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Stock impact report

Veeco Instruments Q4 Earnings Call Highlights [Yahoo! Finance]

Axcelis Technologies, Inc. (ACLS) 
Last axcelis technologies, inc. earnings: 2/5 04:01 pm Check Earnings Report
Company Research Source: Yahoo! Finance
semiconductor revenue rising to $477M (72% of sales) and year-end backlog of $555M , up $145M year-over-year. Technology momentum in memory, EUV and packaging: Veeco's LSA is a production tool at Tier-1 logic customers, next-gen NSA and DRAM IBD300 evaluations are progressing, and advanced packaging revenue doubled to $150M in 2025 driven by AI-related demand. Merger and 2026 outlook: Shareholders approved the pending Axcelis merger with closing expected in H2 2026, and management guides 2026 revenue of $740M–$800M , non-GAAP EPS of $1.50–$1.85 , and margin improvement toward a target despite an estimated ~ 100bp tariff headwind. Interested in Veeco Instruments Inc.? Here are five stocks we like better. Veeco Instruments (NASDAQ:VECO) reported fourth-quarter and full-year 2025 results and provided an outlook that management said is supported by a higher backlog and accelerating order activity tied to AI and high-performance computing demand. Executives also reiterated progress Show less Read more
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