Axcelis Technologies (ACLS) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.26
- Estimate
- $1.11
- Surprise
- +13.9%
- Revenue (period 2026-09-30)
- $237.8M
- Score today
- 5.8/10
Revenue source: xbrl.
How the report landed
Axcelis Technologies (ACLS) beat the $1.11 estimate with adjusted EPS of $1.26 — a large 13.9% upside surprise.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ACLS Sell at 5.8/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +13.9% surprise compares with a +16.8% four-quarter average.
What supports the rating
- Strong earnings beat streak (4/4)
- Strong growth profile
What argues against it
- Concentration risk — Geographic: international sales (83.7%)
- Concentration risk — Geographic: Asia (76.0%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.2)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $99.14
- Price target
- $127.50
- Stop
- $92.20
- Upside to target
- +28.6%
- Reward-to-risk
- 1.9:1
The stock trades at 30.2× trailing but 17.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — shown for context, not personalized investment advice.
ACLS at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Semiconductor Equipment & Materials
- Market cap
- $2.78B
- P/E (fwd)
- 17.1
- P/E (ttm)
- 30.2
- 52-week range
- $73.60–$193.78
- Off 52-week high
- 48.8%
- RSI (14)
- 40
- Volume vs avg
- 0.73×
- Score today
- 5.8/10