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Veeco Instruments Inc.NasdaqGS:VECO Aktierapport

Marknadsvärde US$3.6b
Aktiekurs
US$61.21
US$33.33
83.6% övervärderad intrinsisk rabatt
1Y190.8%
7D20.2%
Portföljens värde
Utsikt

Veeco Instruments Inc.

NasdaqGS:VECO Aktierapport

Börsvärde: US$3.6b

Veeco Instruments (VECO) Aktievy

Veeco Instruments Inc. och dess dotterbolag utvecklar, tillverkar, säljer och ger support till processutrustning för halvledare och tunnfilm, främst för tillverkning av elektroniska apparater i USA, Europa, Mellanöstern och Afrika, Kina, övriga Asien och Stillahavsområdet samt internationellt. Mer information

VECO fundamental analys
Snöflinga Score
Värdering1/6
Framtida tillväxt5/6
Tidigare resultat1/6
Finansiell hälsa6/6
Utdelningar0/6

VECO Community Fair Values

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Veeco Instruments Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Veeco Instruments
Historiska aktiekurser
Aktuell aktiekursUS$61.21
52 veckors högstaUS$65.43
52 veckors lägstaUS$18.85
Beta1.36
1 månads förändring52.87%
3 månaders förändring94.56%
1 års förändring190.78%
3 års förändring182.99%
5 års förändring174.73%
Förändring sedan börsintroduktionen459.61%

Senaste nyheter och uppdateringar

Analysuppdatering 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.

Recent updates

Analysuppdatering 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.
Ny analys 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

VECOUS SemiconductorUS Marknad
7D20.2%13.1%2.6%
1Y190.8%117.4%26.2%

Avkastning vs industri: VECO översteg US Semiconductor branschen som gav 117.4 % under det senaste året.

Avkastning vs Marknaden: VECO översteg US marknaden som gav 26.2 % under det senaste året.

Prisvolatilitet

Is VECO's price volatile compared to industry and market?
VECO volatility
VECO Average Weekly Movement11.4%
Semiconductor Industry Average Movement10.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabil aktiekurs: VECO s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: VECO s veckovolatilitet ( 11% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19451,265Bill Millerwww.veeco.com

Veeco Instruments Inc. och dess dotterbolag utvecklar, tillverkar, säljer och ger support till processutrustning för halvledare och tunnfilm, främst för tillverkning av elektroniska enheter i USA, Europa, Mellanöstern och Afrika, Kina, övriga Asien och Stillahavsområdet samt internationellt. Bolaget erbjuder laserglödgning, jonstrålebeläggning och etsning, metallorganisk kemisk ångdeponering, våtbearbetning och ytbehandling av singelwafers, molekylstråleepitaxi, avancerad förpackningslitografi, atomskiktsdeponering och andra deponeringssystem. Bolagets processutrustningssystem används vid tillverkning av en rad mikroelektroniska komponenter, bl a logik, dynamiska RAM-minnen, fotonikenheter, kraftelektronik, radiofrekvensfilter och -förstärkare, magnethuvuden för hårddiskar samt andra halvledarkomponenter.

Veeco Instruments Inc. Sammanfattning av grunderna

Hur förhåller sig Veeco Instruments:s resultat och omsättning till dess börsvärde?
VECO grundläggande statistik
BörsvärdeUS$3.63b
Vinst(TTM)US$23.12m
Intäkter(TTM)US$655.34m
161.6x
P/E-förhållande
5.7x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
VECO resultaträkning (TTM)
IntäkterUS$655.34m
Kostnad för intäkterUS$402.57m
BruttovinstUS$252.77m
Övriga kostnaderUS$229.65m
IntäkterUS$23.12m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.38
Bruttomarginal38.57%
Nettovinstmarginal3.53%
Skuld/egenkapitalförhållande25.6%

Hur har VECO utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 15:10
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Veeco Instruments Inc. bevakas av 25 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Christopher MuseBarclays
Thomas O'MalleyBarclays
Andrew GardinerBarclays