Why did Axcelis Technologies (ACLS) stock move recently?

On 8/4/2026, Axcelis Technologies moved +6.5% — Axcelis rose on news of the successful evaluation closure of its Purion XEmax high-energy implanter at a leading semiconductor foundry, a positive customer validation ahead of its Q2 earnings release scheduled for Aug 6. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Axcelis Technologies (ACLS) overvalued or fairly valued?

MarketChacha shows Axcelis Technologies's valuation in context — a trailing P/E of about 47.3, a forward P/E of about 25.7, a price-to-book of about 3.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is Axcelis Technologies's revenue?

Axcelis Technologies reported revenue of $839.0M for FY2025, with net profit of $120.2M, per official filings.

What is the share price of Axcelis Technologies (ACLS)?

Axcelis Technologies last traded at $135.39 (-6.1% on the day), as of 8/18/2026 — a delayed quote shown for education, not investment advice.

Axcelis Technologies

ACLS · NYSE · Technology · United States

Snapshot

TickerACLS

ExchangeNYSE

SectorTechnology

IndustrySemiconductor Equipment & Materials

CountryUnited States

Employees1,465

HeadquartersBeverly, United States

Websitewww.axcelis.com

Filings tracked17

About Axcelis Technologies

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 the Asia Pacific. The company provides high energy, high current, and medium current implanters for various application requirements. It also offers aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services, and customer training. The company sells its equipment and services to semiconductor chip manufacturers through its direct sales force. Axcelis Technologies, Inc. was founded in 1978 and is headquartered in Beverly, Massachusetts.

Who owns it

Insiders0.7%
Institutions99.3%
Public & other0.0%

568 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.16.29%
FMR, LLC13.36%
Vanguard Portfolio Management LLC8.03%
Vanguard Capital Management LLC4.49%
State Street Corporation3.99%
Victory Capital Management Inc.3.67%
Reinhart Partners, LLC3.01%
Geode Capital Management, LLC2.70%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Over 3 years only 0.73× of reported profit became operating cash — the classic sign that headline earnings may be running ahead of the cash actually generated. Often explained by working capital funding growth; worth a closer look.

Cash conversion0.73×

Net margin trend21.8% → 14.3%

Margin has compressed by about 7.5 points over the period — profitability is trending down.

Growth qualityrev -14% · PAT -30%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $239.3M · EPS 1.22

Est. earnings growth -18.3%

Next fiscal year

Rev $988.8M · EPS 5.27

Est. earnings growth +28.3%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$839.0M

Net margin

14.3%

ROE

11.6%

Revenue CAGR (2y)

-13.9%

Profit CAGR (2y)

-30.1%

EPS (FY2025)

3.80

Net profit (FY2025)

$120.2M

Ask MarketChacha about ACLS

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
Axcelis rose on news of the successful evaluation closure of its Purion XEmax high-energy implanter at a leading semiconductor foundry, a positive customer validation ahead of its Q2 earnings release scheduled for Aug 6.
source 1 ↗· confidence: high
Jul 29, 2026
No specific company catalyst or filing was identified for the move; ACLS declined alongside recent sector/market weakness noted in coverage.
· confidence: low
Jul 28, 2026
Axcelis shares fell with the broader semiconductor sector amid a selloff, with no company-specific catalyst or new filing identified for the move.
source 1 ↗source 2 ↗· confidence: low
Jul 27, 2026
ACLS fell sharply with no company-specific news or filing today; the decline aligns with a broader semiconductor sector selloff (Philadelphia Semiconductor Index in bear market territory) amid mixed recent analyst notes and no fresh guidance.
source 1 ↗source 2 ↗· confidence: medium
Jul 24, 2026
Axcelis Technologies (ACLS) fell 5.24% with no named company-specific catalyst in filings or credible coverage; recent articles have highlighted valuation concerns ahead of Q2 results expected in August.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$839.0M	$120.2M	3.80	14.3%	11.6%
FY2024	$1.0B	$201.0M	6.15	19.7%	19.8%
FY2023	$1.1B	$246.3M	7.43	21.8%	28.5%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$215.2M	$23.3M	0.75	10.8%
2026Q1	$199.0M	$9.2M	0.30	4.6%
2025Q3	$213.6M	$26.0M	0.83	12.2%
2025Q2	$194.5M	$31.4M	0.98	16.1%
2025Q1	$192.6M	$28.6M	0.88	14.8%
2024Q3	$256.6M	$48.6M	1.49	18.9%
2024Q2	$256.5M	$50.9M	1.55	19.8%
2024Q1	$252.4M	$51.6M	1.57	20.4%
2023Q3	$292.3M	—	1.99	—
2023Q2	$274.0M	—	1.86	—
2023Q1	$254.0M	$47.7M	1.43	18.8%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Exhibits
SEC8/6/2026material
10-Q filing
SEC8/6/2026
10-Q filing
SEC5/8/2026
8-K — Results of operations, Exhibits
SEC5/7/2026material
8-K — Shareholder vote results
SEC5/6/2026material
8-K — Executive/director change, Reg FD disclosure, Exhibits
SEC3/12/2026material
10-K filing
SEC2/26/2026
8-K — Results of operations, Exhibits
SEC2/17/2026material
8-K — Shareholder vote results, Reg FD disclosure, Exhibits
SEC2/6/2026material
8-K — Other events
SEC2/2/2026material
8-K — Other events
SEC1/28/2026material

2025

10-Q filing
SEC11/6/2025
8-K — Results of operations, Exhibits
SEC11/4/2025material
8-K — Material agreement, Other events, Exhibits
SEC10/1/2025material
8-K — Reg FD disclosure, Exhibits
SEC10/1/2025material
8-K — Results of operations, Exhibits
SEC8/5/2025material
10-Q filing
SEC8/5/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.