Core Viewpoint - Axcelis Technologies is facing a projected decline in earnings and revenue in its upcoming earnings report, which may impact investor sentiment and stock performance [2][3]. Company Performance - In the latest trading session, Axcelis Technologies closed at $86.32, reflecting a -1.08% change from the previous day, underperforming the S&P 500, which lost 0.24% [1]. - Over the past month, shares of Axcelis Technologies have gained 8.36%, while the Computer and Technology sector gained 0.89% and the S&P 500 gained 1.31% [1]. Earnings Estimates - Axcelis Technologies is projected to report earnings of $1.12 per share, representing a year-over-year decline of 27.27% [2]. - The revenue estimate for the upcoming quarter is $215.3 million, indicating a 14.71% drop compared to the same quarter last year [2]. Fiscal Year Projections - For the entire fiscal year, earnings are projected at $4.43 per share and revenue at $816.05 million, reflecting declines of -27.97% and -19.83% respectively from the prior year [3]. Analyst Estimates and Stock Ratings - The Zacks Consensus Estimates indicate that recent adjustments to analyst estimates can signal optimism about the business outlook [3]. - Axcelis Technologies currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate remaining unchanged over the last 30 days [5]. Valuation Metrics - Axcelis Technologies is trading at a Forward P/E ratio of 19.71, which is a discount compared to the industry average Forward P/E of 23.66 [6]. - The Electronics - Manufacturing Machinery industry, part of the Computer and Technology sector, ranks in the top 13% of all industries according to the Zacks Industry Rank [6].

分组1 - Kulicke and Soffa (KLIC) reported quarterly earnings of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.22 per share, but down from $0.34 per share a year ago, representing an earnings surprise of +27.27% [1] - The company posted revenues of $177.56 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 4.45%, although this is a decrease from year-ago revenues of $181.32 million [2] - Kulicke and Soffa has surpassed consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates three times as well [2] 分组2 - The stock has underperformed the market, losing about 23.8% since the beginning of the year compared to the S&P 500's gain of 12.5% [3] - The current consensus EPS estimate for the coming quarter is $0.19 on revenues of $161.62 million, and for the current fiscal year, it is $1.39 on revenues of $716.5 million [7] - The Zacks Industry Rank for Electronics - Manufacturing Machinery is currently in the top 37% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Company Performance - Veeco Instruments reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.28 per share, but down from $0.46 per share a year ago, representing an earnings surprise of +28.57% [1] - The company posted revenues of $165.88 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.68%, but down from $184.81 million year-over-year [2] - Over the last four quarters, Veeco has consistently surpassed consensus EPS and revenue estimates [2] Stock Outlook - Veeco shares have increased by approximately 8.4% since the beginning of the year, compared to the S&P 500's gain of 15.1% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $0.27 for the coming quarter and $1.27 for the current fiscal year [7] Industry Context - The Electronics - Manufacturing Machinery industry, to which Veeco belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - The performance of Veeco's stock may be influenced by the overall industry outlook and trends in earnings estimate revisions [5][8]

Core Insights - Axcelis Technologies (ACLS) reported quarterly earnings of $1.21 per share, exceeding the Zacks Consensus Estimate of $1.01 per share, but down from $1.49 per share a year ago, resulting in an earnings surprise of +19.80% [1] - The company achieved revenues of $213.61 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 6.65%, although this is a decline from $256.56 million in the same quarter last year [2] - Axcelis has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Axcelis shares will largely depend on management's commentary during the earnings call and the subsequent revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $201 million, while for the current fiscal year, the estimate is $4.13 on revenues of $788.45 million [7] Industry Context - The Electronics - Manufacturing Machinery industry, to which Axcelis belongs, is currently ranked in the bottom 29% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Axcelis's stock performance [5]

Entegris (ENTG) came out with quarterly earnings of $0.72 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this maker of equipment used in chip manufacturing would post earnings of $0.65 per share when it actually produced earnings of $0.66, delivering a surprise of +1.54%.Over the last four quarters, the company has surpassed consensus EPS estimates two time ...

