Axcelis Technologies, Inc. $ACLS Holdings Decreased by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP lowered its stake in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 63.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,616 shares of the semiconductor company’s stock after selling 26,804 shares during the quarter. Mizuho Markets Cayman LP’s holdings in Axcelis Technologies were worth $1,525,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ACLS. Royal Bank of Canada raised its position in shares of Axcelis Technologies by 3.8% during the 1st quarter. Royal Bank of Canada now owns 117,566 shares of the semiconductor company’s stock worth $5,838,000 after buying an additional 4,324 shares in the last quarter. AQR Capital Management LLC boosted its holdings in shares of Axcelis Technologies by 4.9% in the first quarter. AQR Capital Management LLC now owns 35,717 shares of the semiconductor company’s stock valued at $1,774,000 after acquiring an additional 1,678 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Axcelis Technologies by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,396 shares of the semiconductor company’s stock valued at $963,000 after acquiring an additional 849 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Axcelis Technologies by 7.5% during the first quarter. Goldman Sachs Group Inc. now owns 635,393 shares of the semiconductor company’s stock valued at $31,560,000 after acquiring an additional 44,275 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Axcelis Technologies by 1.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 78,756 shares of the semiconductor company’s stock valued at $3,912,000 after acquiring an additional 836 shares during the period. Institutional investors own 89.98% of the company’s stock.

Insider Buying and Selling at Axcelis Technologies

In other news, 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 transaction of $80,000.00. Following the sale, the director owned 6,477 shares in the company, valued at $518,160. The trade was a 13.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.48% of the stock is currently owned by company insiders.

Axcelis Technologies Price Performance

Shares of NASDAQ:ACLS opened at $85.15 on Wednesday. The company has a market capitalization of $2.62 billion, a PE ratio of 22.47, a price-to-earnings-growth ratio of 10.11 and a beta of 1.78. 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 fifty day moving average of $88.06 and a 200-day moving average of $86.18. Axcelis Technologies, Inc. has a one year low of $40.40 and a one year high of $102.93.

Axcelis Technologies (NASDAQ:ACLS) last issued its earnings results on Tuesday, February 17th. The semiconductor company reported $1.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.12 by $0.37. The business had revenue of $238.33 million for the quarter, compared to analysts’ expectations of $215.04 million. Axcelis Technologies had a return on equity of 13.73% and a net margin of 14.33%.The company’s quarterly revenue was down 5.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.54 EPS. Axcelis Technologies has set its Q1 2026 guidance at 0.710-0.710 EPS. As a group, equities analysts anticipate that Axcelis Technologies, Inc. will post 2.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on ACLS shares. Wall Street Zen downgraded Axcelis Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Axcelis Technologies in a research report on Monday, December 22nd. Bank of America boosted their price objective on Axcelis Technologies from $90.00 to $100.00 and gave the stock an “underperform” rating in a research note on Tuesday, January 13th. B. Riley Financial cut their price objective on Axcelis Technologies from $94.00 to $91.00 and set a “neutral” rating for the company in a report on Wednesday, February 18th. Finally, Zacks Research cut Axcelis Technologies from a “hold” rating to a “strong sell” rating in a research note on Friday, February 20th. Two equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $101.50.

Axcelis Technologies Profile

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.