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BE Semiconductor (NL:BESI)
:BESI
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BE Semiconductor (BESI) Price & Analysis

114 Followers

BESI Stock Chart & Stats

€227.00
-€13.90(-6.12%)
At close: 4:00 PM EDT
€227.00
-€13.90(-6.12%)

Bulls Say, Bears Say

Bulls Say
High Profitability MarginsSustained high gross and EBIT margins indicate durable product-level economics and pricing power in advanced packaging tools. Strong margins support reinvestment in R&D, buffer cyclicality, and underpin consistent return on capital over the medium term.
Strong Free Cash Flow GenerationRobust FCF that closely tracks earnings provides durable internal funding for capex, service expansion, and shareholder returns. High cash conversion improves financial flexibility and reduces reliance on external financing across industry cycles.
Recurring Aftermarket And Service RevenueA sizable installed base with aftermarket, spares and service income creates recurring, higher-margin revenue streams that smooth volatility from tool sales. This strengthens customer stickiness and supports long-term cash flow resilience.
Bears Say
Elevated LeverageA debt-to-equity above 1 reduces balance-sheet flexibility and raises interest and refinancing risk during downturns. Higher leverage can limit the company's ability to fund incremental capex, M&A or cushion revenue swings without increasing financing costs.
Revenue And Margin CyclicalityPronounced cyclicality in top-line and margin performance increases forecasting risk and leads to earnings volatility. This pattern can pressure liquidity and strategic investment timing when end-market capex weakens, limiting predictability of medium-term cash flows.
Dependence On Semiconductor Capex CyclesBusiness tied to semiconductor capital spending and OSAT demand means tool orders are sensitive to industry investment cycles and technology timing. Prolonged capex slowdowns or delayed transitions to advanced packaging could materially reduce equipment demand.

BE Semiconductor News

BESI FAQ

What was BE Semiconductor’s price range in the past 12 months?
BE Semiconductor lowest stock price was €105.40 and its highest was €328.40 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €16.00B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Oct 22, 2026 which is in 79 days.
        How were BE Semiconductor’s earnings last quarter?
        BE Semiconductor released its earnings results on Jul 23, 2026. The company reported €1.11 earnings per share for the quarter, missing the consensus estimate of €1.116 by -€0.006.
          Is BE Semiconductor overvalued?
          According to Wall Street analysts BE Semiconductor’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does BE Semiconductor pay dividends?
            BE Semiconductor pays a Annually dividend of €1.58 which represents an annual dividend yield of 0.8%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.23.
                How many shares outstanding does BE Semiconductor have?
                BE Semiconductor has 81,146,736 shares outstanding.
                  What happened to BE Semiconductor’s price movement after its last earnings report?
                  BE Semiconductor reported an EPS of €1.11 in its last earnings report, missing expectations of €1.116. Following the earnings report the stock price went down -7.336%.
                    Which hedge fund is a major shareholder of BE Semiconductor?
                    Currently, no hedge funds are holding shares in NL:BESI
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      BE Semiconductor

                      BE Semiconductor Industries N.V. (BESI) specializes in the creation, manufacturing, global distribution, and servicing of advanced machinery vital for semiconductor assembly within the electronics and chip manufacturing industries. Its extensive product portfolio features sophisticated die attach equipment, encompassing systems for single-chip, multi-chip, multi-module, flip-chip, thermal compression bonding, fan-out wafer level packaging, hybrid and embedded bridge die bonding, and die sorting. Additionally, BESI provides a variety of packaging solutions, including conventional, ultra-thin, and wafer-level molding, alongside trim and form, and singulation systems. The company also offers plating equipment for tin, copper, precious metals, and solar applications, complete with their corresponding process chemicals. Supplemental to its core machinery, BESI supplies critical tooling, conversion kits, spare components, and various support services. With well-known brand names like Datacon, Esec, Fico, and Meco, the company primarily serves major multinational chip producers, assembly outsourcing specialists, and diverse electronics and industrial enterprises. Established in 1995, BE Semiconductor Industries N.V. maintains its headquarters in Duiven, Netherlands.

                      BE Semiconductor (BESI) Earnings & Revenues

                      BESI Stock 12 Month Forecast

                      Average Price Target

                      €291.70
                      ▲(28.50% Upside)
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