Anuncio • Apr 25
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026 BE Semiconductor Industries N.V. provided earnings guidance for the second quarter 2026. For the period, the company revenue expected to increase 30%-40% vs. the €184.9 million reported in First Quarter 2026, as revenue and order momentum continue versus the prior year period. Company anticipated a significant expansion of second quarter 2026 net income and profit margins relative to First quarter 2026 and second quarter 2025. Anuncio • Feb 20
BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026 BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026. Anuncio • Oct 24
BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million. BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 23, 2026. Anuncio • Jul 24
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025 BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2025. For the quarter, the company expected revenue is expected to decline 5%-15% vs. the €148.1 million reported in second quarter of 2025. Orders are expected to increase significantly vs. second quarter of 2025 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications. Anuncio • Apr 23
BE Semiconductor Industries N.V. Provides Earnings Guidance BE Semiconductor Industries N.V. provided earnings Guidance. For the period, the company expects Revenue to be flat (plus or minus 10%) vs. €144.1 million reported in First Quarter 2025. Buy Or Sell Opportunity • Oct 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to €101. The fair value is estimated to be €128, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 23% per annum. Earnings are also forecast to grow by 30% per annum over the same time period. Anuncio • Oct 26
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024 BE Semiconductor Industries N.V. provided earnings guidance for the fourth quarter of 2024. Revenue expected to be flat plus or minus 10% vs. the €156.6 million reported in third quarter-2024 partially due to shipment delays by a customer for certain hybrid bonding systems scheduled for delivery in fourth quarter-2024. New Risk • Oct 26
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 101% Cash payout ratio: 108% Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Reported Earnings • Oct 25
Third quarter 2024 earnings released: EPS: €0.59 (vs €0.45 in 3Q 2023) Third quarter 2024 results: EPS: €0.59 (up from €0.45 in 3Q 2023). Revenue: €156.6m (up 27% from 3Q 2023). Net income: €46.8m (up 34% from 3Q 2023). Profit margin: 30% (up from 28% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Oct 15
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 35% to €105. The fair value is estimated to be €137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.1% over the last 3 years. Earnings per share has declined by 19%. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 29% per annum over the same time period. Reported Earnings • Jul 28
Second quarter 2024 earnings released: EPS: €0.53 (vs €0.68 in 2Q 2023) Second quarter 2024 results: EPS: €0.53 (down from €0.68 in 2Q 2023). Revenue: €151.2m (down 7.0% from 2Q 2023). Net income: €41.9m (down 20% from 2Q 2023). Profit margin: 28% (down from 32% in 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 26
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €123, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 85% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €85.38 per share. Anuncio • Jul 25
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024 BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2024. For the quarter, revenue expected to be flat (plus or minus 5%) vs. €151.2 million reported in second quarter of 2024. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €156, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €77.97 per share. Reported Earnings • Apr 25
First quarter 2024 earnings released: EPS: €0.44 (vs €0.44 in 1Q 2023) First quarter 2024 results: EPS: €0.44 (down from €0.44 in 1Q 2023). Revenue: €146.3m (up 9.7% from 1Q 2023). Net income: €34.0m (down 1.6% from 1Q 2023). Profit margin: 23% (down from 26% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Upcoming Dividend • Apr 22
Upcoming dividend of €2.15 per share Eligible shareholders must have bought the stock before 29 April 2024. Payment date: 03 May 2024. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.2%). Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to €134, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €96.75 per share. Recent Insider Transactions • Mar 03
Chairman of Management Board recently sold €16m worth of stock On the 28th of February, Richard Blickman sold around 100k shares on-market at roughly €165 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €36m. Declared Dividend • Feb 25
Dividend reduced to €2.15 Dividend of €2.15 is 25% lower than last year. Ex-date: 29th April 2024 Payment date: 3rd May 2024 Dividend yield will be 1.3%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio) nor is it adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 35% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 4.6% to bring the payout ratio under control. EPS is expected to grow by 119% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Feb 23
Full year 2023 earnings released: EPS: €2.29 (vs €3.03 in FY 2022) Full year 2023 results: EPS: €2.29 (down from €3.03 in FY 2022). Revenue: €578.9m (down 20% from FY 2022). Net income: €177.1m (down 26% from FY 2022). Profit margin: 31% (down from 33% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings. Recent Insider Transactions • Nov 15
Chairman of Management Board recently sold €11m worth of stock On the 10th of November, Richard Blickman sold around 100k shares on-market at roughly €112 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €27m. Anuncio • Oct 28
BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million. BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 26, 2024. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: €0.45 (vs €0.71 in 3Q 2022) Third quarter 2023 results: EPS: €0.45 (down from €0.71 in 3Q 2022). Revenue: €123.3m (down 27% from 3Q 2022). Net income: €35.0m (down 39% from 3Q 2022). Profit margin: 28% (down from 34% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Anuncio • Jul 28
Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023 BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects Revenue will decrease by approximately 20-30% vs. the €162.5 million reported in Q2-23 due to seasonal trends and ongoing market weakness. Reported Earnings • Jul 28
Second quarter 2023 earnings released: EPS: €0.68 (vs €0.94 in 2Q 2022) Second quarter 2023 results: EPS: €0.68 (down from €0.94 in 2Q 2022). Revenue: €162.5m (down 24% from 2Q 2022). Net income: €52.6m (down 31% from 2Q 2022). Profit margin: 32% (down from 35% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €105, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 219% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €64.40 per share. Recent Insider Transactions • May 12
Chairman of Management Board recently sold €8.5m worth of stock On the 10th of May, Richard Blickman sold around 100k shares on-market at roughly €85.24 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €16m. Reported Earnings • Apr 27
First quarter 2023 earnings released: EPS: €0.44 (vs €0.87 in 1Q 2022) First quarter 2023 results: EPS: €0.44 (down from €0.87 in 1Q 2022). Revenue: €133.4m (down 34% from 1Q 2022). Net income: €34.5m (down 49% from 1Q 2022). Profit margin: 26% (down from 33% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year. Upcoming Dividend • Apr 21
Upcoming dividend of €2.85 per share at 3.7% yield Eligible shareholders must have bought the stock before 28 April 2023. Payment date: 04 May 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.1%). Recent Insider Transactions • Feb 28
Chairman of Management Board recently sold €7.6m worth of stock On the 23rd of February, Richard Blickman sold around 100k shares on-market at roughly €75.60 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months. Reported Earnings • Feb 23
Full year 2022 earnings released: EPS: €3.03 (vs €3.70 in FY 2021) Full year 2022 results: EPS: €3.03 (down from €3.70 in FY 2021). Revenue: €722.9m (down 3.5% from FY 2021). Net income: €240.6m (down 15% from FY 2021). Profit margin: 33% (down from 38% in FY 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Anuncio • Dec 10
BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023 BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023 Anuncio • Dec 03
BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023 BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023 Anuncio • Nov 25
BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023 BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023 Anuncio • Nov 18
BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023 BE Semiconductor Industries N.V. announced that they will report Q4, 2022 results at 7:00 AM, Central European Standard Time on Feb 22, 2023 Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improved over the past week After last week's 20% share price gain to €62.26, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 102% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.42 per share. Valuation Update With 7 Day Price Move • Oct 27
Investor sentiment improved over the past week After last week's 18% share price gain to €52.56, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €59.40 per share. Reported Earnings • Oct 21
Third quarter 2022 earnings released: EPS: €0.71 (vs €1.08 in 3Q 2021) Third quarter 2022 results: EPS: €0.71 (down from €1.08 in 3Q 2021). Revenue: €168.8m (down 19% from 3Q 2021). Net income: €57.3m (down 32% from 3Q 2021). Profit margin: 34% (down from 40% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 22
Second quarter 2022 earnings released: EPS: €0.94 (vs €1.23 in 2Q 2021) Second quarter 2022 results: EPS: €0.94 (down from €1.23 in 2Q 2021). Revenue: €214.0m (down 5.4% from 2Q 2021). Net income: €75.6m (down 19% from 2Q 2021). Profit margin: 35% (down from 41% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jun 18
Now 29% undervalued after recent price drop Over the last 90 days, the stock is down 40%. The fair value is estimated to be €66.48, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings is also forecast to grow by 6.3% per annum over the same time period. Reported Earnings • May 01
First quarter 2022 earnings released: EPS: €0.87 (vs €0.51 in 1Q 2021) First quarter 2022 results: EPS: €0.87 (up from €0.51 in 1Q 2021). Revenue: €202.4m (up 41% from 1Q 2021). Net income: €67.5m (up 80% from 1Q 2021). Profit margin: 33% (up from 26% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 27
Upcoming dividend of €3.33 per share Eligible shareholders must have bought the stock before 03 May 2022. Payment date: 06 May 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 5.2%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (1.2%). Buying Opportunity • Apr 07
Now 25% undervalued Over the last 90 days, the stock is up 2.2%. The fair value is estimated to be €95.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 39%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings is also forecast to grow by 9.9% per annum over the same time period. Valuation Update With 7 Day Price Move • Mar 17
Investor sentiment improved over the past week After last week's 15% share price gain to €75.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Semiconductor industry in Germany. Total returns to shareholders of 264% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €93.47 per share. Buying Opportunity • Feb 23
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be €93.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% per annum over the last 3 years. Earnings per share has grown by 39% per annum over the last 3 years. Reported Earnings • Feb 19
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: €3.70 (up from €1.82 in FY 2020). Revenue: €749.3m (up 73% from FY 2020). Net income: €282.4m (up 114% from FY 2020). Profit margin: 38% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 12%, compared to a 16% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Jan 25
