VECO Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an analysis of VECO's financial performance, focusing on its revenue breakdown, profitability margins, and comparison with competitors. Veeco Instruments Inc (VECO) primarily generates revenue from its Semiconductor segment (71.3%), showing a gross margin of 36.23%, an operating margin of 4.57%, and a net margin of 0.68%. The company's profitability and market position are benchmarked against competitors like BHE and PLAB, highlighting its competitive gross margin.
Veeco Instruments Inc. (NASDAQ:VECO) Receives Consensus Rating of "Moderate Buy" from Analysts
Veeco Instruments Inc. (NASDAQ:VECO) has received a "Moderate Buy" consensus rating from eight analysts, with an average 12-month price target of $28.17. The article highlights recent insider selling by CEO William John Miller and significant institutional investment activity, with institutions owning 98.46% of the stock. Veeco Instruments is described as a leading supplier of process equipment for the semiconductor and other advanced technology industries.
Veeco Instruments Inc. (VECO) Jumps 5.9% to $35.87
Veeco Instruments Inc. (VECO) saw its stock price increase by 5.9% to $35.87 on Wednesday, as part of a broader rally in semiconductor equipment stocks. This surge, which impacted several peer companies, appears to be driven by sector-wide optimism and investor sentiment rather than specific company news or catalysts. Trading volume was high, reflecting renewed interest in companies involved in chip manufacturing infrastructure.
Assenagon Asset Management S.A. Has $2.86 Million Position in Veeco Instruments Inc. $VECO
Assenagon Asset Management S.A. significantly reduced its stake in Veeco Instruments Inc. (NASDAQ:VECO) by 45.7%, now holding a position worth approximately $2.86 million. This reduction comes amid other institutional investor activity and an insider sale by CEO William John Miller, who sold 50,000 shares for $1.58 million. Veeco Instruments is currently trading down 6.9% at $32.83, with a "Moderate Buy" average analyst rating.
These 2 chip stocks could be cheaper ways to invest in a hot AI trend
The article suggests two smaller semiconductor-equipment stocks, Veeco and Axcelis, as potentially more affordable investment options in the AI trend. While larger chip-equipment makers have become expensive due to the AI buildout, these companies offer a way to participate in the sector at more reasonable valuation levels.
Vanguard (VECO) Amendment: Disaggregated reporting after Jan 12, 2026 realignment
The Vanguard Group filed an amendment to its SCHEDULE 13G/A for Veeco Instruments Inc. (VECO), reporting zero shares beneficially owned. This change reflects an internal realignment on January 12, 2026, where Vanguard's subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing clarifies that Vanguard and its managed accounts still retain rights to dividends or sale proceeds for reported accounts, and no single outside person holds more than 5% of the class.
VECO|Veeco Instruments Inc|Price:32.830|Chg%:-2.44
This article provides an analysis of Veeco Instruments Inc. (VECO), highlighting its strong fundamentals, high growth potential, and fair valuation within the Semiconductors & Semiconductor Equipment industry. It notes a high institutional ownership and recent "Buy" ratings from analysts. The stock is currently trading sideways, making it suitable for range-bound swing trading, despite an average market performance in the last month.
Veeco Instruments stock hits 52-week high at 35.78 USD By Investing.com
Veeco Instruments Inc. (NASDAQ: VECO) stock reached a new 52-week high of $35.78, reflecting a 58% increase over the past year and underscoring investor confidence. While the stock trades at a P/E ratio of 59.82 and is considered overvalued by InvestingPro, analysts forecast continued profitability with an EPS of $1.75 for fiscal 2026. The company recently reported mixed Q4 2025 results with revenue of $165 million meeting guidance, but diluted EPS of $0.24 falling short of forecasts, leading Needham to maintain a Hold rating.
