ACLS AXCELIS TECHNOLOGIES INC

NEUTRAL Impact: 2/10 Insider Cluster (6 insiders)
Horizon days Filed May 22, 2026 Processed 15d 3h ago
Insider cluster: 6 insiders, $1.9M total

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Executive Summary

Six ACLS insiders sold a total of ~$1.88M in open-market sales over a 7-day window, including three directors and three EVPs. The cluster is dominated by non-C-suite insiders (directors and EVPs), and the total value represents ~0.04% of the $4.7B market cap — well below the 0.1% materiality threshold. Per academic literature, insider sales clusters are weak signals (often liquidity-driven), and the dollar amount here is trivial relative to company size, making this a routine event with no actionable bearish read-through.

Key Financial Metrics

Direction
selling
Total Value
$1.9M
Insiders
6

Actionable Insight

This insider sales cluster is routine and immaterial relative to ACLS's $4.7B market cap. No C-suite selling, no concentrated selling by any single insider, and the dollar amounts are trivial. Monitor upcoming quarterly earnings for any fundamental changes, but this cluster alone does not warrant a trading response.

Key Facts

  • Six insiders sold shares in open-market transactions totaling ~$1.88M from May 14-21, 2026
  • Total sales represent ~0.04% of ACLS's $4.7B market cap — well below the 0.1% materiality threshold
  • No C-suite executives (CEO, CFO, COO) participated in open-market sales; sellers were directors and EVPs
  • Four additional tax-withholding transactions (non-cash, $0 economic value) occurred on May 18, 2026
  • Prior 30-day insider activity showed 6 sells totaling $1.6M, consistent with routine pattern
  • Per Alldredge (2019), cluster sales are not more informative than non-cluster sales — likely liquidity/vesting driven

Financial Impact

Total open-market sales of ~$1.88M, or ~0.04% of market cap — immaterial

insider ownershipfloat

Risk Factors

  • Insider sales could accelerate if insiders perceive headwinds in semi-cap equipment cycle
  • No open-market purchases in the cluster — one-sided selling direction, though immaterial in size

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-1779483929030
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
2d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 28, 2026
9d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 26, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 22, 2026
15d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+5
May 15, 2026
22d ago
Insider Cluster
NEUTRAL ★ 4/10
awaiting T+5
May 15, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$146.24 $164.27▲ +12.33%▲ +10.71%$147.16 (+0.63%)
May 15, 2026
22d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
May 6, 2026
4w ago
Insider Cluster
BEARISH ★ 6/10
$171.00 $162.15▲ +5.18%▲ +6.35%$147.16 (+13.94%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (12h 41m)

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