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

104 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 gross and operating margins indicate strong product economics and pricing power in backend semiconductor equipment. Durable margins support reinvestment in R&D, spare-parts/service infrastructure and provide buffer through industry cycles, underpinning long-term cash generation.
Strong Cash GenerationConsistent operating cash flow and rising free cash flow demonstrate the business converts earnings into real liquidity. This supports capex, maintenance of the installed base, services growth and reduces reliance on external funding over the medium term, strengthening financial resilience.
High Return On EquityA ~32% ROE signals efficient use of shareholder capital and competitive advantage in technology or customer relationships. High returns allow the company to self-fund growth and improve shareholder value over multiple cycles if capital allocation remains disciplined.
Bears Say
Elevated LeverageA marked increase in leverage materially raises financial risk for a cyclical capital-equipment supplier. Higher debt narrows flexibility for R&D, capex or buybacks, increases interest exposure in downturns and magnifies earnings variability when semiconductor capex falls.
Cyclical, Choppy RevenueRevenue sensitivity to semiconductor capex cycles creates persistent top-line volatility. Choppy growth complicates capacity planning, capital allocation and hiring, and increases the risk that fixed costs and margins will be pressured during prolonged industry slowdowns.
Uneven Cash ConversionBelow-perfect cash conversion and variability in free cash flow point to working-capital timing or order/ship variability. This reduces predictability of funds available for debt reduction and investment, raising execution risk in weaker demand periods.

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 €317.00 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €25.59B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Jul 23, 2026 which is in 37 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

                      €276.33
                      ▲(21.84% Upside)
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