VECO Veeco Instruments Inc Loading... : Bullish and Bearish Analyst Opinions
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03:50
Sep 03
Sep 03
The author explicitly calls out VECO as an upstream beneficiary selling equipment into the massive industry-wide factory capacity ramp for EML, CW, and VCSEL lasers.
The author explicitly calls out VECO as an upstream beneficiary selling equipment into the massive industry-wide factory capacity ramp for EML, CW, and VCSEL lasers.
Risk: Capital expenditure cycles in semiconductor equipment can be highly cyclical and dependent on sustained downstream hyperscaler demand.
11:30
Aug 19
Aug 19
Author repeatedly highlights ALRIB's profitable MBE equipment duopoly, growing order book.
Author repeatedly highlights ALRIB's profitable MBE equipment duopoly, growing order book, and ROSIE catalyst as a high-conviction long while noting VECO and MSFT as contextual comparisons.
10:00
Aug 16
Aug 16
Author highlights a massive valuation gap between VECO and ALRIB.
Author highlights a massive valuation gap between VECO and ALRIB, arguing ALRIB's hidden potential in Apple's supply chain makes it undervalued.
LOW
22:11
Aug 15
Aug 15
VECO in Baker's photonics basket, author approves
VECO named as part of Baker's photonics basket that author broadly endorses; smallest position in the basket (~$18M), no specific catalyst cited.
LOW
06:05
Aug 14
Aug 14
The author expresses a mild preference for VECO in a reply.
The author expresses a mild preference for VECO in a reply, but the language is hedged and lacks a clear forward-looking directional call.
LOW
18:00
Aug 13
Aug 13
Notes orders to expand laser production
Notes equipment makers are receiving orders to expand InP laser production based on recent earnings read-throughs.
MED
16:08
Aug 12
Aug 12
Notes VECO is supplier for LWLG
Notes that VECO serves as a supply chain partner for LWLG.
LOW
14:06
Aug 10
Aug 10
Cites Nomura optical laser chip research.
Cites Nomura Securities research on the global optical laser chip ecosystem and competitive landscape, no directional view.
MED
13:00
Aug 10
Aug 10
Author pitches ALRIB as a hidden gem trading at a fraction of VECO's valuation.
Author pitches ALRIB as a hidden gem trading at a fraction of VECO's valuation, forming a duopoly, but only explicitly endorses ALRIB as a long while VECO and SIVE remain contextual watch items.
LOW
09:00
Aug 10
Aug 10
Notes VECO and ALRIB form duopoly
Observes that VECO and ALRIB form a duopoly across the entire market, no directional view stated.
LOW
03:51
Aug 10
Aug 10
VECO wins InP MOCVD order amid AI optical demand
VECO received a LUMINA+ MOCVD system order from a global optical/photonics company for InP laser manufacturing; author frames this as supply-chain evidence of capacity build-ahead of an AI-driven optical transceiver demand surge, citing $39B market forecast for 2026 (+53% YoY).
MED
22:21
Aug 06
Aug 06
Research note on AOI earnings read-throughs for indium phosphide and cable broadband.
Research note on AOI earnings read-throughs for indium phosphide and cable broadband beneficiaries, framed as sector analysis without explicit author positions.
LOW
05:17
Aug 06
Aug 06
VECO rallied about 15% after earnings before fading to roughly +6%, showing an initially bullish reaction but with some profit-taking at the time of writing.
VECO rallied about 15% after earnings before fading to roughly +6%, showing an initially bullish reaction but with some profit-taking at the time of writing.
Risk: The fade from +15% to +6% suggests upside conviction is weaker at higher prices.
03:02
Aug 06
Aug 06
Watch Veeco on storage and EUV wins
Watch Veeco as the equipment supplier showing data-storage and EUV pellicle order momentum; no ownership indicated in the read-through note.
MED
03:02
Aug 06
Aug 06
Watch VECO on broadening AI capex cycle
Watch VECO as a read-through on broadening AI capex into packaging, photonics, storage, and annealing; 2027 revenue visibility improves, but 2026 EPS is pressured by expansion costs.
MED
20:52
Aug 05
Aug 05
Watch VECO after mixed Q3 outlook.
Watch VECO after Q3 adjusted-EPS guidance missed consensus despite a Q2 beat. AI demand commentary and 2027 visibility support the longer-term case, but there is no explicit author position.
