Veeco Instruments Gestion
Gestion contrôle des critères 4/4
Le PDG Veeco Instruments est Bill Miller, nommé en Oct2018, a un mandat de 7.58 ans. La rémunération annuelle totale est $ 4.62M, composée du salaire de 14.7% et des bonus 85.3%, y compris les actions et options de la société. détient directement 1.13% des actions de la société, d'une valeur de $ 37.60M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.5 ans et 9.8 ans.
Informations clés
Bill Miller
Directeur général
US$4.6m
Rémunération totale
| Pourcentage du salaire du PDG | 14.72% |
| Durée du mandat du directeur général | 7.6yrs |
| Propriété du PDG | 1.1% |
| Durée moyenne d'occupation des postes de direction | 6.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$23m |
| Dec 31 2025 | US$5m | US$681k | US$35m |
| Sep 30 2025 | n/a | n/a | US$49m |
| Jun 30 2025 | n/a | n/a | US$61m |
| Mar 31 2025 | n/a | n/a | US$64m |
| Dec 31 2024 | US$7m | US$660k | US$74m |
| Sep 30 2024 | n/a | n/a | US$80m |
| Jun 30 2024 | n/a | n/a | US$83m |
| Mar 31 2024 | n/a | n/a | -US$17m |
| Dec 31 2023 | US$5m | US$633k | -US$30m |
| Sep 30 2023 | n/a | n/a | US$77m |
| Jun 30 2023 | n/a | n/a | US$67m |
| Mar 31 2023 | n/a | n/a | US$162m |
| Dec 31 2022 | US$6m | US$618k | US$167m |
| Sep 30 2022 | n/a | n/a | US$46m |
| Jun 30 2022 | n/a | n/a | US$40m |
| Mar 31 2022 | n/a | n/a | US$37m |
| Dec 31 2021 | US$5m | US$590k | US$26m |
| Sep 30 2021 | n/a | n/a | US$18m |
| Jun 30 2021 | n/a | n/a | US$9m |
| Mar 31 2021 | n/a | n/a | -US$5m |
| Dec 31 2020 | US$3m | US$597k | -US$8m |
| Sep 30 2020 | n/a | n/a | -US$41m |
| Jun 30 2020 | n/a | n/a | -US$54m |
| Mar 31 2020 | n/a | n/a | -US$61m |
| Dec 31 2019 | US$4m | US$575k | -US$79m |
Rémunération vs marché: La rémunération totale de Bill ($USD 4.62M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.11M ).
Rémunération et revenus: La rémunération de Bill a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Bill Miller (57 yo)
7.6yrs
Titularisation
US$4,624,824
Compensation
Dr. William John Miller, also known as Bill, Ph D, has been Chief Executive Officer and Director of Veeco Instruments Inc. since October 1, 2018 and served as its President from January 4, 2016 to October...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 7.6yrs | US$4.62m | 1.13% $ 37.6m | |
| Senior VP & CFO | 6.3yrs | US$1.58m | 0.24% $ 8.0m | |
| Senior Vice President of Global Sales & Services | 6.1yrs | US$1.13m | 0.18% $ 6.1m | |
| Senior Vice President of Unified Engineering | 8.7yrs | US$1.13m | 0.32% $ 10.7m | |
| Senior Vice President of Product Line Management | 6.7yrs | US$1.10m | 0.22% $ 7.2m | |
| Senior Vice President of Global Operations | 2.3yrs | pas de données | pas de données | |
| Chief Administrative Officer | no data | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| VP, Head of Legal | no data | pas de données | pas de données | |
| Director of Investor Relations | no data | pas de données | pas de données |
6.5yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de VECO est chevronnée et expérimentée (6.5 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 7.6yrs | US$4.62m | 1.13% $ 37.6m | |
| Independent Chairman | 36.3yrs | US$296.49k | 0.18% $ 6.2m | |
| Independent Director | 9.8yrs | US$268.99k | 0.12% $ 3.9m | |
| Independent Director | 10yrs | US$254.24k | 0.10% $ 3.4m | |
| Independent Director | 14.3yrs | US$255.24k | 0.14% $ 4.7m | |
| Independent Director | 15.9yrs | US$258.24k | 0.086% $ 2.9m | |
| Independent Director | 6.5yrs | US$245.24k | 0.047% $ 1.6m | |
| Independent Director | 3.5yrs | US$239.99k | 0.042% $ 1.4m | |
| Independent Director | 4.8yrs | US$239.99k | 0.054% $ 1.8m |
9.8yrs
Durée moyenne de l'emploi
69yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de VECO sont considérés comme expérimentés (ancienneté moyenne 9.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 15:30 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Veeco Instruments Inc. est couverte par 25 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |
| Andrew Gardiner | Barclays |