US · Technology · Semiconductor Equipment & Materials
EPS came in at 1.09 against a street estimate of 0.90 — a beat of 21.1%.
Analysts rate Axcelis Technologies Inc a hold (1 buy, 3 hold, 1 sell out of 5) with an average price target of $150.00.
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 | 16.29% |
| FMR Inc | 13.36% |
| Vanguard Portfolio Management, LLC | 8.03% |
| Vanguard Capital Management, LLC | 4.49% |
| State Street Corp | 3.99% |
| Victory Capital Management Inc. | 3.67% |
| Reinhart Mahoney Capital Management Inc | 3.43% |
| Geode Capital Management, LLC | 2.70% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $237,781, compared with $213,611 in the third quarter of 2025. • Third-quarter gross profit was $9 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $237.8 million, compared with $213.6 million in Q3 2025. • GAAP net income was $37.8 million, versus $26.0 mi | 2026-11-05 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Axcelis expects its proposed merger with Veeco Instruments to close by the end of the first quarter of 2027. • The transaction re | 2026-11-02 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Axcelis Technologies appointed Jeroen Delsman as Executive Vice President and Chief Financial Officer, effective November 12, 2026 | 2026-10-27 |
| 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 |
Readable in the app.
| Announcement | Date |
|---|---|
| Merger closing expected by end of first quarter 2027, pending regulatory approvals Axcelis said it now expects its planned acquisition of Veeco Instruments to close by the end of the first quarter of 2027, assuming all closing conditions are met. The deal would make Veeco | 2026-11-02 |
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Axcelis Technologies Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.