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BE Semiconductor’s Upgraded Revenue Targets and AI Expansion Drive Buy Rating

BE Semiconductor’s Upgraded Revenue Targets and AI Expansion Drive Buy Rating

Goldman Sachs analyst Alexander Duval maintained a Buy rating on BE Semiconductor (0XVEResearch Report) yesterday and set a price target of €146.00.

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Alexander Duval has given his Buy rating due to a combination of factors including BE Semiconductor’s upgraded long-term revenue and margin targets. The company has raised its revenue expectations to a range of €1.5 billion to €1.9 billion, which is significantly higher than previous estimates. Additionally, the gross and operating margins have been revised upwards, indicating improved profitability prospects.
Duval also highlights the company’s optimistic outlook on the expansion of AI deployment in various sectors and the adoption of advanced chiplet-based architectures. The management’s focus on sub-micron die attach and AI-related mainstream die attach business is expected to drive significant revenue growth. Investors are likely to react positively to these developments, as they suggest a strong future performance for BE Semiconductor.

Duval covers the Technology sector, focusing on stocks such as Nokia, Infineon Technologies AG, and ASML Holding NV. According to TipRanks, Duval has an average return of 6.1% and a 53.82% success rate on recommended stocks.

In another report released on June 10, Kepler Capital also upgraded the stock to a Buy with a €135.00 price target.

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