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Axcelis Technologies Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 11 Mar 2024.
Axcelis Technologies Inc: what insiders have been doing
Headquartered in Beverly, United States, Axcelis Technologies Inc belongs to the Technology sector and traces its origins to 1995. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 18 October 2026, brought 68 filings signed by 14 insiders.
There is no open-market purchase to report; the filings show 17 sales worth €3.3M by 10 insiders. Redinbo Greg filed the largest sale, €396k, on 14 May 2026, which represents 0.011% of the company's market value.
Compared with its exchange (5,811 companies, median 19 filings), a count of 68 filings is above the norm. Our records for Axcelis Technologies Inc go back to 2021, with 3 purchases and 104 sales on the open market in total. On the fundamentals side, the SEC filing (10-K) for the period ending 31 December 2025 lists revenue at 839.0 m USD and net income at 120.2 m USD.
Between a trade and the moment it shows up on SEC (Form 4), the median delay is 4 days. US insiders must file a Form 4 within two business days of a trade. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
314
Thresholds
n/a
Buy Volume
€106,830
3 ops. · all time
Sell Volume
€47M
104 ops. · all time
Who traded when
BuySaleGerald M. Blumenstock3 sales
Titinger Jorge3 sales
Robert John Mahoney2 sales
Russell Low2 sales
Todd Sutton2 sales
Christopher Tatnall1 sale
+5 other insiders
Since the insiders bought
- -46.9%Entry US$111.89 · Close at T+365 US$59.42
- -52.8%Entry US$116.27 · Close at T+365 US$54.87
- -45.4%Entry US$109.74 · Close at T+365 US$59.91
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Axcelis Technologies Inc Hold (neutral), based on 3 analysts. Average price target: US$161.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 9,331 of 24,148 companies
57.2
score / 100
Value42
Quality72
FCF yld2.9%
Earn yld3.3%
EV/EBITDA23.0x
ROE8.9%
Gross mgn45%
Net mgn14%
Debt/EBITDA0.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$118.61
Analyst consensus
3 analystsHold
US$140.00Target US$161.00(+36%)US$198.00
Income statement
RevenueUS$839M
Gross profitUS$376.8M45% margin
EBITDAUS$161.2M19% margin
Net incomeUS$120.2M10.7% margin
Valuation
PER (trailing)41.9x
PER (forward)22.5x
P/Book3.4x
Beta1.85
Balance sheet & cash
Market capUS$3.7B
Total debtUS$42.3M
Free Cash FlowUS$107M
Debt / Equity7%
Profitability & ownership
ROE8.9%
ROA4.1%
% insiders0.7%
% institutions103.7%
Last declaration on 16 September 2026
Declarations314 total
208 shares@ US$105.040.0006% mcap1.8% of flowCommon StockSEC:0001940017-26-000010:0
136 shares@ US$105.040.0004% mcap2.0% of flowCommon StockSEC:0001990732-26-000010:0
127 shares@ US$145.010.0005% mcap27.7% of flowCommon StockSEC:0002123863-26-000008:0
94 shares@ US$145.010.0004% mcap20.5% of flowCommon StockSEC:0002123863-26-000008:1
76 sharesCommon StockSEC:0002123863-26-000006:0
506 sharesCommon StockSEC:0001979418-26-000010:0
1,586 shares@ US$157.44220.0060% mcap100.0% of flowCommon StockSEC:0001338515-26-000004:0
1,586 shares@ US$157.4422100.0% of flowCommonSEC144:0001950047-26-005547
1,155 shares@ US$155.240.0033% mcap25.3% of flowCommon StockSEC:0002101601-26-000012:0
1,155 shares@ US$155.24100.0% of flowCommonSEC144:0001950047-26-005474
2,000 shares@ US$159.990.0059% mcap39.5% of flowCommon StockSEC:0002124265-26-000010:0
900 shares@ US$155.370.0026% mcap5.7% of flowCommon StockSEC:0001339595-26-000008:0
926 shares@ US$155.50530.0027% mcap36.4% of flowCommon StockSEC:0001715912-26-000005:0
1,161 shares@ US$152.700.0033% mcap17.7% of flowCommon StockSEC:0001979418-26-000008:0
1,166 shares@ US$149.750.0032% mcap23.9% of flowCommon StockSEC:0001990732-26-000008:0
744 shares@ US$155.180.0021% mcap11.5% of flowCommon StockSEC:0001979418-26-000006:2
