Veeco Instruments Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$776.9Mnext fiscal year
Monitoring Framework
Key Performance Indicators
Non-GAAP Gross Margin Quarterly3,620.0%Target: 38% - 40% (Q2 2026 Guidance)
Quarterly Revenue Quarterly158.3MTarget: $170,000,000 - $190,000,000 (Q2 2026 Guidance)
Full-Year Revenue Annually655.3MTarget: $740,000,000 - $800,000,000 (FY 2026 Guidance)
Non-GAAP Diluted EPS Quarterly0.1Target: $0.20 - $0.32 (Q2 2026 Guidance)
Watch Items
- SAMR Regulatory Approval in China for Axcelis MergerTrigger: Delay beyond H2 2026 or transition from simplified to normal review procedureAction: Re-evaluate merger timeline, assess potential third-party objections, and review standalone valuation of Veeco.
- Geographic Revenue Concentration in ChinaTrigger: Further sequential decline below $20 million or tightening of US export controlsAction: Assess impact on trailing-edge business lines and accelerate customer diversification efforts in the US and APAC regions.
- Data Storage Segment RecoveryTrigger: Quarterly segment revenue remaining flat or declining below $10 millionAction: Monitor cloud service provider capital expenditure plans and adjust manufacturing capacity for hard disk drive (HDD) systems.
Research as of 20 Jun 2026