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Veeco Instruments Inc.NasdaqGS:VECO 주식 보고서

시가총액 US$3.5b
주가
US$57.64
US$60.33
4.5% 저평가 내재 할인율
1Y198.5%
7D-3.2%
1D
포트폴리오 가치
보기

Veeco Instruments Inc.

NasdaqGS:VECO 주식 리포트

시가총액: US$3.5b

Veeco Instruments (VECO) 주식 개요

는 자회사와 함께 주로 미국, 유럽, 중동 및 아프리카, 중국, 기타 아시아 태평양 지역 및 국제적으로 전자 장치를 만들기 위한 반도체 및 박막 공정 장비를 개발, 제조, 판매 및 지원하는 회사입니다. 자세히 보기

VECO 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장5/6
과거 실적1/6
재무 건전성6/6
배당0/6

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Veeco Instruments Inc. 경쟁사

가격 이력 및 성과

Veeco Instruments 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$57.64
52주 최고가US$65.43
52주 최저가US$19.04
베타1.36
1개월 변동15.63%
3개월 변동88.61%
1년 변동198.50%
3년 변동129.82%
5년 변동136.52%
IPO 이후 변동426.97%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
새로운 내러티브 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...

주주 수익률

VECOUS SemiconductorUS 시장
7D-3.2%3.7%1.6%
1Y198.5%112.4%28.5%

수익률 대 산업: VECO은 지난 1년 동안 112.4%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: VECO은 지난 1년 동안 28.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is VECO's price volatile compared to industry and market?
VECO volatility
VECO Average Weekly Movement10.4%
Semiconductor Industry Average Movement11.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

안정적인 주가: VECO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: VECO의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19451,265Bill Millerwww.veeco.com

는 자회사와 함께 주로 미국, 유럽, 중동 및 아프리카, 중국, 기타 아시아 태평양 지역 및 국제적으로 전자 장치를 만들기 위한 반도체 및 박막 공정 장비를 개발, 제조, 판매 및 지원하고 있습니다. 레이저 어닐링, 이온 빔 증착 및 식각, 금속 유기 화학 기상 증착, 단일 웨이퍼 습식 처리 및 표면 준비, 분자 빔 에피택시, 첨단 패키징 리소그래피, 원자층 증착 및 기타 증착 시스템을 제공합니다. 이 회사의 공정 장비 시스템은 로직, 동적 랜덤 액세스 메모리, 포토닉스 장치, 전력 전자 장치, 무선 주파수 필터 및 증폭기, 하드 디스크 드라이브용 마그네틱 헤드 및 기타 반도체 장치를 포함한 다양한 마이크로 전자 부품 생산에 사용됩니다.

Veeco Instruments Inc. 기초 지표 요약

Veeco Instruments의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
VECO 기초 통계
시가총액US$3.52b
순이익 (TTM)US$23.12m
매출 (TTM)US$655.34m
152.2x
주가수익비율(P/E)
5.4x
주가매출비율(P/S)

VECO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
VECO 손익계산서 (TTM)
매출US$655.34m
매출원가US$402.57m
총이익US$252.77m
기타 비용US$229.65m
순이익US$23.12m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.38
총이익률38.57%
순이익률3.53%
부채/자본 비율25.6%

VECO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/30 05:11
종가2026/05/29 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Veeco Instruments Inc.는 25명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christopher MuseBarclays
Thomas O'MalleyBarclays
Andrew GardinerBarclays