Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Axcellis Technologies, Inc (ACLS-Q) is a semiconductor equipment company with a strong track record of revenue and EPS growth. With a focus on equipment for the fabrication of semiconductor chips, they are in high demand from EV manufacturers due to their durable methods. The company's order backlog is at $1.2 billion, and it trades at a significant discount to the Nasdaq-100 average. With a recommended stop-loss at $102 and an upside potential of 32%, ACLS-Q presents an attractive investment opportunity.

Consensus
Positive
Valuation
Undervalued
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

ACLS designs and manufactures processing equipment used in the fabrication of chips and is now trading at 14.2x times' Forward P/E. In Q1-2024, ACLS’s revenue was largely flat compared to last year's $252M, beating estimates of $242.6M and EPS was $1.57, beating estimates of $1.24. The operating results were solid, above the company’s guidance. The balance sheet is strong, with a net cash of $485M. The company generates healthy cash flow and returns some as buybacks. Based on consensus estimates, sales are expected to be flat this year and start to grow by 10% next year. We think there is some cyclicality in ACLS’s business but nowhere close to a secular decline. We think it looks decent today. 
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 28/23, Down 22.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ACLS has triggered its stop at $102.  To remain disciplined, we recommend covering the position at this time.  

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premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

ACLS makes equipment in the fabrication of semiconductor chips in the US.  Revenues are up 25% on the year, continuing a strong trend over the past three years.  EPS grew by 41%.  Its equipment is particularly in demand by EV manufacturers, where their methods are more durable.  Their order backlog is $1.2 billion.  It trades at 18x earnings -- almost 40% discount to Nasdaq-100 average -- and it supports a ROE 32%.  We recommend a stop-loss at $102, looking to achieve $175 -- upside potential of 32%.  Yield 0% 

(Analysts’ price target is $174.80)
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Axcellis Technologies, Inc.(ACLS-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for Axcellis Technologies, Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Axcellis Technologies, Inc.(ACLS-Q) Frequently Asked Questions

What is Axcellis Technologies, Inc. stock symbol?

Axcellis Technologies, Inc. is a American stock, trading under the symbol ACLS-Q on the NASDAQ (ACLS). It is usually referred to as NASDAQ:ACLS or ACLS-Q

Is Axcellis Technologies, Inc. a buy or a sell?

In the last year, 2 stock analysts published opinions about ACLS-Q. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Axcellis Technologies, Inc..

Is Axcellis Technologies, Inc. a good investment or a top pick?

Axcellis Technologies, Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for Axcellis Technologies, Inc..

Why is Axcellis Technologies, Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Axcellis Technologies, Inc. worth watching?

In the last year, there was no coverage of Axcellis Technologies, Inc. published on Stockchase.

What is Axcellis Technologies, Inc. stock price?

On 2024-10-04, Axcellis Technologies, Inc. (ACLS-Q) stock closed at a price of $100.28.