US · Technology · Semiconductor Equipment & Materials
EPS came in at 0.90 against a street estimate of 0.69 — a beat of 30.4%.
Analysts rate Axcelis Technologies Inc a buy (2 buy, 2 hold, 1 sell out of 5) with an average price target of $161.00.
CONFIDENT Q2 beat: $215M revenue, $1.06 EPS above guidance. Memory strong; power recovering; CS&I momentum building. Full-year 2026 now guided mid-single-digit growth vs. prior flat outlook. Q2 2026 China revenue increased sequentially to 46% from 40%; Korea second-largest at 26%. Analysts pressed on memory lumpiness and sequential growth sustainability (Low: patient; growth lumpy until cleanrooms online). CS&I drivers debated (execution on utilization and upgrades, not just new systems). Power growth sourcing questioned beyond EV (Low detailed SiC secular drivers: EV 800V, data center, industrial/solar). 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.99% |
| Vanguard Portfolio Management, LLC | 8.06% |
| FMR Inc | 7.87% |
| Vanguard Capital Management, LLC | 4.48% |
| Balyasny Asset Management LLC | 4.42% |
| State Street Corp | 3.85% |
| Victory Capital Management Inc. | 3.67% |
| BNP Paribas Investment Partners SA | 3.26% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 AXCELIS TECHNOLOGIES INC – Q2 2026 SUMMARY HEADLINE NUMBERS • Q2 2026 total revenue: $215,175k (Q2 2025: $194,544k) – up 10.6% • H1 2026 total reven | 2026-08-06 |
| Results announced · Q3 2026 AXCELIS TECHNOLOGIES Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $215.2 million, up 10.6% from $194.5 million in Q2 2025 • GAAP Gr | 2026-08-06 |
| Quarterly report · Q1 2026 AXCELIS TECHNOLOGIES INC – Q1 2026 SUMMARY HEADLINE NUMBERS • Total revenue Q1 2026: $198.956 million (up from $192.563 million in Q1 2025, +3.3%) • | 2026-05-08 |
| Results announced · Q2 2026 AXCELIS TECHNOLOGIES Q1 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q1 2026 revenue: $199.0 million (vs. $192.6 million in Q1 2025, +3.3% year-over-ye | 2026-05-07 |
| Shareholder vote results · Q2 2026 AXCELIS TECHNOLOGIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 5, 2026 in Beverly, Massachusetts • 27,730,608 shares voted | 2026-05-06 |
| Proxy statement · Q2 2026 AXCELIS TECHNOLOGIES, INC. — PROXY STATEMENT SUMMARY --- CEO COMPENSATION • Russell J. Low (CEO) total compensation for 2025: $5,265,000 (exact fig | 2026-03-31 |
| Board / officer change · Q1 2026 AXCELIS TECHNOLOGIES, INC. — FORM 8-K SUMMARY Filing Date: March 12, 2026 --- HEADLINE NUMBERS • CFO Resignation Effective Date: April 24, 2026 • I | 2026-03-12 |
| Annual report FY2025 AXCELIS TECHNOLOGIES INC — 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Revenue 2025: $839.0 million (down from $1,017.9 million in 2024) • Systems | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Stockholders approve merger with Veeco Instruments as wholly owned subsidiary Axcelis Technologies held a shareholder vote on February 6, 2026, to approve its merger with Veeco Instruments. The critical Share Issuance Proposal—which authorizes Axcelis to issue new sto | 2026-02-06 |
| Entered into Agreement and Plan of Merger with Victory Merger Sub Axcelis Technologies is acquiring Veeco Instruments through a merger agreement signed in September 2025. On January 22, 2026, the UK Investment Security Unit approved the merger with a 'no f | 2026-02-02 |
| Merger agreement with Axcelis Technologies proceeding to stockholder vote Axcelis Technologies is acquiring Veeco Instruments in a merger scheduled for stockholder vote on February 6, 2026. However, the deal faces legal challenges from stockholders who claim the p | 2026-01-28 |
| Merger agreement signed to acquire another business Axcelis Technologies agreed to acquire Veeco Instruments in an all-stock merger announced September 30, 2025. Veeco shareholders will receive 0.3575 Axcelis shares for each Veeco share owned | 2025-10-01 |
| Agreement and Plan of Merger with Veeco Instruments announced Axcelis Technologies announced on September 30, 2025, that it has agreed to merge with Veeco Instruments Inc. through a stock-for-stock transaction. Axcelis created a subsidiary (Victory Mer | 2025-10-01 |
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Google PlayApp StoreData updated 2026-09-18.