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

134 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 high gross, operating, and net margins indicate strong earnings power in its semiconductor assembly equipment business. This profitability provides capacity to fund product development, service infrastructure, and shareholder returns while helping absorb normal industry fluctuations over the next several quarters.
Strong Free Cash FlowFree cash flow that closely tracks reported earnings supports the quality of Besi’s profits and gives management internally generated funds for investment, debt servicing, and capital allocation. This cash-generation capability is a durable financial strength through the forecast period.
Reaccelerating Revenue GrowthThe return to meaningful TTM revenue growth shows that Besi can recover when semiconductor customers resume capacity and technology spending. Its exposure to advanced assembly and packaging equipment provides a basis for renewed demand as customers upgrade production capabilities.
Bears Say
Higher LeverageBesi’s debt now exceeds equity and leverage is higher than in 2021–2023, reducing balance-sheet flexibility. In a cyclical semiconductor equipment market, this can constrain investment choices and leave less capacity to absorb prolonged weakness or customer spending delays.
Semiconductor CyclicalityThe historical swings in revenue demonstrate that Besi remains exposed to semiconductor capital-expenditure cycles. Customer pauses or delayed capacity additions can therefore create material volatility in sales and earnings, making sustained growth less predictable across the next two to six months.
Softer Cash Conversion TrendAlthough overall cash generation remains strong, the recent decline in cash conversion suggests that earnings are translating into cash less efficiently than in stronger prior periods. If this persists, it could reduce the funds available for reinvestment, debt reduction, or distributions.

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 €15.54B.
      When is BE Semiconductor’s upcoming earnings report date?
      BE Semiconductor’s upcoming earnings report date is Oct 22, 2026 which is in 21 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 0.82%. See more information on BE Semiconductor dividends here
              What is BE Semiconductor’s EPS estimate?
              BE Semiconductor’s EPS estimate is 1.24.
                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

                      €273.57
                      ▲(37.34% Upside)
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