Axcelis Technologies Inc.

Company Details:

Company Symbol: ACLS
Sector: Semiconductor Capital Equipment
Company Rating:
URL: http://www.axcelis.com

Related Research

  • 10/02/17 Update SemiCap - Retain High ACLS, BRKS, CAMT, and FORM Exposure As Structural Inflection Strengthens
  • 10/02/17 Morning Note B. Riley AM Note: CARS, CSGP, DCO, EVLV, IMAX, KIRK, MAMS, NCMI, RDI, RLH, TLYS, ZUMZ; Focus List (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM)
  • 09/28/17 Morning Note B. Riley AM Note: ACLS, AMAT, DHX.B, NCMI, TIVO, XOXO
  • 09/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, FORM, LRCX, MAMS
  • 09/08/17 Morning Note B. Riley AM Note: ACLS, AIRG, BV, FNSR, MBUU, MCFT, SQNS, ZUMZ (upgrade)
  • 08/04/17 Update ACLS ($20.00, Buy; $30.00 PT): Better C17 Sales With Share Gain On Track, But Lower 2H Gross Margins; PT $30.00, Buy
  • 08/04/17 Morning Note B. Riley AM Note: ABTL, ACIA, ACLS, AIRG (transition), CALD, CAMT, CARB, CSOD, DCO, EMKR, IDSY, III, IMMR, INFN, ITI, LFGR, MCHP, NPTN, PCOM, PCTI, PFSW, RLH, TACT, TIVO, TNAV, TREC, UEIC, VERI (transition), WEB, YELP
  • 07/31/17 Morning Note B. Riley AM Note: AMC, CNK, DRAD, IDSY, IMMR, PRGX, ROG, TNAV, TYPE, UEIC; Internet (ABTL, GRPN, LFGR, WEB, YELP), Semiconductors (MCHP, ON, SQNS), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM, KLIC, RTEC)
  • 07/31/17 Update Semi Cap Equipment Week 3 Previews: Expectations For ACLS, BRKS, CAMT, FORM, KLIC, RTEC
  • 07/17/17 Morning Note B. Riley AM Note: ACIA, ASML, DLB (upgrade), IDSY, MXIM, SWKS; Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC)
  • 07/17/17 Update Semi Cap Equipment – SEMICON West Offers Further Evidence Structural Value Creation Moves Unlocking Dramatic Multi-Year EPS Gains; Retain Positive Sector & Company Views
  • 07/12/17 Morning Note B. Riley AM Note: ACLS, BRKS, COHU, IVAC, RTEC
  • 06/30/17 Morning Note B. Riley AM Note: ACLS, AMAT, FC, FORM, LRCX, WMAR
  • 06/19/17 Morning Note B. Riley AM Note: ACLS, AMAT, BRKS, FARM, FORM, KLIC, LRCX, SQNS
  • 06/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AOSL, FNSR, ON
  • 05/05/17 Update ACLS ($20.20, Buy; $30.00 PT): Stomps Right Past Street Estimates With Demand At An Inflection. PT To $30.00; Buy
  • 05/05/17 Morning Note B. Riley AM Note: ABTL, ACLS, ARTX, BCOV, CALD, CARB, CTSO, DCO (upgrade), EMKR, IDSY, IMMR, INFN, KEM, KTOS, LFGR, LITE, NCMI, NLST, NTCT, PCMI, REIS, SENS, TREC, TST, TUES, UEIC, WEB; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC)
  • 05/01/17 Morning Note B. Riley AM Note: AMC, DHX, DRAD, IDCC, NLS, PCOM, RNWK, SIMO, TYPE (downgrade), VFC, VIAV, VNCE; Internet (ABTL, AKAM, BCOV, GDDY, GRPN, LFGR, RUBI, WEB), Semiconductors (AOSL, ON, SQNS), Semi. Cap. Equipment (ACLS, FORM, KLIC)
  • 05/01/17 Update Industry Update - Semiconductor Capital Equipment Week #3 Previews: ACLS, FORM, And KLIC
  • 04/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, AXTI, BRKS, CNK, DLB, DMRC, DXCM, HIBB, INTC, KLAC, LRCX, MRVL, OSIS, PRGX, RGC, ROG, SLAB, SONS, SUP, TYL, WMAR; Software (BLKB, CALD, CSOD, GUID, NTCT)
