
Axcelis Technologies (ACLS) Stock Forecast & Price Target
Axcelis Technologies (ACLS) Analyst Ratings
Bulls say
Axcelis Technologies Inc reported a revenue of $213.6 million for the quarter, exceeding consensus estimates by $13.6 million, primarily driven by record levels in customer services and strong performance in systems. The combined entity has strengthened its research and development capabilities, enhancing innovation and expanding opportunities in key geographies and market segments, which is expected to further drive growth. With a gross margin improvement to 43.0% and a solid financial outlook that includes a guidance of $215 million, beneath the presence of steady systems and increased memory demand, the company demonstrates strong operational execution and presents a positive investment proposition.
Bears say
Axcelis Technologies experienced a significant decline in orders, falling by 46% to $52 million, alongside a 16% decrease in backlog to $485 million, which raises concerns about future revenue generation despite a current revenue coverage of approximately $765 million against a consensus sales forecast of $830 million for CY26. The company's preliminary outlook for Q1 2026 indicates flat quarter-over-quarter revenue, which could suggest limited growth potential and reliance on macroeconomic factors that may adversely affect consumer spending. Additionally, management's restructuring efforts, aimed at acquisitions and integrations, could lead to reduced margins and cash flow, further complicating the company's financial stability amid ongoing cyclical downturns in GDP growth both domestically and internationally.
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