Axcelis Technologies, Inc. - Common Stock (ACLS)

Luke Lango uses a 1908 auto industry panic to explain why the AI infrastructure sell-off may be setting up its next big move, not ending it.

Axcelis Technologies is a critical part of the AI bottleneck, and most investors are missing out.

Axcelis Technologies, a leader in semiconductor equipment, reported a notable insider sale amid strong one-year stock performance.

This semiconductor equipment maker, up over 160% in a year, reported a notable insider sale amid ongoing portfolio adjustments.

This under-the-radar stock is up 170% over the past year, and more upside could be ahead.

Axcelis (ACLS) Q1 2026 Earnings Call Transcript

AdaptHealth delivers home medical equipment and chronic care solutions through a recurring-revenue model.

ACI Worldwide enables digital payment and fraud prevention solutions for banks, merchants, and organizations across regulated sectors.

As of March 25, 2026, the semiconductor equipment sector is on the verge of its most significant mid-tier consolidation in a decade. Axcelis Technologies (Nasdaq: ACLS) and Veeco Instruments (Nasdaq: VECO) are moving into the final stages of their $4.4 billion all-stock merger, a deal designed to create the

As of March 25, 2026, the semiconductor equipment landscape is undergoing a tectonic shift, and at the center of this transformation is Veeco Instruments Inc. (NASDAQ: VECO). Long regarded as a "niche titan" that dominated specific, high-moat segments of the wafer fabrication equipment (WFE) market, Veeco has recently evolved from a specialized supplier into a [...]

As of March 25, 2026, the semiconductor capital equipment landscape is undergoing a profound transformation, and at the center of this shift is Axcelis Technologies, Inc. (Nasdaq: ACLS). Long regarded as the specialist "pure-play" in ion implantation, Axcelis is currently navigating one of the most significant moments in its nearly 50-year history. With the semiconductor [...]

Axcelis (ACLS) Q4 2025 Earnings Call Transcript

Skyward Specialty Insurance Group provides tailored commercial insurance solutions for U.S. businesses with complex risk needs.

Madison Square Garden Sports Corp. owns iconic New York sports teams and drives revenue through media, sponsorship, and merchandising.

Paycom delivers cloud-based human capital management tools for U.S. businesses through a recurring revenue SaaS model.

Marcus & Millichap delivers commercial real estate brokerage and advisory services across the U.S. and Canada for a diverse client base.

Yeti designs premium coolers and drinkware for outdoor enthusiasts, leveraging a multi-channel strategy to reach a broad consumer base.

Axcelis Technologies said the deal is expected to close in the second half of 2026.

As of January 2026, China has officially reached a historic milestone in its quest for semiconductor sovereignty, with domestic equipment self-sufficiency surging to 35%. This figure, up from roughly 25% just two years ago, signals a decisive shift in the global technology landscape. Driven by aggressive state-led investment and the pressing need to bypass U.S.-led [...]