  • 04/17/17 Morning Note B. Riley AM Note: ACLS, CAMP, GSM, HAS, IMAX, JCP, MAT, PFSW, TIVO, VNCE; Semiconductors & Semi. Cap. Equipment (ASML, LRCX, MXIM, UTEK)
  • 04/07/17 Update B. Riley & Co. Industry Update - Semi Cap Eqp: Multi-Year 3D NAND And China Fab Analysis Supports Steady Growth View (ACLS, AMAT, KLAC, KLIC, LRCX)
  • 04/07/17 Morning Note B. Riley AM Note: APPS, NSIT (initiation), RELY, WDFC; Semiconductor Capital Equipment (ALCS, AMAT, KLAC, KLIC, LRXC), Weiser Consumer (COTY, HAS, IPAR, JAKK, MAT, TUP)
  • 03/24/17 Morning Note B. Riley AM Note: ACLS, AMAT, AMC, CYTX, FORM, HDSN, LRCX, OXM, SCVL, STMP, SUP (upgrade), TNDM (downgrade)
  • 03/16/17 Morning Note B. Riley AM Note: ACLS, ADI, AMAT, ARTX, CVRS, EVLV, FLWS, GES, LRCX, NVDA, PRMW; Media (AMC, CNK, IMAX, MCS, NCMI, RDI, RGC)
  • 03/15/17 Morning Note B. Riley AM Note: ACLS, AMSWA, CLRO (resuming coverage), DRAD, DSW, FTD, IPAR, IVAC, NMRX, NPTN, OCLR, OSIS, PRGX, RELY, RUBI (downgrade)
  • 03/01/17 Morning Note B. Riley AM Note: ACLS, AMC, BV, DXCM, GPX, HSKA, LIOX (discontinuation), MCHP, NAME, OOMA, PRGX, RLH, SHOO, XOXO
  • 02/02/17 Morning Note B. Riley AM Note: ACLS, BRKS, CSGP, DHX, EMKR, EXAR, GSM, IVAC (upgrade), MBUU, RCKY (downgrade), RELY, SLAB, SRI, TUP, ZUMZ
  • 02/02/17 Update ACLS ($16.30, Buy; $20.00 PT): Robust Margins Improvement Taking Hold As Demand Hits Inflection; Buy and PT To $20.00
  • 01/31/17 Morning Note B. Riley AM Note: ACLS, AMC, IPAR, ISIL, SHOO, TUP (upgrade); Consumer Products (CL, KMB, MAT, PG, PRGO), Marine (BC, HZO, MBUU, MCFT, MPX)
  • 01/30/17 Update Industry Update: Semiconductor Capital Equipment Week #3 Results Preview - Framing Prospects For ACLS, BRKS, IVAC, KLIC, RTEC, And UTEK
  • 01/30/17 Morning Note B. Riley AM Note: CL, GDDY, TRUE, VIAV; Semiconductors (ISIL, SLAB, EXAR), Semi. Cap. Equipment (ACLS, BRKS, IVAC, KLIC, RTEC, UTEK)
  • 01/27/17 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, BC, BOOT, DECK, FORM, GOOGL, HCHC, INTC, KEM, KLAC, LGF.A, LRCX, MPX, MRVL, MXIM, NTCT, OCLR, OSIS, PRMW, SENS, UAA; Consumer Products (EL, FLWS, IPAR, NWP, PBH, SBH)
  • 01/24/17 Morning Note B. Riley AM Note: ACLS, AMAT, AMC, AVGO, FNJN, FNSR, KLAC, LRCX, NAME, PRGO, RNWK, SIMO, SLAB, SWKS, TRUE, UTEK, YHOO
  • 01/17/17 Desk Report Industry Update: Semi Capital Equipment – Increasingly Seasonal Fundamentals With Value Creation Moves Solidifying Structural Multi-Year EPS Gains; Retain Positive Sector And Company Views
  • 01/11/17 Morning Note B. Riley AM Note: ACLS, BRKS, CTSO, GCO, LGF
  • 01/11/17 Update ACLS ($14.90, Buy; $19.00 PT): Encouraging Signs GM Expansion Is On Track Entering 2017; Increase Ests, PT To $19.00
  • 12/22/16 Morning Note B. Riley AM Note: ABTL, ACLS, AMAT, CAMP, CKEC (discontinuation), FINL (downgrade), FORM, KTOS, LLNW, LRCX, MAT; Retail Apparel (downgrades: KIRK, SSI, ZUMZ)
