Sign in

You're signed outSign in or to get full access.

Dennis Pyatchanin

Research Analyst at Needham & Company

Denis Pyatchanin is an Equity Research Associate at Needham & Company, specializing in the semiconductor equipment sector. He covers companies such as Cohu (COHU) and actively participates in earnings calls to analyze IDM versus OSAT performance, utilization trends, and segment dynamics like compute versus auto and industrial. Pyatchanin previously worked as an Investment Analyst at Manulife Investment Management (US) LLC from 2013 to 2020 and as an Equity Research Associate at Needham & Co., accumulating about 5 years of industry experience. He holds FINRA registration with 4 state licenses, an MBA, and a Master of Science in Finance, though specific performance metrics like success rates or rankings are not publicly detailed.

Dennis Pyatchanin's questions to VEECO INSTRUMENTS (VECO) leadership

Question · Q4 2025

Dennis Pyatchanin asked if any tariff headwinds were factored into the 2026 guidance and requested quantification of their impact on gross margins.

Answer

John Kiernan, SVP and CFO, confirmed that tariff headwinds impacted gross margins by approximately 100 basis points in the second half of 2025. He stated that a slightly higher tariff regime is factored into the 2026 forecast compared to 2025.

Ask follow-up questions

Fintool

Fintool can predict VEECO INSTRUMENTS logo VECO's earnings beat/miss a week before the call

News for Covered Companies

Veeco Shareholders Approve $4.4 Billion Axcelis Merger at Special Meeting

Veeco Shareholders Approve $4.4 Billion Axcelis Merger at Special Meeting

VECOFeb 6