ACLS
Market read
ACLS accounts for 6.3% of the group's measured movement across 6.8 effective names. raw member direction is mixed; 0 of 12 session-normalized paths align to the mixed. Capital-flow agreement is 52%, so confirmation is not yet clean. No verified headline preceded the measured group move.
AMAT, ESI, ASML moved materially before ACLS. ACLS crossed its material path threshold at 15:25 ET, 325 minutes after the first measured mover.
5 of 29 members in Semiconductor Manufacturing are active. 0 of 5 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 10 of 29 members or fewer.
Research brief
ACLS accounts for 6.3% of the group's measured movement across 6.8 effective names. raw member direction is mixed; 0 of 12 session-normalized paths align to the mixed. Capital-flow agreement is 52%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The $2.2 million decrease in other income (expense) compared to the same prior year period was primarily due to a decrease in interest income of $2.0 million, partially offset by a slight increase in net foreign exchange gains of $0.1 million.”10-Q · Aug 6, 2026 ↗
“The effective tax rate for the six months ended June 30, 2026 was less than the U.S.”10-Q · Aug 6, 2026 ↗
“Stock repurchases, as discussed below, also reduce our cash balances.”10-Q · Aug 6, 2026 ↗
“Other income (expense) consists of interest earned and accretion on our invested cash balances, interest expense relating to the finance lease obligation we incurred in connection with the 2015 sale of our headquarters facility and other financing obligations…”10-Q · Nov 6, 2025 ↗
Valuation discipline
Price/sales 5.0× · EV/sales 4.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ACLS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-05.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The increase is primarily due to higher personnel expenses and increases in freight expenses and evaluation tool costs. Six months ended June 30, 2026 Compared with Six months ended June 30, 2025 Sales and marketing expense was $36.9 million during the six months ended June 30, 2026, an increase of $6.8 million, or 22.5%, compared with $30.1 million during the six months ended June 30, 2025.”
“The increase is primarily due to higher personnel costs and an increase in consulting expenses. Six months ended June 30, 2026 Compared with Six months ended June 30, 2025 Research and development expense was $57.5 million during the six months ended June 30, 2026, an increase of $3.3 million, or 6.1%, compared with $54.2 million during the six months ended June 30, 2025.”
“The $1.0 million decrease in other income (expense) compared to the same prior year period was primarily due to a decrease in interest income of $0.9 million, partially offset by a slight increase in net foreign exchange gains of $0.2 million.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“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.”
“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
“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
ACLS is currently a Participant in the organic co-movement group Semiconductor Manufacturing. 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.
Context history
No durable theme membership has been observed for this name yet.