Added to YB: 2026-04-29
Pitch date: 2026-02-27
VECO [bullish]
Veeco Instruments Inc.
+55.9%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$3.1B
Pitch Price
$30.68
Price Target
50.00 (+5%)
Dividend
N/A
EV/EBITDA
42.91
P/E
87.64
EV/Sales
4.51
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Veeco Instruments Inc. - $VECO
VECO: ACLS acquiring VECO in all-stock deal (close 2H26). Pro forma trades 20x CY26 EPS vs peers 40x despite inline 15-20% WFE growth. VECO guided $770M rev (+16% YoY), $1.68 EPS (30% above est) on strength in LSA, advanced packaging, HBM. ACLS mature/SiC weak but memory rebounding. $50 PT (60% upside) on 30x synergy-adj EPS.
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