Axcelis Technologies, Inc. (ACLS): A Bull Case Theory
We came across a bullish thesis on Axcelis Technologies, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on ACLS.
Axcelis Technologies Inc (ACLS)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 261,776 | $25,559,809 | +144% | 0.01% |
| 2. | Blackbarn Capital Jonathan Carter | 200,000 | $19,528,000 | -45% | 1.4% |
| 3. | D E Shaw D. E. Shaw | 154,338 | $15,069,562 | +98% | 0.01% |
| 4. | Royce & Associates Chuck Royce | 144,708 | $14,129,289 | -46% | 0.14% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 130,358 | $12,728,155 | +79% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $112.39 | 440 | $49,451.60 | 57,754 | 2024-03-11 | Filing | |
| $112.23 | 100 | $11,223.00 | 5,991 | 2024-02-29 | Filing | |
| $111.04 | 500 | $55,520.00 | 19,648 | 2024-02-23 | Filing | |
| $15.05 | 2,480 | $37,324.00 | 67,033 | 2019-08-21 | Filing | |
| $15.04 | 414 | $6,226.56 | 64,553 | 2019-08-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.05 | 2,000 | $172,100.00 | 7,477 | 2025-12-17 | Filing | |
| $89.46 | 3,034 | $271,421.64 | 18,661 | 2025-12-11 | Filing | |
| $61.93 | 1,682 | $104,166.26 | 35,050 | 2025-05-20 | Filing | |
| $109.98 | 6,086 | $669,338.28 | 5,891 | 2024-08-06 | Filing | |
| $114.42 | 1,200 | $137,304.00 | 33,146 | 2024-05-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,864,173 | $474,937,860 | 0.01% | |
| 2. | 4,185,701 | $408,691,845 | 0.01% | |
| 3. | 1,610,332 | $157,234,081 | 5.11% | |
| 4. | 1,345,761 | $131,400,104 | 0.07% | |
| 5. | 1,230,116 | $120,108,526 | 0% |
News See All
B. Riley Keeps Neutral Rating On Axcelis Technologies (ACLS)'s Shares
Axcelis Technologies, Inc. (NASDAQ:ACLS) is a specialty semiconductor equipment manufacturing firm. It primarily deals with the ion implantation process through its implanters.
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Operator: Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the Third Quarter 2025.
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Axcelis Technologies, Inc. (NASDAQ:ACLS) Q2 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Axcelis Technologies call to discuss the company's results for the second quarter 2025.
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