ACLS AXCELIS TECHNOLOGIES INC

NEUTRAL Impact: 2/10 Insider Cluster (5 insiders)
Horizon days Filed May 15, 2026 Processed 28d 16h ago
Insider cluster: 4 insiders, $1.6M total
Latest settled — T+5d ⚠ clustered
ACLS ▲ +12.33% at T+5d
NEUTRAL call ✓ call won +12.33% · α vs SPY +10.71% · entry $146.24 → $164.27
Next anchor: T+20d tomorrow
Currently $180.12 · +23.17% from $146.24 entry
Entry anchored
May 15, 2026
via day open
T+1d
-2.06%
call -2.06% · α -1.41%
$143.23
settled 26d ago
T+5d
+12.33%
call +12.33% · α +10.71%
$164.27
settled 22d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Multiple insiders sold shares totaling $1.58M within a week after Q1 2026 earnings, but the amount is trivial (0.03% of $5B market cap). The selling follows mixed earnings (revenue up slightly, EPS down sharply) and is likely routine post-earnings liquidity or 10b5-1 plan activity. No significant directional signal.

Key Financial Metrics

Direction
selling
Total Value
$1.6M
Insiders
5

Actionable Insight

Insider selling is minimal and routine following earnings. Monitor for any acceleration in selling volume or change in pattern; no immediate action warranted.

Key Facts

  • 5 insiders (3 EVPs, 1 VP, 1 Director) sold open-market shares totaling $1.58M over May 12-14, 2026.
  • Sales represent ~0.03% of $5.0B market cap — immaterial.
  • Cluster occurred 5-7 days after Q1 2026 earnings (May 7) which showed revenue growth but GAAP EPS decline.
  • Guidance for Q2 2026: revenue ~$205M, non-GAAP EPS ~$0.90.

Financial Impact

Total insider sales of $1.58M, negligible relative to market cap.

Risk Factors

  • No material risk from this cluster; company fundamentals and merger with Veeco (expected H2 2026) are the primary drivers.

Market Snapshot

Exchange
Nasdaq
Sector
Special Industry Machinery, NEC
Analyst Consensus
58% bullish (12 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ACLS-1778879157420
9 reports for ACLS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ACLS — sortable, filterable
Type Now
Jun 4, 2026
8d ago
Insider Cluster
NEUTRAL ★ 3/10
$155.28 awaiting T+5awaiting T+5$180.12 (+16.00%)
May 28, 2026
15d ago
Insider Cluster
NEUTRAL ★ 3/10
$150.41 $147.16▼ −2.16%▲ +0.36%$180.12 (+19.75%)
May 26, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$157.91 $159.19▲ +0.81%▲ +0.34%$180.12 (+14.06%)
May 22, 2026
21d ago
Insider Cluster
NEUTRAL ★ 2/10
$164.27 $158.78▼ −3.34%▼ −4.55%$180.12 (+9.65%)
May 21, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$156.94 $150.42▼ −4.15%▼ −5.81%$180.12 (+14.77%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 4/10
$149.56 $155.55▲ +4.01%▲ +2.20%$180.12 (+20.43%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$146.24 $164.27▲ +12.33%▲ +10.71%$180.12 (+23.17%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$146.24 $164.27▲ +12.33%▲ +10.71%$180.12 (+23.17%)
May 6, 2026
5w ago
Insider Cluster
BEARISH ★ 6/10
$171.00 $162.15▲ +5.18%▲ +6.35%$180.12 (−5.33%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (47h 28m)

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