Veeco Instruments stock hits 52-week high at 35.78 USD By Investing.com
Veeco Instruments (VECO) stock reached a new 52-week high of $35.78, reflecting a 58% increase over the past year and a market capitalization of $2.13 billion. Despite this, InvestingPro analysis suggests the shares are currently overvalued, with a P/E ratio of 59.82. The company, a semiconductor equipment manufacturer, expects continued profitability with an EPS forecast of $1.75 for fiscal 2026, though recent Q4 2025 results showed mixed performance.
Veeco Instruments stock hits 52-week high at 35.78 USD
Veeco Instruments (VECO) stock reached a new 52-week high of $35.78, reflecting a 58% increase over the past year and investor confidence in its growth prospects. Despite being considered overvalued by InvestingPro, analysts forecast a strong EPS of $1.75 for fiscal 2026. The company recently reported mixed Q4 2025 results, meeting revenue guidance but falling short on diluted EPS, yet Needham maintained a Hold rating anticipating future improvements from Advanced Packaging shipments.
The Niche Titan: A Research Deep-Dive into Veeco Instruments (VECO) in the Age of AI
Veeco Instruments (VECO) is highlighted as a "niche titan" in the semiconductor equipment market, critical for AI and power electronics. The company is set to merge with Axcelis Technologies in a $4.4 billion deal, creating a major semiconductor equipment manufacturer. Veeco's strong position is attributed to its dominance in Ion Beam Deposition and Laser Spike Annealing technologies, essential for advanced chip manufacturing.
Veeco (NASDAQ: VECO) CEO nets performance shares, surrenders stock to cover taxes
Veeco (NASDAQ: VECO) CEO William John Miller received 140,157 shares of common stock from the vesting of performance-based restricted stock units. These units vested after the company achieved 172.5% of its three-year performance criteria based on total shareholder return relative to the Russell 2000. To cover tax obligations, Miller surrendered 61,053 shares back to Veeco at $31.00 per share, retaining a direct holding of 687,570 shares after the transaction.
Performance stock vests for Veeco (VECO) CFO John Kiernan
Veeco Instruments CFO John P. Kiernan reported the vesting of performance-based restricted stock units (PRSUs), acquiring 30,274 shares of common stock. Achieved at 172.5% performance level, 15,049 shares were surrendered to cover tax withholding obligations. Following these transactions, Kiernan directly holds 63,622 shares and indirectly holds 82,680 shares through a family trust.
Veeco (NASDAQ: VECO) CTO vests PRSUs, surrenders shares for taxes
Veeco's CTO, Peter Porshnev, had 26,910 performance-based restricted stock units vest, reflecting a 172.5% achievement of the original target. To cover tax obligations, he surrendered 11,397 shares back to Veeco. Additionally, he acquired 593 shares through the Veeco Employee Stock Purchase Plan, bringing his direct holdings to 195,059.306 common shares.
Implied Volatility Surging for Veeco Instruments Stock Options
Implied volatility for Veeco Instruments Inc. (VECO) stock options is surging, particularly for the April 17, 2026 $19.00 Call. This indicates that options traders anticipate significant price movement for the stock. Despite a downward revision in earnings estimates, Veeco Instruments is currently a Zacks Rank #1 (Strong Buy), suggesting potential trading opportunities for options traders to sell premium.
Implied Volatility Spikes for Veeco Instruments Options
Implied volatility for Veeco Instruments (VECO) options, particularly the April 17, 2026 $19.00 Call option, has recently surged, indicating market anticipation of significant price movements. Despite the company holding a Zacks Rank #1 (Strong Buy), analyst earnings estimates for the current quarter have seen a lowering trend. This scenario might present a trading opportunity for experienced options traders to sell premium.
Implied Volatility Surging for Veeco Instruments Stock Options
Implied volatility for Veeco Instruments Inc. (VECO) stock options, particularly the April 17, 2026 $19.00 Call, is surging, indicating that the market anticipates a significant price movement. Veeco Instruments currently holds a Zacks Rank #1 (Strong Buy) within the Electronics - Manufacturing Machinery industry, despite a recent downward revision in earnings estimates by one analyst. This high implied volatility suggests a potential trading opportunity, possibly for selling premium by seasoned options traders.
