BE Semiconductor (DE:BSI)
XETRA:BSI
BSI Stock Chart & Stats
€227.30
-€11.00(-7.26%)
At close: 4:00 PM EST
€227.30
-€11.00(-7.26%)
Day’s Range― - ―
52-Week Range€105.80 - €324.20
Previous CloseN/A
Volume53.00
Average Volume (3M)1.03K
Market Cap
€22.82B
Enterprise Value€24.72B
Total Cash (Recent Filing)€611.44M
Total Debt (Recent Filing)€519.11M
Price to Earnings (P/E)148.0
Beta1.35
Next Earnings
Jul 23, 2026EPS Estimate
1.08Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)1.91
Shares Outstanding81,146,736
10 Day Avg. Volume1,415
30 Day Avg. Volume1,029
Financial Highlights & Ratios
PEG Ratio-2.86
Price to Book (P/B)25.42
Price to Sales (P/S)17.90
P/FCF Ratio65.19
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€271.50Price Target Upside19.45% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)4.08
Revenue Forecast (FY)€944.86M
Bulls Say, Bears Say
Bulls Say
Profitability / MarginsSustained high gross and operating margins indicate structural pricing power and efficient manufacturing for capital equipment. These durable margins support reinvestment in R&D and product development, providing a buffer through cycles and enabling long-term free cash flow generation.
Cash GenerationStrong and growing free cash flow provides persistent funding for capex, service support, and shareholder returns while allowing the company to weather cyclical downturns. Consistent cash conversion underpins financial flexibility and supports aftermarket/service investments that compound long-term revenue.
Market Position & Recurring RevenueBesi's focus on die attach and advanced packaging tools targets secular demand for higher-density packaging. A sizeable installed base plus aftermarket parts, consumables and service creates recurring, higher-margin revenue and strengthens customer stickiness and long-term lifecycle monetization.
Bears Say
Elevated LeverageA materially higher leverage profile reduces financial flexibility in a cyclical capital-goods business. If semiconductor capital spending slows, interest and principal servicing pressures limit the company's ability to maintain R&D, absorb revenue shortfalls, or pursue opportunistic investments without raising cost or equity.
Choppy Revenue GrowthIrregular revenue trends show exposure to volatile semiconductor capex cycles, which can erode visibility for capacity planning and R&D prioritization. Persistent growth variability complicates resource allocation and increases the risk that margins and cash generation could fall quickly in a downturn.
Industry Cyclicality / End-Market ConcentrationHeavy dependence on semiconductor capital spending and customers (OSATs and manufacturers) makes revenue sensitive to end-market cycles and technology transitions. This structural cyclicality amplifies operational and earnings risk, especially given the company's elevated leverage and uneven recent growth.
BSI FAQ
What was BE Semiconductor’s price range in the past 12 months?
BE Semiconductor lowest stock price was €105.80 and its highest was €324.20 in the past 12 months.
What is BE Semiconductor’s market cap?
BE Semiconductor’s market cap is €22.82B.
When is BE Semiconductor’s upcoming earnings report date?
BE Semiconductor’s upcoming earnings report date is Jul 23, 2026 which is in 25 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.
Does BE Semiconductor pay dividends?
BE Semiconductor does not currently pay dividends.
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 4.978%.
Which hedge fund is a major shareholder of BE Semiconductor?
Currently, no hedge funds are holding shares in DE:BSI
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.
BSI Stock 12 Month Forecast
Average Price Target
€271.50
▲(19.45% Upside)
Technical Analysis
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Options Prices
Currently, No data available
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