ACLS

AXCELIS TECHNOLOGIES INC

Nasdaq · Special Industry Machinery, NEC · Inc. DE · CIK 0001113232
$147.16 -9.09% $4.5B
Insider Selling Cluster (10 insiders)3 New Institutional Positions
Vol
Market Cap$4.5B
Cap SizeMid Cap
Inst. Holders9 funds
Inst. Value$477.5M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 18S
Insider Net $-$5.6M
SEC Reports9
Exchange Nasdaq·Sector Special Industry Machinery, NEC·Inc. DE·CIK 0001113232·Prev Close $161.87

Recent Activity

Jun 4, 2026 SEC
Three insiders at Axcelis Technologies sold a total of $749K in open-market sales over a 7-day window. The sales are sma
CLUSTER — Impact 3/10
Jun 3, 2026 Insider
Sayiner Necip sold 1,586 shares
Director @ $157.44 ($249.7K)
Jun 2, 2026 Insider
Mahoney Robert John sold 1,155 shares
EVP Global Operations @ $155.24 ($179.3K)
May 28, 2026 SEC
Five Axcelis insiders sold a total of ~$956K in open-market sales over a 7-day window, representing ~0.02% of the compan
CLUSTER — Impact 3/10
May 27, 2026 Insider
Sutton Todd sold 2,000 shares
VP Corporate Controller @ $159.99 ($320.0K)
May 26, 2026 SEC
Seven ACLS insiders, including three directors and three EVPs, sold a total of ~$1.74M in open-market sales over a 7-day
CLUSTER — Impact 3/10
Inst.
BANK OF AMERICA CORP — TRIM
118,206 shares ($9.5M)
Inst.
NORGES BANK — NEW
88,147 shares ($7.1M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$161.00 (Feb 2026)
Current $147.16 Low $130.00 Median $173.00 High $180.00 3 analysts
$130.00 $180.00

Analyst Ratings

Historical distribution58% buy · 12 analysts · last covering-analyst action Feb 2026
2Strong Buy
5Buy
4Hold
1Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 18, 2026 B. Riley Securities MAINTAIN Neutral → Neutral
Jan 21, 2026 B. Riley Securities MAINTAIN Neutral → Neutral
Jan 13, 2026 B of A Securities MAINTAIN Underperform → Underperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.89 ▲ +9.6% $0.88 — $0.90 -21% YoY 3
Next Q $1.05 ▲ +5.7% $1.01 — $1.09 -14% YoY 3
Current FY $3.83 ▲ +5.2% $3.77 — $3.95 -22% YoY 3
Next FY $4.64 ▲ +2.7% $3.87 — $5.76 21% YoY 5

