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BE Semiconductor Industries N.V. ADR (BESIY)
OTHER OTC:BESIY
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BE Semiconductor (BESIY) Price & Analysis

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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%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationSustained free cash flow growth (~39% TTM) and FCF roughly 0.9x of net income indicate high earnings quality and internal funding capacity. This durable cash generation supports reinvestment in capacity, R&D and buybacks while reducing reliance on external financing during cyclical downturns.
Hybrid-bonding Adoption & Record OrdersRapid adoption of hybrid bonding and record order intake reflect structurally stronger demand for Besi's differentiated back-end equipment. Broadening customer set and rising unit orders create stickier installed base, boosting future service revenue and entrenching competitive position in advanced packaging markets.
High Margins And ProfitabilityConsistently high gross margins (mid-60s) and expanding net margin reflect differentiated technology and favorable product mix. Margin durability supports cash returns and R&D investment, and service/consumable revenue tailwinds can sustain margins even as capital equipment cycles normalize.
Bears Say
Higher LeverageMaterial rise in debt-to-equity reduces financial flexibility and increases vulnerability to cycle slowdowns. Higher leverage can constrain discretionary spending, raise interest costs, and limit capital allocation choices if revenue softens, making the firm more sensitive to macro and sector volatility.
HBM Qualification And Yield RiskHBM adoption is strategically important but remains contingent on near-perfect yields. Failure or delay in achieving requisite yields would postpone large-scale revenue recognition, slowing structural adoption and limiting the long-term addressable market for Besi's high-end bonders.
Execution And Capacity Ramp RisksAggressive capacity and service expansion to absorb record orders introduces execution risk: supply-chain, hiring and ramp timing could delay deliveries, raise unit costs or force higher OpEx. Such operational friction can compress margins and slow cash conversion despite strong demand.

BE Semiconductor News

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 $123.40 and its highest was $334.98 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 $25.25B.
      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 45 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. Get more investment ideas with TipRanks Premium
            Does BE Semiconductor Industries N.V. ADR pay dividends?
            BE Semiconductor Industries N.V. ADR pays a Annually dividend of $1.848 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 1.24.
                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 4.023%.
                    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

                      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.

                      BE Semiconductor (BESIY) Earnings & Revenues

                      BESIY Company Deck

                      BESIY Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call communicates a strongly positive operational and commercial momentum: sizable revenue and order growth, expanding margins and cash generation, accelerating hybrid bonding adoption across logic, memory (HBM), photonics and mobile markets, active capacity expansion, and supportive guidance for Q2 and H1. Notable risks include ongoing qualification and yield proof points for HBM, input-cost inflation, operational ramp execution, regulatory constraints for China sales, and lead-time/backlog digestion considerations. Overall, positives (strong financials, product adoption, guidance, balance sheet strength) materially outweigh the identified risks.View all BESIY earnings summaries
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                      Ownership Overview

                      <0.01%100.00%
                      Insiders
                      <0.01% Other Institutional Investors
                      100.00% Public Companies and
                      Individual Investors

                      Options Prices

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