VEECO INSTRUMENTS INC (VECO) Veeco Instruments Inc., operating globally with its subsidiaries, specializes in the engineering, production, sale, and support of advanced semiconductor and thin film process equipment used primarily in the manufacture of electronic devices. Their comprehensive product portfolio features systems such as laser annealing, ion beam deposition and etch, metal organic chemical vapor deposition (MOCVD), single wafer wet processing and surface preparation, molecular beam epitaxy (MBE), and atomic layer deposition (ALD), alongside other deposition solutions and packaging lithography tools. These advanced processing platforms are essential for manufacturing diverse microelectronic components, including logic chips, dynamic random-access memory (DRAM), photonics devices, power electronics, radio frequency (RF) filters and amplifiers, magnetic heads for hard disk drives, and various other semiconductor applications. The company's clientele encompasses integrated device manufacturers (IDMs), foundries, outsourced semiconductor assembly and test (OSAT) providers, hard disk drive and photonics producers, as well as educational institutions and research facilities. Established in 1945, Veeco Instruments Inc. is headquartered in Plainview, New York.
Sector: Special Industry Machinery, NEC
Industry: Semiconductors
Veeco Instruments Inc. NASDAQ:VECO Technology · Semiconductors
CLOSED · Nov 6 $37.19 CLOSED · Nov 6 Prev close $33.25 Close $37.19 AH close $37.17 VOL 1.1M $ Vol $40.59M RVOL 1.19x
Mkt Cap $2.27B
VOL 1.1M sh
$ Vol $40.59M
RVOL 1.19×
Press Release ● Major ⚠ 4
Veeco Reports Third Quarter 2026 Financial Results
Veeco reported Q3 2026 revenue of $209.4 million, up from $165.9 million a year earlier, with GAAP net income of $13.6 million ($0.21 diluted EPS) versus $10.6 million ($0.17) last year.
Non-GAAP net income was $24.1 million ($0.36 per diluted share, flat YoY), with Q4 guidance of $230-260 million in revenue and $0.50-$0.70 non-GAAP EPS, and FY26 guidance of $790-820 million.
CEO Bill Miller cited accelerating AI infrastructure investment driving order activity and said Veeco expects to exceed $1 billion in revenue for full-year 2027. The release also notes the pending merger with Axcelis, including China regulatory approval risk, and shipments currently held by U.S. Customs.
• 4d ago AI analysis › Press Release ⚠ 4
Axcelis Technologies and Veeco Instruments Provide Update on Expected Timing of Merger Closing
Axcelis and Veeco said their all-stock merger is now expected to close by the end of the first quarter of 2027, a timing update from the previously disclosed deal signed September 30, 2025.
Closing remains conditioned on Chinese SAMR antitrust clearance, and the parties must file a new HSR submission because the current US clearance is set to expire.
The exchange ratio is unchanged at 0.3575 ACLS shares per VECO share; the extended timeline adds regulatory risk but alters no deal economics.
• 6d ago AI analysis › Press Release
Veeco Announces Date for Third Quarter 2026 Financial Results and Conference Call
Veeco Instruments will release its third quarter 2026 financial results after the market close on Wednesday, November 4, 2026.
The company will host a conference call to review the results at 5:00 PM ET that day, with a live webcast available on its investor relations site and a replay posted at 8:00 PM ET.
No financial results are included in this notice; it is a scheduling announcement ahead of the Q3 report.
• 18d ago AI analysis › Press Release
Veeco Announces Upcoming Investor Events
Veeco management is scheduled to participate in four investor conferences scheduled for August and September 2026.
The events include Needham’s Virtual Semiconductor & SemiCap Conference on August 19 and Jefferies’ Semiconductor Conference in Chicago on August 25.
Attendance continues with Citi's Global TMT Conference on September 9 and StoneX's TMT Conference on September 10 in New York.
• 2mo ago AI analysis › Press Release
Veeco Announces LUMINA®+ MOCVD System Order for Manufacturing Indium Phosphide Lasers
Veeco announced an order for its LUMINA+ MOCVD system from a global leader in optical technologies to produce indium phosphide lasers for datacom solutions.
