BE Semiconductor Industries N.V. ADR (BESIY)
OTHER OTC:BESIY
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BESIY Stock Chart & Stats
$189.42
-$3.21(-2.10%)
At close: 4:00 PM EST
$189.42
-$3.21(-2.10%)
Day’s Range― - ―
52-Week Range$106.32 - $295.23
Previous CloseN/A
Volume205.00
Average Volume (3M)1.60K
Market Cap
$23.87B
Enterprise Value$20.14B
Total Cash (Recent Filing)$612.08M
Total Debt (Recent Filing)$519.65M
Price to Earnings (P/E)70.0
Beta1.13
Next Earnings
Jul 23, 2026EPS Estimate
1.22Next Dividend Ex-DateN/A
Dividend Yield1.6%
Share Statistics
EPS (TTM)0.76
Shares Outstanding81,146,736
10 Day Avg. Volume2,161
30 Day Avg. Volume1,603
Financial Highlights & Ratios
PEG Ratio-2.72
Price to Book (P/B)25.36
Price to Sales (P/S)18.59
P/FCF Ratio67.70
Enterprise Value/Market Cap0.84
Enterprise Value/Revenue31.81
Enterprise Value/Gross Profit51.76
Enterprise Value/Ebitda82.61
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)4.4
Revenue Forecast (FY)$1.06B
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained, sharply higher TTM operating and free cash flow (free cash flow growth ~39% and FCF ~0.9x net income) provides durable funding for R&D, capex, dividends and buybacks. Strong cash conversion improves resilience through semiconductor capex cycles and funds strategic investment.
High Margins And ProfitabilitySustained high gross and operating margins indicate durable product-level economics and pricing power in advanced packaging equipment. Healthy margins allow Besi to fund technology development, maintain returns through cycles, and support better cash generation versus peers over the medium term.
Order Momentum And AI ExposureSignificant order backlog growth and AI-related mix (~50% of orders) signal structural demand from data-center and advanced packaging transitions. Broad-based H2 acceleration supports multi-quarter revenue visibility and underpins investment in scale, product iterations and aftermarket revenue.
Bears Say
Higher LeverageRising debt-to-equity (~1.14 vs ~0.50–0.55 historically) reduces financial flexibility in a cyclical capital-equipment sector. Higher leverage raises refinancing and covenant risk and limits ability to sustain buybacks/dividends or aggressively invest if end-market capex weakens over the medium term.
Cyclicality Of End MarketsRevenue and margin exposure to semiconductor capex cycles creates durable volatility in top-line and margins. Even with recent rebound, sensitivity to mobile, automotive and memory spending means profits and cash flow can swing materially over several quarters, complicating planning and returns.
Timing Risk For Hybrid Bonding AdoptionRevenue and margin upside from hybrid bonding is contingent on customer qualification and HBM memory road maps. Slippage in adoption timing or slower throughput improvements delays sizable, sustainable revenue gains and can extend investment lead times versus management expectations.
BESIY FAQ
What was BE Semiconductor Industries N.V. ADR’s price range in the past 12 months?
BE Semiconductor Industries N.V. ADR lowest stock price was $106.32 and its highest was $295.23 in the past 12 months.
What is BE Semiconductor Industries N.V. ADR’s market cap?
BE Semiconductor Industries N.V. ADR’s market cap is $23.87B.
When is BE Semiconductor Industries N.V. ADR’s upcoming earnings report date?
BE Semiconductor Industries N.V. ADR’s upcoming earnings report date is Jul 23, 2026 which is in 87 days.
How were BE Semiconductor Industries N.V. ADR’s earnings last quarter?
BE Semiconductor Industries N.V. ADR released its earnings results on Apr 23, 2026. The company reported $0.761 earnings per share for the quarter, beating the consensus estimate of $0.757 by $0.004.
Is BE Semiconductor Industries N.V. ADR overvalued?
According to Wall Street analysts BE Semiconductor Industries N.V. ADR’s price is currently Overvalued.
Does BE Semiconductor Industries N.V. ADR pay dividends?
BE Semiconductor Industries N.V. ADR pays a Annually dividend of $2.488 which represents an annual dividend yield of 1.6%. See more information on BE Semiconductor Industries N.V. ADR dividends here
What is BE Semiconductor Industries N.V. ADR’s EPS estimate?
BE Semiconductor Industries N.V. ADR’s EPS estimate is 1.22.
How many shares outstanding does BE Semiconductor Industries N.V. ADR have?
BE Semiconductor Industries N.V. ADR has 81,146,736 shares outstanding.
What happened to BE Semiconductor Industries N.V. ADR’s price movement after its last earnings report?
BE Semiconductor Industries N.V. ADR reported an EPS of $0.761 in its last earnings report, beating expectations of $0.757. Following the earnings report the stock price went up 4.022%.
Which hedge fund is a major shareholder of BE Semiconductor Industries N.V. ADR?
Currently, no hedge funds are holding shares in BESIY
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
BE Semiconductor Stock Smart Score
Outperform
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Blogger Sentiment
Bullish
BESIY Sentiment 100%
Sector Average ―
Sector Average ―
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.4%
Last 30 Days ▲ 8.2%
Last 30 Days ▲ 8.2%
Technicals
SMA
Positive
20 days / 200 days
Momentum
155.82%
12-Months-Change
Fundamentals
Return on Equity
31.96%
Trailing 12-Months
Asset Growth
2.33%
Trailing 12-Months
Company Description
BE Semiconductor Industries N.V. ADR
BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries worldwide. The company's principal products include die attach equipment, such as 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 systems; and packaging equipment, including conventional, ultra thin, and wafer level molding, as well as trim and form, and singulation systems. Its principal products also comprise plating equipment comprising tin, copper, and precious metal and solar plating systems, as well as related process chemicals; and tooling, conversion kits, spare parts, and other services. The company's principal brand names include Datacon, Esec, Fico, and Meco. It offers its products primarily to multinational chip manufacturers, assembly subcontractors, and electronics and industrial companies. The company was incorporated in 1995 and is headquartered in Duiven, the Netherlands.
BESIY Company Deck
BESIY Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a mixture of strong operational and financial progress—notably robust Q4 momentum, order growth in 2H 2025, healthy margins, strengthened liquidity and marked adoption wins for hybrid bonding and TC NXT—while acknowledging near-term challenges including a modest full-year revenue decline, prolonged weakness in certain end markets, timing uncertainty for memory hybrid-bond adoption, and competitive and regional concentration risks. Management expressed clear optimism for 2026 driven by AI-related demand and provided constructive guidance, but execution and timing risks remain.View all BESIY earnings summariesTechnical Analysis
Ownership Overview
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Insiders
<0.01% Other Institutional Investors
100.00% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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