VECO Earnings

VECO reported its earnings on 2026-05-05, showcasing a revenue of 158.34M against an estimate of 160.00M, resulting in a -1.04% surprise. The EPS was 0.14, surpassing the expected 0.2 by -30%. The stock experienced a 25.17% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following VECO's earnings announcement on 2026-05-05, the stock price moved by 25.17% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, VECO's stock price tends to shift by an average of 1.2% in the 10 days leading up to earnings and 7.52% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate VECO's annual revenue to reach 174.82M, while the EPS is projected at 0.35. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between VECO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VECO's stock price typically moves by 1.2% in the 10 days before its earnings and 7.52% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.35 and revenue of 174.82M.

The earnings call reveals a decline in revenue and net income with increased operating expenses, despite a slight improvement in gross margin. Significant risks include market conditions, regulatory approvals for the Axcelis transaction, and economic uncertainties. The lack of discussion on operational updates, strategic initiatives, and return plans further adds to the negative sentiment. Given the market cap, the stock price is likely to react negatively to these factors.