  • 12/06/16 Update ACLS ($13.30, Buy; $15.75 PT): Solid Backdrop And Improving Execution; Confidence On C17 Objective. PT Is $15.75
  • 12/06/16 Morning Note B. Riley AM Note: ACLS, CIEN, DCO (downgrade), EMKR, FNSR; The Weiser Consumer (AVP, CLX, FTD, TUP)
  • 11/30/16 Morning Note B. Riley AM Note: ACLS, AMAT, AVGO, CLX, FORM, GDDY, LRCX, MCHP, OOMA, SWKS, TUP
  • 11/03/16 Update ACLS ($12.20, Buy; $15.75 PT): Prints And Guides Moderately Lower; C17 Objective On Track. PT To $15.75
  • 11/03/16 Morning Note B. Riley AM Note: ACLS, AMRK, ARC, ARTX, AVGO, BCOV, BLKB, CBR, CLRO, DMRC, EXAR, FLWS, GDDY, HDSN, HSKA, III, IL, JAKK, KE, KTOS, MRVL, NCMI, NMRX, ROG, RUBI, SKX (downgrade), TACT, TST, VIVE (initiation), WEYS, XOXO, YELP, ZUMZ
  • 11/02/16 Morning Note B. Riley AM Note: ACLS, BLKB, CALD, CNK, DHX, DXCM, ELNK, GPX, HSKA, HZO, IPHI, IVAC, KEM, KTCC, KW, MBUU, OCLR, PRMW, RELY, RLH, RNWK, SANM, SHOO, TNAV, TNDM, TST, UEIC, VIAV
  • 10/31/16 Update Industry Update - SemiCap Week #3 Results Preview: Framing Prospects For ACLS, CAMT, IVAC And RTEC
  • 10/26/16 Morning Note B. Riley AM Note: ACLS, AKAM, AMAT, AMC, AVGO, CKEC, CL, COLM, CTG, DECK, DRAD, FNJN, FORM, IIVI (upgrade), INTC, LRCX, NWL, P, PG, PRGX, RCKY, RNWK, SLAB, SWKS, TUES, TXN, UA, VVI, WMAR
  • 10/11/16 Morning Note B. Riley AM Note: AMC, CKEC, PRMW; Semiconductors & Semi. Cap. Equipment (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/11/16 Update Industry Update: Semiconductors & Semi. Cap. Equipment - After A Positive Turn In 3Q16 Fundamentals, Classic Cyclical Indicators Could Help In 4Q16 (ACLS, AMAT, FORM, KLAC, LRCX, MCHP, MRVL, NVDA, ON, SWKS)
  • 10/05/16 Morning Note B. Riley AM Note: ACLS, NWL, SIMO
  • 10/05/16 Update ACLS ($13.75, Buy; $16.00 PT): Analyst Day Increases Confidence In Target Model EPS Expansion. Buy, $16.00 PT
  • 10/04/16 Morning Note B. Riley AM Note: ACLS, IVAC, KLIC, MRVL, NLST, RLH, TYPE, WMAR (upgrade)
  • 09/28/16 Update ACLS ($13.16, Buy; $16.00 PT): Focus On Longer Term Growth At First Analyst Day; Retain Buy Rating and $16.00 PT
  • 09/28/16 Morning Note B. Riley AM Note: ACLS, AOSL, NKE, SIX
  • 09/14/16 Morning Note B. Riley AM Note: ACLS, ISIL (downgrade), P, RLH, VSAT
  • 09/14/16 Update ACLS ($12.73, Buy; $16.00 PT): Purion M Order And Shipment Strength Exiting 3Q Increases 2H16’s Financial Visibility
  • 09/09/16 Morning Note B. Riley AM Note: ACLS, BOOT (downgrade), COTY, CHKE, FARM, FNSR, MCFT, RDI (initiation), VNCE, WMAR, ZUMZ
  • 08/03/16 Morning Note B. Riley AM Note: ACLS, ARC, AVP, BLKB, CALD, CARB, FORM, GUID, HDSN, IDCC, IIVI, IMAX, KTOS, LOV, MEI, OCLR, PCTI, PRMW, RLH, RUBI, SHOO, SRI, SUP, TACT, TNAV, TREC
  • 08/03/16 Update ACLS ($10.85, Buy; $16.00 PT): Prints And Guides Moderately Lower; But GM Shines. C16 TAM View Reaffirms Street
  • 08/01/16 Morning Note B. Riley AM Note: ARC, COLM, DCO, DTSI, HDSN, HSKA, IDSY, IL, LGF, NMRX, NWL, REIS, SHOO (downgrade), TNAV, TROX, WEYS (downgrade); Semiconductors (EXAR, ON, MCHP), Semi. Cap. Equipment (ACLS, FORM, KLIC), Software (BLKB, CALD, CSOD, GUID)
