Revenue of $256.5 millionOperating margin of 20.6% Diluted earnings per share of $1.55 BEVERLY, Mass., July 31, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ: ACLS) today announced financial results for the second quarter ended June 30, 2024. The Company reported second quarter revenue of $256.5 million, compared to $252.4 million for the first quarter of 2024. Gross margin for the quarter was 43.8%, compared to 46.0% in the first quarter. Operating profit for the quarter was $52.8 million, compar ...

Axcelis Technologies Inc (ACLS) is slated to report second-quarter 2024 results on Jul 31.ACLS recently announced its preliminary second-quarter results, per which, now it expects revenues of more than $252 million while earnings per share (EPS) are projected to be more than $1.38. This compares with previously issued revenue guidance of $245 million and EPS of $1.30. The Zacks Consensus Estimate for second-quarter revenues is pegged at $252.4 million, which suggests a decline of 7.9% from a year ago. The c ...

Wall Street expects a year-over-year decline in earnings on lower revenues when Axcelis Technologies (ACLS) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31 ...

BEVERLY, Mass., July 17, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry will release financial results for the second quarter 2024 on Wednesday, July 31, 2024, at 4:00 p.m. ET. The Company will host a call to discuss the results for the second quarter 2024 on Thursday, August 1, 2024, at 8:30 a.m. ET. The call will be available to interested listeners via an audio webcast that can be accessed through th ...

核心观点 - Axcelis Technologies (ACLS) 是一家半导体服务公司，近期表现优异，连续两个季度超出盈利预期，显示出强劲的盈利能力和增长潜力 [1] 盈利表现 - 公司过去两个季度的平均盈利惊喜率为16.59% [1] - 最近一个季度，公司预计每股收益为$1.26，实际报告为$1.57，惊喜率为24.60% [1] - 上一个季度，公司预计每股收益为$1.98，实际报告为$2.15，惊喜率为8.59% [1] 盈利预期 - 公司的盈利预期一直在上升，部分原因是其盈利惊喜的历史 [2] - 公司目前的盈利ESP（预期惊喜预测）为+4.91%，表明分析师最近对公司的盈利前景持乐观态度 [3] - 结合公司的Zacks Rank 1（强力买入），这表明公司可能会在下一个季度再次超出预期 [3] 盈利ESP - Zacks Earnings ESP 比较了最准确的估计与Zacks共识估计 [3] - 最准确的估计是Zacks共识的一个版本，其定义与变化相关 [3] - 盈利ESP为正时，预测能力较强，但为负时不一定意味着盈利失误 [4] 投资策略 - 在季度报告前检查公司的盈利ESP可以增加成功的几率 [5] - 使用盈利ESP过滤器可以发现最佳的买入或卖出股票 [5]

Axcelis Technologies, Inc. (ACLS) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ACLS's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross."A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common moving av ...

文章核心观点 - 半导体行业是发展最先进人工智能(AI)模型的基础 [1] - Nvidia公司在AI发展历程中起到了关键作用 [2][3] - 半导体公司正在设计更强大、更节能的硬件,为更好的AI应用的发展铺平道路 [3] 行业和公司总结 Nvidia - Nvidia是设计最强大数据中心GPU的公司,其AI企业平台提供了丰富的预训练大型语言模型供开发者使用 [4][5] - Nvidia正准备推出新一代基于Blackwell架构的芯片,性能大幅提升 [6] - Nvidia营收有望在2025财年达到1200亿美元,主要来自其AI数据中心业务 [7] AMD - 由于Nvidia供不应求,一些大客户转向AMD的MI300 GPU [8] - AMD数据中心GPU收入在2024年第一季度同比增长80% [8] - AMD在个人电脑AI芯片领域占据90%市场份额 [10][11] Axcelis Technologies - 该公司生产离子注入设备,对制造CPU、存储芯片等至关重要 [13] - AI应用需要更高的芯片制造能力,将带动Axcelis设备需求增长 [15][16] - Axcelis股价虽然大涨,但估值仍低于行业平均水平 [17] Broadcom - Broadcom的网络交换机在AI训练中扮演重要角色 [18][19] - 公司通过收购Symantec和VMware等,将AI应用于网络安全和云计算 [20] - Broadcom的AI相关收入在2024年第二季度同比增长280% [21] Micron Technology - AI设备对内存容量需求大幅提升,这将带动Micron的业务增长 [22][23] - Micron的HBM3e高带宽内存被应用于Nvidia新一代GPU,性能和能耗大幅提升 [24][25] - Micron HBM3e内存未来两年产能已全部售罄,定价能力强 [26]

The Company Announces Planned Retirement of Doug Lawson, Executive Vice President of Corporate Marketing and StrategyBEVERLY, Mass., June 27, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, today named David Ryzhik as Senior Vice President of Investor Relations and Corporate Strategy, assuming responsibility for the role in July 2024. The Company also announced the retirement of Doug Lawson, Executive V ...

Axcelis Technologies, Inc. (ACLS) recently expanded business operations in Japan by setting up new service offices in June 2024. The service offices, located in Chitose, Hokkaido and Kumamoto, Kyushu, will support the ACLS’ growing client base in the country.ACLS noted that its service centers are located near the customers, which will facilitate localized support resources for the Purion ion implant equipment, which is in production.In Japan, Axcelis has been forging business partnerships with Silicon and ...

BEVERLY, Mass., June 27, 2024 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced the establishment of new service offices in Chitose, Hokkaido and Kumamoto, Kyushu to support the Company's expanding customer base in Japan. Both service office locations opened in June 2024.President and CEO of Axcelis Technologies Russell Low, said, "We are proud of our growing installed base in Japan and remain focuse ...