The system features the largest batch size and lowest cost per wafer in its class, positioning Veeco to support capacity expansion for optical transceivers used in AI data centers.
LightCounting forecasts the optical transceiver market will reach $39 billion in 2026, up 53% from 2025, driven by hyperscaler capital deployment for AI workloads.
• 3mo ago AI analysis › Press Release ⚠ 4
Veeco Reports Second Quarter 2026 Financial Results
Veeco reported Q2 2026 revenue of $193.5 million, up 16.5% from $166.1 million in the prior year, with CEO Bill Miller stating results exceeded market expectations driven by AI expansion.
GAAP EPS declined to $0.18 from $0.20 and Non-GAAP EPS fell to $0.33 from $0.36 year-over-year, impacted by $1.5 million in merger-related costs and higher operating expenses including increased SG&A.
The company issued Q3 guidance for revenue of $200-220 million and raised full-year 2026 revenue guidance to $780-810 million, citing growing visibility into 2027 and confidence in long-term growth.
• 3mo ago AI analysis › Press Release
Veeco Announces Date for Second Quarter 2026 Financial Results and Conference Call
Veeco Instruments plans to release its second quarter 2026 financial results after the market closes on Wednesday, August 5, 2026.
The company will host a conference call to review the results starting at 5:00 PM ET on the same day, accessible via dial-in or webcast.
• 3mo ago AI analysis › Press Release
Ennostar Qualifies Veeco’s New LUMINA®+ MOCVD System for Advanced Product Applications
Veeco announced the first commercial acceptance and qualification of its LUMINA+ MOCVD system by Ennostar Corporation, a leader in optoelectronic semiconductors.
The qualification validates the system for high-volume arsenide and phosphide production, leveraging Veeco’s TurboDisc technology to offer unprecedented speed and capacity scalability.
This milestone positions Veeco to capture share in the fast-growing As/P market, which Yole Intelligence projects will reach $7 billion by 2032 with an 87% CAGR.
• 4mo ago AI analysis › Press Release
Veeco Receives Follow-On Order for Nanosecond Annealing System; Expands Evaluation Activity
Veeco announced a follow-on order for its NSA500 Nanosecond Annealing System from a leading logic customer after the evaluation tool met performance requirements.
The company also shipped an NSA500 system to a third advanced logic customer for evaluation, with completion expected in 2027.
The follow-on order is scheduled to ship in the second half of 2026, highlighting growing momentum for Veeco’s laser annealing platform in advanced node manufacturing.
• 4mo ago AI analysis › Press Release
Veeco Announces Upcoming Investor Events
Veeco Instruments announced that management will participate in four upcoming investor conferences in late May and June 2026.
The schedule includes appearances at the TD Cowen, Stifel, Mizuho, and Northland Growth conferences.
The release serves as a calendar notice and contains no new operational or financial disclosures.
• 5mo ago AI analysis › Press Release ● Major
Veeco Announces $250 Million+ in Equipment Orders for Manufacturing Indium Phosphide Lasers
Veeco announced equipment orders exceeding $250 million from multiple customers for its Spector, Lumina and WaferEtch systems, which are used to manufacture Indium Phosphide lasers.
The orders are driven by demand for 800G and 1.6T optical transceivers in hyperscale data centers, with deliveries beginning this year and accelerating in 2027.
Management cited the shift from copper to optical interconnects in AI infrastructure as a key growth driver for the company's semiconductor process equipment.
• 6mo ago AI analysis › Press Release ⚠ 3
Veeco Reports First Quarter 2026 Financial Results
Veeco reported Q1 revenue of $158.3 million, down from $167.3 million in the prior year, with GAAP net income swinging to a loss of $0.01 per share.
Non-GAAP net income was $8.9 million, or $0.14 per share, a significant decrease from the $0.37 per share reported in the same period last year.
The company provided Q2 revenue guidance of $170 million to $190 million and reaffirmed its full-year 2026 outlook, citing strong momentum in silicon photonics driven by AI data centers.
• 6mo ago AI analysis › 
