Veeco Instruments (VECO) Aktienübersicht
Veeco Instruments Inc. und seine Tochtergesellschaften entwickeln, produzieren, verkaufen und unterstützen Halbleiter- und Dünnschichtprozessanlagen, die hauptsächlich für die Herstellung elektronischer Geräte in den Vereinigten Staaten, Europa, dem Nahen Osten und Afrika, China, dem übrigen asiatisch-pazifischen Raum und international eingesetzt werden. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
VECO Community Fair Values
Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Veeco Instruments Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$54.42 |
| 52-Wochen-Hoch | US$86.63 |
| 52-Wochen-Tief | US$19.29 |
| Beta | 1.34 |
| 1 Monat Veränderung | -6.89% |
| 3 Monate Veränderung | 54.91% |
| 1 Jahr Veränderung | 163.79% |
| 3 Jahre Veränderung | 122.30% |
| 5 Jahre Veränderung | 142.73% |
| Veränderung seit IPO | 397.53% |
Aktuelle Nachrichten und Updates
Seeking Alpha • 17h
Veeco: The 18% Crash Highlights Fundamental Flaws In This Story
Summary Veeco Instruments experienced an 18% single-day stock drop, highlighting heightened risk in speculative semiconductor names with unproven fundamentals. VECO reported Q1 2026 revenue of $158.34M, down 5.35% YoY, and EPS of $0.14, missing consensus by $0.09. Gross margins declined from 40.9% YoY, indicating that any growth is coming at a higher cost and pressuring profitability. VECO's product offerings are perceived as less essential than core semiconductor infrastructure, raising concerns about demand resilience and valuation risk. Read the full article on Seeking Alpha
Narrativ-Update • Jul 02
VECO: Refreshed Earnings Outlook Will Likely Cap Near-Term Upside For Shares
Veeco Instruments' analyst fair value estimate has shifted from $40.00 to $66.00 as analysts update their models and price targets, including a move to $55.00 at one major firm. This reflects revised expectations for revenue growth, profit margins and future P/E assumptions.
Narrativ-Update • Jun 18
VECO: AI Datacom Orders And Insider Selling Will Pressure Future Stock Returns
Analysts have raised their price target on Veeco Instruments stock to $55, up from $30. They cite updated post-earnings models and refreshed assumptions related to revenue growth, margins, discount rate, and future P/E expectations.
Narrativ-Update • Jun 04
VECO: Higher AI Infrastructure Hopes Will Likely Leave Shares Sensitive To Execution
Analysts now frame Veeco Instruments’ fair value at $55, up from $30, reflecting updated expectations for revenue growth, profit margin and future P/E after recent earnings-driven model revisions. Analyst Commentary Street research around Veeco Instruments has centered on refreshed models after recent earnings, with some firms lifting formal price targets, including a move to US$55 from US$30 while keeping a neutral stance on the stock.Recent updates
Seeking Alpha • 17h
Veeco: The 18% Crash Highlights Fundamental Flaws In This Story
Summary Veeco Instruments experienced an 18% single-day stock drop, highlighting heightened risk in speculative semiconductor names with unproven fundamentals. VECO reported Q1 2026 revenue of $158.34M, down 5.35% YoY, and EPS of $0.14, missing consensus by $0.09. Gross margins declined from 40.9% YoY, indicating that any growth is coming at a higher cost and pressuring profitability. VECO's product offerings are perceived as less essential than core semiconductor infrastructure, raising concerns about demand resilience and valuation risk. Read the full article on Seeking AlphaNarrativ-Update • Jul 02
VECO: Refreshed Earnings Outlook Will Likely Cap Near-Term Upside For Shares
Veeco Instruments' analyst fair value estimate has shifted from $40.00 to $66.00 as analysts update their models and price targets, including a move to $55.00 at one major firm. This reflects revised expectations for revenue growth, profit margins and future P/E assumptions.Narrativ-Update • Jun 18
VECO: AI Datacom Orders And Insider Selling Will Pressure Future Stock Returns
Analysts have raised their price target on Veeco Instruments stock to $55, up from $30. They cite updated post-earnings models and refreshed assumptions related to revenue growth, margins, discount rate, and future P/E expectations.Narrativ-Update • Jun 04
VECO: Higher AI Infrastructure Hopes Will Likely Leave Shares Sensitive To Execution
