ACLS · Axcelis Technologies
The AI's read
This points to demand holding up in power and mature-chip markets. Customer-support sales also grew as more installed machines needed service. The company expects sales to grow by a mid-single-digit percentage in 2026, with growth continuing in 2027. Memory shipments slowed because factory space was not yet available, and the share of sales left after direct costs fell slightly short of expectations. Bookings rose slightly, and the company expects sales to grow, so the stronger results and forecast carry more weight.