VECO Veeco Instruments Inc Loading... : Bullish and Bearish Analyst Opinions
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23:22
Jun 03
Jun 03
Buy Veeco as an advanced packaging equipment supplier with direct hybrid bonding tool exposure — a specific product-level catalyst within the 3D stacking buildout; author discloses current exposure.
MED
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
07:31
May 29
May 29
The author explicitly states they are long VECO and ACLS from the low $30s, highlighting the merger and AI-driven demand for their semiconductor equipment as a major inflection point.
00:33
May 29
May 29
The author expresses strong bullish conviction on Veeco by questioning why anyone wouldn't hold it given the massive InP laser capacity expansion demanded by Nvidia, while the other tickers are mentioned as supply-chain beneficiaries without explicit positions.
LOW
17:24
May 28
May 28
The author expresses confidence in VECO by stating it follows the same playbook that has performed extremely well for them recently, indicating a personal long position.
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
18:58
May 27
May 27
Speaker lists VECO on a focus/watchlist alongside NBIS and KLIC; no directional commitment or catalyst stated.
LOW
20:12
May 26
May 26
Watch VECO as a laser annealing equipment supplier directly exposed to memory manufacturers scaling next-gen NAND production.
MED
18:56
May 15
May 15
Long $VECO — 25-year range breakout retest with broad AI exposure (memory, photonics); bullish chart setup with structural revenue catalyst.
HIGH
20:36
May 12
May 12
Long $VECO — speaker confirms holding through earnings (no derisking) and reports +25% post-earnings performance as one of nine winning positions.
HIGH
12:34
May 07
May 07
Long compound semiconductor equipment suppliers as Coherent's rapid InP capacity expansion drives demand for epitaxy, lithography, and specialty fab tools.
HIGH
20:53
May 06
May 06
Long $VECO (Veeco) — benefits from triple narrative Memory + Photonics + Quantum. Veeco sells the manufacturing tools required across these narratives while market focuses on NVDA, AVGO, MRVL, TSM.
MED
19:40
May 06
May 06
Long $VECO on 25-year technical breakout; speaker urges 'send to ATH with haste' — strong momentum bullish framing implying he didn't fade and holds the breakout.
HIGH
12:30
May 06
May 06
Veeco's Q1 2026 earnings call reveals a large multi-year order cycle for AI optical interconnects and advanced packaging, signaling broadening AI infrastructure capex beyond GPUs into enabling bottlenecks.
HIGH
12:30
May 06
May 06
Long VECO on broad AI infrastructure exposure across optical interconnects, advanced packaging, HDD, and GaN power, with high conviction from $250M+ order set.
HIGH
12:29
May 06
May 06
Veeco shares surged 22% premarket after mixed Q1 results and $250M in silicon photonics orders, with Citi raising its price target to $60 and Needham noting a positive outlook.
HIGH
12:22
May 06
May 06
Long AXTI, IQE, VECO, COHR, LITE as InP substrate, epitaxy, and equipment suppliers benefit from strategic Indium Phosphide capacity constraints.
HIGH
03:07
May 06
May 06
VECO is the primary equipment supplier to LITE and COHR; NVDA's $2B capex injection into both customers is now flowing to Veeco's bottom line, with $250M+ in fresh orders being announced.
HIGH
19:36
Apr 28
Apr 28
Long $VECO: relistening to Q4 25 earnings reinforced conviction — speaker explicitly states 'I don't own enough' (active long, sized below desired weight); Q1 26 earnings next week is the near-term catalyst.
HIGH
16:59
Apr 28
Apr 28
Long $VECO — bought 1/2 size at $47.5; speaker 'likes these power semi names a lot'.
HIGH
15:42
Apr 28
Apr 28
Long $VECO — power semis could be new leading theme with NVDA 800V architecture; first time most have pulled back to rising EMAs.
MED
14:10
Apr 28
Apr 28
Long $VECO — first pullback in power semi names; speaker dipping into cookie jar as most pull back to rising 10 EMAs.
MED
14:01
Apr 27
Apr 27
Long $VECO: speaker reads $LITE's MOCVD engineer hiring as a hint that $VECO Lumina / K475i MOCVD systems are being ramped at LITE's Greensboro facility — bullish read-through demand signal for VECO equipment.
MED
21:15
Apr 22
Apr 22
Long $VECO — chart trader setup: speaker flags that $VECO is breaking out of a 25-year downtrend, an unambiguously bullish technical signal worth highlighting.
MED
20:05
Apr 20
Apr 20
Long $VECO — speaker calls chart 'incredible' at a 'major inflection point' ahead of 2H 26 merger with ACLS forming the 4th-largest US WFE supplier.
HIGH
21:57
Apr 19
Apr 19
Long machine suppliers to effectively play the capex R&D cycles instead of betting directly on early-stage quantum dot technologies.
HIGH
11:19
Apr 19
Apr 19
Long VECO and AIXA as they utilize MOCVD production, which offers lower costs and better yield quality for mass producing QD lasers compared to MBE.
HIGH
14:50
Apr 10
Apr 10
Long $VECO — speaker discloses opening a new position today on machinery exposure to GPU/CPU, memory, and photonics; deep write-up forthcoming.
HIGH
About VECO Analyst Coverage
Buzzberg tracks VECO (Veeco Instruments Inc) across 6 sources. 16 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (57%). 28 total trade ideas tracked.