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VEVECO

Veeco Instruments Inc.

$VECO·$3.1B·Semiconductors·Technology
$44.30-5.7%YTD+47.2%1Y+77.8%
Mentions · last 7 days
2026-08-21: 1 posts2026-08-22: 0 posts2026-08-23: 2 posts18-16%
Price updated 3d ago·X counts updated 7d ago
VEVECO
$VECOVeeco Instruments Inc.
$44.30-5.65%18 posts-16%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VECO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Veeco +78% TTM but Miller $10.84M coordinated selling — strong Q2 semi-equipment print, annealing/ion beam/advanced packaging bull.

Veeco Instruments is a $3B semiconductor-equipment maker (annealing, ion beam, advanced packaging). Ripping on the AI-packaging cycle — but insider selling is loud.

How it reads:

  • Growth is negative: Q1 revenue -5.4% YoY to $158M, Q4 was -5.6% — the decline is fresh but the sample calls it 'strongest semi-equipment report' post-Q2.
  • Margins are thin: 3.5% operating margin, 1.2% FCF yield, 2% ROIC — the FCF yield is thin.
  • Valuation is elevated: 152.7x PE, 5.4x sales, 63.5x EV/EBITDA — priced on continued AI-packaging acceleration.
  • Position is weakening: 33rd percentile 52w, 20.3% below 50-day, 1.8% above 200-day on 56% baseline volume — post-print fade.
  • The 'strongest semi-equipment report' plus critical role in annealing/ion beam deposition/advanced packaging captures the FY27 bull framing.
  • Deutsche Bank 71,199 shares (Aug 25) plus Barrow Hanley 868,548 shares (Aug 24) — significant institutional accumulation.
  • Insider signal is loud coordinated: $12.62M S-Sale — Miller William John $10.84M (200K shares) plus Kiernan $1.79M — worth flagging hard at the highs.

The Nov 4 print is the test — reiterated FY27 revenue guide plus specific commentary on annealing/advanced-packaging mix extends the run; another sub-5% growth quarter plus continued Miller distribution drops to $36 support.

Agrees with X sentimentAgree — the bullish anchors (framed as one of the strongest semi-equipment reports, critical role in annealing/ion beam deposition/advanced packaging, bullish for 2027) map to real signals; the honest add is Miller's $10.84M S-Sale (200K shares) plus Kiernan's $1.79M is $12.6M of coordinated insider distribution at post-print highs — worth flagging as loud counterweight.

What to watch: Nov 4 earnings — reiterated FY27 revenue guide plus specific commentary on annealing/advanced-packaging mix extends the run; another sub-5% growth quarter plus continued Miller distribution drops to $36 support.

On the calendar: 2026-11-04 — Q3 earnings

beta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-13

Veeco Instruments sentiment is bullish after strong Q2: framed as one of the strongest semi-equipment reports, critical role in annealing/ion beam deposition/advanced packaging, bullish for 2027.

Read the AI verdict + X sentiment for $VECO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Semiconductor process equipment maker (MOCVD, laser anneal, ion beam) for compound semiconductors and advanced logic chips.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $VECO.

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $VECO

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Veeco Instruments Inc.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
152.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.33$0.26+28.0%
Q1 2026May 5, 2026$0.14$0.20-30.0%
Q4 2025Feb 25, 2026$0.24$0.25-4.0%
Q3 2025Nov 5, 2025$0.36$0.28+28.6%
Next earningsWed, Nov 4·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$158.3M-5.4%34.8%0.8%$-0.01$2.8M
Q4 FY25$165.0M-9.4%37.1%-0.9%$0.02$21.7M
Q3 FY25$165.9M-10.2%40.3%6.4%$0.18$13.0M
Q2 FY25$166.1M-5.6%41.4%7.4%$0.20$5.4M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$778.6M$698.5M – $816.5M$1.63$1.41 – $1.743
FY27$1.1B$953.3M – $1.1B$3.34$2.89 – $3.553

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-20.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 59.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.395-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Miller William JohnCEO200.0K sh$10.8MSellAug 10John P KiernanCFO35.0K sh$1.8MSellJun 11Susan WilkersonSVP, GLOBAL SALES & SERVICE15.5K sh$1.1MSellJun 9Adrian DevasahayamSVP - PRODUCT LINE DEVELOPMENT10.0K sh$650KSellJun 9Gordon HunterDirector17.0K sh$1.2MSellJun 4Gordon HunterDirector6.8K sh$431KSellJun 2Miller William JohnCEO50.0K sh$2.9MSellMay 26Gordon HunterDirector17.7K sh$1.1MSellMay 26Susan WilkersonSVP, GLOBAL SALES & SERVICE35.7K sh$2.2MSellMay 26Adrian DevasahayamSVP - PRODUCT LINE DEVELOPMENT5.4K sh$334K
1–10 of 15
+ 36 other (13 exempts · 12 awards · 9 inkinds · 2 gifts) in window

See when $VECO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
AI summary

VECO (VECO) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor, an equity incentive plan. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 14 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

71,199 Shares in Veeco Instruments Inc. $VECO Acquired by Deutsche Bank AGdefenseworld.net·6d agoCritical Contrast: GSI Technology (NASDAQ:GSIT) & Veeco Instruments (NASDAQ:VECO)defenseworld.net·7d agoBarrow Hanley Mewhinney & Strauss LLC Buys Shares of 868,548 Veeco Instruments Inc. $VECOdefenseworld.net·7d agoVeeco Instruments Inc. $VECO Shares Sold by Assenagon Asset Management S.A.defenseworld.net·18d agoVeeco Announces Upcoming Investor Eventsglobenewswire.com·19d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

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Voices on X · last 7 days

No standout posts about $VECO on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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