744 shares@ US$155.180.0021% mcap15.8% of flowCommon StockSEC:0001990732-26-000006:2
61 shares@ US$155.180.0002% mcap1.3% of flowCommon StockSEC:0002101601-26-000008:5
226 shares@ US$155.180.0007% mcap51.8% of flowCommon StockSEC:0002123863-26-000004:1
226 shares@ US$155.180.0007% mcap4.3% of flowCommon StockSEC:0002124265-26-000006:1
3,716 shares@ US$155.180.011% mcap7.2% of flowCommon StockSEC:0001689237-26-000012:2
1,722 shares@ US$155.180.0050% mcap3.3% of flowCommon StockSEC:0001689237-26-000012:3
1,453 shares@ US$155.180.0042% mcap2.8% of flowCommon StockSEC:0001689237-26-000012:4
867 shares@ US$155.180.0025% mcap33.9% of flowCommon StockSEC:0001715912-26-000003:2
452 shares@ US$155.180.0013% mcap5.7% of flowCommon StockSEC:0001940017-26-000006:2
25 of 314 declarations
About Axcelis Technologies Inc
Axcelis Technologies Inc. (ticker ACLS) is a U.S.-based semiconductor equipment company listed on the Nasdaq market in the United States. For French-speaking investors, it is best understood as a highly specialized capital equipment supplier focused on a critical, technically demanding step in chip manufacturing rather than as a broad-based semiconductor play. The company’s business dates back to 1978, its current corporate entity was incorporated in Delaware in 1995, and its global headquarters are in Beverly, Massachusetts. Axcelis designs, manufactures, and services ion implantation systems, which are essential tools used in the fabrication of integrated circuits. Its Purion product family is the core of the portfolio and is positioned as one of the company’s key competitive assets.
Axcelis’ revenue model combines original equipment sales with a meaningful aftermarket and lifecycle-services stream. Beyond systems, the company provides spare parts, used tools, upgrades, maintenance services, and customer training, helping support customer productivity over the full installed base lifecycle. In its 2024 annual reporting, Axcelis stated that ion implantation accounted for the overwhelming majority of revenue, underscoring the company’s narrow but deep specialization. The firm also highlights a global installed base of more than 3,000 tools and support activity across 10 countries, indicating an international footprint even though the operating center remains firmly U.S.-based.
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From a competitive standpoint, Axcelis occupies a strong niche in ion implantation and emphasizes leadership in implant-intensive power-device applications. That segment has benefited from secular trends such as electrification, silicon carbide adoption, and next-generation power architectures. The company has positioned its latest products, including the Purion Power Series+ platform and the Purion H6 high-current implanter, around customer needs for higher productivity, precision, purity, reliability, and lower cost of ownership. This gives Axcelis a differentiated profile in a market where process performance and service quality matter as much as pure scale.
Recent developments have been important for the investment case. In 2025, Axcelis announced a joint development program with GE Aerospace aimed at high-voltage superjunction power devices, reinforcing its exposure to advanced power semiconductors. In early 2026, it unveiled the Purion H6 for advanced semiconductor manufacturing. The company also disclosed approval of its greenhouse-gas reduction targets by the Science Based Targets initiative in March 2026, reflecting rising ESG discipline. Most notably, Axcelis announced a planned combination with Veeco Instruments late in 2025, a transaction intended to create a larger, more diversified semiconductor equipment company. For investors, the profile is one of focused technology leadership, a valuable installed base, and strategic optionality through sector consolidation.
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