Is VECO a good stock to buy?
We came across a bullish thesis on Veeco Instruments Inc. on Valueinvestorsclub.com by go2bl93
In this article, we will summarize the bulls’ thesis on VECO. Veeco Instruments Inc.’s share was trading at $50.25 as of May 1st. VECO’s trailing and forward P/E were 85.17 and 29.94 respectively according to Yahoo Finance.
Posonskyi Andrey/ 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 and internationally. VECO is positioned as a beneficiary of Axcelis Technologies’ (ACLS) all-stock acquisition, expected to close in 2H26 with VECO shareholders owning ~42% of the pro forma entity. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential The stocks trade in line with the deal ratio, reflecting high perceived completion probability pending China SAMR approval. Despite solid fundamentals, both names have materially underperformed semiconductor capital equipment peers, creating a pronounced valuation disconnect.