/ACLS

Axcelis Technologies Inc

ACLS

$113.43USD↑+0.11%+0.13 today

MARKET CAP

3.5B

P/E (TTM)

35.3x

FWD P/E

—

DAY RANGE

$113 – $117

52W RANGE

$74

$194

AI Summary

Stalk

TrimMedium

ACLS remains in a clear medium-term downtrend with sequential lower highs and lows under declining EMAs, showing no signs of reversal despite extreme oversold readings; the tradable side is bearish, but selling should be deferred into rallies near the falling EMAs around the 115–120 region rather than forced at current support.

↑Q2 revenue $215.2M (+10.4% YoY) and GAAP EPS $0.75; Q3 guide sees ~$230M revenue, $1.11 EPS
↑Strong end-market demand in power management and memory drives mid-single-digit full-year growth outlook
↓Trades at 47.7× P/E, well above historical median; GF value estimate $89.35 signals overvaluation

Full analysis →

Buying

9

institutions

Selling

8

institutions

New Positions

3

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	5.03 M	952.83 M	+92.69 K	+107.4%	0.01%
BA Balyasny Asset Management L.P. Q2 2026	SELL	616.20 K	116.74 M	+-748.34 K	-8.1%	0.15%
CA Citadel Advisors LLC Q2 2026	BUY	160.94 K	30.49 M	+96.23 K	+406.3%	0.00%
MM Millennium Management LLC Q2 2026	BUY	157.54 K	29.85 M	+145.01 K	+2458.7%	0.01%
GM Grantham, Mayo, Van Otterloo & Co. LLC Q2 2026	SELL	135.58 K	25.69 M	+-199.21 K	-17.6%	0.06%
JC Jpmorgan Chase & Co Q2 2026	SELL	44.01 K	8.00 M	+-178.70 K	-60.3%	0.00%
PA Polar Asset Management Partners Inc. Q2 2026	BUYNEW	38.73 K	7.34 M	+38.73 K	+0.0%	0.15%
AC Aqr Capital Management LLC Q2 2026	SELL	35.54 K	6.73 M	+-4.48 K	+80.8%	0.00%
JH Janus Henderson Group Plc Q1 2026	SELL	29.26 K	2.72 M	+-12.52 K	-18.8%	0.00%
WP Woodline Partners LP Q2 2026	BUYNEW	13.95 K	2.64 M	+13.95 K	+0.0%	0.01%
MG Man Group Plc Q2 2026	BUYNEW	11.94 K	2.26 M	+11.94 K	+0.0%	0.00%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	5.21 K	986.65 K	+4.32 K	+1093.7%	0.00%
BH Brevan Howard Capital Management LP Q2 2026	BUY	5.21 K	986.47 K	+1.42 K	+180.1%	0.01%
PA Point72 Asset Management, L.P. Q2 2026	BUY	3.00 K	568.35 K	+750.00	+171.4%	0.00%
VI Voloridge Investment Management, LLC Q2 2026	SELL	0.00	0.00	+-44.25 K	-100.0%	0.00%
HS Hussman Strategic Advisors, Inc. Q2 2026	SELL	0.00	0.00	+-21.00 K	-100.0%	0.00%
BA Bridgewater Associates, LP Q2 2026	SELL	0.00	0.00	+-8.30 K	-100.0%	0.00%