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BE Semiconductor (BESIY)
OTHER OTC:BESIY
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BE Semiconductor (BESIY) Price & Analysis

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BESIY Stock Chart & Stats

$227.10
-$20.09(-7.84%)
At close: 4:00 PM EDT
$227.10
-$20.09(-7.84%)

Bulls Say, Bears Say

Bulls Say
High-margin, Cash-generative BusinessBesi combines strong profitability with cash conversion, indicating that reported earnings are supported by operating cash generation. This provides resources for research, capacity, buybacks, and strategic investment while strengthening resilience through semiconductor spending cycles.
Accelerating Revenue And Order GrowthRapid growth in revenue and orders shows broad customer demand across computing, AI, data center, and related applications. The strength of the order pipeline supports near-term execution and suggests Besi is gaining relevance as semiconductor packaging investment expands.
Advanced-packaging Technology And Market-share GainsBesi is building a differentiated position in advanced packaging, where hybrid bonding can enable higher bandwidth, lower latency, and improved energy efficiency. Growing customer adoption and share gains may reinforce its installed base and support recurring equipment and service demand.
Bears Say
Semiconductor-cycle ExposureBesi remains exposed to semiconductor manufacturers' capital-spending cycles, so strong results can reverse when customers delay capacity additions. Prior revenue and free-cash-flow declines show that earnings quality is strong but not immune to downturns or uneven investment timing.
Uncertain Timing Of HBM Hybrid-bonding AdoptionHybrid bonding is an important growth opportunity, but adoption timing is controlled by end customers and can be delayed while existing technologies satisfy demand. This creates execution and forecasting uncertainty around the pace at which the opportunity converts into scaled revenue.
Variable Capital Structure RiskCurrent leverage appears manageable, yet the historical swings show that Besi's capital structure can change materially across the cycle. Higher leverage during weaker periods could reduce financial flexibility, increase funding sensitivity, and constrain capital returns or growth investment.

BE Semiconductor News

BESIY FAQ

What was BE Semiconductor’s price range in the past 12 months?
BE Semiconductor lowest stock price was $141.24 and its highest was $366.91 in the past 12 months.
    What is BE Semiconductor’s market cap?
    BE Semiconductor’s market cap is $14.64B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Feb 25, 2027 which is in 119 days.
        How were BE Semiconductor’s earnings last quarter?
        BE Semiconductor released its earnings results on Oct 22, 2026. The company reported $1.489 earnings per share for the quarter, beating the consensus estimate of $1.438 by $0.051.
          Is BE Semiconductor overvalued?
          According to Wall Street analysts BE Semiconductor’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does BE Semiconductor pay dividends?
            BE Semiconductor pays a Annually dividend of $1.848 which represents an annual dividend yield of 1.01%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.47.
                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 $1.489 in its last earnings report, beating expectations of $1.438. Following the earnings report the stock price went down -3.43%.
                    Which hedge fund is a major shareholder of BE Semiconductor?
                    Currently, no hedge funds are holding shares in BESIY
                    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) is a global provider of advanced equipment and services for semiconductor assembly, serving the electronics and semiconductor industries worldwide. The company's comprehensive product lineup includes various die attach systems, such as solutions 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 offers a range of packaging equipment, comprising conventional, ultra-thin, and wafer-level molding systems, as well as trim and form, and singulation systems. Its offerings also feature plating equipment for tin, copper, precious metals, and solar applications, along with related process chemicals. Complementing these are tooling, conversion kits, spare parts, and diverse support services. Key brands under its portfolio include Datacon, Esec, Fico, and Meco. The company's customer base primarily comprises multinational chip manufacturers, outsourced assembly and test (OSAT) providers, and industrial and electronics companies. Established in 1995, BESI is headquartered in Duiven, the Netherlands.

                      BE Semiconductor (BESIY) Earnings & Revenues

                      BESIY Company Deck

                      BESIY Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call was strongly positive, with substantial revenue, order, earnings, margin, liquidity, market share, and hybrid bonding momentum. Management also described continued demand across AI, data center, photonics, memory, logic, and traditional markets, alongside ongoing investment and strategic collaboration. The main negatives were a flat fourth-quarter revenue outlook, higher fourth-quarter operating expenses due primarily to strategic consulting cost, variability in gross margins, and uncertainty around the timing of mainstream HBM hybrid bonding adoption.View all BESIY earnings summaries
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                      Ownership Overview

                      <0.01%99.98%
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