Veeco Instruments (NASDAQ:VECO) Releases Q1 2026 Earnings Guidance

Veeco Instruments (NASDAQ:VECO) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.140-0.240 for the period, compared to the consensus EPS estimate of 0.230. The company issued revenue guidance of $150.0 million-$170.0 million, compared to the consensus revenue estimate of $166.7 million. Veeco Instruments also updated its FY 2026 guidance to 1.500-1.85 EPS.

Veeco Instruments Stock Up 5.5%

Shares of VECO stock traded up $1.58 during trading on Thursday, reaching $30.04. The company’s stock had a trading volume of 850,713 shares, compared to its average volume of 833,204. Veeco Instruments has a one year low of $16.92 and a one year high of $35.77. The business has a fifty day moving average price of $31.15 and a 200-day moving average price of $29.22. The company has a market cap of $1.81 billion, a price-to-earnings ratio of 36.14 and a beta of 1.19. The company has a quick ratio of 3.62, a current ratio of 5.36 and a debt-to-equity ratio of 0.26.

Analyst Ratings Changes

VECO has been the subject of a number of recent research reports. Needham & Company LLC restated a “hold” rating on shares of Veeco Instruments in a research note on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of Veeco Instruments in a research report on Wednesday, January 21st. Finally, Citigroup raised their price target on Veeco Instruments from $29.00 to $36.00 and gave the company a “buy” rating in a research note on Wednesday, November 12th. Two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Veeco Instruments has an average rating of “Hold” and a consensus target price of $27.50.

Insiders Place Their Bets

In other Veeco Instruments news, CEO William John Miller sold 25,000 shares of the firm’s stock in a transaction on Friday, December 5th. The stock was sold at an average price of $32.00, for a total transaction of $800,000.00. Following the completion of the sale, the chief executive officer owned 464,543 shares of the company’s stock, valued at $14,865,376. This trade represents a 5.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 2.40% of the company’s stock.

Key Headlines Impacting Veeco Instruments

Here are the key news stories impacting Veeco Instruments this week:

• Positive Sentiment: Company raised FY‑2026 guidance substantially: EPS $1.50–1.85 (vs. consensus ~1.21) and revenue $740–800M (vs. consensus ~700.5M), signaling stronger full‑year demand and margin leverage if achieved. Read More.
• Positive Sentiment: Management highlighted record semiconductor revenue on the Q4 earnings call — a positive confirmation that Veeco’s tools are seeing improving end‑market traction in chips. Read More.
• Neutral Sentiment: Q1‑2026 guidance was cautious: EPS $0.14–0.24 (street ~0.23) and revenue $150–170M (street ~166.7M). The midpoint is close to consensus, but the range signals near‑term variability. Read More.
• Negative Sentiment: Q4 results slightly missed expectations: GAAP EPS $0.24 vs. $0.25 consensus and revenue $165.02M vs. $166.22M; revenue was down ~9.4% YoY, and profitability metrics remain modest — these near‑term misses help explain the conservative quarter guide. Read More.

Institutional Trading of Veeco Instruments

A number of hedge funds have recently modified their holdings of the stock. Smartleaf Asset Management LLC grew its stake in Veeco Instruments by 75.6% in the 2nd quarter. Smartleaf Asset Management LLC now owns 2,366 shares of the semiconductor company’s stock valued at $49,000 after buying an additional 1,019 shares during the last quarter. Johnson Financial Group Inc. bought a new stake in shares of Veeco Instruments during the third quarter worth approximately $91,000. Quadrant Capital Group LLC bought a new stake in shares of Veeco Instruments during the third quarter worth approximately $146,000. Tower Research Capital LLC TRC grew its position in shares of Veeco Instruments by 152.4% in the second quarter. Tower Research Capital LLC TRC now owns 6,160 shares of the semiconductor company’s stock valued at $125,000 after purchasing an additional 3,719 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its stake in shares of Veeco Instruments by 9.9% during the second quarter. Russell Investments Group Ltd. now owns 6,421 shares of the semiconductor company’s stock worth $130,000 after purchasing an additional 580 shares during the period. Institutional investors and hedge funds own 98.46% of the company’s stock.

About Veeco Instruments

Veeco Instruments Inc (NASDAQ: VECO) is a leading supplier of process equipment for the semiconductor, data storage, wireless communications, power electronics and advanced packaging industries. The company designs, manufactures and services precision tools used to grow, deposit and etch thin films on substrates, enabling the fabrication of chips, light-emitting diodes (LEDs), micro-electromechanical systems (MEMS) and high-density storage devices. Veeco’s platforms are deployed across fabrication facilities worldwide, where they support key processes in materials science and device manufacturing.

Veeco’s product portfolio spans molecular beam epitaxy (MBE), metal organic chemical vapor deposition (MOCVD), atomic layer deposition (ALD), ion beam etch and deposition, and high-precision wet and dry etch systems.