Veeco Instrs Inc Del Stock Price, News & Analysis

Veeco (NASDAQ: VECO) will release Q3 2025 financial results after market close on Wednesday, November 5, 2025. The company will host a conference call to review results at 5:00 PM ET the same day.

To join by phone dial 1-877-407-8029 (toll-free) or 1-201-689-8029. A live webcast will be available at ir.veeco.com, and a replay will be posted on Veeco's website beginning at 8:00 PM ET on November 5, 2025.

Investor and media contact names and phone numbers are provided for follow-up.

Veeco (NASDAQ: VECO) said on October 14, 2025 that a leading optical communications laser manufacturer ordered multiple Lumina MOCVD systems, naming Lumina as the customer’s production tool of record for InP epitaxy on 4-inch and 6-inch wafers.

The systems will fabricate InP lasers for datacom optical transceivers. Veeco highlighted TurboDisc technology, within-wafer and wafer-to-wafer uniformity, low defectivity, continuous long campaigns without reactor clean interruptions, and seamless wafer-size transition up to 6 inches.

Market context: Yole forecasts a 13% CAGR for datacom optical transceivers from $8.1B in 2024 to $14.7B in 2029, driven by AI intra-data-center demand.

Veeco (NASDAQ: VECO) launched the Lumina+ MOCVD system and secured a first commercial multi‑tool order from Rocket Lab (NASDAQ: RKLB) on Oct 6, 2025. The tools support Rocket Lab’s CHIPS Act‑backed project to expand domestic compound semiconductor production and will be installed at Rocket Lab’s Albuquerque facility.

The release says Lumina+ offers the largest As/P batch size in MOCVD, best‑in‑class throughput, lowest cost per wafer, and industry‑leading uniformity, enabling Rocket Lab to double production capacity for space‑grade solar cells.

Axcelis Technologies (NASDAQ:ACLS) and Veeco Instruments have announced a transformative all-stock merger creating a semiconductor equipment company with an estimated $4.4 billion enterprise value. Under the agreement, Veeco shareholders will receive 0.3575 Axcelis shares for each Veeco share, resulting in Axcelis shareholders owning 58% and Veeco shareholders 42% of the combined entity.

The merged company will be headquartered in Beverly, Massachusetts, with Dr. Russell Low as CEO. On a pro-forma basis for FY2024, the combined company generated $1.7 billion in revenue, 44% non-GAAP gross margin, and $387 million in adjusted EBITDA. The merger is expected to achieve $35 million in annual cost synergies within 24 months and be accretive to non-GAAP earnings per share within the first year post-closing.

Veeco Instruments (NASDAQ: VECO), a leading manufacturer of semiconductor process equipment, has announced its participation in six major technology and semiconductor investor conferences throughout August and September 2025.

The company will present at events including the Oppenheimer Technology Conference (August 12), Needham Semiconductor Conference (August 21), Jefferies Technology Conference (August 26), Evercore ISI Conference (August 27), Benchmark TMT Conference (September 3), and Citi Global TMT Conference (September 4). The Oppenheimer conference presentation will be available via webcast on Veeco's investor relations website.

Veeco Instruments (NASDAQ: VECO) reported its Q2 2025 financial results with revenue of $166.1 million, down from $175.9 million in Q2 2024. The company posted GAAP net income of $11.7 million ($0.20 per diluted share) and non-GAAP net income of $21.5 million ($0.36 per diluted share).

The company's performance was driven by shipments of wet processing and lithography systems for Advanced Packaging and Ion Beam Deposition systems for EUV mask blanks, particularly in High-Performance Computing and AI technologies. For Q3 2025, Veeco expects revenue between $150-170 million and non-GAAP EPS of $0.20-0.35.

Veeco Instruments (NASDAQ: VECO), a leading manufacturer of semiconductor process equipment, has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025, after market close.

The company will host a conference call at 5:00 PM ET to discuss the results. Investors can access the call via phone (toll-free: 1-877-407-8029 or 1-201-689-8029) or through a live webcast on Veeco's investor relations website. A replay will be available on the company website starting at 8:00 PM ET the same day.

Veeco Instruments (NASDAQ: VECO) has completed private exchange transactions for all of its outstanding 3.75% Convertible Senior Notes due 2027. The company exchanged notes with an aggregate principal amount of $25.0 million for approximately 1.6 million newly issued shares of common stock and $5.4 million in cash, including accrued interest. The original notes represented about 1.8 million underlying shares based on a conversion ratio of 71.5372 shares per $1,000 principal amount.

This strategic move follows the settlement of Veeco's 2025 Notes at maturity in January, strengthening the company's balance sheet by reducing ongoing interest expenses and outstanding debt while providing greater financial flexibility. The exchanges were executed under Section 4(a)(2) of the Securities Act of 1933, with ICR Capital LLC serving as financial advisor.

Veeco Instruments Inc. (NASDAQ: VECO), a leading manufacturer of semiconductor process equipment, has announced its participation in two upcoming investor events. The company will attend TD Cowen's 53rd Annual Technology, Media & Telecom Conference on May 28, 2025, at the InterContinental New York Barclay, and the Northland Growth Conference on June 25, 2025, which will be held virtually. At both events, Veeco management will be available for one-on-one meetings with investors.

Veeco specializes in laser annealing, ion beam, single wafer etch & clean, lithography, and metal organic chemical vapor deposition (MOCVD) technologies, which are crucial for semiconductor device fabrication and packaging.