AXCELIS TECHNOLOGIES INC
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No enriched coverage for $ACLS in the last 7 days.
No SEC Form 4 filings for $ACLS in the last 30 days.
See all $ACLS insider activity →Needham's 33rd Semicap Tracker shows global semiconductor sales grew 7.49% YoY in June, the highest since 1984. Silicon MSI increased 7% YoY and 9% QoQ in Q2 2026. DDR5 DRAM spot prices hit all-time highs in August. Lam Research (LRCX) outperformed Applied Materials (AMAT) and KLA Corporation (KLAC) due to NAND price recovery. Needham maintains Buy ratings on several semiconductor companies.
Axcelis Technologies (ACLS) reported Q2 2026 revenue of $215.2M, above forecasts, with non-GAAP diluted EPS of $1.06 and gross margin of 42.7%. CS&I revenue was $83M and systems revenue $132M. Bookings were $131M, backlog $452M. Q3 guidance calls for ~$230M revenue and ~$1.11 EPS. Full-year 2026 revenue outlook raised to mid-single-digit growth.
Analysts issued new ratings for Lyft (LYFT), Axcelis Technologies (ACLS), and Twilio (TWLO). Needham reiterated Hold on Lyft, with consensus Moderate Buy and average price target $19.82. Needham kept Hold on Axcelis; consensus Hold and target $158.67. BTIG maintained Buy on Twilio with $285 target; consensus Strong Buy target $251.85.
Recent ACLS coverage spans insider activity, earnings and sector analysis.
Hold rating suggests limited near‑term move.
Guidance raise and Q3 EPS/revenue targets suggest improving demand visibility, but margin and memory lumpiness remain key swing factors.
No clear directional catalyst; the update mainly reinforces existing analyst positioning.
Q2 beat and raised/positive outlook language, plus explicit Q3 guidance, can drive near-term repricing of semiconductor equipment demand expectations.
Earnings and forward guidance provide a fresh decision point for ACLS positioning, especially given the stated expectation of YoY revenue growth in 2026 and merger-close timing.
alphai scores every news story that mentions ACLS with an AI model for sentiment and relevance, and aggregates insider trades from AXCELIS TECHNOLOGIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Needham's 33rd Semicap Tracker shows global semiconductor sales grew 7.49% YoY in June, the highest since 1984. Silicon MSI increased 7% YoY and 9% QoQ in Q2 2026. DDR5 DRAM spot prices hit all-time highs in August. Lam Research (LRCX) outperformed Applied Materials (AMAT) and KLA Corporation (KLAC) due to NAND price recovery. Needham maintains Buy ratings on several semiconductor companies.
3 min readAxcelis Technologies (ACLS) reported Q2 2026 revenue of $215.2M, above forecasts, with non-GAAP diluted EPS of $1.06 and gross margin of 42.7%. CS&I revenue was $83M and systems revenue $132M. Bookings were $131M, backlog $452M. Q3 guidance calls for ~$230M revenue and ~$1.11 EPS. Full-year 2026 revenue outlook raised to mid-single-digit growth.
6 min readAnalysts issued new ratings for Lyft (LYFT), Axcelis Technologies (ACLS), and Twilio (TWLO). Needham reiterated Hold on Lyft, with consensus Moderate Buy and average price target $19.82. Needham kept Hold on Axcelis; consensus Hold and target $158.67. BTIG maintained Buy on Twilio with $285 target; consensus Strong Buy target $251.85.
2 min readAXCELIS TECHNOLOGIES INC (ACLS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 News Release Axcelis Announces Financial Results for Second Quarter 2026 Q2 2026 Highlights: · Revenue of $215.2 million · GAAP Gross Margin of 42.4%, and Non-GAAP Gross Margin of 42.7% · GAAP Operating Margin of 9.4% and Non-GAAP Operating Margin of 14.7% · GAAP Dil
6 min readAxcelis Technologies (Nasdaq: ACLS) reported Q2 2026 revenue of $215.2 million, GAAP gross margin 42.4% and non-GAAP gross margin 42.7%. GAAP diluted EPS was $0.75 and non-GAAP diluted EPS $1.06. The company guided Q3 2026 revenue to about $230 million and GAAP EPS to about $0.76. It also said it expects year-over-year revenue growth in 2026 and plans to close its pending Veeco merger in H2 2026.
5 min readSayiner Necip sold 1,586 shares of AXCELIS TECHNOLOGIES INC (ACLS) at $157.44 ($0.25M total) on 2026-06-03.
2 min readMahoney Robert John (EVP Global Operations) sold 1,155 shares of AXCELIS TECHNOLOGIES INC (ACLS) at $155.24 ($0.18M total) on 2026-06-02.
1 min readSutton Todd (VP Corporate Controller) sold 2,000 shares of AXCELIS TECHNOLOGIES INC (ACLS) at $159.99 ($0.32M total) on 2026-05-27.
2 min readSt Dennis Thomas sold 900 shares of AXCELIS TECHNOLOGIES INC (ACLS) at $155.37 ($0.14M total) on 2026-05-22.
1 min readMicron Technology’s reported 700% stock gain over the past year reflects strong demand for high-bandwidth memory used in data centers for AI. The article says Axcelis Technologies supplies ion implantation machines used early in chip manufacturing, and that memory makers expanding capacity should increase equipment orders. Axcelis reported $199 million Q1 revenue (+3% y/y); memory is about one-third of sales. Consensus forecasts $842 million revenue in 2026 and $921 million in 2027.
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