Market Cap
$4.1B
ACLS
AXCELIS TECHNOLOGIES INC
$147.77 ▲ +8.09%
Prev close $136.71Market cap$4.1B
12-mo target$161.00 (+9.0%)
Insider Selling Cluster (10 insiders)27 New Institutional Positions23 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on ACLS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$5.0B
Inst. Activity
27 buys / 23 sells
Insider Activity
$0.00 buy / $2.6M sell
Insider Net $
-$2.6M
Social Sentiment
67° Warm
SEC Reports
11
Price chart 30d +33.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 Insider
Tatnall Christopher surrendered for taxes 136 shares
EVP Global Customer Operations @ $105.04 ($14.3K)
Sep 15, 2026 Insider
Aug 9, 2026 SEC Redinbo Greg surrendered for taxes 208 shares
EVP and Chief Strategy Officer @ $105.04 ($21.8K)
Institutional cluster for ACLS shows 4 buyers (all doubling positions) adding $55M in new value, led by Citigroup (+$32.
INST-CLUSTER — Impact 5/10
Aug 6, 2026 earnings_calendar
ACLS Q2 2026 Earnings Scheduled — 2026-08-06
Jul 15, 2026 Insider
Ryzhik David surrendered for taxes 127 shares
SVP Interim CFO @ $145.01 ($18.4K)
Jun 30, 2026 Inst.
FMR LLC — ADD
4,125,902 shares ($781.7M)
Jun 30, 2026 Inst.
Jun 15, 2026 SEC BALYASNY ASSET MANAGEMENT L.P. — TRIM
616,196 shares ($116.7M)
A significant institutional cluster in ACLS shows 12 buyers accumulating $364.6M and 12 sellers reducing $70.3M, resulti
INST-CLUSTER — Impact 6/10
Analyst ratings buy % -84.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 23, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 1 | 6 | 2 | 2 | 9% | |
| Aug 1, 2026 | 2 | 5 | 4 | 1 | 0 | 58% | |
| Jul 1, 2026 | 2 | 5 | 4 | 1 | 0 | 58% | |
| Jun 1, 2026 | 2 | 5 | 4 | 1 | 0 | 58% | |
| May 1, 2026 | 2 | 5 | 4 | 1 | 0 | 58% | |
| Apr 1, 2026 | 0 | 1 | 6 | 2 | 2 | 9% | |
| Mar 1, 2026 | 0 | 1 | 6 | 2 | 2 | 9% | |
| Feb 1, 2026 | 2 | 5 | 5 | 1 | 0 | 54% |
Price targets
Where 3 covering analysts think ACLS trades over the next 12 months.
$161.00 +9.0% upside Buy
Current$147.77 Low$140.00 Median$145.00 High$198.00 3 analysts
$140.00$198.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 8 neutral · avg impact 3.6/10.
BULLISHINST-CLUSTER5/10
Institutional cluster for ACLS shows 4 buyers (all doubling positions) adding $55M in new value, led
Aug 9, 2026
BULLISHINST-CLUSTER6/10
A significant institutional cluster in ACLS shows 12 buyers accumulating $364.6M and 12 sellers redu
Jun 15, 2026
NEUTRALCLUSTER3/10
Three insiders at Axcelis Technologies sold a total of $749K in open-market sales over a 7-day windo
Jun 4, 2026
NEUTRALCLUSTER3/10
Five Axcelis insiders sold a total of ~$956K in open-market sales over a 7-day window, representing
May 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 6, 2026
earnings_calendar
ACLS Q2 2026 Earnings Scheduled — 2026-08-06
Aug 5, 2026
ftd
FTD: ACLS — 7,040 shares ($1.0M) failed to deliver
Settlement: 20260805, Price: $139.70, FTD Value: $983,488, AXCELIS TECHNOLOGIES INC COM N
Jun 30, 2026
ftd
FTD: ACLS — 31,697 shares ($5.6M) failed to deliver
Settlement: 20260630, Price: $176.13, FTD Value: $5,582,792.61, AXCELIS TECHNOLOGIES INC COM N
Jun 15, 2026
short_interest_report
Short Interest: ACLS down 25% to 1.9M shares
Settlement 2026-06-15 | Days to cover: 2.96 | ≈6.23% of shares outstanding (est.)
