Veeco Instruments Inc.

Informe acción NasdaqGS:VECO

Capitalización de mercado: US$3.3b

Veeco Instruments Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Veeco Instruments ha aumentado sus beneficios a una tasa media anual de 7.2%, mientras que los beneficios de la industria de Semiconductor han experimentado un crecimiento de 1.3% anual. Los ingresos han ido creciendo a una tasa media de 5.1% al año. La rentabilidad financiera de Veeco Instruments es de 2.6%, y sus márgenes netos son de 3.5%.

Información clave

7.16%

Tasa de crecimiento de los beneficios

4.05%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 27.66%
Tasa de crecimiento de los ingresos5.06%
Rentabilidad financiera2.62%
Margen neto3.53%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa 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.
Actualización de narrativa 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.
Nueva narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Seeking Alpha Dec 05

Veeco Instruments: Is It Worth Hanging Around, Or Is It Time To Go?

Summary Veeco Instruments (VECO) is nearing the end of a challenging trough in wafer fabrication equipment demand, with revenue and margins under pressure amid industry cyclicality and geopolitical headwinds. Axcelis Technologies (ACLS) intends to acquire VECO in an all-stock deal, but strategic fit and synergy realization remain questionable, especially given differing business focuses. VECO's valuation already reflects most merger upside, with shares trading in the mid-range of estimated fair value and only modest further upside if integration succeeds. I see elevated integration and execution risks, and am inclined to sell VECO shares rather than hold for Axcelis exposure post-merger. Read the full article on Seeking Alpha
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis Jan 01

Veeco Instruments Inc.'s (NASDAQ:VECO) Business Is Trailing The Market But Its Shares Aren't

It's not a stretch to say that Veeco Instruments Inc.'s ( NASDAQ:VECO ) price-to-earnings (or "P/E") ratio of 18.9x...
Artículo de análisis Dec 09

Should You Investigate Veeco Instruments Inc. (NASDAQ:VECO) At US$27.79?

Veeco Instruments Inc. ( NASDAQ:VECO ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha Nov 11

Veeco Instruments: Could Be On Hold For A While Going Into 2025

Summary VECO could have used a good Q3 FY2024 report to help the stock after its drop in recent months, but the report was closer to the opposite. The stock has struggled mightily since mid-July, but the charts suggest the decline may be over with VECO encountering support. The latest report sent the stock down because prospective demand in VECO's largest market is expected to be weaker, which will need to be compensated elsewhere. What to make of FY2025 has become harder to do since VECO has made the outlook more uncertain with its latest report. Read the full article on Seeking Alpha
Artículo de análisis Nov 09

Earnings Beat: Veeco Instruments Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Veeco Instruments Inc. ( NASDAQ:VECO ) just released its third-quarter report and things are looking bullish. The...
Artículo de análisis Oct 28

Here's Why We Think Veeco Instruments (NASDAQ:VECO) Might Deserve Your Attention Today

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Veeco Instruments. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:VECO Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2665523100121
31 Dec 256643599120
30 Sep 256814999120
30 Jun 257006199123
31 Mar 2571064100123
31 Dec 2471774100125
30 Sep 247098098123
30 Jun 247028396119
31 Mar 24687-1795115
31 Dec 23666-3093113
30 Sep 236467790110
30 Jun 236416790108
31 Mar 2364316289107
31 Dec 2264616789104
30 Sep 226454689100
30 Jun 22624408994
31 Mar 22606378791
31 Dec 21583268589
30 Sep 21569188488
30 Jun 2153198285
31 Mar 21483-57882
31 Dec 20454-87679
30 Sep 20428-417579
30 Jun 20425-547683
31 Mar 20424-617886
31 Dec 19419-798091
30 Sep 19405-1918294
30 Jun 19423-1888195
31 Mar 19483-4108697
31 Dec 18542-4079298
30 Sep 18583-27110097
30 Jun 18585-28610998
31 Mar 18540-6910891
31 Dec 17476-5110082
30 Sep 17430-489175
30 Jun 17386-948071
31 Mar 17349-1057774
31 Dec 16332-1227881
30 Sep 16345-1277984
30 Jun 16401-528383
31 Mar 16457-288782
31 Dec 15477-329079
30 Sep 15484-799078
30 Jun 15437-989079

Ingresos de calidad: VECO tiene una única gran pérdida de $10.6M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio(3.5%) de VECO son inferiores a los del año pasado (9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: VECO ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 7.2% al año.

Acelerando crecimiento: VECO ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: VECO tuvo un crecimiento negativo de los beneficios (-63.8%) durante el año pasado, lo que dificulta la comparación con la media de la industria Semiconductor (15.4%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de VECO (2.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 09:16
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Veeco Instruments Inc. está cubierta por 25 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher MuseBarclays
Thomas O'MalleyBarclays
Andrew GardinerBarclays