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Axcelis (ACLS) Q1 2026 Earnings Call Transcript
Motley Fool103d agoneutral
Axcelis (ACLS) Q1 2026 Earnings Call Transcript

David Ryzhik: Thank you, operator. This is David Ryzhik, senior vice president and interim chief financial officer, and with me today is Russell J. Low, president and CEO. Please note that comments made today about our expectations for future revenues, profits, and other results are forward-looking statements under the SEC's safe harbor provision.

Axcelis Technologies Q1 Earnings Call Highlights
MarketBeat103d agoneutral
Axcelis Technologies Q1 Earnings Call Highlights

Axcelis Technologies (NASDAQ:ACLS) reported first-quarter 2026 results that came in “slightly above our expectations,” according to President and CEO Russell Low, as the company pointed to strength in its customer support and installed base business and a meaningful uptick in memory demand. The com

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings
Bloomberg104d agobullish
CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

How The Axcelis Technologies (ACLS) Narrative Is Shifting As Growth Expectations Reset
Simply Wall St.119d agoneutral
How The Axcelis Technologies (ACLS) Narrative Is Shifting As Growth Expectations Reset

Axcelis Technologies is back in focus as analysts reset price targets into the low US$90s range, with a model fair value sitting at US$92.0. These updated targets reflect a tug of war between solid recent execution and more cautious expectations for calendar 2026 to 2028, where trimmed revenue and EPS estimates are tempering prior optimism. As you read on, you will see what is driving this evolving narrative and how to keep track of the key signals that matter. Stay updated as the Fair Value...

Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big
24/7 Wall St.127d agoneutral
Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big

For years, owning small-cap stocks felt like watching a neighbor’s party through a window. Large-cap indexes kept climbing, mega-cap technology names absorbed Wall Street’s attention, and smaller domestic companies sat quietly in the corner, undervalued and overlooked. That dynamic may finally be shifting. SPY, the large-cap proxy, returned 64% over the past three years. IJR ... Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big

Axcelis Technologies (ACLS) Valuation Check After Strong Recent Share Price Momentum
Simply Wall St.129d agoneutral
Axcelis Technologies (ACLS) Valuation Check After Strong Recent Share Price Momentum

Axcelis Technologies (ACLS) is back on traders’ radar after a sharp move in the share price, with the stock showing strong gains over the past month and over the past 3 months. See our latest analysis for Axcelis Technologies. The recent 30-day share price return of 32.67% and 7-day move of 16.07% suggest momentum is building, set against a 1-year total shareholder return of 134.58% and a more mixed 3-year record. If Axcelis has caught your attention, this could be a good moment to see what...