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

99 Followers

BESI Stock Chart & Stats

€226.80
€3.55(3.46%)
At close: 4:00 PM EST
€226.80
€3.55(3.46%)

Bulls Say, Bears Say

Bulls Say
High ProfitabilitySustained high margins indicate differentiated technology and pricing power in back-end assembly equipment. Durable margins support cash generation, fund R&D and service capabilities, and provide a buffer during weaker demand, preserving long-term profitability and strategic optionality.
Strong Cash GenerationRobust operating and free cash flow provides internal funding for maintenance capex, service expansion and working capital needs. Consistent FCF improves resilience through cycles, enables debt repayment or targeted investments, and underpins sustainable operations over multiple quarters.
Installed Base & Recurring RevenueA business mix that combines equipment sales with after‑sales service and spare parts creates recurring revenue streams tied to the installed base. This enhances customer stickiness, smooths revenue volatility, and supports long-term margin sustainability and predictable cash flows.
Bears Say
Elevated LeverageA materially higher debt-to-equity ratio reduces financial flexibility in a cyclical capital‑goods industry. Elevated leverage increases interest burden and refinancing risk, constraining the company's ability to invest or withstand prolonged downturns without cutting costs or raising capital.
Choppy Revenue GrowthIrregular top-line performance reflects sensitivity to customer capex timing and end‑market demand. This uneven growth complicates capacity planning, can compress margins during troughs, and makes multi-quarter forecasting and steady return acceleration more difficult for long-term investors.
Cyclicality Of End MarketsDependence on semiconductor capex cycles means equipment orders can fall sharply in downturns. Even with aftermarket revenues, prolonged weak investment by chipmakers or OSATs can materially reduce new-equipment sales, weightening revenue and margin risk across a 2–6 month to multi-quarter horizon.

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 €300.70 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €23.31B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Jul 23, 2026 which is in 42 days.
        How were BE Semiconductor’s earnings last quarter?
        BE Semiconductor released its earnings results on Apr 23, 2026. The company reported €0.65 earnings per share for the quarter, missing the consensus estimate of €0.657 by -€0.007.
          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 1.65%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.08.
                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 €0.65 in its last earnings report, missing expectations of €0.657. Following the earnings report the stock price went up 4.09%.
                    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

                      €243.20
                      ▲(7.23% Upside)
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