BE Semiconductor Industries/€BESI

BE Semiconductor Industries shares rise after expanding their Applied Materials partnership to co-develop advanced packaging and interconnect technologies for AI chips at the EPIC Center.
16 hours agoLightyear AI
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About BE Semiconductor Industries

BE Semiconductor Industries N.V. is a company operating in the semiconductor equipment industry. It specializes in the design, manufacturing, and marketing of assembly equipment for the semiconductor industry, focusing primarily on wafer-level packaging and leadframe-based systems. Founded in 1995 and headquartered in Duiven, Netherlands, the company serves a global customer base, including leading semiconductor manufacturers and electronics companies. Its strategic positioning is strengthened by its advanced technology solutions that enhance production efficiency and address miniaturization needs in semiconductor assembly. The company's competitive strengths include its innovation in packaging technologies and a strong focus on research and development.
Ticker
€BESI
Sector
Semiconductors
Primary listing
AEX
Employees
1,856
Headquarters
Duiven, Netherlands
Website
www.besi.com

BESI Metrics

BasicAdvanced
€17B
77.93
€2.63
1.33
€1.58
0.77%

What the Analysts think about BESI

Analyst ratings (Buy, Hold, Sell) for BE Semiconductor Industries stock.
Analyst projections of the future price of BE Semiconductor Industries stock.

Bulls say / Bears say

Orders more than doubled year on year to €292.9 million in Q2 2026, while revenue rose 68.7% and net income 177.3%. Management expects Q3 revenue to grow a further 10–15% sequentially, supporting the view that demand is translating into near-term growth. (Reuters, Besi)
Hybrid bonding adoption is broadening: the number of Besi customers using the technology rose from 15 to 21 in the first half, across logic, memory, photonics and consumer applications. That wider customer base could give Besi room to grow beyond its established packaging markets. (Reuters)
Besi raised its long-term revenue target to €1.7–2.2 billion from €1.5–1.9 billion, citing stronger demand for AI data-centre and photonics applications and new hybrid-bonding uses. The higher target signals management sees scope for growth beyond the current upturn. (Besi)
Besi’s chief executive warned that equipment demand remains cyclical and that past upturns have typically lasted six to eight quarters before excess capacity emerged. New advanced-packaging facilities could therefore leave customers with more capacity than they need, weakening future orders. (Stock Analysis)
The timing and scale of hybrid bonding in memory remain uncertain: management said evaluations are ongoing and that the coming quarters should clarify which memory uses adopt the technology and at what scale. If adoption is delayed, a key potential source of future orders could take longer to materialise. (Investing.com)
Besi expects Q3 gross margin of 63–65%, below Q2’s 65.7%, because it expects a less favourable product mix. That forecast points to near-term pressure on profitability even as revenue grows. (Besi)
Data summarised monthly by Lightyear AI. Last updated on 2 Oct 2026.

BESI Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

BESI Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing BESI

AllEURGBPUSD
Funds
Fund name
Fund size
€BESI weighting
iShares STOXX Europe 600 Technology€STEC
€26M1.72%
iShares STOXX Europe 600 Technology€EXV3
€224M1.72%
iShares AEX€IAEX
€778M1.44%
iShares AEX£IAEX
£668M1.44%
iShares MSCI EMU ESG Screened€SLMB
€624M0.23%
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.