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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 - $221.07
Previous CloseN/A
Volume205.00
Average Volume (3M)365.00
Market Cap
$17.75B
Enterprise Value$14.69B
Total Cash (Recent Filing)$542.75M
Total Debt (Recent Filing)$529.41M
Price to Earnings (P/E)108.0
Beta1.03
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 Cap0.83
Enterprise Value/Revenue24.93
Enterprise Value/Gross Profit39.98
Enterprise Value/Ebitda68.19
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
High Profitability & MarginsSustained high gross and net margins (~62% and ~26% TTM) imply durable pricing power and operating leverage in back-end assembly. These margins support reinvestment, R&D and cushion against cyclical downturns, preserving long-term earnings resilience across cycles.
Strong Cash GenerationOperating cash flow consistently exceeding net income (~1.36x) indicates high earnings quality and real cash conversion. Healthy cash flow funds capex, R&D, dividends and buybacks, enabling strategic optionality and resilience through multi-quarter industry slowdowns.
Robust Order Momentum & AI Demand ShiftStronger orders (+16.8% y/y) and AI-related demand (~50% of orders) represent structural revenue tailwinds as data-center packaging expands. Durable orderbook strength tied to AI/2.5D demand supports multi-quarter revenue visibility and scale benefits for advanced packaging tools.
Bears Say
Rising Leverage And Reduced Equity CushionMarked increase in leverage (debt/equity ~1.49 TTM) reduces financial flexibility and raises refinancing and interest-rate sensitivity. If semiconductor capex weakens, the higher leverage and smaller equity cushion constrain capital allocation and increase downside risk over coming quarters.
Prolonged Mainstream Market WeaknessA multi-year downturn in mobile, automotive and industrial end markets limits base revenue and slows normalization of aftermarket demand. Even with pockets of AI strength, a prolonged recovery in mainstream segments keeps revenue growth uneven and raises execution dependence on a few growth verticals.
Timing And Execution Risks For Hybrid BondingHybrid bonding adoption timing is uncertain, especially for HBM, and throughput challenges remain. Delayed customer qualifications or slower volume ramps would defer expected revenue and margin upside from this technology and expose Besi to competitive advances during the qualification window.
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 $221.07 in the past 12 months.
What is BE Semiconductor’s market cap?
BE Semiconductor’s market cap is $17.75B.
When is BE Semiconductor’s upcoming earnings report date?
BE Semiconductor’s upcoming earnings report date is Apr 23, 2026 which is in 59 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
Neutral
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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
34.39%
Trailing 12-Months
Asset Growth
-3.55%
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
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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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