Veeco Instruments (VECO) Hisse Özeti
Veeco Instruments Inc. iştirakleriyle birlikte, öncelikle Amerika Birleşik Devletleri, Avrupa, Orta Doğu ve Afrika, Çin, Asya-Pasifik'in geri kalanı ve uluslararası alanda elektronik cihazlar üretmek için yarı iletken ve ince film proses ekipmanları geliştirir, üretir, satar ve destekler. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
VECO Community Fair Values
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Analyst Price Targets
Veeco Instruments Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$57.72 |
| 52 Haftanın En Yüksek Seviyesi | US$65.43 |
| 52 Haftanın En Düşük Seviyesi | US$18.31 |
| Beta | 1.36 |
| 1 Aylık Değişim | 64.30% |
| 3 Aylık Değişim | 88.07% |
| 1 Yıllık Değişim | 190.05% |
| 3 Yıllık Değişim | 178.71% |
| 5 Yıllık Değişim | 161.89% |
| Halka arzdan bu yana değişim | 427.70% |
Son Haberler & Güncellemeler
Recent updates
Analiz Güncellemesi • 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.
Yeni Analiz • 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.
Analiz Güncellemesi • 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.
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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 AlphaAnaliz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • 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.Hissedar Getirileri
| VECO | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | 15.8% | 10.5% | 2.1% |
| 1Y | 190.1% | 126.3% | 30.6% |
Getiri vs. Endüstri: VECO geçen yıl % 126.3 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: VECO geçen yıl % 30.6 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| VECO volatility | |
|---|---|
| VECO Average Weekly Movement | 11.3% |
| 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% |
İstikrarlı Hisse Senedi Fiyatı: VECO hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: VECO 'nin haftalık oynaklığı ( 11% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1945 | 1,265 | Bill Miller | www.veeco.com |
Veeco Instruments Inc. iştirakleriyle birlikte, öncelikle Amerika Birleşik Devletleri, Avrupa, Orta Doğu ve Afrika, Çin, Asya-Pasifik'in geri kalanında ve uluslararası alanda elektronik cihazlar üretmek için yarı iletken ve ince film proses ekipmanları geliştirir, üretir, satar ve destekler. Lazer tavlama, iyon ışını biriktirme ve aşındırma, metal organik kimyasal buhar biriktirme, tek plaka ıslak işleme ve yüzey hazırlama, moleküler ışın epitaksisi, gelişmiş paketleme litografisi, atomik katman biriktirme ve diğer biriktirme sistemleri sunmaktadır. Şirketin proses ekipmanı sistemleri, mantık, dinamik rastgele erişimli bellek, fotonik cihazlar, güç elektroniği, radyo frekansı filtreleri ve amplifikatörleri, sabit disk sürücüleri için manyetik kafalar ve diğer yarı iletken cihazlar dahil olmak üzere bir dizi mikroelektronik bileşenin üretiminde kullanılmaktadır.
Veeco Instruments Inc. Temel Bilgiler Özeti
| VECO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.78b |
| Kazançlar(TTM) | US$23.12m |
| Gelir(TTM) | US$655.34m |
152.4x
F/K Oranı5.4x
P/S OranıVECO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VECO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$655.34m |
| Gelir Maliyeti | US$402.57m |
| Brüt Kâr | US$252.77m |
| Diğer Giderler | US$229.65m |
| Kazançlar | US$23.12m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.38 |
| Brüt Marj | 38.57% |
| Net Kâr Marjı | 3.53% |
| Borç/Özkaynak Oranı | 25.6% |
VECO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 12:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Veeco Instruments Inc. 25 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Christopher Muse | Barclays |
| Thomas O'Malley | Barclays |
| Andrew Gardiner | Barclays |