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

113 Followers

BESI Stock Chart & Stats

€227.00
-€13.90(-6.12%)
At close: 4:00 PM EDT
€227.00
-€13.90(-6.12%)

Bulls Say, Bears Say

Bulls Say
High ProfitabilitySustained high margins indicate durable product-level economics and pricing power in Besi's capital equipment niche. High operating profitability supports reinvestment, R&D and aftermarket support, helping preserve return-on-capital through industry cycles and strengthening long-term earnings resilience.
Strong Free Cash FlowConsistent, large FCF gives Besi flexibility to fund capex, service its installed base, and support shareholder returns without heavy external financing. Reliable cash generation improves resilience versus cyclical order swings and underpins long-term investment and balance-sheet management.
Strategic Product FocusBesi's specialization in die attach and advanced packaging aligns with secular trends toward heterogeneous integration and advanced packaging adoption. This niche positioning supports sustained demand for new tools and recurring aftermarket parts and services as customers migrate to complex packaging.
Bears Say
Elevated LeverageHigher leverage reduces financial flexibility and increases interest exposure if orders slow. In a cyclical capital-equipment industry, elevated debt can constrain Besi's ability to invest opportunistically or absorb revenue downturns, raising solvency and refinancing risk during stress periods.
Historical Revenue CyclicalityPast sharp swings in revenue highlight sensitivity to semiconductor investment cycles. Such cyclicality makes revenue and margin forecasting difficult, can force volatile capacity and cost adjustments, and weakens predictability of long-term free cash flow despite current recovery.
Exposure To Semiconductor Capex CyclesBesi's primary revenue from capital equipment ties its fortunes to customers' discretionary capex and technology transition timing. Prolonged pauses or delays in customer investment can materially reduce new tool orders and aftermarket growth, amplifying industry-driven downside risk.

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 €328.40 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €15.94B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Oct 22, 2026 which is in 82 days.
        How were BE Semiconductor’s earnings last quarter?
        BE Semiconductor released its earnings results on Jul 23, 2026. The company reported €1.11 earnings per share for the quarter, missing the consensus estimate of €1.116 by -€0.006.
          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 0.8%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.19.
                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 €1.11 in its last earnings report, missing expectations of €1.116. Following the earnings report the stock price went down -7.336%.
                    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

                      €291.70
                      ▲(28.50% Upside)
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