ACLS

Axcelis Technologies, Inc.

Technology · $3.9B market cap

Verdict

Share price

$147.77

close of Oct 3, 2026

Fair value

$73.02

Sticker Price

Payback Price

$29.21

buy price

Overpriced

ACLS is Overpriced: at $147.77 it trades 102% above its fair value of $73.02. Its buy price (Payback Price) is $29.21, 80% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

3 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth25.8% a year✓
Equity per share growth6.5% a year✗
Sales growth9.3% a year✗
Free cash flow growth17.8% a year✓
Return on invested capital16.2%✓

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Superinvestors

2 of the investors we track hold ACLS. In Q2 2026, 1 opened a position and 1 trimmed. Who we track

Moves in Q2 2026

New position: Lee Ainslie

Trimmed: First Eagle Investment Management

Insider activity

Since Jun 15, 2026: no open-market purchases and 4 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

About Axcelis Technologies, Inc.

Axcelis Technologies, Inc. is a company dedicated to the creation, production, and maintenance of specialized ion implantation and other essential processing machinery used in the fabrication of semiconductor chips. Operating internationally, its presence extends across North America, Europe, and Asia. The firm offers a wide array of implanter technologies, such as high-energy, high-current, and medium-current…

Semiconductors

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works