Axcelis Technologies (ACLS) Expected to Announce Earnings on Thursday

Key Points

• Axcelis is set to announce Q1 2026 results on May 7; analysts expect $0.71 EPS and $195.03M in revenue, and the company has guided to 0.710 EPS (earnings call scheduled for 5:00 PM ET).
• In the prior quarter Axcelis beat estimates with $1.49 EPS (vs. $1.12 expected) and $238.33M revenue, though revenue was down 5.6% year‑over‑year; analysts forecast roughly $3 EPS for the current fiscal year and $4 for next year.
• Insiders have recently sold shares (including the CEO and a director), insiders own just 0.49% while institutional investors hold about 90% of the stock; ACLS trades around $133.61 with a market cap of ~$4.11B and a P/E of ~35.3.

Axcelis Technologies (NASDAQ:ACLS - Get Free Report) will likely be announcing its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect the company to announce earnings of $0.71 per share and revenue of $195.0280 million for the quarter. Axcelis Technologies has set its Q1 2026 guidance at 0.710-0.710 EPS. Investors can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, May 7, 2026 at 5:00 PM ET.

Axcelis Technologies (NASDAQ:ACLS - Get Free Report) last released 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. The business had revenue of $238.33 million during the quarter, compared to analysts' expectations of $215.04 million. Axcelis Technologies had a net margin of 14.33% and a return on equity of 13.73%. The company's quarterly revenue was down 5.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.54 earnings per share. On average, analysts expect Axcelis Technologies to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Axcelis Technologies Trading Down 0.3%

ACLS stock opened at $133.61 on Thursday. Axcelis Technologies has a 12-month low of $46.52 and a 12-month high of $147.94. The business's 50-day moving average is $99.62 and its 200 day moving average is $90.70. The company has a current ratio of 4.77, a quick ratio of 3.11 and a debt-to-equity ratio of 0.04. The stock has a market cap of $4.11 billion, a price-to-earnings ratio of 35.25, a PEG ratio of 16.43 and a beta of 1.65.

Insider Buying and Selling

In other Axcelis Technologies news, Director Jorge Titinger sold 1,000 shares of the firm's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $80.00, for a total value of $80,000.00. Following the completion of the sale, the director directly owned 6,477 shares of the company's stock, valued at $518,160. This trade represents a 13.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Russell Low sold 1,244 shares of Axcelis Technologies stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $94.06, for a total value of $117,010.64. Following the transaction, the chief executive officer owned 132,282 shares in the company, valued at approximately $12,442,444.92. This represents a 0.93% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.49% of the company's stock.

Institutional Investors Weigh In On Axcelis Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the company. Victory Capital Management Inc. raised its stake in Axcelis Technologies by 85.9% during the fourth quarter. Victory Capital Management Inc. now owns 1,807,404 shares of the semiconductor company's stock worth $145,207,000 after purchasing an additional 835,242 shares during the period. Invesco Ltd. grew its stake in shares of Axcelis Technologies by 176.6% in the 3rd quarter. Invesco Ltd. now owns 386,735 shares of the semiconductor company's stock valued at $37,761,000 after buying an additional 246,939 shares during the period. Balyasny Asset Management L.P. increased its holdings in shares of Axcelis Technologies by 10,368.7% during the 4th quarter. Balyasny Asset Management L.P. now owns 243,503 shares of the semiconductor company's stock worth $19,563,000 after buying an additional 241,177 shares during the last quarter. Millennium Management LLC raised its position in shares of Axcelis Technologies by 143.8% during the 3rd quarter. Millennium Management LLC now owns 261,776 shares of the semiconductor company's stock valued at $25,560,000 after buying an additional 154,381 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in Axcelis Technologies by 27.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 629,814 shares of the semiconductor company's stock valued at $50,599,000 after purchasing an additional 135,039 shares during the period. 89.98% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

ACLS has been the subject of several research reports. Bank of America boosted their price target on Axcelis Technologies from $90.00 to $100.00 and gave the stock an "underperform" rating in a research report on Tuesday, January 13th. Weiss Ratings raised shares of Axcelis Technologies from a "hold (c-)" rating to a "hold (c)" rating in a research note on Wednesday, April 22nd. B. Riley Financial raised shares of Axcelis Technologies from a "neutral" rating to a "buy" rating and set a $150.00 target price for the company in a report on Monday, April 20th. Zacks Research upgraded shares of Axcelis Technologies from a "strong sell" rating to a "hold" rating in a research report on Monday, April 20th. Finally, Wall Street Zen downgraded shares of Axcelis Technologies from a "buy" rating to a "hold" rating in a research note on Saturday, January 3rd. Three research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Axcelis Technologies currently has a consensus rating of "Hold" and a consensus 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.