Nama Insights

Axcelis Technologies (ACLS)

Technology · Semiconductor Equipment Materials · NASDAQ

Axcelis Technologies (ACLS) is a Technology company in the Semiconductor Equipment Materials industry. It has a market capitalization of $3.06B, a trailing price-to-earnings ratio of 21.9 and a free-cash-flow yield of 3.4%. Over the most recent reported fiscal year, revenue declined 17.6% and free cash flow per share fell 14.1%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +68.5% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-50.6%
How far the last close sits under the highest price of the past five years.
Market cap$3.06B
Trailing P/E21.9
Price / book2.9
Price / sales3.5
FCF yield3.4%
Dividend yield—
Gross margin43.0%
Operating margin10.3%
Net margin10.7%
Revenue growth (YoY)-17.6%
Revenue growth (3-yr annual)-3.0%
EPS growth (YoY)-20.8%
FCF/share growth (YoY)-14.1%
Beta1.9
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductor Equipment Materials

ACLS earnings

Next report: Feb 16, 2027 (Q4 2026, EPS estimate $1.22). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 5, 2026 $1.26 $1.11 +13.5% —
Q2 2026 Aug 6, 2026 $1.06 $0.89 +19.1% $215.18M
Q1 2026 May 7, 2026 $0.72 $0.71 +1.4% $198.96M
Q4 2025 Feb 17, 2026 $1.49 $1.12 +33.0% $238.33M

ACLS analyst price target

Median target $145.00 from 3 analysts, ranging $140.00 – $165.00.

Semiconductor Equipment Materials peers

TickerCompanyMarket capP/E
ASML ASML Holding $549.12B 42.0
AMAT Applied Materials $264.04B 30.5
LRCX Lam Research $250.84B 29.6
KLAC KLA $180.45B 33.8
TER Teradyne $34.07B 23.9
Q Qnity Electronics $24.46B 25.7
ENTG Entegris $19.56B 34.4
NVMI Nova $9.96B 31.8
Explore live ACLS data on Nama Insights →

ACLS FAQ

Is ACLS a buy?
Nama's AI scorecard currently rates Axcelis Technologies Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ACLS's P/E ratio?
Axcelis Technologies trades at a trailing price-to-earnings ratio of 21.9.
When does ACLS report earnings?
Axcelis Technologies's next scheduled report is on Feb 16, 2027. Analysts expect EPS of $1.22.
What is the ACLS price target?
The median analyst price target from 3 analysts is $145.00, with a range of $140.00 – $165.00.
Is ACLS Shariah compliant?
Nama's AAOIFI-style screen reads Axcelis Technologies as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.