MED
11:58
Aug 04
Aug 04
Discusses Veeco's metrology technology sourcing dynamics
Author discusses Veeco's metrology technology sourcing and indirect relationship with LayTec, without providing a directional view.
LOW
14:37
Jul 30
Jul 30
Author flags MOCVD tool makers as potentially the most cyclical leg of the photonics supply.
Author flags MOCVD tool makers as potentially the most cyclical leg of the photonics supply chain; customers order machines, build supply, then demand drops — cyclicality risk noted.
MED
02:28
Jul 29
Jul 29
Named as MOCVD tool supplier needed for photonics fab scaling.
Named as MOCVD tool supplier needed for photonics fab scaling, but author explicitly flags cyclicality risk — customers order machines, build supply, then stop ordering; no clean directional commitment.
MED
19:46
Jul 09
Jul 09
VECO is the leader in laser spike annealing, a critical process for cutting-edge memory (HBM, DRAM) as Samsung, Micron, SK Hynix, and CXMT add hundreds of thousands of wafers of capacity. Memory CapEx is structurally increasing; VECO's tool-of-record status and China exposure (CXMT/YMTC) provide direct revenue growth without the commodity price risk of memory makers themselves. FWD P/E is low vs. semiconductor equipment peers; a blended valuation implies ~$145/share, offering significant upside if the Axcelis merger collapses or a higher bid emerges. Pending merger with ACLS — current VECO price trades at a 12% premium to the deal conversion value (~$51.10); if SAMR approves, shares will drop to that level. Also, historical PE of 150, China geopolitical risk, and memory cycle downturn.
MED
16:43
Jul 08
Jul 08
The author advises against buying cyclical semicap stocks like VECO during the drop.
The author advises against buying cyclical semicap stocks like VECO during the drop, suggesting they will remain weak and fall further on a capex shock.
20:42
Jul 06
Jul 06
Veeco has received >$250M in orders for InP laser manufacturing tools, benefiting directly from the capacity build across the optical chain. Tool orders are the earliest signal of future downstream su
Veeco has received >$250M in orders for InP laser manufacturing tools, benefiting directly from the capacity build across the optical chain. Tool orders are the earliest signal of future downstream supply, but Veeco's revenue recognition and margins improve as it ships tools regardless of whether downstream oversupply materializes.
Risk: If the capacity build peaks or shifts to other tool vendors, Veeco's order momentum could slow; also, tool orders are lumpy.
07:08
Jul 03
Jul 03
Valuation looks stretched given margin structures
Notes valuation looks stretched given equipment maker margin structures, no explicit directional view.
MED
19:50
Jun 30
Jun 30
The author mentions a new position is better than VECO but does not state a current position.
The author mentions a new position is better than VECO but does not state a current position or forward view on VECO itself.
LOW
20:31
Jun 29
Jun 29
The author mentions Veco as a ticker but explicitly states they did not buy.
The author mentions Veco as a ticker but explicitly states they did not buy, so it is a watchlist mention without a position.
LOW
08:06
Jun 26
Jun 26
Co-mentioned as a key supplier in the high-end InP photonics tool ecosystem relevant to China's.
Co-mentioned as a key supplier in the high-end InP photonics tool ecosystem relevant to China's AI optics buildout; no directional view stated.
LOW
20:06
Jun 19
Jun 19
Named alongside AIXA as incumbent high-end InP tool provider.
Named alongside AIXA as incumbent high-end InP tool provider; China's localization efforts in MOCVD/test have not yet displaced these suppliers at the leading edge.
LOW
04:58
Jun 19
Jun 19
Speaker highlights these semi-equipment names as potential beneficiaries of a compute.
Speaker highlights these semi-equipment names as potential beneficiaries of a compute commoditization trend, referencing an article.
LOW
03:20
Jun 19
Jun 19
The author lists numerous tickers as part of upcoming research and company maps without stating.
The author lists numerous tickers as part of upcoming research and company maps without stating any current positions or forward calls, making them all watch items.
About VECO Analyst Coverage
Buzzberg tracks VECO (Veeco Instruments Inc) across 16 sources. 27 bullish vs 0 bearish calls from 15 analysts. Sentiment: predominantly bullish (31%). 86 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: crux_capital_, pepinveststocks, photoncap.