kynnyMy Thesis Axcelis (NASDAQ:ACLS) is a quality company that I believe has a moat in its niche market. It possesses several attributes I consider when researching a company, including high returns on capital, a growing total addressable market, high margins, technological advantage, and a robust balance sheet. I believe that current prices are fair, and buyers today will do well. While it is not a cheap stock, at a fair price, it could still be a good stock to own. Business & Industry Axcelis operates ...

ermingut/iStock via Getty Images The year 2023 was a year of strong gains for most semiconductor stocks, a year after incurring substantial losses in 2022. This happened even though the semiconductor industry itself contracted after years of expansion due to a downturn that has turned out to be deeper and longer lasting than expected heading into 2023. An anticipated return to growth in the industry this year helped, as did the promise of artificial intelligence or AI. However, it was the Federal Reserve th ...

The Nasdaq 100 had a banner year. After a disastrous 2022 that saw the tech-laden index lose one-third of its value, it rebounded sharply in 2023 soaring 55% to hit a new all-time high. Of course, most of those gains were because of the performance of the Magnificent 7 stocks.Since the index is market cap-weighted the relative size of the companies skewed the results. Apple (NASDAQ:AAPL) alone accounts for 9% of the Nasdaq 100 while Microsoft (NASDAQ:MSFT) represents another 8.6%. Together, the seven compan ...

Prestigious Awards Recognize Significant Contributions to National Industrial Development Through Promotion of TradeBEVERLY, Mass., Dec. 21, 2023 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of innovative, high-productivity solutions for the semiconductor industry, announced today that Axcelis Korea, its subsidiary in South Korea, and Axcelis Korea's Country Manager James Park were honored at the 2023 South Korea Trade Day event. The awards were presented by Yoon Suk Yeol, P ...

Axcelis Technologies, Inc. (NASDAQ:ACLS) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Doug Lawson - Executive Vice President, Corporate Marketing and Strategy Russell Low - President and Chief Executive Officer Jamie Coogan - Executive Vice President and Chief Financial Officer Conference Call Participants Charles Shi - Needham & Company David Duley - Steelhead Securities Craig Ellis - B. Riley Securities Mark Miller - The Benchmark Company Jed Dorsheimer - William Blair ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30941 AXCELIS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 34-1818596 (State or other ...

Axcelis Technologies Inc. (NASDAQ:ACLS) Q2 2023 Earnings Call Transcript August 3, 2023 8:30 AM ET Company Participants Doug Lawson - Executive Vice President of Corporate Marketing and Strategy Russell Low - CEO, President and Director Kevin Brewer - Executive VP and CFO Conference Call Participants Ethan Widell - B. Riley Securities Jonathan Dorsheimer - William Blair Tom Diffely - D.A. Davidson Nicolas Doyle - Needham David Duley - Steelhead Securities Mark Miller - The Benchmark Company Operator Good da ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30941 AXCELIS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 34-1818596 (State or other juris ...

Axcelis Technologies, Inc. (NASDAQ:ACLS) Q1 2023 Results Conference Call May 4, 2023 8:30 AM ET Company Participants Mary Puma - President and Chief Executive Officer Kevin Brewer - Executive Vice President and Chief Financial Officer Russell Low - Executive Vice President of Global Customer and Engineering Operation Doug Lawson - Executive Vice President of Corporate Marketing and Strategy Conference Call Participants Thomas Diffely - DA Davidson Craig Ellis - B. Riley Securities Christian Schwab - Craig-H ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-30941 AXCELIS TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Delaware 34-1818596 (State or other juri ...