BE Semiconductor Industries (BESI) Stock Overview
Develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 6/6 |
| Past Performance | 1/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
BESI Community Fair Values
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Analyst Price Targets
BE Semiconductor Industries N.V. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | €287.10 |
| 52 Week High | €300.70 |
| 52 Week Low | €105.40 |
| Beta | 1.36 |
| 1 Month Change | 10.08% |
| 3 Month Change | 64.10% |
| 1 Year Change | 138.65% |
| 3 Year Change | 186.24% |
| 5 Year Change | 306.20% |
| Change since IPO | 5,383.77% |
Recent News & Updates
Narrative Update • Jun 05
BESI: Takeover Interest And AI Packaging Strength Will Reprice Future Earnings
Analyst fair value for BE Semiconductor Industries has been adjusted from €340 to €345. This aligns with a series of higher Street price targets from multiple firms as analysts point to updated assumptions on revenue growth, profitability and future P/E levels.Narrative Update • May 22
BESI: Takeover Interest And AI Packaging Cycle May Reprice Future Earnings
Analysts have raised the implied fair value for BE Semiconductor from €220 to €340, in line with a series of recent price target increases across the Street that reflect updated assumptions on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on BE Semiconductor Industries points to an increasingly constructive tone, with a series of higher price targets and supportive ratings concentrated in the first half of the year.
Narrative Update • May 07
BESI: AI Packaging Euphoria Will Outpace Takeover And Margin Delivery Risks
Narrative Update: BE Semiconductor Industries Price Target Revision The analyst price target for BE Semiconductor Industries has moved from €117.84 to €140.00, as analysts factor in recent Street research that reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on BE Semiconductor Industries highlights a wide range of price targets, with figures such as €140, €155 and €204, alongside different stock ratings including Hold, Equal Weight and Overweight.Recent updates
Narrative Update • Jun 05
BESI: Takeover Interest And AI Packaging Strength Will Reprice Future Earnings
Analyst fair value for BE Semiconductor Industries has been adjusted from €340 to €345. This aligns with a series of higher Street price targets from multiple firms as analysts point to updated assumptions on revenue growth, profitability and future P/E levels.Narrative Update • May 22
BESI: Takeover Interest And AI Packaging Cycle May Reprice Future Earnings
Analysts have raised the implied fair value for BE Semiconductor from €220 to €340, in line with a series of recent price target increases across the Street that reflect updated assumptions on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on BE Semiconductor Industries points to an increasingly constructive tone, with a series of higher price targets and supportive ratings concentrated in the first half of the year.Narrative Update • May 07
BESI: AI Packaging Euphoria Will Outpace Takeover And Margin Delivery Risks
Narrative Update: BE Semiconductor Industries Price Target Revision The analyst price target for BE Semiconductor Industries has moved from €117.84 to €140.00, as analysts factor in recent Street research that reflects updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on BE Semiconductor Industries highlights a wide range of price targets, with figures such as €140, €155 and €204, alongside different stock ratings including Hold, Equal Weight and Overweight.
Narrative Update • Apr 22
BESI: Takeover Hype Around Advanced Packaging Will Likely Cap Future Returns
Analysts have lifted their aggregate price target for BE Semiconductor Industries by about €17 to around €204, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E. These revisions are in line with a series of recent Street target increases from major banks.Narrative Update • Apr 07
BESI: Future Returns Will Hinge On AI Packaging And Takeover Interest
The analyst price target on BE Semiconductor Industries has been nudged higher to reflect a fair value move from about €186.17 to €186.61. This adjustment is supported by a series of recent target increases from banks such as Morgan Stanley, JPMorgan, Barclays, Berenberg and Citi, partly offset by one downgrade to Hold at Kepler Cheuvreux.Narrative Update • Mar 24
BESI: Future Returns Will Depend On AI Packaging Upside And Takeover Optionality
