Ion implantation is a critical step in wafer fabrication that every AI chip must undergo. Axcelis Technologies is reporting meaningful sequential growth in its memory segment, which will eventually overshadow declining parts of the business.
Axcelis Technologies, Inc. (ACLS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company's balance sheet remains resilient with $150.8 million in cash, the current 45.59 P/E ratio appears elevated given the recent 65.9% year-over-year decline in EPS.
Axcelis Technologies, Inc. (ACLS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Axcelis Technologies, Inc. (ACLS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.72vs $0.71+1.4% | $199Mvs $195M+2.0% |
| Q1 2026 | Feb 17, 2026 | $1.49vs $1.12+33.0% | $238Mvs $215M+10.8% |
| Q4 2025 | Nov 4, 2025 | $1.21vs $1.01+19.8% | $214Mvs $215M-0.7% |
| Q3 2025 | Aug 5, 2025 | $1.13vs $0.73+54.8% | $195Mvs $198M-1.6% |
Recent stock market news and headlines for Axcelis Technologies, Inc. (ACLS)
Ion implantation is a critical step in wafer fabrication that every AI chip must undergo. Axcelis Technologies is reporting meaningful sequential growth in its memory segment, which will eventually overshadow declining parts of the business.
Axcelis Technologies (ACLS) closed the most recent trading day at $173.23, moving 4.13% from the previous trading session.

Subscribers to our Substack, The Contrarian Edge , received this commentary on Saturday, June 21.

On June 18, 2026, Axcelis Technologies Inc (ACLS) shares rose 6.8% to a current price of $187.53. The stock has experienced a remarkable price performance over

Axcelis Technologies (ACLS) closed at $176.85 in the latest trading session, marking a -7.7% move from the prior day.

Key metrics vs top competitors for Axcelis Technologies, Inc. (ACLS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $131.54 | $4.04B | 34.62 | -17.57% | 14.33% | 11.74% | — | |
| $279.93 | $13.92B | 100.69 | 1.82% | 10.33% | 5.19% | — | |
| $349.57 | $23.53B | 79.99 | 9.62% | 8.03% | 12.24% | — | |
| $90.78 | $4.13B | -22.70 | -2.08% | -9.38% | -25.39% | — | |
| $133.26 | $6.14B | 128.13 | 15.57% | 28.36% | 23.49% | — | |
| $50.97 | $2.39B | -32.06 | 12.74% | -11.54% | -6.84% | — |
Axcelis Technologies, Inc. (ACLS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Axcelis Technologies, Inc. (ACLS) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 7, 2026·SEC
May 6, 2026·SEC
Mar 12, 2026·SEC
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Axcelis Technologies, Inc. (ACLS) stock FAQ — growth, dividends, profitability & financials explained
Axcelis Technologies, Inc. (ACLS) reported $845.4M in revenue for fiscal year 2025. This represents a 113% increase from $397.3M in 1999.
Axcelis Technologies, Inc. (ACLS) saw revenue decline by 17.6% over the past year.
Yes, Axcelis Technologies, Inc. (ACLS) is profitable, generating $100.9M in net income for fiscal year 2025 (14.3% net margin).
Axcelis Technologies, Inc. (ACLS) has a return on equity (ROE) of 11.7%. This is reasonable for most industries.
Axcelis Technologies, Inc. (ACLS) generated $88.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.