Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.5B
61M shares
52-week range
$25.36 – $86.63
24% from low
Sector
SPECIAL INDUSTRY MACHINERY, NEC
Exchange
NASDAQ
CS
P/S (TTM)
3.9
EV / FCF (TTM)
32.0
Veeco Instruments Inc is a United States-based company engaged in designing, developing, and manufacturing thin-film process equipment, mainly used for producing electronic devices. The company focuses on semiconductor process equipment that addresses a range of challenging materials engineering problems for its customers. Its products include Laser Processing Systems, Lithography Systems, Ion Beam Systems, SiC CVD Systems, MOCVD Systems, Wet Processing Systems, MBE Technologies, Atomic Layer Deposition Systems, Physical Vapor Deposition Systems, Dicing and Lapping Systems, as well as Gas & Vapor Delivery Systems. The maximum of the company's revenue is generated from sales to the Semiconductor Industry and within China.
www.veeco.comNo one on the platform currently holds VECO.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 88,467 | $3.0M |
| Renaissance Technologiesas of 2025-12-31 | 7,000 | $200.1K |
No one on the platform has traded VECO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 3.3% | — | — | — | ||
| Rev. Growth % | -7.4% | 7.9% | ||||
| Profit Margin % | 5.3% | 8.3% | -10.0% | |||
| Free Cash Flow Margin % | 6.9% | 7.2% | 2.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +20.1% on the P/E track.
At today's price, your expected annual return is +34.6% on the P/E track.
At today's price, your expected annual return is +42.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $792M | +19.2% | $1.50 | $1.28–$1.59 | 26.8× | 2 |
| 2027 | $1.1B | +37.1% | $3.17 | $2.70–$3.35 | 12.7× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.26 | $0.33 | +28.0% |
| 2026-05-05 | $0.20 | $0.14 | -30.0% |
| 2026-02-25 | $0.25 | $0.24 | -4.0% |
| 2025-11-05 | $0.28 | $0.36 | +28.6% |
| 2025-08-06 | $0.22 | $0.36 | +63.6% |
| 2025-05-07 | $0.32 | $0.37 | +15.6% |
| 2025-02-12 | $0.40 | $0.41 | +2.5% |
| 2024-11-06 | $0.45 | $0.46 | +2.2% |
| $2.1B |
| — |
| EVTCEVERTEC, Inc. | $29.19 | -0.48% | $1.8B | — |
| HIMXHimax Technologies, Inc. | $13.24 | -2.62% | $2.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AMKR $AXTI $ONTO $CAMT $VECO From Needham's Semi Equipment report today:
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Today's 7-Day signals are out 🚀 Short-term setups ranked by confidence — no opinions, just models. Names showing up today: $INTC $VECO $SMTC $COHU $HIMS (7D horizon · refreshed for 2026-08-12)
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$VECO (+6.9% pre) Veeco Instruments (VECO) Beats Q2 Earnings and Revenue Estimates https://ooc.bz/l/110186
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$VECO @Jblack500 @WAJeff @cynicaloptimist @BustaCapital @IsabellaDC
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$VECO they cut guidance everywhere and stock rallies? Huh? Upside down world.
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$VECO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.19 down -5.00% YoY • Reported revenue of $193.48M up 16.48% YoY • Veeco Instruments Inc. expects third quarter 2026 revenue of $200 million to $220 million and non-GAAP diluted earnings per share of $0.35 to $0.49, with fiscal year 2026 revenue guidance maintained.
View on StockTwits ↗$INTC $VECO $TSM $TSLA cant wait to see they all growing !!!!! and going to the moon
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AI Selloff Is Creating Potential Opportunities The current AI stock pullback is creating interesting setups across multiple high-growth sectors. Semiconductors $PENG $ALAB $AMBQ $VECO Photonics / Optics $AAOI Market corrections often create the best opportunities — but not every dip is a buy. The next leaders are being built during periods of maximum uncertainty. Do your own research. Manage risk.
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$CVV Announced they are exploring strategic alternatives, then the company chose not to release their annual proxy on time. The likelihood they are going to announce another large asset sale or complete buyout offer is rising now daily. $VECO
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$VECO, an old friend. Last trade for us in the Live Trading Room was a quick rocket to target. Now set up again.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.