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BE Semiconductor Industries N.V. ADR (BESIY)
OTHER OTC:BESIY
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BE Semiconductor (BESIY) Price & Analysis

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BESIY Stock Chart & Stats

$189.42
-$3.21(-2.10%)
At close: 4:00 PM EST
$189.42
-$3.21(-2.10%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationA ~39% TTM free cash flow rebound with FCF roughly 0.9x of net income signals durable cash conversion and earnings quality. That persistent cash production supports reinvestment in capacity, buybacks, and rising service capability, providing a financial buffer through semiconductor cycles.
Hybrid-Bonding Product AdoptionRapidly increasing hybrid-bonder orders and a growing customer base (20 customers) demonstrate technology leadership in advanced packaging. Broader adoption across memory, logic and photonics creates a durable addressable market and supports sustained high-margin system sales plus follow-on service revenue.
High Margins & Improving ProfitabilityConsistently high gross margins (mid-60s) and expanding net margins reflect favorable product mix and pricing power. Sustainable margins underpin strong ROE and cash flow, allowing continued investment in capacity and services while helping absorb input-cost inflation over the medium term.
Bears Say
Higher LeverageLeverage rising to ~1.14 from ~0.5 historically reduces balance-sheet flexibility and raises interest and refinancing risk. In a cyclical capital-equipment industry this increases vulnerability to downturns, constrains opportunistic investments, and can amplify earnings volatility if demand softens.
HBM Qualification & Yield RiskHBM volume hinges on very high interconnect yields and successful customer qualifications. Delays or subpar yields would postpone large-scale tool purchases and associated high-margin service streams, compressing revenue timing and undermining the expected structural growth from next-gen memory stacking.
Operational Ramp & Supply-Chain ExecutionMeeting rapid order growth requires scaling manufacturing, supply chains and field service. Execution missteps, lead-time bottlenecks or higher ramp costs could delay deliveries, inflate OpEx or compress margins. Persistent execution risk threatens reliability of revenue conversion from strong order intake.

BE Semiconductor News

BESIY FAQ

What was BE Semiconductor Industries N.V. ADR’s price range in the past 12 months?
BE Semiconductor Industries N.V. ADR lowest stock price was $123.40 and its highest was $366.91 in the past 12 months.
    What is BE Semiconductor Industries N.V. ADR’s market cap?
    BE Semiconductor Industries N.V. ADR’s market cap is $22.80B.
      When is BE Semiconductor Industries N.V. ADR’s upcoming earnings report date?
      BE Semiconductor Industries N.V. ADR’s upcoming earnings report date is Oct 22, 2026 which is in 90 days.
        How were BE Semiconductor Industries N.V. ADR’s earnings last quarter?
        BE Semiconductor Industries N.V. ADR released its earnings results on Jul 23, 2026. The company reported $1.262 earnings per share for the quarter, missing the consensus estimate of $1.272 by -$0.01.
          Is BE Semiconductor Industries N.V. ADR overvalued?
          According to Wall Street analysts BE Semiconductor Industries N.V. ADR’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does BE Semiconductor Industries N.V. ADR pay dividends?
            BE Semiconductor Industries N.V. ADR pays a Annually dividend of $1.848 which represents an annual dividend yield of 0.7%. See more information on BE Semiconductor Industries N.V. ADR dividends here
              What is BE Semiconductor Industries N.V. ADR’s EPS estimate?
              BE Semiconductor Industries N.V. ADR’s EPS estimate is 1.3.
                How many shares outstanding does BE Semiconductor Industries N.V. ADR have?
                BE Semiconductor Industries N.V. ADR has 81,146,736 shares outstanding.
                  What happened to BE Semiconductor Industries N.V. ADR’s price movement after its last earnings report?
                  BE Semiconductor Industries N.V. ADR reported an EPS of $1.262 in its last earnings report, missing expectations of $1.272. Following the earnings report the stock price went down -7.653%.
                    Which hedge fund is a major shareholder of BE Semiconductor Industries N.V. ADR?
                    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 Industries N.V. ADR

                      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

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                      Ownership Overview

                      <0.01%99.99%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.99% Public Companies and
                      Individual Investors
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