Analysts now frame Veeco Instruments’ fair value at $55, up from $30, reflecting updated expectations for revenue growth, profit margin and future P/E after recent earnings-driven model revisions. Analyst Commentary Street research around Veeco Instruments has centered on refreshed models after recent earnings, with some firms lifting formal price targets, including a move to US$55 from US$30 while keeping a neutral stance on the stock.Narrativ-Update • May 20
VECO: AI Datacom Orders And Execution Risks Will Shape Balanced Outlook
Analysts have raised the Veeco Instruments price target from approximately $33 to around $60, reflecting updated models that incorporate revised assumptions for growth, margins, discount rate, and future P/E following recent earnings. Analyst Commentary Recent research updates around Veeco Instruments have focused on revised models following earnings, with several firms lifting their price targets and reassessing the stock's risk and reward profile.Narrativ-Update • May 02
VECO: Refreshed Earnings Model Will Likely Expose Downside Risk To Shares
Analysts lifted their price target on Veeco Instruments to $40 from $36, reflecting updated post earnings models that incorporate refreshed assumptions on growth, margins and valuation multiples. Analyst Commentary Street research around Veeco Instruments has leaned constructive, with fresh models following the latest earnings update feeding into higher valuation assumptions and a lifted price target to $40.
Neues Narrativ • Apr 19
Veeco Instruments Could Reach $50–$66 Over the Next Five Years
Veeco Instruments has a credible path to $50–$66 over the next five years because it is a key supplier of advanced equipment used in semiconductor, compound‑semiconductor, and advanced packaging manufacturing. Its systems are critical for patterning and thin‑film processes that support AI, 5G, and next‑generation chips, giving the company structural exposure to long‑term capacity and technology upgrades.Narrativ-Update • Apr 17
VECO: AI Datacom Demand Will Face Execution Risk Against Optimistic Outlook
Analysts have raised their price target on Veeco Instruments to $40 from $36, reflecting updated post-earnings models that incorporate modest tweaks to the discount rate, long-term growth and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the new US$40 target as better aligned with updated earnings assumptions after the latest report, suggesting the prior US$36 figure was conservative relative to their refreshed model.Narrativ-Update • Apr 02
VECO: Higher Earnings Hopes Will Likely Leave Shares Exposed To Future Misses
Analysts have lifted the fair value estimate for Veeco Instruments to $30 from $21, citing refreshed earnings models and higher Street price targets, such as Citi's move to $40 following the latest results. Analyst Commentary While some research houses have lifted price targets on Veeco Instruments following recent results, not every piece of feedback points in the same direction.Narrativ-Update • Mar 19
VECO: Refreshed Earnings Model And Merger Vote Will Shape Bullish Outlook
Analysts have lifted their price target on Veeco Instruments to $40 from $36, citing refreshed models following the latest earnings report as the key driver of the updated view. Analyst Commentary Bullish analysts are pointing to refreshed models following the latest earnings report as support for a higher valuation on Veeco Instruments, reflected in the lift of the price target to US$40 from US$36.Narrativ-Update • Mar 04
VECO: AI Datacom Demand And Merger Outlook Will Support Balanced Future
Analysts have raised their price target on Veeco Instruments to $40 from $36, citing refreshed models after the latest earnings update that assume different revenue growth, profit margin, discount rate, and future P/E inputs. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$40 price target as reflecting updated assumptions for revenue growth and profit margins that, in their view, better align the valuation with the latest earnings run rate.Narrativ-Update • Feb 17
VECO: DRAM Opportunities And Merger Vote Will Shape Balanced Outlook
