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

132 Followers

BESI Stock Chart & Stats

€199.20
-€13.90(-6.12%)
At close: 4:00 PM EDT
€199.20
-€13.90(-6.12%)

Bulls Say, Bears Say

Bulls Say
High ProfitabilityBesi’s strong gross, operating, and net margins indicate substantial earnings power in its semiconductor assembly equipment operations. This profitability provides capacity to fund product development, customer support, and investment through the cycle while cushioning the impact of periodic demand weakness.
Strong Free Cash FlowFree cash flow that closely tracks earnings demonstrates good profit quality and meaningful internal cash generation. This supports ongoing investment, service capabilities, and capital allocation without relying entirely on external financing, strengthening resilience over the next several quarters.
Recurring Aftermarket ModelBesi’s installed equipment base creates recurring service, spare-parts, and consumables revenue alongside system sales. This aftermarket activity can deepen customer relationships and provide a more durable revenue stream than relying solely on new capital-equipment orders during expansion cycles.
Bears Say
Semiconductor CyclicalityRevenue has experienced both a sharp downturn and a later recovery, showing material exposure to semiconductor capital-spending cycles. Such swings can make utilization, earnings, and planning less predictable, limiting the durability of growth even when long-term packaging demand remains attractive.
Higher LeverageDebt now exceeds equity on a debt-to-equity basis, reducing balance-sheet flexibility compared with earlier years. In a cyclical semiconductor environment, higher leverage can constrain investment and capital allocation choices if demand weakens or operating cash generation comes under pressure.
Softer Cash Conversion TrendAlthough absolute cash generation remains strong, the recent decline in cash conversion versus prior years is a quality-of-earnings watch point. If that trend persists, less of each euro of reported profit may be available to fund growth, debt reduction, or shareholder returns.

BE Semiconductor News

BESI FAQ

What was BE Semiconductor’s price range in the past 12 months?
BE Semiconductor lowest stock price was €120.15 and its highest was €328.40 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is €15.49B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Oct 22, 2026 which is in 27 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 0.83%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.23.
                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

                      €276.74
                      ▲(38.92% 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 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":126.999,"date":1759276800000,"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 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":146.675,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":278.2,"date":1780272000000,"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 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":281.6,"date":1782864000000,"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 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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