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €96.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% per annum over the last 3 years. Earnings per share has grown by 25% per annum over the last 3 years. Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improved over the past week After last week's 17% share price gain to €82.06, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 375% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.09 per share. Valuation Update With 7 Day Price Move • Dec 08
Investor sentiment deteriorated over the past week After last week's 15% share price decline to €73.64, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 355% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €82.01 per share. Recent Insider Transactions • Oct 31
Chairman of Management Board & CEO recently sold €7.4m worth of stock On the 27th of October, Richard Blickman sold around 100k shares on-market at roughly €74.16 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by €28m. Reported Earnings • Oct 27
Third quarter 2021 earnings released: EPS €1.08 (vs €0.47 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €208.3m (up 92% from 3Q 2020). Net income: €84.2m (up 148% from 3Q 2020). Profit margin: 40% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €67.18, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 324% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €94.88 per share. Recent Insider Transactions • Jul 29
Chairman of Management Board & CEO recently sold €7.2m worth of stock On the 27th of July, Richard Blickman sold around 100k shares on-market at roughly €72.02 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by €20m. Reported Earnings • Jul 28
Second quarter 2021 earnings released: EPS €1.23 (vs €0.55 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €226.1m (up 82% from 2Q 2020). Net income: €93.5m (up 135% from 2Q 2020). Profit margin: 41% (up from 32% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • May 29
Chairman of Management Board & CEO recently sold €6.5m worth of stock On the 25th of May, Richard Blickman sold around 100k shares on-market at roughly €64.90 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by €13m. Executive Departure • May 04
Independent Vice Chairman of Supervisory Board Douglas Dunn has left the company On the 30th of April, Douglas Dunn's tenure as Independent Vice Chairman of Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Douglas' name. Douglas is the only executive to leave the company over the last 12 months. Reported Earnings • May 03
First quarter 2021 earnings released: EPS €0.51 (vs €0.19 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €143.2m (up 57% from 1Q 2020). Net income: €37.6m (up 172% from 1Q 2020). Profit margin: 26% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Anuncio • May 01
Be Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter of 2021 BE Semiconductor Industries N.V. provided earnings guidance for the second quarter of 2021. For the period, the company's revenue expected to grow approximately 30-40% versus first quarter of 2021. Gross margin anticipated to range between 58-60%. Anuncio • Apr 07
BE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2021 BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2021. for the quarter, revenue and operating profit are anticipated to be within prior guidance for the quarter in terms of revenue, gross margin and operating profit. Reported Earnings • Mar 02
Full year 2020 earnings released: EPS €1.82 (vs €1.12 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €433.6m (up 22% from FY 2019). Net income: €132.3m (up 63% from FY 2019). Profit margin: 31% (up from 23% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Mar 02
Revenue beats expectations Revenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 36%, compared to a 17% growth forecast for the Semiconductor industry in Germany. Recent Insider Transactions • Feb 24
Chairman of Management Board & CEO recently sold €6.5m worth of stock On the 19th of February, Richard Blickman sold around 100k shares on-market at roughly €64.51 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by €9.4m. Is New 90 Day High Low • Feb 09
New 90-day high: €60.00 The company is up 59% from its price of €37.67 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 30% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.01 per share. Anuncio • Feb 06
BE Semiconductor Industries N.V. to Report Q2, 2021 Results on Jul 27, 2021 BE Semiconductor Industries N.V. announced that they will report Q2, 2021 results at 7:00 AM, Central European Standard Time on Jul 27, 2021 Is New 90 Day High Low • Jan 22
New 90-day high: €55.88 The company is up 42% from its price of €39.25 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.48 per share. Anuncio • Jan 14
BE Semiconductor Industries N.V. to Report Q1, 2021 Results on Apr 30, 2021 BE Semiconductor Industries N.V. announced that they will report Q1, 2021 results at 7:00 AM, Central European Standard Time on Apr 30, 2021 Is New 90 Day High Low • Jan 04
New 90-day high: €50.20 The company is up 37% from its price of €36.67 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.81 per share. Is New 90 Day High Low • Dec 16
New 90-day high: €47.18 The company is up 23% from its price of €38.35 on 16 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Semiconductor industry, which is also up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.77 per share. Is New 90 Day High Low • Nov 27
New 90-day high: €43.47 The company is up 9.0% from its price of €39.94 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €39.97 per share. Anuncio • Nov 27
BE Semiconductor Industries N.V. to Report Q4, 2020 Results on Feb 19, 2021 BE Semiconductor Industries N.V. announced that they will report Q4, 2020 results at 7:00 AM, Central European Standard Time on Feb 19, 2021 Is New 90 Day High Low • Oct 30
New 90-day low: €34.40 The company is down 8.0% from its price of €37.34 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €40.15 per share.