  • 08/01/16 Update Industry Update: Semiconductor Capital Equipment Week #3 Results Preview for ACLS, FORM, And KLIC
  • 07/27/16 Morning Note B. Riley AM Note: ACLS, ACW, ADI, AKAM, AMAT, AVGO, BOOT, CL, COLM, CTG, DECK, DMRC, DORM, FORM, HZO, IDCC, KTCC, LLTC, LRCX, NTRI, NWL, PRGX, RCKY, RGC, RLH, RNWK, SWKS, UA, VVI, WWW
  • 07/05/16 Morning Note B. Riley AM Note: ACLS, LLNW; Exhibitors (AMC, CKEC, CNK, IMAX, MCS, RGC)
  • 07/05/16 Update ACLS ($10.93, Buy; $16.00 PT): Updating Estimates And PT For Completed Reverse Stock Split; Retain Buy Rating
  • 06/15/16 Morning Note B. Riley AM Note: ACLS, DMD, FNSR, GDDY, MPAA
  • 06/15/16 Update ACLS ($2.68, Buy; $4.00 PT): Non-Leading Edge Foundry Strength Lifts 2Q16 Sales Visibility; Add To ACLS Positions
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/03/16 Update ACLS ($2.74, Buy; $4.00 PT): Upside Print, Guides Moderately Lower; C16 TAM View Affirms Street. Buy, PT To $4.00
  • 05/03/16 Morning Note B. Riley AM Note: ACLS, AVP, AXTI, FARM, CKEC, ELNK, FN, FTD, HDSN, IDSY, IMMR, IVAC, LGF, LITE, MWW, PCTI, RDEN, ROG, ROVI, RTEC, SBH, SRI, TIVO, TYL, WEYS; The Weiser Consumer (CL, FLWS, NWL, PG, PRGO)
  • 05/02/16 Update Industry Update: Semi Cap Equipment Week #3 Results Preview (ACLS, IVAC, RTEC, KLIC, CAMT)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)
  • 04/20/16 Morning Note B. Riley AM Note: ACLS, CAMP, INTC, KMB, LLTC, RCKY, SUP, TNAV, YHOO; The Weiser Consumer (AVP, EL, FLWS, IPAR, MAT, NWL, PG, TUP)
  • 04/19/16 Update ACLS ($2.91, Buy; $4.50 PT): Steady Product Shipment Drumbeat Persists With Early-2Q Multi-System DRAM Action
  • 04/15/16 Morning Note B. Riley AM Note: ACLS, AMAT, ASML, AVGO, CHKE, GDDY, GIG, INTC, LRCX, MRVL, NMRX, NTCT, SWKS, UTEK, WEB
  • 04/08/16 Morning Note B. Riley AM Note: ACLS, AFOP, AKAM, IPHI, LOV, MCFT, SIMO, WDFC
  • 04/08/16 Update ACLS ($2.75, Buy; $4.50 PT): Non Leading Edge Foundry Win Kicks Off 2Q16
  • 03/31/16 Morning Note B. Riley AM Note: ACLS, AMAT, INTC, LRCX, SNDK, SPCB
  • 03/22/16 Morning Note B. Riley AM Note: ACLS, AVGO, CAMP, MWW, SIX, SWKS, WEYS
  • 03/21/16 Morning Note B. Riley & Co. AM Note: IDCC, LGF, NKE, NTRI; Exhibitors (AMC, CKEC, CNK, MCS, RGC), Semi. Cap. Equipment (AMAT, ASML, ACLS, BRKS, CAMT, CSCD, COHU, FORM, IVAC, KLAC, KLIC, LRCX, MTSN, RTEC, UTEK, XCRA)
  • 03/21/16 Update Industry Update - Semi And Cap Equipment Co-Controllable Transformations In High Gear, With Coming Cyclical EPS Expansion Still Un-Discounted; Hike Exposure To These Eight Unique Situations Offering 37% Avg Upside
  • 03/18/16 Morning Note B. Riley AM Note: ACLS, GES, LRCX, NWL, SQNS, TLYS; Optical Components (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/14/16 Morning Note B. Riley AM Note: ACLS, ARTX, CAMT, GCO, HIBB, IDCC, INTC, JBL, KIRK, VVI, WYY, XCRA
  • 03/09/16 Morning Note B. Riley AM Note: ABTL, ACLS, CKEC, CLRO, DKS, GCO, HIBB, MRVL, OCLR, PRMW, RUBI; The Weiser Consumer (COTY, NTRI, PBH, PG, RDEN)
