Axcelis Technologies, Inc. $ACLS Shares Purchased by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP lifted its holdings in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 20.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,816 shares of the semiconductor company’s stock after purchasing an additional 3,200 shares during the period. Mizuho Markets Cayman LP owned approximately 0.06% of Axcelis Technologies worth $1,512,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. LSV Asset Management acquired a new stake in Axcelis Technologies in the third quarter valued at approximately $30,747,000. Invesco Ltd. raised its holdings in Axcelis Technologies by 176.6% in the third quarter. Invesco Ltd. now owns 386,735 shares of the semiconductor company’s stock valued at $37,761,000 after acquiring an additional 246,939 shares in the last quarter. Allspring Global Investments Holdings LLC raised its holdings in Axcelis Technologies by 142.7% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 266,015 shares of the semiconductor company’s stock valued at $22,909,000 after acquiring an additional 156,387 shares in the last quarter. Millennium Management LLC raised its holdings in Axcelis Technologies by 143.8% in the third quarter. Millennium Management LLC now owns 261,776 shares of the semiconductor company’s stock valued at $25,560,000 after acquiring an additional 154,381 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new stake in Axcelis Technologies in the third quarter valued at approximately $11,502,000. Institutional investors and hedge funds own 89.98% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on ACLS. B. Riley Financial raised shares of Axcelis Technologies from a “neutral” rating to a “buy” rating and set a $150.00 target price on the stock in a report on Monday, April 20th. Zacks Research raised shares of Axcelis Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, April 20th. Finally, Weiss Ratings cut shares of Axcelis Technologies from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, May 12th. Three research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $116.25.

Insider Buying and Selling

In other Axcelis Technologies news, CEO Russell Low sold 7,468 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $156.75, for a total value of $1,170,609.00. Following the transaction, the chief executive officer directly owned 123,570 shares in the company, valued at $19,369,597.50. This represents a 5.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Greg Redinbo sold 2,883 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $160.85, for a total transaction of $463,730.55. Following the completion of the transaction, the executive vice president owned 29,823 shares in the company, valued at $4,797,029.55. This represents a 8.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 32,453 shares of company stock valued at $4,891,714 over the last three months. 0.49% of the stock is currently owned by insiders.

Axcelis Technologies Stock Performance

Shares of Axcelis Technologies stock opened at $156.94 on Friday. The firm has a market capitalization of $4.82 billion, a P/E ratio of 48.89, a P/E/G ratio of 12.14 and a beta of 1.93. Axcelis Technologies, Inc. has a 52 week low of $55.93 and a 52 week high of $171.61. The company has a quick ratio of 2.99, a current ratio of 4.59 and a debt-to-equity ratio of 0.04. The firm’s 50 day moving average is $121.12 and its two-hundred day moving average is $98.30.

Axcelis Technologies (NASDAQ:ACLS) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.71 by $0.01. The company had revenue of $198.96 million for the quarter, compared to analyst estimates of $195.03 million. Axcelis Technologies had a net margin of 11.93% and a return on equity of 12.19%. The firm’s revenue was up 3.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.88 earnings per share. Axcelis Technologies has set its Q2 2026 guidance at 0.900- EPS. Research analysts forecast that Axcelis Technologies, Inc. will post 2.86 EPS for the current fiscal year.

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.