Education
About Us
Working with TipRanks
Follow Us
BE Semiconductor (BESIY)
OTHER OTC:BESIY
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$87.89 - $233.20
Previous CloseN/A
Volume205.00
Average Volume (3M)365.00
Market Cap
$17.13B
Enterprise Value$14.74B
Total Cash (Recent Filing)$542.75M
Total Debt (Recent Filing)$529.41M
Price to Earnings (P/E)83.5
Beta1.04
Next Earnings
Apr 23, 2026EPS Estimate
0.76Next Dividend Ex-DateN/A
Dividend Yield1.6%
Share Statistics
EPS (TTM)0.64
Shares Outstanding81,146,736
10 Day Avg. Volume0
30 Day Avg. Volume365
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 Cap0.86
Enterprise Value/Revenue25.01
Enterprise Value/Gross Profit40.11
Enterprise Value/Ebitda68.41
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)4.11
Revenue Forecast (FY)$1.02B
Bulls Say, Bears Say
Bulls Say
Strong MarginsSustained high gross (~62%) and net (~26%) margins indicate durable pricing power and operating leverage from advanced packaging equipment. These margins support reinvestment, R&D and shareholder returns across cycles, underpinning long‑term profitability if product mix and adoption hold.
Healthy Cash GenerationOperating cash flow consistently exceeds reported earnings and free cash flow is near net income, showing strong cash conversion. Combined with a large cash balance, this provides a durable liquidity cushion to fund R&D, support customers, and sustain dividends or buybacks through multi‑quarter cycles.
Order Momentum & AI ExposureRobust orders and a structural shift to AI/2.5D packaging (≈50% of 2025 orders) create multi‑year demand visibility. Hybrid bonding customer expansion and accelerated H2 order flow support recurring aftermarket, service revenue and capacity expansions that can sustain revenue beyond short cyclical troughs.
Bears Say
Rising LeverageLeverage has increased materially, reducing the equity cushion and financial flexibility. Higher debt levels constrain capital allocation choices, increase refinancing and interest risks, and make the company more vulnerable if equipment demand softens or execution requires incremental cash over several quarters.
Revenue Softness In Key MarketsRevenue decline and a near‑four‑year weakness in mainstream end markets indicate structural headwinds for parts of the installed base. Prolonged weakness can delay customer upgrades and suppress equipment replacement cycles, limiting sustainable top‑line growth for multiple quarters.
Timing And Execution Risk For Hybrid BondingHybrid bonding’s revenue upside depends on multi‑year customer qualifications; memory HBM timing is uncertain. Long lead times, late‑quarter orders, throughput and cost‑of‑ownership challenges, plus competitive pressure, can delay shipments and margin realization over several quarters.
BE Semiconductor News
BESIY FAQ
What was BE Semiconductor’s price range in the past 12 months?
BE Semiconductor lowest stock price was $87.89 and its highest was $233.20 in the past 12 months.
What is BE Semiconductor’s market cap?
BE Semiconductor’s market cap is $17.13B.
When is BE Semiconductor’s upcoming earnings report date?
BE Semiconductor’s upcoming earnings report date is Apr 23, 2026 which is in 38 days.
How were BE Semiconductor’s earnings last quarter?
BE Semiconductor released its earnings results on Feb 19, 2026. The company reported $0.635 earnings per share for the quarter, beating the consensus estimate of $0.588 by $0.047.
Is BE Semiconductor overvalued?
According to Wall Street analysts BE Semiconductor’s price is currently Overvalued.
Does BE Semiconductor pay dividends?
BE Semiconductor pays a Annually dividend of $2.488 which represents an annual dividend yield of 1.6%. See more information on BE Semiconductor dividends here
What is BE Semiconductor’s EPS estimate?
BE Semiconductor’s EPS estimate is 0.76.
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 $0.635 in its last earnings report, beating expectations of $0.588. Following the earnings report the stock price went down -7.953%.
Which hedge fund is a major shareholder of BE Semiconductor?
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
1
2
3
4
5
6
7
8
9
10
Blogger Sentiment
Bullish
BESIY Sentiment 100%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
15.74%
12-Months-Change
Fundamentals
Return on Equity
31.96%
Trailing 12-Months
Asset Growth
2.33%
Trailing 12-Months
Company Description
BE Semiconductor
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
Q4 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
―
Insiders
<0.01% Other Institutional Investors
100.00% Public Companies and
Individual Investors
Options Prices
Currently, No data available
---