Analysts have adjusted their price target on Veeco Instruments to $36 from $38, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Veeco Instruments has scheduled a special or extraordinary shareholders meeting for February 6, 2026, to vote on issuing shares of Axcelis common stock to certain Veeco equityholders under a merger agreement with Axcelis and Victory Merger Sub, Inc.Narrativ-Update • Feb 03
VECO: DRAM And Power Semiconductor Wins Will Reshape Revenue Mix
Analysts have raised their price target on Veeco Instruments to $38.00, citing updated assumptions that include revised views on discount rate, revenue growth, profit margin, and future P/E levels. What's in the News Veeco scheduled a special or extraordinary shareholders meeting for February 6, 2026, which could bring updates on corporate actions or governance matters.Narrativ-Update • Jan 20
VECO: AI Memory And Power Device Demand Will Support Balanced Outlook
Analysts have modestly adjusted their price target for Veeco Instruments to US$33.50. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, while keeping their overall valuation framework essentially unchanged.Narrativ-Update • Jan 06
VECO: Future DRAM And Power Device Wins Will Support Balanced Opportunity
Analysts have increased their price target on Veeco Instruments to US$33.50 from US$32.75, attributing the change mainly to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News Veeco scheduled a special or extraordinary shareholders meeting for February 6, 2026, which may address matters that go beyond routine annual items (Key Developments).Narrativ-Update • Dec 16
VECO: Axcelis Merger Will Reshape Revenue Mix And Competitive Scale
Analysts have raised their price target on Veeco Instruments to $38 from $30, reflecting increased confidence in the Axcelis merger's ability to accelerate revenue growth, enhance profitability, and improve the company's competitive scale, despite valuation concerns. Analyst Commentary Bullish analysts point to the Axcelis merger as a key driver behind the higher price target for Veeco, arguing that the combined company will benefit from broader product coverage and a larger addressable market that can support sustained revenue acceleration.Narrativ-Update • Dec 02
VECO: Merger With Axcelis Will Create Greater Scale and Sector Opportunity
Analysts have held Veeco Instruments' price target steady at $32.75, citing valuation concerns and limited confidence in Axcelis' earnings momentum following the planned merger, despite modest improvements in profitability assumptions. Analyst Commentary Recent analyst reports on Veeco Instruments reflect a mix of optimism and caution as the company moves forward with its planned merger with Axcelis.Narrativ-Update • Nov 18
VECO: Merger With Axcelis Will Deliver Greater Scale and Market Position
Analysts have raised Veeco Instruments’ fair value estimate from $29.40 to $32.75 per share, citing stronger revenue growth expectations and improved profitability projections. This follows recent adjustments and the company’s merger plans.Narrativ-Update • Nov 03
VECO: Merger With Axcelis Will Bring Execution Risks and Expanded Market Scale
Analysts have maintained their price target for Veeco Instruments at $29.40, highlighting steady valuation and modest changes to growth and profitability estimates as merger developments with Axcelis continue. Analyst Commentary Recent commentary from Wall Street research reflects a balanced mix of optimism and caution regarding Veeco Instruments' prospects, particularly in the context of its ongoing merger with Axcelis.Narrativ-Update • Oct 20
Macroeconomic Uncertainty Will Compress Semiconductor Industry Margins
Analysts have maintained Veeco Instruments' price target at $30 per share, citing valuation considerations following the company's planned merger with Axcelis. However, they expressed some caution regarding Axcelis' business mix and exposure to Chinese customers.Narrativ-Update • Oct 05
Macroeconomic Uncertainty Will Compress Semiconductor Industry Margins
Analysts have raised their price target for Veeco Instruments to $29.40 from $27.00. They cite expanded product breadth and increased profitability following the company's merger with Axcelis.Analyseartikel • Jul 25
Veeco Instruments (NASDAQ:VECO) Is Doing The Right Things To Multiply Its Share Price
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analyseartikel • Jul 05
What Does Veeco Instruments Inc.'s (NASDAQ:VECO) Share Price Indicate?