Trading the Move, Not the Narrative: (VECO) Edition
This article provides a quantitative analysis of Veeco Instruments Inc. (NASDAQ: VECO) revealing weak near-term sentiment but long-term strength. It outlines three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis emphasizes an exceptional 35.8:1 risk-reward setup, targeting a 10.6% gain against 0.3% risk, based on AI-generated signals and multi-timeframe analysis.
Veeco’s revenue down 9.4% year-on-year for Q42025 and 7% for full-year
Veeco Instruments Inc. reported a revenue decline of 9.4% year-on-year for Q4 2025, reaching $165 million, and a 7% decrease for the full year 2025, totaling $664.3 million. Despite overall revenue dips, the Semiconductor segment achieved record growth, driven by AI and advanced packaging demand, while profit margins were impacted by a product mix shift towards lower-margin advanced packaging. Looking ahead to 2026, Veeco anticipates revenue growth of about 16%, projecting $740–800 million, largely fueled by continued demand from AI and high-performance computing in the semiconductor, compound semiconductor, and data storage markets.
Mirabella Financial Services LLP Sells 61,960 Shares of Veeco Instruments Inc. $VECO
Mirabella Financial Services LLP significantly reduced its stake in Veeco Instruments Inc. by selling 61,960 shares, cutting its holdings by 89.3%. Despite this, other major institutional investors like Federated Hermes and American Century substantially increased their positions, contributing to 98.46% institutional ownership. CEO William John Miller also sold 50,000 shares, while analysts generally maintain a "Moderate Buy" rating with an average price target of $28.17.
Veeco (VECO) SVP exercises 8,267 RSUs, 3,667 shares withheld for taxes
Veeco Instruments' SVP, Peter Porshnev, executed transactions involving the vesting of 8,267 restricted stock units (RSUs). Of these, 3,667 shares were withheld to cover tax obligations. Following these compensation-related activities, Porshnev directly holds 178,953.306 shares of Veeco common stock.
[Form 4] VEECO INSTRUMENTS INC Insider Trading Activity
Veeco Instruments CEO William John Miller exercised restricted stock units (RSUs) in mid-March 2026, acquiring 46,084 shares of common stock. To cover tax obligations, 20,161 shares were surrendered back to Veeco at prices of $31.46 and $30.95 per share. Following these transactions, Miller directly holds 608,466 shares of Veeco common stock.
Veeco (VECO) SVP Wilkerson gets 8,267 RSU shares, surrenders 2,188 for taxes
Veeco Instruments SVP Susan Wilkerson received 8,267 shares from restricted stock unit (RSU) vesting and surrendered 2,188 shares to cover tax obligations. These transactions, which involved shares at prices of $31.46 and $30.95, are routine F-code tax withholdings and not open-market sales. Following these activities, Wilkerson directly holds 90,233.525 shares of Veeco common stock.
[Form 4] VEECO INSTRUMENTS INC Insider Trading Activity
Veeco Instruments' SVP & Chief Financial Officer John P. Kiernan reported exercising restricted stock units (RSUs) into 11,899 shares of common stock at a $0.00 conversion price, with 6,002 shares withheld to cover tax obligations. He now directly holds 48,397 shares and indirectly holds 82,680 shares through a family trust. The transactions were routine equity compensation activity under the 2019 Stock Incentive Plan, not open-market sales.
Zacks.com featured highlights include Buenaventura Mining, Veeco Instruments, Blue Bird and Eni
Zacks.com highlighted Buenaventura Mining, Veeco Instruments, Blue Bird, and Eni as top stock picks based on strong efficiency metrics and profit potential. The assessment criteria included receivables turnover, asset utilization, inventory turnover, and operating margin. These companies demonstrated high average four-quarter earnings surprises, with Buenaventura Mining leading at 80.4%.
