ACLSAxcelis Technologies Inc.
Axcelis Technologies Inc (ACLS) sells ion implantation equipment for the semiconductor industry, a niche but critical part of the chip-making process. The next catalyst is Dec 10, 2026 — Trump Administration WFE Exp, which will test the company’s exposure to U.S. export controls and the potential for renewed restrictions on advanced manufacturing equipment.
- ACLS reported $822.29M in revenue for the 2026 fiscal year, with a net margin of 8.2% and free cash flow of $235.91M.
- The company has a low debt-to-equity ratio of 0.03x and a diluted EPS of $0.75, with a strong balance sheet of $1.03B in shareholders’ equity.
- Revenue declined 17.6% YoY, signaling ongoing challenges in scaling its high-end equipment business.
The schedule
- Thu10Dec
Trump Administration WFE Exp
- Tue18May
Axcelis Announces Participation in Upcoming Investor Conferences
- Mon23Aug
AXCELIS ANNOUNCES PARTICIPATION IN UPCOMING ...
Past
- Tue15Sep
Actual outcome: Bull · $128.64 at outcome
Stock rose 22.6% from event to outcome date, aligning with the bull trajectory.
CapEx outlook and silicon supply update
- Thu6Aug
Actual outcome: Bear · $123.49 at outcome
Axcelis Technologies (ACLS) reported Q2 2026 earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.90. The company also raised its full-year revenue growth outlook to mid-single-digit from previously flat with 2025, signaling stronger-than-expected performance and future growth potential. [Market retrospective · Ultra-Short (1–5 days)] Updated observation 2026-08-24: -19.0% from 2026-07-01 (~4.7σ). Target date 2026-08-07 reached; move through 2026-08-24 observed.
Axcelis Technologies (ACLS) reported Q2 2026 earnings of $1.06 per share, beating the Zacks Consensus Estimate of $0.90. The company also raised its full-year revenue growth outlook to mid-single-digit from previously flat with 2025, signaling stronger-than-expected performance and future growth potential. [Market retrospective · Ultra-Short (1–5 days)] Updated observation 2026-08-24: -19.0% from 2026-07-01 (~4.7σ). Target date 2026-08-07 reached; move through 2026-08-24 observed.
- Tue16Jun
Actual outcome: Mixed · $180.70 at outcome
Axcelis shares initially fell 7.7% on the day of the US Department of Commerce export policy update, reflecting immediate concerns over potential China WFE restrictions. However, the stock quickly rebounded 6.8% two days later, resulting in a muted 2.3% net gain by the outcome date as the market digested the actual impact of the new rules.
Axcelis shares initially fell 7.7% on the day of the US Department of Commerce export policy update, reflecting immediate concerns over potential China WFE restrictions. However, the stock quickly rebounded 6.8% two days later, resulting in a muted 2.3% net gain by the outcome date as the market digested the actual impact of the new rules.