Latest Reports

NEUTRAL CLUSTER 3/10
Three insiders at Axcelis Technologies sold a total of $749K in open-market sales over a 7-day window. The sales are sma
Jun 4, 2026
NEUTRAL CLUSTER 3/10
Five Axcelis insiders sold a total of ~$956K in open-market sales over a 7-day window, representing ~0.02% of the compan
May 28, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$331.2M—
FMR LLC$49.1MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$34.6MNEW
MORGAN STANLEY$28.1MTRIM
BANK OF AMERICA CORP$9.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Sayiner NecipSELL$249.7K
Jun 2, 2026Mahoney RobertSELL$179.3K
May 27, 2026Sutton ToddSELL$320.0K
May 22, 2026Evans EileenSELL$144.0K
May 22, 2026St DennisSELL$139.8K
9 institutional holders with $477.5M total value (5,943,795 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,122,529$331.2M69.4%—
2FMR LLC610,603$49.1M10.3%ADD +44.1%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC431,195$34.6M7.3%NEW
4MORGAN STANLEY350,220$28.1M5.9%TRIM -26.7%
5BANK OF AMERICA CORP /DE/118,206$9.5M2.0%TRIM -71.2%
6NORGES BANK88,147$7.1M1.5%NEW
7WELLS FARGO & COMPANY/MN79,752$6.4M1.3%DOUBLED +122.4%
8TWO SIGMA INVESTMENTS, LP76,244$6.1M1.3%DOUBLED +105.2%
9RENAISSANCE TECHNOLOGIES LLC66,899$5.4M1.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/TRIM410,314118,206-71.2%$9.5M2025-Q4
NORGES BANKNEW—88,147—$7.1M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED37,16576,244+105.2%$6.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—66,899—$5.4M2025-Q4
FMR LLCADD382,573551,398+44.1%$53.8M2025-Q3
BANK OF AMERICA CORP /DE/TRIM703,438410,314-41.7%$40.1M2025-Q3
UBS Group AGTRIM198,017127,323-35.7%$12.4M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED32,82773,023+122.4%$7.1M2025-Q3
NORGES BANKEXIT62,4480-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT10,8990-100.0%$0.002025-Q3
FMR LLCDOUBLED49,607382,573+671.2%$26.7M2025-Q2
UBS Group AGTRIM272,138198,017-27.2%$13.8M2025-Q2
NORGES BANKNEW—62,448—$4.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT89,49910,899-87.8%$759.6K2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM211,99989,499-57.8%$4.4M2025-Q1
FMR LLCDOUBLED22,05949,607+124.9%$2.5M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED19,63544,344+125.8%$2.2M2025-Q1
NORGES BANKEXIT515,9570-100.0%$0.002025-Q1
MORGAN STANLEYTRIM675,922495,483-26.7%$34.6M2024-Q4
UBS Group AGADD135,744248,390+83.0%$17.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED39,799211,999+432.7%$14.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—347,023—$36.4M2024-Q3
15 unique insiders with 18 transactions. Net insider value: -$5.6M ($0.00 bought, $5.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Sayiner NecipDirectorSELL1,586$157.44$249.7K
Jun 2, 2026Mahoney Robert JohnEVP Global OperationsSELL1,155$155.24$179.3K
May 27, 2026Sutton ToddVP Corporate ControllerSELL2,000$159.99$320.0K
May 22, 2026Evans EileenEVP, General Counsel and Sec'ySELL926$155.51$144.0K
May 22, 2026St Dennis ThomasDirectorSELL900$155.37$139.8K
May 21, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.SELL1,161$152.70$177.3K
May 20, 2026Tatnall ChristopherEVP Global Customer OperationsSELL1,166$149.75$174.6K
May 19, 2026GRAVES GREGORY BDirectorSELL2,625$141.41$371.2K
May 19, 2026KURTZWEIL JOHN TDirectorSELL3,500$138.79$485.8K
May 19, 2026Quirk JeanneDirectorSELL1,789$140.22$250.9K
May 18, 2026Mahoney Robert JohnEVP Global OperationsF182$146.24$26.6K
May 18, 2026Sutton ToddVP Corporate ControllerF184$146.24$26.9K
May 18, 2026Redinbo GregEVP MARKETING AND APPLICATIONSF111$146.24$16.2K
May 18, 2026Low RussellPRESIDENT AND CEOF711$146.24$104.0K
May 15, 2026Redinbo GregEVP MARKETING AND APPLICATIONSA3,115$0.00$0.00
May 15, 2026Low RussellPRESIDENT AND CEOF3,716$155.18$576.6K
May 15, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.A2,725$0.00$0.00
May 15, 2026Mahoney Robert JohnEVP Global OperationsF372$155.18$57.7K
May 15, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.F744$155.18$115.5K
May 15, 2026Evans EileenEVP, General Counsel and Sec'yA3,893$0.00$0.00
May 15, 2026Tatnall ChristopherEVP Global Customer OperationsA3,504$0.00$0.00
May 15, 2026Evans EileenEVP, General Counsel and Sec'yF867$155.18$134.5K
May 15, 2026Tatnall ChristopherEVP Global Customer OperationsF744$155.18$115.5K
May 15, 2026Redinbo GregEVP MARKETING AND APPLICATIONSF452$155.18$70.1K
May 15, 2026Low RussellPRESIDENT AND CEOA19,466$0.00$0.00
May 15, 2026Sutton ToddVP Corporate ControllerA1,168$0.00$0.00
May 15, 2026Sutton ToddVP Corporate ControllerF226$155.18$35.1K
May 15, 2026Ryzhik DavidSVP Interim CFOA3,115$0.00$0.00
May 15, 2026Ryzhik DavidSVP Interim CFOF226$155.18$35.1K
May 15, 2026Mahoney Robert JohnEVP Global OperationsA1,947$0.00$0.00
May 15, 2026Chiu Tzu YinDirectorA1,440$0.00$0.00
May 15, 2026St Dennis ThomasDirectorA1,440$0.00$0.00
