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Axcelis Technologies (ACLS)
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Axcelis Technologies (ACLS)
(Back to Companies Covered)
2025
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2024
2025
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ACLS: Lack of catalysts until mid-2026 likely limits further upside in ACLS.
(August 5, 2025)
ACLS: Revenue mix normalizing but tariffs could jeopardize 2H results.
(May 6, 2025)
ACLS: SiC, China downside unlikely to subside until 2H25 at the earliest.
(February 11, 2025)
ACLS: Risk of more geopolitically-driven weakness in 2025 is growing.
(January 10, 2025)
2024
(Back to Top)
ACLS: Slowdowns in SiC and China are taking hold.
(November 7, 2024)
ACLS: SiC, China exposure remain high but still on track to decline next year.
(August 1, 2024)
ACLS: Investor Event: Focus on diversification in 2025; 2027 targets leave some breathing room.
(July 12, 2024)
ACLS: Better-than-feared outlook amidst SiC slowdown and delayed memory recovery.
(May 2, 2024)
ACLS: Industry-low multiple suggests China, SiC headwinds already reflected in ACLS.
(April 8, 2024)