Added to YB: 2025-03-31
Pitch date: 2025-03-27
ACLS [neutral]
Axcelis Technologies, Inc.
+60.35%
current return
Author Info
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Company Info
Axcelis Technologies, Inc. designs, manufactures, and services ion implantation and other processing equipment used in the fabrication of semiconductor chips in the United States, Europe, and the Asia Pacific.
Market Cap
$2.5B
Pitch Price
$53.39
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.40
P/E
19.19
EV/Sales
2.52
Sector
Semiconductors and Semiconductor Equipment
Category
value
Axcelis Technologies, Inc. - $ACLS
ACLS (overview): Ion implantation machine maker for chip manufacturing. 6.13% market share, high barriers to entry, customer lock-in. Strong financials: 19% profit margin, 0.07 debt/equity. Cyclical demand, China slowdown. DCF values $303-$623. Undervalued vs Graham, but ASML has stronger position in high-end chips.
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