Axcelis Technologies (NASDAQ:ACLS) Announces Q4 2026 Earnings Guidance

Axcelis Technologies (NASDAQ:ACLS) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.500-1.500 for the period, compared to the consensus EPS estimate of 1.180. The company issued revenue guidance of $275.0 million, compared to the consensus revenue estimate of $239.3 million.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ACLS. Craig Hallum cut shares of Axcelis Technologies from a “buy” rating to a “hold” rating and set a $140.00 target price for the company. in a research note on Friday, August 7th. Weiss Ratings raised shares of Axcelis Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, October 16th. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Axcelis Technologies has an average rating of “Hold” and a consensus price target of $148.67.

Axcelis Technologies Trading Down 2.3%

Axcelis Technologies stock opened at $90.00 on Friday. Axcelis Technologies has a 52 week low of $73.60 and a 52 week high of $193.78. The company has a debt-to-equity ratio of 0.04, a quick ratio of 3.21 and a current ratio of 4.90. The stock has a market capitalization of $2.78 billion, a P/E ratio of 23.57, a PEG ratio of 2.81 and a beta of 1.88. The stock has a 50-day simple moving average of $116.08 and a 200 day simple moving average of $122.65.

Axcelis Technologies (NASDAQ:ACLS) last announced its quarterly earnings results on Thursday, November 5th. The semiconductor company reported $1.26 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.15. Axcelis Technologies had a return on equity of 11.69% and a net margin of 10.71%. The firm had revenue of $237.78 million for the quarter, compared to the consensus estimate of $230.08 million. During the same quarter in the previous year, the business earned $1.21 earnings per share. The business’s revenue was up 11.3% compared to the same quarter last year. Axcelis Technologies has set its Q4 2026 guidance at 1.500-1.500 EPS. Analysts expect that Axcelis Technologies will post 3.39 earnings per share for the current year.

Axcelis Technologies News Roundup

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

• Positive Sentiment: Q3 revenue was $237.8 million, ahead of the roughly $230.1 million estimate and up 11.3% year over year. Adjusted (non-GAAP) diluted EPS of $1.26 topped the $1.11 consensus; GAAP diluted EPS was $1.21. Axcelis Announces Financial Results for Third Quarter 2026
• Positive Sentiment: Q4 guidance was notably above analyst expectations: Axcelis forecast revenue of $275 million versus about $239.3 million consensus, and EPS of $1.50 versus $1.18. The outlook points to stronger near-term performance than investors had anticipated. Axcelis Q4 outlook and merger timing
• Neutral Sentiment: The company is targeting completion of its Veeco merger by the end of Q1 2027. The deal could reshape the business, but the announcement provides no further detail on its expected financial impact or remaining closing steps. Axcelis Q4 outlook and merger timing

Axcelis Technologies Company Profile

Axcelis Technologies, Inc develops and manufactures equipment used in the fabrication of semiconductor devices. The company is best known for its ion implantation systems, which precisely introduce dopant atoms into silicon wafers to control the electrical properties of semiconductor components.

Its product portfolio includes the Purion family of ion implantation systems, designed for applications such as high-current, medium-current and high-energy implantation. Axcelis also provides related aftermarket products and services, including spare parts, equipment upgrades, process support and customer training.

Headquartered in Beverly, Massachusetts, Axcelis serves semiconductor manufacturers and other customers in major chip-production regions worldwide.