Jun 11, 2026
ftd
FTD: ACLS — 7,316 shares ($1.2M) failed to deliver
Settlement: 20260611, Price: $157.43, FTD Value: $1,151,757.88, AXCELIS TECHNOLOGIES INC COM N
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.11 | $1.09–$1.11 | -8.6% | +6.3% | 4↑ 0↓ | $0.2B | 5 |
| Next Q | $1.22 | $1.20–$1.23 | -18.3% | +3.2% | 2↑ 2↓ | $0.2B | 5 |
| Current FY | $4.11 | $4.08–$4.13 | -15.9% | +7.1% | 4↑ 0↓ | $0.9B | 5 |
| Next FY | $5.27 | $4.64–$6.14 | 28.3% | +8.7% | 2↑ 2↓ | $1.0B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.106 | — |
| 7d ago | $1.040 | +0.066 |
| 30d ago | $1.040 | +0.066 |
| 60d ago | $1.040 | +0.066 |
| 90d ago | $1.040 | +0.066 |
Institutional ownership
Which big funds own ACLS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.0B total value (26,473,420 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,029,462 | $952.8M | 19.0% | — |
| FMR LLC | 4,125,902 | $781.7M | 15.6% | ADD +69.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,478,878 | $469.6M | 9.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,386,518 | $262.7M | 5.2% | — |
| STATE STREET CORP | 1,231,109 | $233.2M | 4.7% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,134,007 | $214.8M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 833,607 | $158.0M | 3.2% | — |
| BNP Paribas Asset Management Holding S.A. | 803,151 | $152.2M | 3.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 709,266 | $134.3M | 2.7% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 616,196 | $116.7M | 2.3% | TRIM -54.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,431,121 | 4,125,902 | +69.7% | $781.7M |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,364,540 | 616,196 | -54.8% | $116.7M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | DOUBLED | 57 | 392,240 | +688040.4% | $74.3M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 951,914 | 369,879 | -61.1% | $70.1M |
| MORGAN STANLEY | TRIM | 581,636 | 366,077 | -37.1% | $69.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 497,624 | 235,253 | -52.7% | $44.6M |
| CITIGROUP INC | DOUBLED | 24,645 | 184,124 | +647.1% | $34.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 12,532 | 139,242 | +1011.1% | $26.4M |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 334,786 | 135,580 | -59.5% | $25.7M |
| D. E. Shaw & Co., Inc. | NEAR_EXIT | 544,421 | 133,044 | -75.6% | $25.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$2.6M — $0.00 bought, $2.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Tatnall Christopher | EVP Global Customer Operations | TAX W/H | 136 | $105.04 | $14.3K |
| Sep 15, 2026 | Redinbo Greg | EVP and Chief Strategy Officer | TAX W/H | 208 | $105.04 | $21.8K |
| Jul 15, 2026 | Ryzhik David | SVP Interim CFO | TAX W/H | 127 | $145.01 | $18.4K |
| Jul 15, 2026 | Ryzhik David | SVP Interim CFO | TAX W/H | 94 | $145.01 | $13.6K |
| Jun 16, 2026 | Ryzhik David | SVP Interim CFO | TAX W/H | 76 | $176.85 | $13.4K |
| Jun 15, 2026 | Blumenstock Gerald M | EVP, Research, Dev. & Eng. | TAX W/H | 506 | $191.60 | $96.9K |
| Jun 3, 2026 | Sayiner Necip | Director | SELL | 1,586 | $157.44 | $249.7K |
| Jun 2, 2026 | Mahoney Robert John | EVP Global Operations | SELL | 1,155 | $155.24 | $179.3K |
| May 27, 2026 | Sutton Todd | VP Corporate Controller | SELL | 2,000 | $159.99 | $320.0K |
| May 22, 2026 | Evans Eileen | EVP, General Counsel and Sec'y | SELL | 926 | $155.51 | $144.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ACLS.
Shares short
1,434,982
Settlement Sep 15, 2026
Change vs prior
-11.7%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈4.7%
Estimate — not % of float
All ACLS filing & press-release reports (11)
- INST-CLUSTER reportAug 9, 2026
- INST-CLUSTER reportJun 15, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 26, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 18, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 13, 2026