  • 03/08/16 Update ACLS ($2.76, Buy; $4.50 PT): Tri-Customer Shipment Development Materially Bolsters Share Gain And Growth Thesis
  • 02/24/16 Desk Report B. Riley AM Note: ACLS, ARC, ATNY, CTG, DKS, DRAD, DTSI, DWA, FL, IMMR, JAKK, JCP, MRVL, NEWP, ROG, RUBI, SNDK, TROX, TST, WWW
  • 02/23/16 Update ACLS ($2.45, Buy; $4.50 PT): Substantial DRAM Order Tracks Well To 1Q16’s Guidance; Retain ACLS Buy And $4.50 PT
  • 02/03/16 Update ACLS ($2.58, Buy; $4.50 PT): Slightly Lower Guide But W/Product and GM Bright Spots; Retain ACLS Buy, $4.50 PT
  • 02/03/16 Morning Note B. Riley AM Note: ACLS, BHE, BOOT, CLX, EL, EMKR, OCLR, ON, PBH, RDEN, RGC, RNWK, ROVI, SBH, TNAV, VIAV, VVI, YELP, YHOO; The Weiser Consumer (AVP, FLWS, IPAR, KMB, MAT, NWL, PG, TUP)
  • 02/01/16 Update Industry Update - Semi Cap Equipment Week #4 Results Preview: Sizing Up Front And Back End Action Into Results From RTEC, ACLS, KLIC, BRKS, IVAC, and UTEK
  • 02/01/16 Morning Note B. Riley AM Note: CL, DHX, DWA, NWL, SIMO, TNAV, TUES; Semiconductors (AOSL, EXAR, MCHP, SLAB), Semi. Cap. Equipment (ACLS, BRKS, IVAC, KLIC, RTEC, UTEK)
  • 01/27/16 Morning Note B. Riley AM Note: ACLS, ADI, CL, IIVI, IPAR, KLAC, KTCC, LRCX, NWL, OUTR, PG, PII, SIMO, SNDK, SWKS, TXN
  • 01/13/16 Update B. Riley & Co. Top Picks for 2016: ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG
  • 01/13/16 Morning Note B. Riley AM Note: ACLS, COTY, DMRC, HEAR, IPAR, LOV, RCKY, RLD; 2016 Top Picks (ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG), Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 01/12/16 Update ACLS ($2.45, Buy; $4.50 PT): Guides 4Q15 Nicely Higher And Hints At New Customer Penetration Progress; Share Gain On Track, Has Significant Headroom; PT Is $4.50
  • 12/28/15 Morning Note B. Riley AM Note: GSM; Box Office (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, AMAT, AOSL, ASML, BRCM, BRKS, CAMT, COHU, CSCD, EXAR, FORM, INTC, ISIL, IVAC, KLAC, KLIC, LLTC, LRCX, MCHP, MRVL, MTSN)
  • 12/28/15 Update Industry Update: Semi And Cap Eqp - FCF Analysis Suggests Another Intense Year Of M&A In C16
  • 12/14/15 Morning Note B. Riley AM Note: MAT, MESG; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RLD, RGC), Semi. Cap. Equipment (ACLS, BRKS, CAMT, COHU, CSCD, FORM, IVAC, RTEC, UTEK, XCRA)
  • 12/14/15 Update Industry Update: Semi Cap Eqp - Check In Shows Broadening Order Stabilization Exiting 4Q15, With Firming Upstream Fundamentals It Foretells A Positive 1H16 Inflection
  • 12/07/15 Update B. Riley & Co. Industry Update: Semiconductors & Semi. Cap. Equipment - Assessing C16 Estimates And EPS Revision Trends
  • 11/30/15 Morning Note B. Riley AM Note: RLD, TREC; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, RGC), Semiconductors & Semi. Cap. Equipment (ACLS, ADI, COHU, INTC, ISIL, LRCX, MCHP, NVDA, ON, SMTC, SLAB, SWKS)
  • 11/30/15 Update Industry Update: Semis And Cap Equipment - Assessing Inventory Amidst The Holiday Selling Season