Veeco

VECO

Market cap $2.59B

Despite oil prices still hovering near $100/bbl, the market appears to be shaking off the Iran conflict and refocusing on the AI rally.

Shares of Veeco and Axcelis have lagged their larger semiconductor-equipment peers, making them potentially compelling opportunities for investors.

Veeco (VECO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

The Zacks Electronics - Manufacturing Machinery industry participants, such as KLIC, UCTT and VECO, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.

High-efficiency screen highlights BVN, VECO, BLBD and E as potential outperformers, backed by strong earnings surprise trends and solid operational metrics.

PLAINVIEW, N.Y., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) today announced management is scheduled to participate in the following investor events:

Veeco Instruments Inc. (VECO) Q4 2025 Earnings Call Transcript

Fourth Quarter 2025 Highlights: Revenue of $165.0 million, compared with $182.1 million in the same period last year GAAP net income of $1.1 million, or $0.02 per diluted share, compared with $15.0 million, or $0.26 per diluted share in the same period last year Non-GAAP net income of $14.7 million, or $0.24 per diluted share, compared with $24.2 million, or $0.41 per diluted share in the same period last year Fiscal Year 2025 Highlights: Revenue of $664.3 million, compared with $717.3 million in the same period last year GAAP net income of $35.4 million, or $0.59 per diluted share, compared with $73.7 million, or $1.23 per diluted share in the same period last year Non-GAAP net income of $80.2 million, or $1.33 per diluted share, compared with $104.3 million, or $1.74 per diluted share in the same period last year PLAINVIEW, N.Y., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (Nasdaq: VECO) today announced financial results for its fourth quarter and fiscal year ended December 31, 2025.

PLAINVIEW, N.Y., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (NASDAQ: VECO) plans to release its fourth quarter and full year 2025 financial results after the market closes on Wednesday, February 25, 2026. The company will host a conference call to review these results starting at 5:00 PM ET that day.

PLAINVIEW, N.Y., Feb. 06, 2026 (GLOBE NEWSWIRE) -- Veeco Instruments Inc. (Nasdaq: VECO) (“Veeco”) today announced that its stockholders have voted to approve all proposals related to the Company's pending merger (the “Merger”) with Axcelis Technologies, Inc. (Nasdaq: ACLS) (“Axcelis”) at its Special Meeting of Stockholders (“Special Meeting”).