Axcelis Technologies, Inc. $ACLS Stake Raised by First Eagle Investment Management LLC

First Eagle Investment Management LLC boosted its holdings in Axcelis Technologies, Inc. (NASDAQ:ACLS) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 136,318 shares of the semiconductor company’s stock after acquiring an additional 5,960 shares during the quarter. First Eagle Investment Management LLC’s holdings in Axcelis Technologies were worth $10,952,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Reinhart Partners LLC. raised its holdings in Axcelis Technologies by 6.0% during the 3rd quarter. Reinhart Partners LLC. now owns 1,610,332 shares of the semiconductor company’s stock worth $157,234,000 after buying an additional 91,788 shares during the period. Victory Capital Management Inc. raised its holdings in Axcelis Technologies by 9.6% during the 3rd quarter. Victory Capital Management Inc. now owns 972,162 shares of the semiconductor company’s stock worth $90,243,000 after buying an additional 85,407 shares during the period. Dimensional Fund Advisors LP raised its holdings in Axcelis Technologies by 4.6% during the 3rd quarter. Dimensional Fund Advisors LP now owns 769,612 shares of the semiconductor company’s stock worth $75,143,000 after buying an additional 34,153 shares during the period. Goldman Sachs Group Inc. raised its holdings in Axcelis Technologies by 7.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 635,393 shares of the semiconductor company’s stock worth $31,560,000 after buying an additional 44,275 shares during the period. Finally, Grantham Mayo Van Otterloo & Co. LLC raised its holdings in Axcelis Technologies by 0.4% during the 3rd quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 443,863 shares of the semiconductor company’s stock worth $43,339,000 after buying an additional 1,798 shares during the period. Institutional investors and hedge funds own 89.98% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on ACLS shares. B. Riley Financial upgraded Axcelis Technologies from a “neutral” rating to a “buy” rating and set a $150.00 price objective on the stock in a report on Monday, April 20th. Zacks Research upgraded Axcelis Technologies from a “strong sell” rating to a “hold” rating in a report on Monday, April 20th. Bank of America upped their target price on Axcelis Technologies from $90.00 to $100.00 and gave the company an “underperform” rating in a report on Tuesday, January 13th. Finally, Weiss Ratings upgraded Axcelis Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, April 22nd. Three equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $116.25.

Axcelis Technologies Price Performance

Shares of ACLS opened at $161.64 on Wednesday. The company has a market capitalization of $4.97 billion, a price-to-earnings ratio of 50.36, a P/E/G ratio of 13.14 and a beta of 1.93. The business’s 50-day moving average is $110.24 and its 200-day moving average is $94.42. Axcelis Technologies, Inc. has a fifty-two week low of $55.93 and a fifty-two week high of $171.61. The company has a debt-to-equity ratio of 0.04, a current ratio of 4.59 and a quick ratio of 2.99.

Axcelis Technologies (NASDAQ:ACLS) last announced its quarterly earnings results on Thursday, May 7th. The semiconductor company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.71 by $0.01. The business had revenue of $198.96 million during the quarter, compared to analysts’ expectations of $195.03 million. Axcelis Technologies had a return on equity of 12.19% and a net margin of 11.93%.The firm’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.88 EPS. Axcelis Technologies has set its Q2 2026 guidance at 0.900- EPS. Equities research analysts expect that Axcelis Technologies, Inc. will post 2.86 EPS for the current fiscal year.

Insider Activity at Axcelis Technologies

In related news, CEO Russell Low sold 7,468 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $156.75, for a total value of $1,170,609.00. Following the completion of the sale, the chief executive officer owned 123,570 shares of the company’s stock, valued at approximately $19,369,597.50. The trade was a 5.70% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jorge Titinger sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $80.00, for a total value of $80,000.00. Following the completion of the sale, the director directly owned 6,477 shares of the company’s stock, valued at approximately $518,160. The trade was a 13.37% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 10,956 shares of company stock valued at $1,540,361. 0.49% of the stock is currently owned by company insiders.

Axcelis Technologies Company Profile

Axcelis Technologies, Inc is a leading developer and manufacturer of ion implantation and cleaning equipment used in the fabrication of semiconductor chips. The company specializes in high-current, medium-current and high-energy ion implantation systems, which are critical for introducing precisely controlled dopants into silicon wafers. Axcelis also offers plasma-based cleaning and dry strip tools that support advanced process nodes in logic, memory and power device manufacturing.

The company’s product portfolio encompasses single-wafer and multi-wafer cluster tools designed to deliver high throughput, accuracy and uniformity for semiconductor process steps.