Veeco Instruments Gestione
Criteri Gestione verificati 4/4
Veeco Instruments Il CEO è Bill Miller, nominato in Oct2018, e ha un mandato di 7.58 anni. la retribuzione annua totale è $ 4.62M, composta da 14.7% di stipendio e 85.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.14% delle azioni della società, per un valore di $ 43.09M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.5 anni e 9.8 anni.
Informazioni chiave
Bill Miller
Amministratore delegato
US$4.6m
Compenso totale
| Percentuale dello stipendio del CEO | 14.72% |
| Mandato del CEO | 7.6yrs |
| Proprietà del CEO | 1.1% |
| Durata media del management | 6.5yrs |
| Durata media del Consiglio di amministrazione | 9.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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.
Nuova analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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 AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Oct 01
Returns On Capital Are Showing Encouraging Signs At Veeco Instruments (NASDAQ:VECO)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Articolo di analisi • Sep 18
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...
Nuova analisi • Sep 11
Innovative Device Architectures And Advanced Technologies Propel Semiconductor Leader To New Heights
Veeco's advancements in annealing and ion beam deposition technology address the scaling challenges in chip manufacturing, promising revenue growth.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$79m |
Compensazione vs Mercato: La retribuzione totale di Bill ($USD 4.62M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.13M ).
Compensazione vs guadagni: La retribuzione di Bill è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Bill Miller (57 yo)
7.6yrs
Mandato
US$4,624,824
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 7.6yrs | US$4.62m | 1.14% $ 43.1m | |
| Senior VP & CFO | 6.3yrs | US$1.58m | 0.24% $ 9.2m | |
| Senior Vice President of Global Sales & Services | 6.1yrs | US$1.13m | 0.18% $ 6.9m | |
| Senior Vice President of Unified Engineering | 8.7yrs | US$1.13m | 0.32% $ 12.2m | |
| Senior Vice President of Product Line Management | 6.7yrs | US$1.10m | 0.22% $ 8.3m | |
| Senior Vice President of Global Operations | 2.3yrs | Nessun dato | Nessun dato | |
| Chief Administrative Officer | no data | Nessun dato | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| VP, Head of Legal | no data | Nessun dato | Nessun dato | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato |
6.5yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di VECO è esperto e expertise (durata media dell'incarico 6.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 7.6yrs | US$4.62m | 1.14% $ 43.1m | |
| Independent Chairman | 36.3yrs | US$296.49k | 0.25% $ 9.6m | |
| Independent Director | 9.8yrs | US$268.99k | 0.11% $ 4.3m | |
| Independent Director | 10yrs | US$254.24k | 0.10% $ 3.8m | |
| Independent Director | 14.3yrs | US$255.24k | 0.14% $ 5.2m | |
| Independent Director | 15.9yrs | US$258.24k | 0.14% $ 5.5m | |
| Independent Director | 6.5yrs | US$245.24k | 0.045% $ 1.7m | |
| Independent Director | 3.5yrs | US$239.99k | 0.037% $ 1.4m | |
| Independent Director | 4.8yrs | US$239.99k | 0.050% $ 1.9m |
9.8yrs
Durata media
69yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di VECO sono considerati esperti (durata media dell'incarico 9.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 01:24 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Veeco Instruments Inc. è coperta da 25 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |
| Andrew Gardiner | Barclays |