Options/ACLS
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ACLSAxcelis Technologies Inc

Options Analysis ReportSPECIAL INDUSTRY MACHINERY, NEC
Market Cap $3.5B|NASDAQ
2026-09-11$113.30
NEUTRAL
Analysis: 2026-09-10 EOD data
1Y +31.2%YTD +31.6%7D -1.5%
72
30D
±8.6%
32%

ACLS Options Overview

IV is elevated. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

4.7VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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ACLS Gamma Walls

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Value

Is IV priced right?

5.1
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks4/9 checks passed
≤35%

IV Rank 84.2% — elevated vs history

<1.05x

IV/HV 1.25x — IV premium over HV

Sector Relative≤50%

Sector percentile 65% — above sector median

<1.1x

Front/Back 0.92x — contango

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 65.1% — normal range

<80%

Effective IV 86.3% (ATM 65.1% + spread 10.6% + bias) — expensive

<3.0%

Total drag 13.08% (spread 10.58% + slippage 2.50%) — high friction

≥5.0

Vega efficiency 13.45 (vega 14.229 / spread 10.58%) — efficient

Sentiment

Bullish or bearish?

4.9
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksVery Bearish - Strong signal (Conviction: -39%, Raw: -26%)
|net sentiment| ≥25%

Conviction-weighted: -39% (strong bearish) — Raw: -26%

≥15%

|OI skew| 35.7% — call-heavy

Same sign, |vol skew| ≥10%

Vol skew +19.4%, OI skew +35.7% — aligned

≥2/3 conditions

0-DTE 0%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: -7%, ATM: -74%, OTM: +4% — strong bearish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 53% — neutral vs sector

Activity

Unusual activity?

3.1
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks2/8 checks passed
≥1.5x

Volume 0.4x avg — normal

≥15%

Vol/OI 0.9% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change +11.9% (5d) — building

Sector Relative≥60%

Sector activity percentile 35% — below sector avg

≥30%

Large trade volume 0% — mostly retail

≥60%

Aggressive execution 15% — patient

≥30

Conviction -39 (bearish) — moderate

Liquidity

Can I trade efficiently?

3.0
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks0/8 checks passed
≤5.0%

Spread 10.6% — wide

≥10,000

OI 7,731 — thin

≥500

Volume 72/day — thin

≤$0.50

$0.53 to cross — expensive

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 79% — wider than sector

≥100 contracts

Depth 24.8 contracts (bid:12.0 ask:12.8) — thin

<1.0%

Avg slippage 2.50% — poor

Timing

Is now a good time?

7.3
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope -8.5% — contango

<30 or >70

IV percentile 84% — seller opportunity

≥10pts kink

IV kink -3.5pts — no clear event

<0.5 or >2.0

θ/ν ratio 116.73 — favors income trades

≥3 expirations

4 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 5d; CPI in 0d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow -39% @ 70% consistency — moderate (bearish)

≥40 composite score

Score 30 (ITM 20% + inst 0%) — retail dominated

Directional Strategy Fit

Option Buyers
Long Calls5.1
bullishIV fair, mixed flow
Long Puts5.1
bearishIV fair, mixed flow
Premium Sellers
Cash-Secured Put4.9
bullishIV fair, mixed flow
Covered Call4.9
bearishIV fair, mixed flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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