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

100 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 Profitability MarginsSustained high gross and operating margins indicate durable product-level economics and pricing power in back-end semiconductor equipment. Strong margins support reinvestment, R&D and resilience through cycles, enabling the company to fund innovation and maintain competitive positioning over the medium term.
Strong Cash GenerationRobust operating cash flow and rising free cash flow provide internal funding for capex, service expansion and debt reduction. Consistent FCF helps absorb cyclical order volatility and supports long-term strategic investments or shareholder returns without relying heavily on external financing.
Recurring Revenue From Installed BaseA business model combining capital equipment sales with ongoing services and spare parts creates recurring revenue streams tied to an installed base. This mix reduces revenue cyclicality, enhances lifetime customer value and helps stabilize cashflows and margins across semiconductor capex cycles.
Bears Say
Elevated LeverageA materially higher debt-to-equity ratio increases financial risk for a capital-cycle-exposed equipment supplier. Elevated leverage reduces balance-sheet flexibility, raises interest obligations during downturns, and limits the company's ability to pursue opportunistic investments or weather prolonged industry slowdowns.
Cyclical, Choppy Revenue TrendIrregular revenue performance reflects sensitivity to semiconductor capex cycles and end-market demand. This cyclicality creates forecasting difficulty, uneven capacity utilization and intermittent order books, making long-term planning and consistent margin expansion harder for capital-equipment vendors.
Uneven Cash Conversion And Working-capital NoiseFree cash flow variability and weaker cash conversion relative to net income point to working-capital timing and order-driven cash swings. This unpredictability can constrain debt paydown or reinvestment during downturns and complicate liquidity planning for a cyclical capital-equipment business.

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 €314.40 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €24.86B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Jul 23, 2026 which is in 40 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

                      €258.44
                      ▲(13.95% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":121.384,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":116.416,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n      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