Axcelis Technologies (NASDAQ:ACLS) Releases Q4 2026 Earnings Guidance

Key Points

• Axcelis guided Q4 2026 EPS to $1.50, above the analyst consensus of $1.18, and revenue to $275 million versus expectations of $239.3 million.
• In its latest reported quarter, the company earned $1.26 per share and generated $237.78 million in revenue, beating consensus estimates; revenue rose 11.3% year over year.
• Analysts have a consensus Hold rating on the stock, with an average price target of $148.67.

Axcelis Technologies (NASDAQ:ACLS - Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.500-1.500 for the period, compared to the consensus earnings per share estimate of 1.180. The company issued revenue guidance of $275.0 million, compared to the consensus revenue estimate of $239.3 million.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on ACLS shares. Weiss Ratings upgraded shares of Axcelis Technologies from a "hold (c-)" rating to a "hold (c)" rating in a report on Friday, October 16th. Craig Hallum lowered shares of Axcelis Technologies from a "buy" rating to a "hold" rating and set a $140.00 price target on the stock. in a research note on Friday, August 7th. One research analyst has rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $148.67.

Axcelis Technologies Stock Performance

Axcelis Technologies stock traded down $2.49 during mid-day trading on Thursday, hitting $89.65. 1,036,265 shares of the company's stock traded hands, compared to its average volume of 596,796. Axcelis Technologies has a fifty-two week low of $73.60 and a fifty-two week high of $193.78. The stock has a market cap of $2.77 billion, a price-to-earnings ratio of 30.08, a P/E/G ratio of 2.97 and a beta of 1.88. The firm has a 50 day simple moving average of $116.69 and a two-hundred day simple moving average of $122.67. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.90 and a quick ratio of 3.21.

Axcelis Technologies (NASDAQ:ACLS - Get Free Report) last posted its earnings results on Thursday, November 5th. The semiconductor company reported $1.26 earnings per share for the quarter, topping analysts' consensus estimates of $1.11 by $0.15. The company had revenue of $237.78 million during the quarter, compared to the consensus estimate of $230.08 million. Axcelis Technologies had a return on equity of 11.69% and a net margin of 10.71%. The company's revenue was up 11.3% on a year-over-year basis. During the same quarter last year, the firm earned $1.21 earnings per share. Axcelis Technologies has set its Q4 2026 guidance at 1.500-1.500 EPS. On average, research analysts expect that Axcelis Technologies will post 3.39 EPS for the current fiscal year.

About Axcelis Technologies

Axcelis Technologies, Inc develops and manufactures equipment used in the fabrication of semiconductor devices. The company is best known for its ion implantation systems, which precisely introduce dopant atoms into silicon wafers to control the electrical properties of semiconductor components.

Its product portfolio includes the Purion family of ion implantation systems, designed for applications such as high-current, medium-current and high-energy implantation. Axcelis also provides related aftermarket products and services, including spare parts, equipment upgrades, process support and customer training.

Headquartered in Beverly, Massachusetts, Axcelis serves semiconductor manufacturers and other customers in major chip-production regions worldwide.

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