AxcelisACLS
Market Cap: $3.16B
About: Axcelis Technologies Inc designs, manufactures and services ion implantation and other processing equipment used in the fabrication of semiconductor chips. In addition to equipment, the company provide aftermarket lifecycle products and services, including used tools, spare parts, equipment upgrades, maintenance services and customer training. Geographically, the group has a business presence in North America, Asia Pacific and Europe, of which key revenue is derived from the Asia Pacific.
Employees: 1,704
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]
50% more call options, than puts
Call options by funds: $72.1M | Put options by funds: $48.1M
28% more capital invested
Capital invested by funds: $3.38B [Q1] → $4.35B (+$962M) [Q2]
13% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 124
12% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 57
2% more funds holding
Funds holding: 377 [Q1] → 384 (+7) [Q2]
1.09% more ownership
Funds ownership: 93.06% [Q1] → 94.15% (+1.09%) [Q2]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Benchmark Mark Miller 36% 1-year accuracy 14 / 39 met price target | 80%upside $175 | Buy Maintained | 2 Aug 2024 |
B. Riley Securities Craig Ellis 20% 1-year accuracy 11 / 55 met price target | 70%upside $165 | Buy Maintained | 2 Aug 2024 |
DA Davidson Thomas Diffely 0% 1-year accuracy 0 / 4 met price target | 80%upside $175 | Buy Maintained | 15 Jul 2024 |
Benchmark Mark Miller 36% 1-year accuracy 14 / 39 met price target | 86%upside $180 | Buy Maintained | 15 Jul 2024 |
B. Riley Securities Craig Ellis 20% 1-year accuracy 11 / 55 met price target | 96%upside $190 | Buy Maintained | 12 Jul 2024 |
Financial journalist opinion
Based on 7 articles about ACLS published over the past 30 days