Axcelis Technologies (NASDAQ:ACLS) Updates Q4 2025 Earnings Guidance

Axcelis Technologies (NASDAQ:ACLS) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.120-1.120 for the period, compared to the consensus earnings per share estimate of 0.900. The company issued revenue guidance of $215.0 million-$215.0 million, compared to the consensus revenue estimate of $200.2 million.

Axcelis Technologies Price Performance

ACLS traded up $3.63 on Wednesday, reaching $84.14. The stock had a trading volume of 114,028 shares, compared to its average volume of 632,118. Axcelis Technologies has a fifty-two week low of $40.40 and a fifty-two week high of $102.93. The firm has a 50-day moving average of $86.11 and a 200-day moving average of $73.70. The company has a current ratio of 6.01, a quick ratio of 4.26 and a debt-to-equity ratio of 0.04. The company has a market capitalization of $2.64 billion, a price-to-earnings ratio of 17.19 and a beta of 1.75.

Axcelis Technologies (NASDAQ:ACLS) last issued its earnings results on Monday, April 21st. The semiconductor company reported $1.71 earnings per share (EPS) for the quarter. Axcelis Technologies had a return on equity of 16.26% and a net margin of 17.69%.The business had revenue of $252.42 million during the quarter. As a group, sell-side analysts anticipate that Axcelis Technologies will post 2.55 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on ACLS shares. Bank of America cut Axcelis Technologies from a “neutral” rating to an “underperform” rating and upped their target price for the stock from $81.00 to $90.00 in a report on Monday, October 13th. Zacks Research cut Axcelis Technologies from a “strong-buy” rating to a “hold” rating in a report on Monday, October 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Axcelis Technologies in a report on Wednesday, October 8th. Wall Street Zen raised Axcelis Technologies from a “hold” rating to a “buy” rating in a report on Sunday. Finally, Benchmark raised Axcelis Technologies from a “hold” rating to a “buy” rating and set a $105.00 price target for the company in a research note on Thursday, October 2nd. Three equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $97.00.

Institutional Investors Weigh In On Axcelis Technologies

Several institutional investors and hedge funds have recently made changes to their positions in ACLS. Balyasny Asset Management L.P. acquired a new stake in Axcelis Technologies during the second quarter worth approximately $6,324,000. First Trust Advisors LP grew its stake in Axcelis Technologies by 859.4% during the second quarter. First Trust Advisors LP now owns 70,034 shares of the semiconductor company’s stock worth $4,881,000 after purchasing an additional 62,734 shares during the period. BNP Paribas Financial Markets grew its stake in Axcelis Technologies by 42.3% during the second quarter. BNP Paribas Financial Markets now owns 192,188 shares of the semiconductor company’s stock worth $13,394,000 after purchasing an additional 57,106 shares during the period. Goldman Sachs Group Inc. grew its stake in Axcelis Technologies by 7.5% during the first quarter. Goldman Sachs Group Inc. now owns 635,393 shares of the semiconductor company’s stock worth $31,560,000 after purchasing an additional 44,275 shares during the period. Finally, Squarepoint Ops LLC grew its stake in Axcelis Technologies by 37.0% during the second quarter. Squarepoint Ops LLC now owns 100,023 shares of the semiconductor company’s stock worth $6,971,000 after purchasing an additional 27,021 shares during the period. Institutional investors and hedge funds own 89.98% of the company’s stock.

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 Asia Pacific. The company offers high energy, high current, and medium current implanters for various application requirements.