May 15, 2026KURTZWEIL JOHN TDirectorA1,440$0.00$0.00
May 15, 2026GRAVES GREGORY BDirectorA1,440$0.00$0.00
May 15, 2026Titinger JorgeDirectorA1,440$0.00$0.00
May 15, 2026Sayiner NecipDirectorA1,440$0.00$0.00
May 15, 2026Quirk JeanneDirectorA1,440$0.00$0.00
May 14, 2026Sutton ToddVP Corporate ControllerSELL2,574$163.89$421.9K
May 14, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.SELL1,015$162.32$164.7K
May 13, 2026Titinger JorgeDirectorSELL2,000$164.14$328.3K
May 13, 2026Redinbo GregEVP MARKETING AND APPLICATIONSSELL2,883$160.85$463.7K
May 12, 2026Mahoney Robert JohnEVP Global OperationsSELL2,258$161.00$363.5K
May 6, 2026Low RussellPRESIDENT AND CEOSELL7,468$156.75$1.2M
Apr 20, 2026Tatnall ChristopherEVP Global Customer OperationsF907$131.02$118.8K
Apr 1, 2026Low RussellPRESIDENT AND CEOSELL1,244$94.06$117.0K
Mar 24, 2026Low RussellPRESIDENT AND CEOSELL1,244$90.00$112.0K
Mar 2, 2026Mahoney Robert JohnEVP Global OperationsF573$86.58$49.6K
Mar 2, 2026Low RussellPRESIDENT AND CEOF5,227$86.58$452.6K
Mar 2, 2026Tatnall ChristopherEVP Global Customer OperationsF1,121$86.58$97.1K
Mar 2, 2026Blumenstock Gerald MEVP, Research, Dev. & Eng.F1,121$86.58$97.1K
9 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 8 neutral. Avg impact: 3.2/10.
NEUTRAL CLUSTER 3/10
Three insiders at Axcelis Technologies sold a total of $749K in open-market sales over a 7-day windo
Jun 4, 2026
NEUTRAL CLUSTER 3/10
Five Axcelis insiders sold a total of ~$956K in open-market sales over a 7-day window, representing
May 28, 2026
NEUTRAL CLUSTER 3/10
Seven ACLS insiders, including three directors and three EVPs, sold a total of ~$1.74M in open-marke
May 26, 2026
NEUTRAL CLUSTER 2/10
Six ACLS insiders sold a total of ~$1.88M in open-market sales over a 7-day window, including three
May 22, 2026
NEUTRAL CLUSTER 3/10
A cluster of eight Axcelis insiders sold approximately $2.66M in shares over the past week, represen
May 21, 2026
NEUTRAL CLUSTER 4/10
Five Axcelis insiders, including two EVPs and a VP, collectively sold ~$1.74M in stock over May 12-1
May 19, 2026
NEUTRAL CLUSTER 3/10
Five Axcelis insiders sold a total of $1.74M in open-market sales over a 7-day window ending May 15,
May 18, 2026
NEUTRAL CLUSTER 2/10
Multiple insiders sold shares totaling $1.58M within a week after Q1 2026 earnings, but the amount i
May 15, 2026
BEARISH CLUSTER 6/10
Two Axcelis insiders, including CEO Russell Low, sold a combined $1.53M in open-market sales within
May 13, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 58% buy across 12 analysts — 2 strong buy, 5 buy, 4 hold, 1 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$161.00 mean target (Feb 2026)
$130.00 Low $180.00 High
MetricValue
Current Price$147.16
Target Low$130.00
Target Mean$161.00
Target Median$173.00
Target High$180.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.89 $0.88 $0.90 -21.2% +9.6% 1↑ 0↓ $0.2B 5.4% 3
Next Q
2026-09-30
 $1.05 $1.01 $1.09 -13.5% +5.7% 0↑ 1↓ $0.2B 0.5% 3
Current FY
2026-12-31
 $3.83 $3.77 $3.95 -21.5% +5.2% 1↑ 0↓ $0.8B 0.4% 3
Next FY
2027-12-31
 $4.64 $3.87 $5.76 21.0% +2.7% 0↑ 1↓ $0.9B 9.4% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.890
7d ago$0.812+0.078
30d ago$0.812+0.078
60d ago$0.812+0.078
90d ago$1.084-0.194
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 18, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Jan 21, 2026 B. Riley Securities MAINTAIN Neutral Neutral
Jan 13, 2026 B of A Securities MAINTAIN Underperform Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262541058%
May 1, 20262541058%
Apr 1, 2026016229%
Mar 1, 2026016229%
Feb 1, 20262551054%
Jan 1, 20262651057%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings_calendar
ACLS Q1 2026 Earnings Scheduled — 2026-05-07
Apr 21, 2026
short_volume
Short Volume: ACLS — 61.3% short (0.3M / 0.5M)
Short: 307,082 | Exempt: 425 | TRF Vol: 500,789 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: ACLS — 63.1% short (0.3M / 0.5M)
Short: 315,903 | Exempt: 15 | TRF Vol: 500,684 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: ACLS — 9,633 shares ($1.1M) failed to deliver
Settlement: 20260420, Price: $118.73, FTD Value: $1,143,726.09, AXCELIS TECHNOLOGIES INC COM N
Mar 25, 2026
short_interest
FTD: ACLS — 26,164 shares ($2.5M) failed to deliver
Settlement: 20260325, Price: $94.39, FTD Value: $2,469,619.96, AXCELIS TECHNOLOGIES INC COM N
Mar 24, 2026
short_volume
Short Volume: ACLS — 61.0% short (0.3M / 0.5M)
Short: 331,993 | Exempt: 0 | TRF Vol: 544,489 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Mar 5, 2026
short_interest
FTD: ACLS — 9,718 shares ($0.8M) failed to deliver
Settlement: 20260305, Price: $86.62, FTD Value: $841,773.16, AXCELIS TECHNOLOGIES INC COM N
Mar 4, 2026
short_interest
FTD: ACLS — 9,792 shares ($0.8M) failed to deliver
Settlement: 20260304, Price: $85.88, FTD Value: $840,936.96, AXCELIS TECHNOLOGIES INC COM N