AxcelisACLS
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 provides 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: 1,524
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
32% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 93
23% more call options, than puts
Call options by funds: $48.7M | Put options by funds: $39.5M
3.13% more ownership
Funds ownership: 91.95% [Q3] → 95.08% (+3.13%) [Q4]
12% less funds holding
Funds holding: 363 [Q3] → 320 (-43) [Q4]
31% less capital invested
Capital invested by funds: $3.14B [Q3] → $2.16B (-$977M) [Q4]
40% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 98
100% less funds holding in top 10
Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Craig-Hallum Christian Schwab 31% 1-year accuracy 11 / 35 met price target | 109%upside $105 | Buy Maintained | 15 Jan 2025 |
Financial journalist opinion
Based on 5 articles about ACLS published over the past 30 days
