Q2 EPS Estimate for Axcelis Technologies Cut by Analyst

Axcelis Technologies, Inc. (NASDAQ:ACLS) – Investment analysts at William Blair decreased their Q2 2025 earnings per share estimates for shares of Axcelis Technologies in a research note issued to investors on Wednesday, May 7th. William Blair analyst J. Dorsheimer now anticipates that the semiconductor company will earn $0.58 per share for the quarter, down from their previous estimate of $0.61. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Axcelis Technologies’ current full-year earnings is $2.55 per share. William Blair also issued estimates for Axcelis Technologies’ Q1 2026 earnings at $0.77 EPS, Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.88 EPS, Q4 2026 earnings at $1.03 EPS and FY2026 earnings at $3.50 EPS.

Axcelis Technologies (NASDAQ:ACLS) last announced its earnings results on Tuesday, May 6th. The semiconductor company reported $1.04 EPS for the quarter, beating the consensus estimate of $0.39 by $0.65. The business had revenue of $192.56 million for the quarter, compared to the consensus estimate of $184.86 million. Axcelis Technologies had a return on equity of 21.02% and a net margin of 19.75%. The company’s revenue was down 23.7% on a year-over-year basis. During the same period last year, the business posted $1.57 EPS.

Several other equities research analysts also recently issued reports on the stock. Needham & Company LLC reaffirmed a “hold” rating on shares of Axcelis Technologies in a research note on Wednesday, February 12th. Craig Hallum dropped their target price on Axcelis Technologies from $115.00 to $105.00 and set a “buy” rating on the stock in a research report on Wednesday, January 15th. Finally, B. Riley reissued a “neutral” rating and issued a $50.00 price target (down previously from $80.00) on shares of Axcelis Technologies in a report on Monday, April 21st. Five investment analysts have rated the stock with a hold rating and two have issued a buy rating to the stock. Based on data from MarketBeat.com, Axcelis Technologies presently has a consensus rating of “Hold” and an average target price of $131.00.

Axcelis Technologies Trading Down 2.1 %

ACLS opened at $57.64 on Friday. The firm has a market capitalization of $1.85 billion, a P/E ratio of 9.37, a P/E/G ratio of 4.52 and a beta of 1.52. The firm’s 50 day moving average is $51.61 and its 200-day moving average is $65.28. The company has a quick ratio of 4.05, a current ratio of 5.41 and a debt-to-equity ratio of 0.04. Axcelis Technologies has a 52-week low of $40.40 and a 52-week high of $158.61.

Institutional Investors Weigh In On Axcelis Technologies

Institutional investors have recently modified their holdings of the stock. Reinhart Partners LLC. raised its stake in Axcelis Technologies by 50.7% during the fourth quarter. Reinhart Partners LLC. now owns 1,036,112 shares of the semiconductor company’s stock valued at $72,393,000 after buying an additional 348,504 shares in the last quarter. Boston Trust Walden Corp raised its position in shares of Axcelis Technologies by 61.9% during the 4th quarter. Boston Trust Walden Corp now owns 820,116 shares of the semiconductor company’s stock valued at $57,302,000 after acquiring an additional 313,689 shares in the last quarter. Harbor Capital Advisors Inc. lifted its stake in Axcelis Technologies by 45.6% during the fourth quarter. Harbor Capital Advisors Inc. now owns 87,825 shares of the semiconductor company’s stock worth $6,136,000 after purchasing an additional 27,497 shares during the last quarter. Principal Financial Group Inc. boosted its holdings in Axcelis Technologies by 4.1% in the fourth quarter. Principal Financial Group Inc. now owns 188,559 shares of the semiconductor company’s stock worth $13,175,000 after purchasing an additional 7,476 shares during the period. Finally, LPL Financial LLC increased its stake in Axcelis Technologies by 36.1% during the fourth quarter. LPL Financial LLC now owns 60,834 shares of the semiconductor company’s stock valued at $4,250,000 after purchasing an additional 16,152 shares during the last quarter. Institutional investors and hedge funds own 89.98% of the company’s stock.

Axcelis Technologies declared that its board has initiated a share buyback program on Wednesday, March 12th that allows the company to repurchase $100.00 million in outstanding shares. This repurchase authorization allows the semiconductor company to repurchase up to 5.2% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board believes its stock is undervalued.

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.