Yes, Roundhill Acquirers Deep Value ETF (DEEP) holds ACLS with 1.56% (as of 2026-07-06).

Axcelis Technologies, Inc. (ACLS) is held by DEEP (1.56%).

What AI bubble is ACLS in?

Axcelis Technologies, Inc. (ACLS) is mapped to the Semi Equipment / Litho bubble on QuantAbundance. Axcelis - ion implantation systems for SiC + Si wafer fabs; structurally needed step in advanced-node + power-semi fabrication.

What sector is ACLS in?

Axcelis Technologies, Inc. is classified under GICS Information Technology (Semiconductor Materials & Equipment).

What is ACLS's last close price?

ACLS last closed at $116.14 on 2026-09-24.

ACLS

NASDAQNext earnings·Nov 3AnalystsHold·3+39%

Axcelis Technologies, Inc.

Information Technology · Semiconductor Materials & Equipment

$116.14last close

+19.5%~252d

Price

+19.53% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

Bull case

Structural: only pure-play public ion-implant vendor; Purion line is the reference tool for SiC power-device implant where every major SiC fab ($WOLF, $ON, $STM, Infineon, Bosch, ROHM) is a customer. Implant is a non-substitutable step - every wafer needs dopants - so ACLS rides the broader power-semi capex cycle without leading-edge-logic exposure.

- SiC TAM still early; EV + industrial + grid drive multi-year implant tool demand

- Purion installed base compounds CSI (services/parts/upgrades) revenue at higher margin than tools

- Mature-node capacity expansion in US/EU/Japan (CHIPS, EU Chips Act) buys trailing-edge implant

- Image sensor + memory implant share gains vs $AMAT extend reach beyond power

- Net-cash balance sheet funds buybacks through cycle troughs

Bear case

- SiC capex digestion: $WOLF/$ON cuts and EV demand softening compress 2026 tool orders

- China revenue exposure carries export-control + retaliation risk

- $AMAT remains dominant in leading-edge implant; ACLS share gains are mature-node specific

- Lumpy quarter-to-quarter shipments make revenue visibility weak vs WFE peers

- Cyclical: WFE downturns historically cut ACLS revenue 30-40% peak-to-trough

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Analyze ACLS· interactive tools

Bubbles· capital-flow co-movement

Top correlated· 252d co-movement

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0.77
0.72
0.70
0.69

Frequently asked questions

Is ACLS in DEEP?: Yes, Roundhill Acquirers Deep Value ETF (DEEP) holds ACLS with 1.56% (as of 2026-07-06).
What ETFs hold ACLS?: Axcelis Technologies, Inc. (ACLS) is held by DEEP (1.56%).
What AI bubble is ACLS in?: Axcelis Technologies, Inc. (ACLS) is mapped to the Semi Equipment / Litho bubble on QuantAbundance. Axcelis - ion implantation systems for SiC + Si wafer fabs; structurally needed step in advanced-node + power-semi fabrication.
What sector is ACLS in?: Axcelis Technologies, Inc. is classified under GICS Information Technology (Semiconductor Materials & Equipment).
What is ACLS's last close price?: ACLS last closed at $116.14 on 2026-09-24.

Key levels

$119.51
0.618 retr of 73.60->193.78 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-2.8%
$133.69
0.5 retr of 73.60->193.78 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-13.1%
$99.32
0.786 retr of 73.60->193.78 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+16.9%
$147.87
0.382 retr of 73.60->193.78 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-21.5%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $3.66B
Last update: 2026-09-24

Revenue (TTM)$866M

P/E39.7×

P/S4.2×

Net margin10.7%