Veeco Instruments (VECO) Aandelenoverzicht
Veeco Instruments Inc. ontwikkelt, produceert, verkoopt en ondersteunt halfgeleider- en dunnefilmprocesapparatuur, voornamelijk voor het maken van elektronische apparaten in de Verenigde Staten, Europa, het Midden-Oosten en Afrika, China en de rest van Azië-Pacific. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 5/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
VECO Community Fair Values
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Analyst Price Targets
Veeco Instruments Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$61.21 |
| 52 Week Hoogtepunt | US$65.43 |
| 52 Week Laag | US$18.85 |
| Bèta | 1.36 |
| 1 maand verandering | 52.87% |
| 3 maanden verandering | 94.56% |
| 1 Jaar Verandering | 190.78% |
| 3 jaar verandering | 182.99% |
| 5 jaar verandering | 174.73% |
| Verandering sinds IPO | 459.61% |
Recent nieuws en updates
Recent updates
Analyse-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.
Nieuwe analyse • 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.
Analyse-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.
Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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).Analyse-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.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 AlphaAnalyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse-artikel • 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-artikel • 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...Analyse-artikel • 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...Rendement voor aandeelhouders
| VECO | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 20.2% | 13.1% | 2.6% |
| 1Y | 190.8% | 117.4% | 26.2% |
Rendement versus industrie: VECO overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 117.4 % opleverde.
Rendement versus markt: VECO overtrof de US markt, die het afgelopen jaar een rendement opleverde van 26.2 %.
Prijsvolatiliteit
| VECO volatility | |
|---|---|
| VECO Average Weekly Movement | 11.4% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: De aandelenkoers van VECO is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 11% ) van VECO is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1945 | 1,265 | Bill Miller | www.veeco.com |
Veeco Instruments Inc. ontwikkelt, produceert, verkoopt en ondersteunt procesapparatuur voor halfgeleiders en dunne film, voornamelijk voor de productie van elektronische apparaten in de Verenigde Staten, Europa, het Midden-Oosten en Afrika, China en de rest van Azië-Pacific. Het bedrijf biedt laser annealing, ion beam deposition en etch, metal organic chemical vapor deposition, single wafer wet processing en oppervlaktevoorbereiding, molecular beam epitaxy, advanced packaging lithography, atomic layer deposition en andere depositiesystemen. De systemen voor procesapparatuur van het bedrijf worden gebruikt bij de productie van een reeks micro-elektronische componenten, waaronder logica, dynamisch willekeurig toegankelijk geheugen, fotonica-apparaten, vermogenselektronica, radiofrequentiefilters en -versterkers, magnetische koppen voor harde schijven en andere halfgeleiderapparaten.
Veeco Instruments Inc. Samenvatting
| VECO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$3.63b |
| Inkomsten(TTM) | US$23.12m |
| Inkomsten(TTM) | US$655.34m |
161.6x
Koers/Winstverhouding5.7x
P/S-verhoudingIs VECO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| VECO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$655.34m |
| Kosten van inkomsten | US$402.57m |
| Brutowinst | US$252.77m |
| Overige uitgaven | US$229.65m |
| Inkomsten | US$23.12m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.38 |
| Brutomarge | 38.57% |
| Nettowinstmarge | 3.53% |
| Schuld/Eigen Vermogen Verhouding | 25.6% |
Hoe presteerde VECO op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 16:00 |
| Aandelenkoers aan het einde van de dag | 2026/05/11 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Veeco Instruments Inc. wordt gevolgd door 25 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |
| Andrew Gardiner | Barclays |