in a research report on Wednesday, January 15th. Five equities research analysts have rated the stock with a hold rating and two have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $131.00.

Axcelis Technologies Price Performance

Shares of ACLS opened at $57.64 on Friday. The firm has a fifty day moving average price of $51.61 and a 200 day moving average price of $65.10. The stock has a market cap of $1.85 billion, a PE ratio of 9.37, a price-to-earnings-growth ratio of 4.52 and a beta of 1.52. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.41 and a quick ratio of 4.05. Axcelis Technologies has a 1-year low of $40.40 and a 1-year high of $158.61.

Axcelis Technologies (NASDAQ:ACLS) last released its quarterly earnings data on Tuesday, May 6th. The semiconductor company reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.39 by $0.65. The business had revenue of $192.56 million during the quarter, compared to analysts’ expectations of $184.86 million. Axcelis Technologies had a net margin of 19.75% and a return on equity of 21.02%. The company’s revenue for the quarter was down 23.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.57 EPS.

Institutional Trading of Axcelis Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of ACLS. Signaturefd LLC raised its stake in shares of Axcelis Technologies by 90.6% during the fourth quarter. Signaturefd LLC now owns 364 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 173 shares during the period. Versant Capital Management Inc raised its stake in Axcelis Technologies by 118.7% during the first quarter. Versant Capital Management Inc now owns 584 shares of the semiconductor company’s stock worth $29,000 after acquiring an additional 317 shares during the period. Fifth Third Bancorp lifted its holdings in shares of Axcelis Technologies by 160.5% in the 1st quarter. Fifth Third Bancorp now owns 581 shares of the semiconductor company’s stock worth $29,000 after purchasing an additional 358 shares during the last quarter. Avior Wealth Management LLC grew its position in shares of Axcelis Technologies by 1,153.8% during the fourth quarter. Avior Wealth Management LLC now owns 489 shares of the semiconductor company’s stock worth $34,000 after acquiring an additional 450 shares during the last quarter. Finally, Capital Advisors Ltd. LLC increased its holdings in shares of Axcelis Technologies by 1,415.2% in the 4th quarter. Capital Advisors Ltd. LLC now owns 500 shares of the semiconductor company’s stock worth $35,000 after acquiring an additional 467 shares during the period. Institutional investors and hedge funds own 89.98% of the company’s stock.

Axcelis Technologies declared that its board has initiated a stock buyback program on Wednesday, March 12th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the semiconductor company to reacquire up to 5.2% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Axcelis Technologies Company Profile

Axcelis Technologies, Inc designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and Asia Pacific. The company offers high energy, high current, and medium current implanters for various application requirements.