BN · rank #19 · 2026-07-21
ACLS
NASDAQ · $4.05B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of the factors below; drives the rank. | 0.15 |
|---|---|
| Forward revenue growth Consensus forward revenue growth. | +9.6% |
| Forward net margin Consensus forward net margin. | +13.8% |
| Net margin TTM Trailing twelve month net margin. | +11.9% |
| Margin expansion Forward minus trailing net margin (percentage points). | +1.8% |
| Forward PEG Forward P/E to growth. Below 1 is cheap for the growth. | 1.45 |
| Debt / FCF Net debt relative to free cash flow. Lower is safer. | 0.47× |
| Analyst upside Spread between the consensus 12m target and the current price. | +28.8% |
| Last EPS surprise Most recent reported EPS versus consensus. | +1% |
| Market cap (USD) | $4.05B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Axcelis Technologies Inc is a leading pure-play supplier of critical ion implantation equipment and support services used in global logic, memory, and power semiconductor fabrication.
Rationale
The company's specialized tools act as an essential process bottleneck for advanced AI memory and power devices, supporting strong quant metrics including a 9.63% forward revenue growth rate and a 1.45 forward PEG.
Material risks
- 1Key memory and power-device customers could bypass Axcelis's tools by developing alternative in-house fabrication capabilities or alternative process flows.
- 2Stringent or evolving US export controls and geopolitical sanctions could disrupt tool shipments and future capital flows, particularly to customers in China.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.