
Axcelis Technologies (ACLS) Stock Forecast & Price Target
Axcelis Technologies (ACLS) Analyst Ratings
Bulls say
Axcelis Technologies Inc reported strong financial performance with revenues of $213.6 million, exceeding consensus estimates by $13.6 million, driven by record levels in CS&I/Services and slightly improved Systems. The company benefits from enhanced capacity and expanded R&D capabilities due to synergies from recent mergers, which are expected to accelerate innovation and unlock opportunities across various markets and geographies. Furthermore, a gross margin increase to 43.0% reflects strong operational execution, while the diversified product portfolio mitigates risk and fosters significant growth potential within the semiconductor industry.
Bears say
Axcelis Technologies Inc. has experienced a significant decline in orders, dropping 46% to $52 million, alongside a 16% reduction in backlog to $485 million, which raises concerns about future revenue generation despite an annual revenue coverage of approximately $765 million. The company's preliminary outlook for Q1 2026 suggests flat quarter-over-quarter revenue, which, while slightly above consensus estimates, indicates stagnation amidst potential challenges in execution of restructuring efforts that could strain margins and cash flow. Additionally, the impact of macroeconomic factors, including domestic and international GDP downturns and rising oil and gas prices, poses a risk of further deterioration in financial performance.
This aggregate rating is based on analysts' research of Axcelis Technologies and is not a guaranteed prediction by Public.com or investment advice.
Axcelis Technologies (ACLS) Analyst Forecast & Price Prediction
Start investing in Axcelis Technologies (ACLS)
Order type
Buy in
Order amount
Est. shares
0 shares