$VECO

VEECO INSTRUMENTS INC

No enriched coverage for $VECO in the last 7 days.

$12.6M
KIERNAN JOHN P
100%
See all $VECO insider activity →
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Miller William John sold $10.8M of VECO

Miller William John (CEO) sold 200,000 shares of VEECO INSTRUMENTS INC (VECO) at an average of $54.18 ($52.85–$54.49, $10.84M total) across 3 trades on 2026-08-17 under a Rule 10b5-1 trading plan.

Veeco Instruments Earnings Call Signals Growth Push - TipRanks.com

Veeco Instruments held its Q2 2026 earnings call. The company reported revenue of $193 million, non-GAAP operating income of $23 million, and diluted EPS of $0.33. Veeco raised full-year 2026 non-GAAP revenue guidance to $780 million to $810 million and EPS to $1.36 to $1.61, citing margin and EPS pressure from growth investments. It also secured $200 million in advanced packaging orders and noted China antitrust approval risk for its Axcelis merger.

Veeco (VECO) Q2 2026 Earnings Call Transcript

Veeco (VECO) reported Q2 2026 revenue of $193.5M, up from $166.1M, and non-GAAP diluted EPS of $0.33. Semiconductor revenue was $131M (68% of total). Advanced packaging orders were $200M for 2027 delivery. Full-year 2026 revenue guidance was raised to $780M-$810M and non-GAAP EPS to $1.36-$1.61.

VECO sentiment & insider activity

Recent VECO coverage spans earnings, insider activity and financial news.

In the last 30 days, VECO insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($12.6M). The most active reporter was KIERNAN JOHN P, SVP & CHIEF FINANCIAL OFFICER, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving VECO

  • Significant insider sell may signal concerns about near-term valuation.

    SEC EDGAR · Aug 19, 2026

  • Guidance raise plus large advanced packaging orders likely supports near-term upside, but margin/EPS pressure from growth investments is a key offset.

    tipranks.com · Aug 17, 2026

  • Guidance upside plus margin and opex headwinds creates a near-term trading setup around gross margin pressure versus demand strength and 2027 order momentum.

    fool.com · Aug 13, 2026

  • This is an insider selling disclosure, not a fundamental update; it may modestly affect sentiment but is unlikely to change near-term fundamentals by itself.

    SEC EDGAR · Aug 12, 2026

  • Raised guidance plus strong cash generation and order momentum suggest near-term demand strength for Veeco’s deposition and processing tools.

    semiconductor-today.com · Aug 12, 2026

alphai scores every news story that mentions VECO with an AI model for sentiment and relevance, and aggregates insider trades from VEECO INSTRUMENTS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VECO

Score
$VECOMedAI 8/10

Veeco Instruments Earnings Call Signals Growth Push - TipRanks.com

Veeco Instruments held its Q2 2026 earnings call. The company reported revenue of $193 million, non-GAAP operating income of $23 million, and diluted EPS of $0.33. Veeco raised full-year 2026 non-GAAP revenue guidance to $780 million to $810 million and EPS to $1.36 to $1.61, citing margin and EPS pressure from growth investments. It also secured $200 million in advanced packaging orders and noted China antitrust approval risk for its Axcelis merger.

$VECOMedAI 8/10

Veeco (VECO) Q2 2026 Earnings Call Transcript

Veeco (VECO) reported Q2 2026 revenue of $193.5M, up from $166.1M, and non-GAAP diluted EPS of $0.33. Semiconductor revenue was $131M (68% of total). Advanced packaging orders were $200M for 2027 delivery. Full-year 2026 revenue guidance was raised to $780M-$810M and non-GAAP EPS to $1.36-$1.61.

$VECOHighAI 9/10

Veeco’s Q2 results exceed guidance

Veeco Instruments reported Q2 2026 revenue of $193.5m, up 22% sequentially and 16.5% year over year, exceeding $170–190m guidance. Gross margin was 39.5% and operating income $23.1m, above $13–22m guidance. Net income was $21.8m ($0.33/diluted share). Veeco raised full-year 2026 revenue guidance to $780–810m and updated Q3 outlook to $200–220m revenue.

Veeco receives LUMINA+ MOCVD order for InP laser production

Veeco Instruments said a global optical and photonic technology company selected its LUMINA+ MOCVD system to produce indium phosphide (InP) lasers for datacom applications. Veeco said the fully automated system supports high-volume As/P epitaxy with large batch size and lower cost per wafer. LightCounting projects optical transceiver sales of $39B in 2026.

$VECOHighAI 9/10

Veeco Reports Second Quarter 2026 Financial Results

Veeco Instruments Inc. (Nasdaq: VECO) reported Q2 2026 revenue of $193.5 million versus $166.1 million a year earlier. GAAP net income was $11.9 million, or $0.18 diluted EPS. Non-GAAP net income was $21.8 million, or $0.33 diluted EPS. For Q3 2026, it guided revenue of $200 million to $220 million and GAAP EPS of $0.20 to $0.34.

Veeco Announces LUMINA®+ MOCVD System Order for Manufacturing Indium Phosphide Lasers

Veeco Instruments (NASDAQ: VECO) said a global optical and photonics company selected its LUMINA+ MOCVD system to manufacture indium phosphide (InP) lasers for datacom. Veeco cited automated production features, including TurboDisc technology, and said the system is adopted across major As/P epitaxy applications. LightCounting projects optical transceiver sales of $39B in 2026, up 53% from 2025.

$VECOHigh

VEECO INSTRUMENTS INC (VECO): Results of Operations and Financial Condition

VEECO INSTRUMENTS INC (VECO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 ​ ​ VEECO REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS ​ Second Quarter 2026 Highlights: ​ ● Revenue of $193.5 million, compared with $166.1 million in the same period last year ● GAAP net income of $11.9 million, or $0.18 per diluted share, compared with $11.7 mill

$VECOLow

Director Sells 43,000 Veeco Instruments Shares for $2.7 Million

Veeco Instruments (VECO) said in an SEC Form 4 that director Richard A. Damore sold 43,000 shares for about $2.7 million at $60.71 per share. The sale cut his direct stake by 27.96% to 112,594 shares. The remaining holdings were worth about $6.7 million at the May 14, 2026 close ($59.51).

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