Veeco Instruments Inc. ( NASDAQ:VECO ), might not be a large cap stock, but it saw a significant share price rise of...Analyseartikel • May 27
Investors Don't See Light At End Of Veeco Instruments Inc.'s (NASDAQ:VECO) Tunnel
You may think that with a price-to-sales (or "P/S") ratio of 1.6x Veeco Instruments Inc. ( NASDAQ:VECO ) is a stock...Analyseartikel • May 01
We Think Shareholders Are Less Likely To Approve A Large Pay Rise For Veeco Instruments Inc.'s (NASDAQ:VECO) CEO For Now
Key Insights Veeco Instruments' Annual General Meeting to take place on 8th of May Total pay for CEO Bill Miller...Analyseartikel • Apr 19
Veeco Instruments (NASDAQ:VECO) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Apr 01
Should You Investigate Veeco Instruments Inc. (NASDAQ:VECO) At US$20.08?
Veeco Instruments Inc. ( NASDAQ:VECO ), might not be a large cap stock, but it saw significant share price movement...Analyseartikel • Feb 21
We Like These Underlying Return On Capital Trends At Veeco Instruments (NASDAQ:VECO)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Analyseartikel • Jan 16
Veeco Instruments (NASDAQ:VECO) Could Easily Take On More Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Aktionärsrenditen
| VECO | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -21.7% | -4.9% | 0.8% |
| 1Y | 163.8% | 73.2% | 20.2% |
Rendite im Vergleich zur Industrie: VECO übertraf die Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 73.2 erzielte.
Rendite vs. Markt: VECO übertraf den Markt US, der im vergangenen Jahr eine Rendite von 20.2 erzielte.
Preisvolatilität
| VECO volatility | |
|---|---|
| VECO Average Weekly Movement | 13.6% |
| Semiconductor Industry Average Movement | 13.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: Der Aktienkurs von VECO war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: VECODie wöchentliche Volatilität (14%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1945 | 1,265 | Bill Miller | www.veeco.com |
Veeco Instruments Inc. entwickelt, produziert, verkauft und unterstützt zusammen mit seinen Tochtergesellschaften Halbleiter- und Dünnschichtprozessanlagen, die in erster Linie für die Herstellung elektronischer Geräte in den Vereinigten Staaten, Europa, dem Nahen Osten und Afrika, China, dem übrigen asiatisch-pazifischen Raum und international eingesetzt werden. Das Unternehmen bietet Laser-Glühen, Ionenstrahl-Abscheidung und -Ätzen, metallorganische chemische Gasphasenabscheidung, Einzelwafer-Nassbearbeitung und Oberflächenvorbereitung, Molekularstrahl-Epitaxie, fortschrittliche Verpackungslithographie, Atomlagenabscheidung und andere Abscheidungssysteme. Die Prozessanlagen des Unternehmens werden bei der Herstellung einer Reihe von mikroelektronischen Bauteilen eingesetzt, darunter Logik, dynamische Direktzugriffsspeicher, Photonikgeräte, Leistungselektronik, Hochfrequenzfilter und -verstärker, Magnetköpfe für Festplattenlaufwerke und andere Halbleiterbauelemente.
Veeco Instruments Inc.'s Grundlagenzusammenfassung
| VECO grundlegende Statistiken | |
|---|---|
| Marktanteil | US$3.32b |
| Gewinn(TTM) | US$23.12m |
| Umsatz(TTM) | US$655.34m |
143.7x
Kurs-Gewinn-Verhältnis 5.1x
Kurs-Umsatz-VerhältnisIst VECO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| VECO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$655.34m |
| Kosten der Einnahmen | US$402.57m |
| Bruttogewinn | US$252.77m |
| Sonstige Ausgaben | US$229.65m |
| Gewinn | US$23.12m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.38 |
| Bruttomarge | 38.57% |
| Nettogewinnspanne | 3.53% |
| Schulden/Eigenkapital-Verhältnis | 25.6% |
Wie hat sich VECO auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/06 11:42 |
| Aktienkurs zum Tagesende | 2026/07/06 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Veeco Instruments Inc. wird von 25 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |
| Andrew Gardiner | Barclays |