Analysts modestly trimmed the intrinsic value estimate for BE Semiconductor Industries to €186.17 from €186.61. At the same time, a series of price target increases across banks, citing higher artificial intelligence and high bandwidth memory related expectations, supports a slightly higher assumed future P/E of 36.05x despite marginally softer modeled revenue growth and profit margin inputs.Narrative Update • Mar 09
BESI: Future Returns Will Rely On AI Memory Upside And Buyback Support
Our updated narrative price target for BE Semiconductor Industries moves from €152.64 to €186.61, reflecting analysts' higher Street targets clustered around €140 to €204, as they factor in revised assumptions on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on BE Semiconductor Industries points to a broad reset higher in price targets, with values now ranging from around €140 to €204.Narrative Update • Feb 23
BESI: AI Packaging Hype Will Likely Outrun Realistic Execution Capacity
Analysts have lifted their blended price target for BE Semiconductor Industries from about €105 to roughly €118, citing refreshed models that reflect updated revenue growth assumptions, a higher future P/E multiple and recent target hikes across several research houses. Analyst Commentary Recent research on BE Semiconductor Industries points to a mix of optimism on long term themes and some clear pockets of caution.Analysis Article • Feb 09
BE Semiconductor Industries (AMS:BESI) Hasn't Managed To Accelerate Its Returns
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Narrative Update • Feb 08
BESI: Fair Value View Points To AI Memory Packaging Upside
Our analyst fair value estimate for BE Semiconductor Industries has moved to €220 from €170, reflecting analysts' higher price targets and assumptions for stronger revenue growth, margins, and achievable future P/E multiples supported by recent bullish Street research. Analyst Commentary Recent Street research on BE Semiconductor Industries has leaned constructive, with several bullish analysts lifting their price targets and, in some cases, turning more positive on the rating.Narrative Update • Jan 24
BESI: Future AI Packaging Expectations Will Likely Exceed Realistic Execution Capacity
Our analyst fair value estimate for BE Semiconductor Industries has been lifted to €105 from €100, reflecting higher modeled revenue growth and a slightly lower assumed future P/E. This follows recent research from multiple banks, which raised price targets into the €154 to €190 range and highlighted expected benefits from demand related to high bandwidth memory.Analysis Article • Jan 16
After Leaping 30% BE Semiconductor Industries N.V. (AMS:BESI) Shares Are Not Flying Under The Radar
BE Semiconductor Industries N.V. ( AMS:BESI ) shares have had a really impressive month, gaining 30% after a shaky...Narrative Update • Jan 10
BESI: Future Returns Will Rely On Premium P E And Buyback Support
Analysts have nudged their fair value estimate for BE Semiconductor Industries slightly higher to €152.64 from €150.40, reflecting updated views on discount rates, revenue growth, profit margins and future P/E after a mix of recent price target moves that include both upgrades and downgrades. Analyst Commentary Recent Street research on BE Semiconductor Industries shows a mix of optimism around growth opportunities and caution about how much of that is already reflected in the share price.Narrative Update • Dec 25
BESI: Future Upside Will Depend On Premium Multiples And Share Buybacks
Analysts have raised their price target for BE Semiconductor Industries to EUR 160 from around EUR 147, citing sustained confidence in the company’s growth prospects and profitability profile. Analyst Commentary Recent research updates highlight a steady progression in valuation assumptions for BE Semiconductor Industries, with successive price target increases reflecting growing confidence in the company’s execution and medium term growth trajectory.Narrative Update • Dec 11
BESI: Future Share Returns Will Rely On Premium Multiples And Buyback Support
The analyst price target for BE Semiconductor Industries has inched higher to approximately EUR 150.40 from EUR 150.15, as analysts factor in modestly stronger revenue growth expectations and a slightly lower discount rate, while maintaining confidence in the company's premium valuation profile. Analyst Commentary Recent Street research on BE Semiconductor Industries has been characterized by a series of upward price target revisions, underpinned by increasing confidence in the multiyear growth trajectory of advanced packaging and hybrid bonding solutions.Analysis Article • Nov 30
At €130, Is BE Semiconductor Industries N.V. (AMS:BESI) Worth Looking At Closely?
