In the current session, the stock is trading at $95.75, after a 1.27% increase. Over the past month, Axcelis Technologies Inc. (NASDAQ:ACLS) stock increased by 8.61%, and in the past year, by 50.53%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.Comparing Axcelis Technologies P/E Against Its PeersThe P/E ratio measures the current share price to the company's EPS. It is used by lon ...

业绩经营情况 管理层在2025年第三季度业绩会议中表示，预计2026年第一季度营收与2025年第四季度相近(约2.15亿 美元)。同时，公司看好化合物半导体(如碳化硅和氮化镓)因AI和电气化需求的增长，以及存储器市场 (如DRAM/HBM)的潜在复苏。 经济观察网亚舍立科技(Axcelis Technologies,ACLS.us)是一家专注于半导体芯片制造离子注入设备的设 计、制造和服务公司。根据公开信息，以下是一些值得关注的事件或趋势，主要基于公司2025年第三季 度财报电话会议的内容以及近期股价波动报告。 近期事件 公司于2025年11月宣布与Veeqo的待完成合并，旨在创建一家领先的半导体设备公司。合并预计带来技 术互补(如离子注入与激光退火)、市场协同(尤其在碳化硅和MOCVD领域)，并增强客户服务能力。这 一计划可能影响公司长期战略和行业地位。 行业状况 公司预计2025年第四季度订单环比增长，主要受存储器客户扩产驱动。地缘政治因素(如中国市场变化) 和关税影响也可能在2026年受到关注。 股票近期走势 2026年1月期间，亚舍立科技股价出现多次波动(如1月2日上涨5.02%、1月6日上涨5.11 ...

Core Viewpoint - Axcelis Technologies and Veeco Instruments have received stockholder approval for their merger, valued at approximately $4.4 billion, aimed at creating a significant player in the semiconductor equipment industry, with completion expected in the second half of 2026 [1]. Company Overview - Axcelis, based in Beverly, Massachusetts, has over 45 years of experience in providing solutions for the semiconductor industry, specializing in ion implantation systems essential for integrated circuit manufacturing [2]. - Veeco, located in Plainview, New York, manufactures semiconductor process equipment, including technologies such as laser annealing, ion beam deposition, and metal organic chemical vapor deposition (MOCVD), which are critical for advanced semiconductor device fabrication and packaging [3]. Merger Details - The merger will see Veeco shareholders receive 0.3575 Axcelis shares for each Veeco share owned, resulting in Axcelis shareholders owning approximately 58% and Veeco shareholders about 42% of the merged entity [5]. - The combined company is expected to expand its total addressable market to over $5 billion, driven by growth in AI and related power solution demands [5]. - The merger is projected to make the new entity the fourth largest US wafer fabrication equipment supplier by revenue [6]. Financial Projections - The combined company anticipates annual run-rate cost synergies of $35 million within two years post-closing, with a significant portion expected to be realized in the first year [7]. - On a pro-forma basis for fiscal year 2024, the merged entity is projected to generate $1.7 billion in revenue, with a non-GAAP gross margin of 44% and an adjusted EBITDA of $387 million [7].

Core Viewpoint - Axcelis Technologies, Inc. has received approval from its stockholders for all proposals related to its pending merger with Veeco Instruments Inc. [1] Company Summary - The stockholder vote took place at a Special Meeting specifically convened for this purpose [1]

PLAINVIEW, N.Y., Feb. 06, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (Nasdaq: VECO) (“Veeco”) today announced that its stockholders have voted to approve all proposals related to the Company’s pending merger (the “Merger”) with Axcelis Technologies, Inc. (Nasdaq: ACLS) (“Axcelis”) at its Special Meeting of Stockholders (“Special Meeting”). The final voting results of the Special Meeting will be reported in a Form 8-K filed by Veeco with the U.S. Securities and Exchange Commission. The completion of the ...

Core Viewpoint - Axcelis Technologies, Inc. (ACLS) is set to report its Q4 financial results on February 17th, indicating a significant upcoming event for investors and analysts to monitor [1]. Company Overview - The company is focused on maintaining a long-term investment strategy, typically with a horizon of 5-10 years, emphasizing a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular inclination towards value investments [1]. Investment Strategy - The investment approach includes a mix of different stock types, with a noted preference for value stocks, while also engaging in options trading occasionally [1].

