Axcelis Technologies, Inc. $ACLS Position Increased by Sei Investments Co.

Sei Investments Co. lifted its holdings in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 61.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 45,035 shares of the semiconductor company’s stock after purchasing an additional 17,059 shares during the period. Sei Investments Co.’s holdings in Axcelis Technologies were worth $4,192,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of ACLS. Royal Bank of Canada boosted its stake in Axcelis Technologies by 3.8% in the first quarter. Royal Bank of Canada now owns 117,566 shares of the semiconductor company’s stock valued at $5,838,000 after acquiring an additional 4,324 shares during the period. AQR Capital Management LLC raised its position in shares of Axcelis Technologies by 4.9% during the 1st quarter. AQR Capital Management LLC now owns 35,717 shares of the semiconductor company’s stock worth $1,774,000 after purchasing an additional 1,678 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Axcelis Technologies by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,396 shares of the semiconductor company’s stock worth $963,000 after purchasing an additional 849 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Axcelis Technologies by 7.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 635,393 shares of the semiconductor company’s stock worth $31,560,000 after purchasing an additional 44,275 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Axcelis Technologies by 1.1% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 78,756 shares of the semiconductor company’s stock valued at $3,912,000 after purchasing an additional 836 shares during the period. Institutional investors own 89.98% of the company’s stock.

Key Headlines Impacting Axcelis Technologies

Here are the key news stories impacting Axcelis Technologies this week:

• Positive Sentiment: Q2 results exceeded expectations: Axcelis reported revenue of $215.2 million, up 10.6% year over year, while non-GAAP diluted EPS was $1.06 versus the $0.89 consensus estimate. Gross margin was 42.7% on a non-GAAP basis, and non-GAAP operating margin was 14.7%. Axcelis Announces Financial Results for Second Quarter 2026
• Positive Sentiment: Strong Q3 outlook: Management guided to earnings of $1.11 per share and revenue of $230 million, ahead of analyst expectations of $1.01 EPS and $214.8 million in revenue. The guidance suggests continued demand for Axcelis’ semiconductor manufacturing equipment. Axcelis Technologies Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Industry outlook remains constructive: Recent coverage points to firming chip-equipment demand and the potential for Axcelis to benefit from ongoing semiconductor capacity expansion, supporting the company’s growth narrative. Axcelis Technologies Draws Eyes as Chip-Gear Demand Firms
• Neutral Sentiment: Investor focus is shifting to execution: The earnings call provided additional detail on quarterly performance, demand trends and the company’s outlook, with the elevated guidance now setting a higher bar for future results. Axcelis Technologies Q2 2026 Earnings Call Transcript
• Negative Sentiment: Year-over-year EPS declined: Quarterly EPS fell from $1.13 a year earlier to $1.06 on a non-GAAP basis, despite the revenue increase. The shares also trade at a relatively high trailing P/E of about 42.6, leaving less room for disappointment.

Insider Buying and Selling at Axcelis Technologies

In other news, Director Gregory B. Graves sold 3,225 shares of Axcelis Technologies stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $141.61, for a total value of $456,692.25. Following the sale, the director directly owned 5,473 shares in the company, valued at $775,031.53. This trade represents a 37.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John T. Kurtzweil sold 3,500 shares of the company’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $138.79, for a total value of $485,765.00. Following the sale, the director owned 32,990 shares in the company, valued at $4,578,682.10. The trade was a 9.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,083 shares of company stock valued at $4,001,032 in the last 90 days. 0.49% of the stock is currently owned by corporate insiders.

Axcelis Technologies Stock Performance

Shares of Axcelis Technologies stock opened at $136.66 on Friday. The firm has a market cap of $4.20 billion, a P/E ratio of 42.57, a P/E/G ratio of 9.68 and a beta of 1.92. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.59 and a quick ratio of 2.99. Axcelis Technologies, Inc. has a fifty-two week low of $73.60 and a fifty-two week high of $193.78. The firm has a 50 day simple moving average of $152.66 and a 200 day simple moving average of $124.21.

Axcelis Technologies (NASDAQ:ACLS) last released its earnings results on Thursday, August 6th. The semiconductor company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.17. The firm had revenue of $215.18 million for the quarter, compared to analyst estimates of $205.03 million. Axcelis Technologies had a return on equity of 12.19% and a net margin of 11.93%.The company’s quarterly revenue was up 10.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.13 earnings per share. Axcelis Technologies has set its Q3 2026 guidance at 1.110-1.110 EPS. Sell-side analysts predict that Axcelis Technologies, Inc. will post 3.21 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have issued reports on ACLS shares. Bank of America boosted their price target on Axcelis Technologies from $130.00 to $156.00 and gave the stock an “underperform” rating in a research report on Tuesday, June 23rd. Zacks Research raised shares of Axcelis Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, April 20th. Weiss Ratings downgraded shares of Axcelis Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 12th. Finally, B. Riley Financial upgraded Axcelis Technologies from a “neutral” rating to a “buy” rating and set a $150.00 target price on the stock in a research note on Monday, April 20th. Three investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $130.25.

About Axcelis Technologies

Axcelis Technologies, Inc is a leading developer and manufacturer of ion implantation and cleaning equipment used in the fabrication of semiconductor chips. The company specializes in high-current, medium-current and high-energy ion implantation systems, which are critical for introducing precisely controlled dopants into silicon wafers. Axcelis also offers plasma-based cleaning and dry strip tools that support advanced process nodes in logic, memory and power device manufacturing.

The company’s product portfolio encompasses single-wafer and multi-wafer cluster tools designed to deliver high throughput, accuracy and uniformity for semiconductor process steps.