View ValuationBE Semiconductor Industries 将来の成長Future 基準チェック /66BE Semiconductor Industries利益と収益がそれぞれ年間28.2%と20.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に69.8% 28.2%なると予測されています。主要情報28.2%収益成長率28.18%EPS成長率Semiconductor 収益成長30.0%収益成長率20.8%将来の株主資本利益率69.81%アナリストカバレッジGood最終更新日26 May 2026今後の成長に関する最新情報お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE 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.お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE 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.お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE 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.お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE 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.お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE 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.すべての更新を表示Recent updatesお知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE 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.Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.65 (vs €0.40 in 1Q 2025)First quarter 2026 results: EPS: €0.65 (up from €0.40 in 1Q 2025). Revenue: €184.9m (up 28% from 1Q 2025). Net income: €51.6m (up 64% from 1Q 2025). Profit margin: 28% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.Upcoming Dividend • Apr 20Upcoming dividend of €1.58 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 04 May 2026. Payout ratio and cash payout ratio are on the higher end at 95% and 92% respectively. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (0.7%).Buy Or Sell Opportunity • Apr 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €189. The fair value is estimated to be €157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.Buy Or Sell Opportunity • Mar 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €192. The fair value is estimated to be €158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Declared Dividend • Feb 21Dividend reduced to €1.58Dividend of €1.58 is 28% lower than last year. Ex-date: 27th April 2026 Payment date: 4th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 7.7% 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 5.5% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €1.66 (vs €2.31 in FY 2024)Full year 2025 results: EPS: €1.66 (down from €2.31 in FY 2024). Revenue: €591.3m (down 2.7% from FY 2024). Net income: €131.6m (down 28% from FY 2024). Profit margin: 22% (down from 30% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.お知らせ • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: €0.32 (vs €0.59 in 3Q 2024)Third quarter 2025 results: EPS: €0.32 (down from €0.59 in 3Q 2024). Revenue: €132.7m (down 15% from 3Q 2024). Net income: €25.3m (down 46% from 3Q 2024). Profit margin: 19% (down from 30% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% 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 14% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.お知らせ • Oct 24BE 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.お知らせ • Oct 23+ 2 more updatesBE Semiconductor Industries N.V. to Report Q4, 2025 Results on Feb 19, 2026BE Semiconductor Industries N.V. announced that they will report Q4, 2025 results on Feb 19, 2026Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €147, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 229% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €141 per share.Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 21% to €117. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE 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.Buy Or Sell Opportunity • Jun 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €126. The fair value is estimated to be €157, 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 21%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 111% Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €115, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.Recent Insider Transactions • Apr 27Chairman of Management Board recently bought €2.4m worth of stockOn the 23rd of April, Richard Blickman bought around 45k shares on-market at roughly €54.88 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €9.7m. Richard has been a buyer over the last 12 months, purchasing a net total of €12m worth in shares.Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: €0.40 (vs €0.44 in 1Q 2024)First quarter 2025 results: EPS: €0.40 (down from €0.44 in 1Q 2024). Revenue: €144.1m (down 1.5% from 1Q 2024). Net income: €31.5m (down 7.3% from 1Q 2024). Profit margin: 22% (down from 23% in 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE 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.Upcoming Dividend • Apr 18Upcoming dividend of €2.18 per shareEligible shareholders must have bought the stock before 25 April 2025. Payment date: 02 May 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €87.94, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Semiconductor industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €148 per share.Recent Insider Transactions • Mar 13Chairman of Management Board recently bought €9.7m worth of stockOn the 10th of March, Richard Blickman bought around 100k shares on-market at roughly €96.75 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.Declared Dividend • Feb 23Dividend increased to €2.18Dividend of €2.18 is 1.4% higher than last year. Ex-date: 25th April 2025 Payment date: 2nd May 2025 Dividend yield will be 1.9%, 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 covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 29% 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 5.0% to bring the payout ratio under control. EPS is expected to grow by 87% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Feb 21BE Semiconductor Industries N.V. announces Annual dividend, payable on May 02, 2025BE Semiconductor Industries N.V. announced Annual dividend of EUR 2.1800 per share payable on May 02, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.Reported Earnings • Feb 21Full year 2024 earnings released: EPS: €2.31 (vs €2.29 in FY 2023)Full year 2024 results: EPS: €2.31 (up from €2.29 in FY 2023). Revenue: €607.5m (up 4.9% from FY 2023). Net income: €182.0m (up 2.8% from FY 2023). Profit margin: 30% (in line with FY 2023). Revenue is forecast to grow 19% 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 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.