Veeco Instruments (NASDAQ:VECO) Issues Q4 2025 Earnings Guidance

Veeco Instruments (NASDAQ:VECO) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.160-0.320 for the period, compared to the consensus estimate of 0.230. The company issued revenue guidance of $155.0 million-$175.0 million, compared to the consensus revenue estimate of $163.0 million.

Wall Street Analyst Weigh In

Several brokerages have weighed in on VECO. Needham & Company LLC cut Veeco Instruments from a “buy” rating to a “hold” rating in a report on Friday, October 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Veeco Instruments in a research note on Wednesday, October 8th. Northland Securities downgraded shares of Veeco Instruments from an “outperform” rating to a “market perform” rating and set a $30.00 target price on the stock. in a research report on Tuesday, October 7th. Northland Capmk cut shares of Veeco Instruments from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 7th. Finally, Benchmark dropped their price objective on shares of Veeco Instruments from $31.00 to $28.00 and set a “buy” rating on the stock in a research note on Thursday, August 7th. Three investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Veeco Instruments currently has an average rating of “Hold” and an average target price of $27.71.

Veeco Instruments Stock Up 4.3%

Shares of NASDAQ VECO traded up $1.26 during trading hours on Friday, hitting $30.41. 1,241,092 shares of the stock were exchanged, compared to its average volume of 822,416. Veeco Instruments has a 12 month low of $16.92 and a 12 month high of $34.45. The firm has a fifty day moving average price of $28.28 and a 200-day moving average price of $23.51. The company has a quick ratio of 3.43, a current ratio of 5.10 and a debt-to-equity ratio of 0.26. The company has a market cap of $1.83 billion, a PE ratio of 29.81 and a beta of 1.31.

Veeco Instruments (NASDAQ:VECO) last released its quarterly earnings results on Wednesday, November 5th. The semiconductor company reported $0.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.28 by $0.08. Veeco Instruments had a net margin of 8.65% and a return on equity of 7.38%. The business had revenue of $165.88 million for the quarter, compared to analyst estimates of $160.49 million. During the same period in the previous year, the company earned $0.46 earnings per share. The business’s revenue for the quarter was down 10.2% on a year-over-year basis. Veeco Instruments has set its Q4 2025 guidance at 0.160-0.320 EPS. On average, sell-side analysts expect that Veeco Instruments will post 0.76 EPS for the current year.

Insider Buying and Selling

In related news, SVP Adrian Devasahayam sold 3,851 shares of the company’s stock in a transaction on Thursday, October 2nd. The stock was sold at an average price of $34.00, for a total value of $130,934.00. Following the transaction, the senior vice president directly owned 78,269 shares of the company’s stock, valued at $2,661,146. This represents a 4.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO William John Miller sold 25,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $32.00, for a total value of $800,000.00. Following the completion of the sale, the chief executive officer owned 514,543 shares in the company, valued at approximately $16,465,376. This represents a 4.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 61,911 shares of company stock valued at $1,781,550 over the last quarter. 2.40% of the stock is owned by company insiders.

Institutional Investors Weigh In On Veeco Instruments

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada boosted its stake in Veeco Instruments by 29.6% during the first quarter. Royal Bank of Canada now owns 134,088 shares of the semiconductor company’s stock worth $2,692,000 after buying an additional 30,646 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of Veeco Instruments by 51.5% during the 1st quarter. AQR Capital Management LLC now owns 29,785 shares of the semiconductor company’s stock valued at $598,000 after acquiring an additional 10,122 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Veeco Instruments by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 33,043 shares of the semiconductor company’s stock valued at $664,000 after purchasing an additional 1,434 shares during the period. Millennium Management LLC grew its holdings in shares of Veeco Instruments by 148.0% in the first quarter. Millennium Management LLC now owns 474,415 shares of the semiconductor company’s stock valued at $9,526,000 after purchasing an additional 283,099 shares during the period. Finally, Woodline Partners LP purchased a new position in Veeco Instruments during the first quarter worth about $618,000. 98.46% of the stock is currently owned by hedge funds and other institutional investors.

Veeco Instruments Company Profile

Veeco Instruments Inc, together with its subsidiaries, develops, manufactures, sells, and supports semiconductor and thin film process equipment primarily to make electronic devices in the United States, Europe, the Middle East, and Africa, China, Rest of the Asia-Pacific, and internationally. The company offers laser annealing, ion beam deposition and etch, metal organic chemical vapor deposition, single wafer wet processing and surface preparation, molecular beam epitaxy, advanced packaging lithography, atomic layer deposition, and other deposition systems.