Granahan Investment Management LLC Sells 91,033 Shares of Veeco Instruments Inc. $VECO
Granahan Investment Management LLC reduced its stake in Veeco Instruments Inc. by 23.8% in Q3, selling 91,033 shares and retaining a 0.49% holding valued at $8.89 million. Additionally, CEO William John Miller sold 50,000 shares for $1.581 million, decreasing his direct ownership by 10.76%. Analyst sentiment for Veeco Instruments is "Moderate Buy" with an average price target of $28.17, despite some firms issuing upgrades and higher targets.
Aristotle Capital Boston Boosts Stake in Veeco Instruments
Aristotle Capital Boston LLC has significantly increased its stake in Veeco Instruments Inc. by 41.6% during the third quarter, bringing their total ownership to 1.03% valued at $18.8 million. This move suggests the institutional investor sees growth potential in Veeco Instruments, a key supplier of process equipment for the semiconductor industry, indicating broader optimism for the sector.
Aristotle Capital Boston LLC Has $18.80 Million Position in Veeco Instruments Inc. $VECO
Aristotle Capital Boston LLC significantly increased its stake in Veeco Instruments Inc. (NASDAQ:VECO) by 41.6% in the third quarter, bringing its total holdings to 617,933 shares valued at $18.80 million. Other institutional investors like Vanguard Group Inc. and Wasatch Advisors LP also boosted their positions in the semiconductor company. Analysts currently have a "Moderate Buy" consensus rating for Veeco Instruments, with a target price of $28.17.
Veeco (NASDAQ: VECO) SVP receives 32,000-share restricted stock award
Veeco Instruments Inc. Senior Vice President Adrian Devasahayam was granted 32,000 shares of common stock as a restricted stock award under the company's 2019 Stock Incentive Plan. These shares will vest in one-third increments on the first, second, and third anniversaries of the grant date, provided Devasahayam continues his service. After this award, he directly holds 110,269.208 shares of Veeco common stock, aligning his interests with shareholders over the long term.
Does Veeco (VECO) Becoming InP Laser “Tool of Record” Recast Its AI Datacom Narrative?
Veeco Instruments Inc. recently secured orders for its Lumina Metal Organic Chemical Vapor Deposition and Spector Ion Beam Sputtering Optical Coating systems, making Lumina the production tool of record for InP epitaxy by a leading optical communications company. This development strengthens Veeco's position in AI datacom, particularly for optical transceivers connecting AI servers, and could influence investor perception beyond recent earnings concerns. The company's 2026 revenue guidance of US$740-800 million and GAAP diluted EPS of US$0.83-1.17 provides a benchmark for evaluating the impact of this new demand against execution risks.
(VECO) Volatility Zones as Tactical Triggers
This article provides an in-depth analysis of Veeco Instruments Inc. (NASDAQ: VECO) using AI-generated signals and volatility zones. It highlights a weak near-term sentiment but strong long-term outlook, identifying specific entry, target, and stop-loss points for different trading strategies. The report emphasizes an exceptional risk-reward setup targeting an 11.0% gain versus 0.3% risk.
Does Veeco (VECO) Becoming InP Laser “Tool of Record” Recast Its AI Datacom Narrative?
Veeco Instruments (VECO) recently secured orders for its Lumina MOCVD systems and Spector Ion Beam Sputtering systems to produce indium phosphide (InP) lasers for datacom applications, effectively making Lumina the customer’s production tool of record for InP epitaxy. This development supports Veeco’s critical role in AI server connectivity, although immediate concerns about recent softer earnings and margin pressure remain. The new order will likely influence how investors interpret Veeco's previously issued full-year 2026 guidance, which projected US$740-800 million in revenue and US$0.83-US$1.17 GAAP diluted EPS.
Victory Capital Management Inc. Purchases 74,106 Shares of Veeco Instruments Inc. $VECO
Victory Capital Management Inc. has increased its stake in Veeco Instruments Inc. by 11.0%, acquiring an additional 74,106 shares to own a total of 746,429 shares, valued at approximately $22.7 million. While institutional ownership of Veeco Instruments stands at 98.46%, CEO William John Miller sold 50,000 shares for $1.581 million, reducing his personal holding by 10.76%. Analysts maintain a "Moderate Buy" rating with an average price target of $28.17, with some firms raising price objectives and ratings.
