US · Technology · Semiconductor Equipment & Materials
EPS came in at 0.23 against a street estimate of 0.32 — a miss of 28.1%.
Analysts rate Veeco Instruments Inc a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $61.33.
CONFIDENT Veeco beat Q2 guidance with $193M revenue and $0.33 EPS. Strong AI-driven demand in advanced packaging, silicon photonics, and memory drove $200M Q2 order wins. Raised FY26 guidance but investing heavily ahead of 2027 ramp, pressuring near-term margins. Q2 2026 U.S. up from prior quarter on advanced semis; Asia Pacific ex-China down; China up. Analyst pressed on margin/EPS disconnect: management clarified that $200M orders ship in 2027 and near-term OpEx growth reflects deliberate capacity-ahead investments. Questioned revenue ramp timing; executives confirmed Q4 2026 start, Q1–Q2 2027 acceleration. 2026-08-05…
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| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $209,384 thousand, compared with $165,881 thousand in the third quarter of 2025. • Third-quarte | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $209.4 million, up from $165.9 million in Q3 2025. • GAAP net income was $13.6 million, or $0.21 per diluted | 2026-11-04 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Veeco expects its merger with Axcelis Technologies to close by the end of the first quarter of 2027. • The closing timeline is no | 2026-11-02 |
| Quarterly report · Q2 2026 VEECO INSTRUMENTS INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q2 2026: $193.5 million vs. $166.1 million Q2 2025 (+16.5%) • Net sales f | 2026-08-05 |
| Results announced · Q3 2026 VEECO INSTRUMENTS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Revenue: $193.5 million (Q2 2026) vs. $166.1 million (Q2 2025) — 16.5% increase year- | 2026-08-05 |
| Shareholder vote results · Q2 2026 VEECO INSTRUMENTS INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 7, 2026 • 60,391,991 shares of common stock outstanding as of record | 2026-05-07 |
| Quarterly report · Q1 2026 VEECO INSTRUMENTS INC. – Q1 2026 SUMMARY --- HEADLINE NUMBERS • Net Sales: $158.3 million (Q1 2026) vs. $167.3 million (Q1 2025) – down 5.4% • Gros | 2026-05-05 |
| Results announced · Q2 2026 VEECO INSTRUMENTS INC. – Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $158.3 million vs. $167.3 million in Q1 2025 (down 5. | 2026-05-05 |
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| Announcement | Date |
|---|---|
| Third-quarter results and revised fiscal-year 2026 guidance announced Veeco reported a strong third quarter ended September 30, 2026. Revenue rose to $209.4 million from $165.9 million a year earlier. GAAP net income increased to $13.6 million, or $0.21 per di | 2026-11-04 |
| Merger closing now expected by end of first quarter 2027, pending regulatory approvals Veeco and Axcelis continue pursuing their previously announced merger, under which Axcelis would acquire Veeco and make it a wholly owned subsidiary. Veeco now expects the deal to close by t | 2026-11-02 |
| Stockholders approve merger with Axcelis Technologies Veeco Instruments stockholders voted on February 6, 2026 to approve their merger with Axcelis Technologies. The merger was overwhelmingly approved: 53.4 million shares voted in favor (98.9% | 2026-02-06 |
| Merger with Veeco progresses; regulatory approvals received, stockholder votes scheduled Axcelis Technologies is acquiring Veeco Instruments in a merger announced September 30, 2025. The deal has cleared UK regulatory approval and Swedish filing requirements. Stockholder votes a | 2026-02-02 |
| Merger agreement with Axcelis Technologies; stockholder meeting scheduled for February 2026 Veeco Instruments is being acquired by Axcelis Technologies in a merger scheduled for stockholder vote on February 6, 2026. However, the deal faces legal challenges from stockholders who cla | 2026-01-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.