BEVERLY, Mass., Jan. 26, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry will release financial results for the fourth quarter and full year 2025 after market close on Tuesday, February 17, 2026. The Company will host a call to discuss the results for the fourth quarter and full year 2025 on Tuesday, February 17, 2026, at 5:00 p.m. ET. The call will be available via webcast that can be accessed through ...

Core Viewpoint - Axcelis Technologies is currently in Phase 18 of its Adhishthana cycle, which is expected to be characterized by consolidation and sluggish price action rather than a trending move [1]. Group 1: Triad Structure Analysis - The Guna Triads, formed by Phases 14, 15, and 16, are crucial in determining the potential for a Nirvana move in Phase 18 [2]. - For a Nirvana move to occur, the triads must exhibit Satoguna, indicating a clean and sustainable bullish structure; without this, a Nirvana rally is not possible [3]. Group 2: Performance in Previous Phases - Axcelis' triads did not show bullish characteristics, with the stock losing over 74% of its value, declining from the 160 region to the 40s during Phases 14 to 16 [5]. - This significant decline rules out the possibility of a Nirvana move in the current Phase 18 [5]. Group 3: Investor Outlook - The weak triad structure suggests a muted near-term outlook for Axcelis, with Phase 18 likely dominated by consolidation and sluggish movement [6]. - The current environment may not be suitable for aggressive directional positioning; instead, experienced options traders might consider range-bound strategies to capitalize on time decay [7].

Company Performance - Axcelis Technologies (ACLS) stock increased by 2.81% to $95.72, outperforming the S&P 500's daily gain of 0.16% [1] - The stock has risen by 8.75% over the past month, contrasting with the Computer and Technology sector's decline of 0.85% and the S&P 500's gain of 1.89% [1] Upcoming Earnings - The upcoming EPS for Axcelis Technologies is projected at $1.12, reflecting a 27.27% decrease compared to the same quarter last year [2] - Revenue is estimated to be $215.3 million, indicating a 14.71% decline from the same quarter of the previous year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $4.43 per share, representing a 27.97% decrease from the prior year [3] - Revenue for the fiscal year is expected to remain unchanged at $816.05 million [3] Analyst Estimates - Recent modifications to analyst estimates for Axcelis Technologies are crucial as they reflect changing business trends [4] - Upbeat changes in estimates suggest a favorable outlook on the company's health and profitability [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Axcelis Technologies at 3 (Hold) [6] - The company has seen no change in the Zacks Consensus EPS estimate over the past month [6] - Axcelis Technologies has a Forward P/E ratio of 20.46, which is lower than the industry average Forward P/E of 24.7 [7] Industry Context - The Electronics - Manufacturing Machinery industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 38, placing it in the top 16% of over 250 industries [7] - The Zacks Industry Rank evaluates the strength of industry groups based on the average Zacks Rank of individual stocks [8]

Group 1 - The highest returns in the stock market recently have been linked to companies involved in the artificial intelligence (AI) trend, with the VanEck Semiconductor ETF tripling over the past five years due to its focus on AI chipmakers [1] - Nvidia has seen a remarkable increase of over 1,300% in its stock price over the past five years, indicating the potential for substantial returns from well-chosen individual AI stocks [2] - Smaller companies may offer better growth opportunities as they require less revenue growth to significantly increase profits, making them attractive investment options [2] Group 2 - Axcelis Technologies specializes in ion implantation systems essential for semiconductor fabrication, applicable to both AI chips and electric vehicle (EV) chips [4] - Despite recent declines in revenue and net income, Axcelis management highlighted strong demand for AI chips as a potential growth driver, suggesting a possible return to growth if market share is gained in the AI chipmaking sector [5] - Axcelis is merging with Veeco Instruments, which is expected to enhance its market position and expand its addressable market, with the deal anticipated to close in the second half of 2026 [6] Group 3 - Bitfarms is identified as an AI infrastructure stock that has not yet gained significant attention, despite impressive growth [7] - Major tech companies are expected to continue investing heavily in AI infrastructure through 2026, indicating ongoing opportunities in this sector [8] - Companies that operate in areas that are bottlenecks in the AI buildout may present promising investment opportunities, with Bitfarms being one of the smaller players that has shown notable growth [9]