Let's talk about the popular BE Semiconductor Industries N.V. ( AMS:BESI ). The company's shares led the ENXTAM gainers...Narrative Update • Nov 26
BESI: Sustained Profit Margins And Buybacks Will Drive Share Gains Ahead
Analysts have raised their price target for BE Semiconductor Industries, increasing it from €147 to €160. They cite sustained strong growth projections and robust profit margins as key factors behind the new valuation.Analysis Article • Nov 18
Estimating The Fair Value Of BE Semiconductor Industries N.V. (AMS:BESI)
Key Insights The projected fair value for BE Semiconductor Industries is €146 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Nov 06
The Returns At BE Semiconductor Industries (AMS:BESI) Aren't Growing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Narrative Update • Nov 05
BESI: Revenue Acceleration And Share Buybacks Will Drive Measured Upside Potential
BE Semiconductor Industries' analyst price target has been raised from €141.05 to €150.15, reflecting analysts' confidence in stronger revenue growth and improved profit margins. Analyst Commentary Analysts have recently adjusted their outlook for BE Semiconductor Industries, reflecting a spectrum of opinions on the company's prospects.Narrative Update • Oct 22
Analysts Raise Price Targets for BE Semiconductor Industries Amid Upbeat Growth and Valuation Outlook
Analysts have raised their price target for BE Semiconductor Industries from €138.70 to €141.05, citing slightly improved revenue growth forecasts and stable profit margins as key drivers behind the update. Analyst Commentary Recent Street Research updates reflect growing interest in BE Semiconductor Industries, with several major firms increasing their price targets and maintaining positive outlooks on the stock.Narrative Update • Oct 08
Advanced Packaging And Hybrid Bonding Will Expand Semiconductor Markets
Analysts have increased their price target for BE Semiconductor Industries by €13, citing an improved revenue growth outlook and slight enhancements in profit margin forecasts. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, reflecting improved confidence in BE Semiconductor Industries’ growth outlook.Analysis Article • Oct 07
Market Participants Recognise BE Semiconductor Industries N.V.'s (AMS:BESI) Earnings Pushing Shares 35% Higher
BE Semiconductor Industries N.V. ( AMS:BESI ) shares have had a really impressive month, gaining 35% after a shaky...Analysis Article • Sep 07
Does BE Semiconductor Industries (AMS:BESI) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Aug 25
Is Now An Opportune Moment To Examine BE Semiconductor Industries N.V. (AMS:BESI)?
BE Semiconductor Industries N.V. ( AMS:BESI ) saw a double-digit share price rise of over 10% in the past couple of...Analysis Article • Aug 01
BE Semiconductor Industries N.V. (AMS:BESI) Shares Could Be 21% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, BE Semiconductor Industries fair value estimate is €152...Analysis Article • Jul 07
Investors Met With Slowing Returns on Capital At BE Semiconductor Industries (AMS:BESI)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...
New Narrative • Nov 25
Cutting-Edge Packaging Powers Future Success Amid Market Challenges
Investment in advanced packaging for AI and hybrid technologies positions Besi for growth through increased demand and innovative, high-performance applications.Shareholder Returns
| BESI | NL Semiconductor | NL Market | |
|---|---|---|---|
| 7D | 0.3% | -1.2% | -0.1% |
| 1Y | 138.7% | 118.4% | 30.7% |
Return vs Industry: BESI exceeded the Dutch Semiconductor industry which returned 118.4% over the past year.
Return vs Market: BESI exceeded the Dutch Market which returned 30.7% over the past year.
Price Volatility
| BESI volatility | |
|---|---|
| BESI Average Weekly Movement | 6.3% |
| Semiconductor Industry Average Movement | 10.2% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in NL Market | 7.6% |
| 10% least volatile stocks in NL Market | 2.5% |
Stable Share Price: BESI's share price has been volatile over the past 3 months compared to the Dutch market.
Volatility Over Time: BESI's weekly volatility (6%) has been stable over the past year, but is still higher than 75% of Dutch stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1995 | 1,902 | Richard Blickman | www.besi.com |
BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally. It operates through three segments: Die Attach, Packaging, and Plating. The company offers single chip, multi chip, multi module, flip chip, epoxy and soft solder die bonding systems, hybrid, TCB and embedded bridge die bonding, die lid attach, and fan out wafer level packaging systems; and conventional, ultra-thin and wafer level molding, trim and form, and singulation systems.
BE Semiconductor Industries N.V. Fundamentals Summary
| BESI fundamental statistics | |
|---|---|
| Market cap | €22.73b |
| Earnings (TTM) | €151.71m |
| Revenue (TTM) | €632.07m |
149.8x
P/E Ratio36.0x
P/S RatioIs BESI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BESI income statement (TTM) | |
|---|---|
| Revenue | €632.07m |
| Cost of Revenue | €232.14m |
| Gross Profit | €399.93m |
| Other Expenses | €248.22m |
| Earnings | €151.71m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 23, 2026
| Earnings per share (EPS) | 1.92 |
| Gross Margin | 63.27% |
| Net Profit Margin | 24.00% |
| Debt/Equity Ratio | 111.2% |
How did BESI perform over the long term?
See historical performance and comparisonDividends
0.6%
Current Dividend Yield82%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 16:56 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BE Semiconductor Industries N.V. is covered by 31 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Simon Alexander Coles | Barclays |
| Trion Reid | Berenberg |