Research Analysts Issue Forecasts for ACLS Q3 Earnings

Key Points

• DA Davidson projects that Axcelis Technologies will report earnings of $0.87 per share for Q3 2025 and maintains a "Buy" rating with a price target of $90.00.
• B. Riley has increased its price target for the company from $58.00 to $75.00 while maintaining a "neutral" rating.
• Axcelis Technologies recently reported earnings of $1.13 per share, exceeding consensus estimates of $0.73, despite a 24.2% year-over-year revenue decline.

Axcelis Technologies, Inc. (NASDAQ:ACLS - Free Report) - Investment analysts at DA Davidson issued their Q3 2025 EPS estimates for Axcelis Technologies in a report released on Wednesday, August 6th. DA Davidson analyst T. Diffely expects that the semiconductor company will earn $0.87 per share for the quarter. DA Davidson currently has a "Buy" rating and a $90.00 price target on the stock. The consensus estimate for Axcelis Technologies' current full-year earnings is $2.55 per share.

Axcelis Technologies (NASDAQ:ACLS - Get Free Report) last issued its earnings results on Tuesday, August 5th. The semiconductor company reported $1.13 earnings per share for the quarter, topping analysts' consensus estimates of $0.73 by $0.40. Axcelis Technologies had a net margin of 17.69% and a return on equity of 16.26%. The firm had revenue of $194.54 million during the quarter, compared to analyst estimates of $185.15 million. During the same quarter in the prior year, the business earned $1.55 earnings per share. Axcelis Technologies's revenue for the quarter was down 24.2% on a year-over-year basis.

Separately, B. Riley upped their price target on shares of Axcelis Technologies from $58.00 to $75.00 and gave the company a "neutral" rating in a research note on Wednesday, June 18th. Four research analysts have rated the stock with a hold rating and two have issued a buy rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $90.00.

Axcelis Technologies Price Performance

Axcelis Technologies stock traded down $1.12 during mid-day trading on Thursday, reaching $78.30. 160,768 shares of the company's stock traded hands, compared to its average volume of 637,911. The company has a market cap of $2.46 billion, a price-to-earnings ratio of 16.10 and a beta of 1.58. The stock has a 50 day moving average of $70.49 and a two-hundred day moving average of $61.42. The company has a quick ratio of 4.26, a current ratio of 6.01 and a debt-to-equity ratio of 0.04. Axcelis Technologies has a 12-month low of $40.40 and a 12-month high of $117.57.

Insider Buying and Selling at Axcelis Technologies

In other news, Director John T. Kurtzweil sold 1,682 shares of the stock in a transaction on Tuesday, May 20th. The shares were sold at an average price of $61.93, for a total value of $104,166.26. Following the sale, the director owned 35,050 shares of the company's stock, valued at approximately $2,170,646.50. This represents a 4.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.48% of the company's stock.

Institutional Investors Weigh In On Axcelis Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Axcelis Technologies by 1.0% in the first quarter. Vanguard Group Inc. now owns 4,439,902 shares of the semiconductor company's stock valued at $220,530,000 after acquiring an additional 43,768 shares during the period. Reinhart Partners LLC. raised its stake in shares of Axcelis Technologies by 5.4% in the second quarter. Reinhart Partners LLC. now owns 1,518,544 shares of the semiconductor company's stock valued at $105,828,000 after acquiring an additional 77,522 shares during the period. American Century Companies Inc. raised its stake in shares of Axcelis Technologies by 7.6% in the first quarter. American Century Companies Inc. now owns 1,140,495 shares of the semiconductor company's stock valued at $56,648,000 after acquiring an additional 80,399 shares during the period. Geode Capital Management LLC raised its stake in shares of Axcelis Technologies by 2.7% in the fourth quarter. Geode Capital Management LLC now owns 897,750 shares of the semiconductor company's stock valued at $62,738,000 after acquiring an additional 23,234 shares during the period. Finally, Boston Trust Walden Corp increased its stake in Axcelis Technologies by 2.4% in the 2nd quarter. Boston Trust Walden Corp now owns 845,911 shares of the semiconductor company's stock worth $58,952,000 after buying an additional 19,579 shares during the period. Hedge funds and other institutional investors own 89.98% of the company's stock.

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.