F m Investments LLC Has $3.24 Million Stock Position in Axcelis Technologies, Inc. $ACLS

F m Investments LLC increased its position in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 91.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,294 shares of the semiconductor company’s stock after purchasing an additional 19,226 shares during the quarter. F m Investments LLC’s holdings in Axcelis Technologies were worth $3,237,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Close Asset Management Ltd acquired a new position in shares of Axcelis Technologies during the 3rd quarter worth about $27,000. EverSource Wealth Advisors LLC grew its position in shares of Axcelis Technologies by 145.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 451 shares of the semiconductor company’s stock worth $31,000 after buying an additional 267 shares during the period. Caitlin John LLC acquired a new position in shares of Axcelis Technologies during the 3rd quarter worth about $32,000. Advisory Services Network LLC acquired a new position in shares of Axcelis Technologies during the 3rd quarter worth about $32,000. Finally, Strs Ohio acquired a new position in shares of Axcelis Technologies during the 3rd quarter worth about $49,000. 89.98% of the stock is currently owned by institutional investors and hedge funds.

Axcelis Technologies Price Performance

Shares of ACLS opened at $163.03 on Friday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 3.11 and a current ratio of 4.77. The stock has a 50 day simple moving average of $105.37 and a 200 day simple moving average of $92.72. Axcelis Technologies, Inc. has a 52-week low of $55.93 and a 52-week high of $171.61. The firm has a market capitalization of $5.01 billion, a PE ratio of 50.79, a P/E/G ratio of 19.49 and a beta of 1.93.

Axcelis Technologies (NASDAQ:ACLS) last issued its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.71 by $0.01. Axcelis Technologies had a return on equity of 12.25% and a net margin of 11.93%.The business had revenue of $198.96 million during the quarter, compared to analyst estimates of $195.03 million. During the same period in the previous year, the firm earned $0.88 EPS. Axcelis Technologies’s quarterly revenue was up 3.3% compared to the same quarter last year. Axcelis Technologies has set its Q2 2026 guidance at 0.900- EPS. Sell-side analysts predict that Axcelis Technologies, Inc. will post 2.86 EPS for the current fiscal year.

Key Axcelis Technologies News

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

• Positive Sentiment: Axcelis posted Q1 non-GAAP EPS of $0.72, just ahead of estimates, and revenue of $199.0 million, also above expectations. Margins remained healthy, which supports the view that the business is still profitable even with modest sales growth. Axcelis Announces Financial Results for First Quarter 2026
• Positive Sentiment: Management raised Q2 2026 EPS guidance to about $0.90, above the Street’s roughly $0.78 estimate. That stronger outlook is likely the main catalyst supporting the stock today. Axcelis Q1 slide deck / press release
• Neutral Sentiment: The earnings call transcript and presentation are drawing attention as investors look for more detail on demand trends, mix, and margin drivers. So far, these materials appear to confirm the upbeat guidance rather than add a major new surprise. Axcelis Technologies, Inc. (ACLS) Q1 2026 Earnings Call Transcript
• Negative Sentiment: CEO Russell Low sold 7,468 shares in a pre-arranged Rule 10b5-1 transaction. The sale was planned, but insider selling can still slightly dampen sentiment. SEC Form 4 – Russell Low sale

Insider Activity at Axcelis Technologies

In related news, CEO Russell Low sold 7,468 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $156.75, for a total value of $1,170,609.00. Following the completion of the transaction, the chief executive officer directly owned 123,570 shares in the company, valued at approximately $19,369,597.50. The trade was a 5.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jorge Titinger sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $80.00, for a total value of $80,000.00. Following the completion of the transaction, the director owned 6,477 shares of the company’s stock, valued at $518,160. This represents a 13.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 10,956 shares of company stock valued at $1,540,361 over the last quarter. 0.49% of the stock is owned by insiders.

Analysts Set New Price Targets

ACLS has been the subject of several analyst reports. Weiss Ratings upgraded Axcelis Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, April 22nd. B. Riley Financial upgraded Axcelis Technologies from a “neutral” rating to a “buy” rating and set a $150.00 target price for the company in a research report on Monday, April 20th. Bank of America boosted their target price on Axcelis Technologies from $90.00 to $100.00 and gave the stock an “underperform” rating in a research report on Tuesday, January 13th. Finally, Zacks Research upgraded Axcelis Technologies from a “strong sell” rating to a “hold” rating in a research report on Monday, April 20th. Three equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $116.25.

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.