Core Viewpoint - Axcelis Technologies is experiencing a decline in stock performance and is expected to report lower earnings and revenue in its upcoming earnings disclosure on November 4, 2025 [2][3]. Company Performance - In the latest trading session, Axcelis Technologies closed at $82.29, reflecting a -1.15% change from the previous day, underperforming the S&P 500's gain of 0.23% [1]. - Over the past month, shares of Axcelis Technologies have depreciated by 13.91%, contrasting with the Computer and Technology sector's gain of 6.04% and the S&P 500's gain of 3.57% [1]. Earnings Estimates - The upcoming earnings report is projected to show earnings of $1.01 per share, representing a year-over-year decline of 32.21%, with quarterly revenue expected to be $200.3 million, down 21.93% from the previous year [2]. - Full-year Zacks Consensus Estimates predict earnings of $4.13 per share and revenue of $788.45 million, indicating year-over-year changes of -32.85% and -22.54%, respectively [3]. Analyst Sentiment - Changes in analyst estimates for Axcelis Technologies are crucial as they reflect short-term business trends, with positive revisions indicating analyst optimism [4]. - The Zacks Rank system currently assigns Axcelis Technologies a rank of 4 (Sell), suggesting a negative outlook based on stagnant EPS estimates over the past month [6]. Valuation Metrics - Axcelis Technologies is trading at a Forward P/E ratio of 20.17, which is a discount compared to the industry average Forward P/E of 29.13 [7]. - The Electronics - Manufacturing Machinery industry, which includes Axcelis Technologies, ranks in the bottom 26% of all industries according to the Zacks Industry Rank [7][8].

Core Insights - Ultra Clean Holdings (UCTT) reported quarterly earnings of $0.28 per share, exceeding the Zacks Consensus Estimate of $0.24 per share, but down from $0.35 per share a year ago, indicating an earnings surprise of +16.67% [1] - The company generated revenues of $510 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.46%, but down from $540.4 million year-over-year [2] - Ultra Clean has outperformed consensus revenue estimates three times over the last four quarters [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.27 on revenues of $515.4 million, and for the current fiscal year, it is $1.05 on revenues of $2.06 billion [7] - The estimate revisions trend for Ultra Clean was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6] Industry Context - The Electronics - Manufacturing Machinery industry, to which Ultra Clean belongs, is currently ranked in the bottom 26% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Ultra Clean's stock performance [5]

Group 1 - Axcelis Technologies (ACLS) is outperforming the Computer and Technology sector with a year-to-date return of 39%, compared to the sector's average gain of 21.2% [4] - The Zacks Rank for Axcelis Technologies is 1 (Strong Buy), indicating strong potential for future performance [3] - Over the past 90 days, the Zacks Consensus Estimate for ACLS' full-year earnings has increased by 31.2%, reflecting improved analyst sentiment [4] Group 2 - Axcelis Technologies is part of the Electronics - Manufacturing Machinery industry, which has an average loss of 4.7% this year, highlighting ACLS's superior performance [6] - Another notable stock in the Computer and Technology sector is KANZHUN LIMITED Sponsored ADR (BZ), which has returned 70.3% year-to-date and also holds a Zacks Rank of 1 (Strong Buy) [5] - The Internet - Software industry, to which KANZHUN LIMITED belongs, has gained 22.3% this year, indicating a positive trend within that segment [7]

Group 1 - KANZHUN LIMITED Sponsored ADR (BZ) is part of the Computer and Technology sector, which includes 605 companies and ranks 4 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that KANZHUN LIMITED Sponsored ADR has a current Zacks Rank of 1 (Strong Buy), with a 3.8% increase in the consensus earnings estimate over the past 90 days [3] - Year-to-date, KANZHUN LIMITED Sponsored ADR has returned 73.9%, significantly outperforming the average gain of 16.8% in the Computer and Technology sector [4] Group 2 - KANZHUN LIMITED Sponsored ADR belongs to the Internet - Software industry, which consists of 173 companies and currently ranks 76 in the Zacks Industry Rank, with an average gain of 22.7% this year [5] - In contrast, Axcelis Technologies, another stock in the Computer and Technology sector, has a year-to-date return of 18.9% and is part of the Electronics - Manufacturing Machinery industry, which has declined by 15.4% this year [4][6] - Both KANZHUN LIMITED Sponsored ADR and Axcelis Technologies are expected to continue their strong performance in the market [6]

Company Performance - Axcelis Technologies (ACLS) has returned 16.3% year-to-date, outperforming the average gain of 12.4% in the Computer and Technology sector [4] - The Zacks Consensus Estimate for ACLS' full-year earnings has increased by 31.2% in the past quarter, indicating improved analyst sentiment and a more positive earnings outlook [4] - Axcelis Technologies holds a Zacks Rank of 1 (Strong Buy), suggesting strong potential for future performance [3] Industry Context - Axcelis Technologies is part of the Electronics - Manufacturing Machinery industry, which currently ranks 102 in the Zacks Industry Rank and has seen an average loss of 11.7% year-to-date [6] - In contrast, F5 Networks, another outperforming stock in the Computer and Technology sector, is part of the Internet - Software industry, which has gained 19.5% since the beginning of the year [7] - The Computer and Technology sector as a whole is ranked 4 among 16 different groups in the Zacks Sector Rank [2]