[Form 4] VEECO INSTRUMENTS INC Insider Trading Activity
VEECO INSTRUMENTS INC CEO and director William John Miller sold 50,000 shares of common stock in two transactions on March 3, 2026, at weighted average prices of $31.24 and $32.00 per share. After these sales, Miller directly holds 414,543 shares of Veeco common stock. The transactions were conducted under a Rule 10b5-1 plan.
Veeco Instruments Inc. (NASDAQ:VECO) Given Consensus Rating of "Moderate Buy" by Brokerages
Veeco Instruments Inc. (NASDAQ:VECO) has received a consensus "Moderate Buy" rating from eight brokerages, with an average 12-month price target of $28.17. Recent analyst actions include Citigroup raising its target to $40 and Zacks upgrading to a "strong-buy." The company's stock currently trades around $30.30, and its CEO recently sold 50,000 shares, decreasing his stake by 10.76%.
Insider Sell: William Miller Sells 50,000 Shares of Veeco Instru
William Miller, CEO of Veeco Instruments Inc (VECO), sold 50,000 shares of the company on March 3, 2026. This transaction is part of a pattern where Miller has sold a total of 175,000 shares over the past year with no purchases. The stock is considered modestly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.16.
Citigroup Inc. Decreases Stake in Veeco Instruments Inc. $VECO
Citigroup Inc. reduced its stake in Veeco Instruments Inc. by 36.1% in the third quarter, selling 63,557 shares to own a total of 112,446 shares worth $3.42 million. Despite this, other hedge funds like Royal Bank of Canada and Millennium Management LLC increased their positions in VECO. Analysts have given Veeco Instruments an average "Moderate Buy" rating with a price target of $28.17, while CEO William John Miller recently sold 50,000 shares of the company's stock.
Veeco Instruments Inc. (VECO) Announces Placement of Orders for Multiple Lumina Metal Organic Chemical Vapor Deposition Systems and Spector Ion Beam Sputtering Optical Coating Systems
Veeco Instruments Inc. (NASDAQ: VECO) announced significant orders for its Lumina Metal Organic Chemical Vapor Deposition systems and Spector Ion Beam Sputtering Optical Coating systems from a global leader in optical communications. These systems will be used for fabricating indium phosphide lasers for advanced optical communication solutions in the datacom industry. The company highlights its critical role in InP laser manufacturing and anticipates continued rapid growth in the transceiver market.
Veeco Instruments (NASDAQ:VECO) CEO William John Miller Sells 50,000 Shares
Veeco Instruments (NASDAQ:VECO) CEO William John Miller sold 50,000 shares of the company's stock on March 3, 2026, for a total of $1,581,000, reducing his stake by 10.76%. This follows a previous sale of 25,000 shares in December. The stock traded down 1.6% following the news, and institutional investors hold a significant portion of shares.
Is It Too Late To Consider Veeco Instruments (VECO) After Its Strong 1 Year Rally?
Veeco Instruments (VECO) has seen significant stock appreciation, with a 51.9% return over the last year, prompting a valuation analysis. Despite a strong rally, Simply Wall St's discounted cash flow analysis suggests the stock is overvalued by 166.1% at its current price of $32.37, estimating an intrinsic value of $12.17 per share. The company's P/E ratio of 55.24x is also higher than the industry and peer averages, indicating a richer multiple according to the Fair Ratio framework.
Plainview's Veeco Instruments moving HQ to Massachusetts
Veeco Instruments Inc. is relocating its headquarters from Plainview, New York, to Beverly, Massachusetts, as part of a merger with Axcelis Technologies Inc. The move, expected to be completed between July 1 and December 31, consolidates the headquarters of the combined semiconductor equipment manufacturing company in Massachusetts. While the merger is expected to result in some functional overlap, the full impact on Veeco's 170 Plainview employees is not yet known.
