Feed / ACLS

Axcelis Technologies, Inc.

ACLS

Technology · 125.39 +1.7% today

Partial group confirmationMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

Axcelis Technologies, Inc.'s move is being confirmed by its market group.

ACLS accounts for 14.0% of the group's measured movement across 6.2 effective names. raw member direction is mixed; 7 of 8 session-normalized paths align to the upside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#4 of 8 by movement share
Group movement share14.0%Absolute path energy—not portfolio weight
Relative path+2.06%aligned
Effective breadth6.2 / 8broad
Relative alignment7/8upside path · 1 counter-moving
Capital-flow agreement32%not yet clean
SEQUENCE READ

KN, FN, FLEX moved materially before ACLS. ACLS crossed its material path threshold at 09:30 ET. PLXS, JBL, AEIS followed.

What changed
  • Revenue increased 10.6% versus the comparable filing period.
  • Operating margin fell 5.5 percentage points.
EVIDENCE COVERAGE

5 of 8 members in Electronic Components are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 6 of 8 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as SANM begins moving with the group.

Invalidation: The live read weakens if participation falls to 2 of 8 members or fewer.

Watch this read

Who this business touches

The relationships behind ACLS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

VECOVeeco Instruments Inc.investeeMay 8, 2026

Of the mature process segment, power device shipments comprised 35% of total systems revenue with the general mature segment representing 33%, which includes image sensor applications.

AMATApplied Materials, Inc.competitorFeb 26, 2026

Significant competitive factors in the semiconductor capital equipment market include price, cost of ownership, equipment performance, customer support, capabilities, and breadth of product line.

Depended on by

VECOVeeco Instruments Inc.partnerMay 5, 2026

To learn more about Veeco’s systems and service offerings, visit www.veeco.com .

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ACLS is currently a Participant in the organic co-movement group Electronic Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.