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The latest update is out from Veeco ( (VECO) ).
On September 30, 2025, Axcelis Technologies agreed to acquire Veeco Instruments in an all-stock merger that will make Veeco a wholly owned subsidiary of Axcelis, with the deal progressing through global regulatory reviews; by late January 2026 the U.K. Investment Security Unit had issued a no further action letter, the companies determined that no filing was required under Sweden’s Investment Screening Law and waived that closing condition, and they were still awaiting clearance from China’s State Administration for Market Regulation ahead of shareholder votes scheduled for February 6, 2026, which proxy advisers ISS and Glass Lewis have recommended supporting. Separately, Veeco disclosed that two laser annealing system shipments to Chinese customers, totaling about $15 million and made before December 31, 2025, are being held at the Port of San Francisco pending review by U.S. Customs and the Bureau of Industry and Security, prompting the company to defer revenue recognition on these orders and warning that, if the uncertainty is not resolved before it issues its 2025 financial statements, its quarterly revenue and earnings per share will fall below previously communicated guidance, underscoring regulatory export risk for the business and its investors.
The most recent analyst rating on (VECO) stock is a Hold with a $34.00 price target. To see the full list of analyst forecasts on Veeco stock, see the VECO Stock Forecast page.
Spark’s Take on VECO Stock
According to Spark, TipRanks’ AI Analyst, VECO is a Neutral.
Overall score reflects mixed financial performance (negative revenue and free cash flow trends despite solid gross margins and improved leverage) as the primary constraint. Technicals are mildly supportive with price above key averages, while valuation is relatively expensive (high P/E). Earnings call was a positive offset due to results beating guidance and constructive demand commentary, but merger-related litigation introduces incremental risk.
To see Spark’s full report on VECO stock, click here.
More about Veeco
Veeco Instruments Inc., a Delaware corporation, supplies advanced laser annealing systems used in semiconductor manufacturing, with a notable customer base in China that makes its export compliance and international regulatory environment particularly important to its operations and revenue recognition.
Average Trading Volume: 662,379
Technical Sentiment Signal: Buy
Current Market Cap: $1.88B
Learn more about VECO stock on TipRanks’ Stock Analysis page.