14 Best Semiconductor Equipment Stocks to Invest In Now
The article highlights Veeco Instruments Inc. (NASDAQ: VECO) as a top semiconductor equipment stock, detailing recent orders for its Lumina and Spector systems. These systems are crucial for fabricating indium phosphide lasers used in optical communications. Veeco's role in the rapidly growing transceiver market, projected to exceed $23 billion by 2025, solidifies its position as a key player in the industry.
Veeco Instruments Inc. $VECO Shares Acquired by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC significantly increased its stake in Veeco Instruments (NASDAQ:VECO) by 152.3% in Q3, now owning 573,764 shares valued at $17.46 million. This comes as analyst sentiment has become more positive, with Zacks upgrading the stock to "strong-buy" and Citigroup raising its price target. Although institutional investors hold a substantial portion of the stock, CEO William John Miller recently sold 25,000 shares, reducing his personal holdings.
[144] VEECO INSTRUMENTS INC SEC Filing
This article details a Form 144 SEC filing by Veeco Instruments Inc. (VECO), outlining a proposed sale of 50,000 shares of common stock with an aggregate market value of $1,580,040.07. The securities were acquired via grants from the Issuer on October 6, 2021, and are scheduled for sale on March 3, 2026, through Wells Fargo Clearing Services on Nasdaq. The filing indicates a "Neutral" impact and sentiment.
Veeco Books Multi-System Lumina and Spector Orders for Manufacturing Indium-Phosphide (InP) based Optical Components
Veeco Instruments Inc. (NASDAQ: VECO) announced significant orders for its Lumina MOCVD and Spector IBD optical coating systems from a global leader in optical communications laser manufacturing. These systems will be used to produce indium phosphide (InP) lasers critical for optical transceivers, which are essential for connecting AI servers and handling massive data flows with low latency. This reinforces Veeco's position as a key supplier in the InP laser manufacturing ecosystem, addressing the rapid growth in the transceiver market.
Veeco tools to power InP lasers linking AI server farms
Veeco announced multiple orders for its Lumina MOCVD and Spector IBD systems, which are crucial for manufacturing indium phosphide (InP) lasers used in optical transceivers for AI server farms. The announcement highlights Lumina as the production tool of record for InP epitaxy and expands Spector use for laser facet coatings, reinforcing Veeco's position in the rapidly growing optical transceiver market. This market is projected to reach $23 billion in 2025, driven by demand from hyperscalers and AI servers.
Vanguard Group Inc. Grows Stake in Veeco Instruments Inc. $VECO
Vanguard Group Inc. increased its stake in Veeco Instruments Inc. by 0.8% in Q3, now owning 12.74% of the company. Despite a recent insider stock sale by CEO William John Miller, several other hedge funds also adjusted their positions in VECO. Analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $28.17, although Citigroup recently upgraded the stock to "Buy" with a $40 target.
Veeco Instruments Inc (NASDAQ:VECO) Presents a Compelling Value Investment Case
Veeco Instruments Inc (NASDAQ:VECO) appears to be a compelling value investment due to its low valuation relative to competitors, strong financial health with high liquidity and controlled debt, and improving earnings trajectory. Despite some past negative EPS growth, analysts predict significant future growth in both EPS and revenue, suggesting the market may not have fully priced in its potential. Investors should further investigate the company's ROIC and its ability to meet future growth expectations.
Price-Driven Insight from (VECO) for Rule-Based Strategy
This article provides a price-driven analysis for Veeco Instruments Inc. (NASDAQ: VECO), highlighting positive near-term sentiment within a long-term strength context, despite mid-term weakness. It details AI-generated trading strategies—position, momentum breakout, and risk hedging—along with multi-timeframe signal analysis, and an exceptional 36.8:1 risk-reward setup.
Veeco Instruments Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:VECO) 2026-02-27
Veeco Instruments Inc. (VECO) published its 2025 Q4 earnings call presentation, reporting an EPS of $0.24, missing estimates by $0.02. The company's revenue was $165.02 million, a 9.40% year-over-year decrease, also missing analyst expectations. This presentation accompanied their earnings call held on February 27, 2026.
