ACLS AXCELIS TECHNOLOGIES INC

Last updated: Mar 16, 2026

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Execution Consistency

Did the company actually spend money buying back stock in 3+ of the last 4 quarters?

Bought back stock in 4/4 quarters. Q3 2025: $15M, Q2 2025: $15M, Q1 2025: $15M, Q3 2024: $12M

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Is the most recent quarter's buyback spend more than 15% above the trailing average?

Latest quarter $15M vs trailing avg $14M (+8%)

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What percentage of free cash flow is going to buybacks? Bull: 30-80%. Bear: <10% or >80%.

Negative FCF ($-50M), cannot compute buyback ratio

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How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.

Repurchased 3,300,000 shares = 10.2% of 32,365,000 outstanding (annualized)

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Are officers and directors buying stock with their own money on the open market?

3 open-market purchases by 3 insiders

Low Russell (PRESIDENT AND CEO) bought 440 shares at $112.39 on 2024-03-11
COOGAN JAMES GORDON (EVP AND CFO) bought 100 shares at $112.23 on 2024-02-29
Lawson Douglas A. (EVP, CORPORATE MKTG & STRATEGY) bought 500 shares at $111.04 on 2024-02-23

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Are insider purchases happening during the same quarters the company is actively buying back stock?

Insider buying coincided with company buybacks in 3 of 4 quarters

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Looking at all open-market transactions, are insiders net buyers or net sellers?

Insiders bought $0M, sold $50M (net selling)

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Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.

Company buying back stock while insiders sold 427.7x more than bought. 3 C-suite officers among sellers