お知らせ • Feb 20+ 1 more updateBE Semiconductor Industries N.V. to Report Q2, 2025 Results on Jul 24, 2025BE Semiconductor Industries N.V. announced that they will report Q2, 2025 results on Jul 24, 2025Buy Or Sell Opportunity • Feb 06Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €118. The fair value is estimated to be €148, 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 20% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €122, the stock trades at a forward P/E ratio of 38x. 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 €142 per share.New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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).Buy Or Sell Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €108. The fair value is estimated to be €136, 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.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €114, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 13x in the Semiconductor industry in Germany. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €130 per share.New Risk • Oct 27New minor risk - Shareholder dilutionThe 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 Risk Shareholders have been diluted in the past year (3.3% increase in shares outstanding).お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE 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.Reported Earnings • Oct 25Third 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.お知らせ • Oct 24+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2025 Results on Apr 23, 2025BE Semiconductor Industries N.V. announced that they will report Q1, 2025 results on Apr 23, 2025Buy Or Sell Opportunity • Oct 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to €107. The fair value is estimated to be €139, 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 28Second 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.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €121, 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 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €84.02 per share.お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE 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.業績と収益の成長予測XTRA:BSI - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,5275845936001712/31/20271,2554563914162212/31/2026937300285324183/31/2026632152187227N/A12/31/2025591132136178N/A9/30/2025578148153194N/A6/30/2025602170166206N/A3/31/2025605180156185N/A12/31/2024607182170201N/A9/30/2024614178158191N/A6/30/2024580166151184N/A3/31/2024592177176207N/A12/31/2023579177181209N/A9/30/2023557162213242N/A6/30/2023602185260289N/A3/31/2023654208260288N/A12/31/2022723241243272N/A9/30/2022757268258287N/A6/30/2022796295245273N/A3/31/2022809312269297N/A12/31/2021749282250278N/A9/30/2021687260200228N/A6/30/2021587210164190N/A3/31/2021485156137162N/A12/31/2020434132140162N/A9/30/2020416121127147N/A6/30/2020398107106124N/A3/31/2020366868299N/A12/31/201935681N/A120N/A9/30/201935670N/A140N/A6/30/201938380N/A167N/A3/31/2019452109N/A177N/A12/31/2018525136N/A184N/A9/30/2018586157N/A205N/A6/30/2018629181N/A182N/A3/31/2018637186N/A205N/A12/31/2017593173N/A168N/A9/30/2017533146N/A124N/A6/30/2017468110N/A112N/A3/31/201740781N/A97N/A12/31/201637565N/A99N/A9/30/201636058N/A98N/A6/30/201633848N/A88N/A3/31/201633339N/A91N/A12/31/201534949N/A87N/A9/30/201536059N/A91N/A6/30/201539274N/A97N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BSIの予測収益成長率 (年間28.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: BSIの収益 ( 28.2% ) はGerman市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高成長収益: BSIの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BSIの収益 ( 20.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: BSIの収益 ( 20.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BSIの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 69.8 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 11:52終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BE Semiconductor Industries N.V. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関James FontanelliArete Research Services LLPSimon Alexander ColesBarclaysTrion ReidBerenberg28 その他のアナリストを表示
お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE 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.
お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.
お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE 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.
お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE 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.
お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE 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.
お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE 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.
お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE 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.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.65 (vs €0.40 in 1Q 2025)First quarter 2026 results: EPS: €0.65 (up from €0.40 in 1Q 2025). Revenue: €184.9m (up 28% from 1Q 2025). Net income: €51.6m (up 64% from 1Q 2025). Profit margin: 28% (up from 22% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
Upcoming Dividend • Apr 20Upcoming dividend of €1.58 per shareEligible shareholders must have bought the stock before 27 April 2026. Payment date: 04 May 2026. Payout ratio and cash payout ratio are on the higher end at 95% and 92% respectively. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (0.7%).
Buy Or Sell Opportunity • Apr 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 30% to €189. The fair value is estimated to be €157, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 28% per annum over the same time period.
Buy Or Sell Opportunity • Mar 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 39% to €192. The fair value is estimated to be €158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.4% over the last 3 years. Earnings per share has declined by 12%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Declared Dividend • Feb 21Dividend reduced to €1.58Dividend of €1.58 is 28% lower than last year. Ex-date: 27th April 2026 Payment date: 4th May 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is not adequately covered by earnings (95% earnings payout ratio) nor is it adequately covered by cash flows (91% cash payout ratio). The dividend has increased by an average of 7.7% 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 5.5% to bring the payout ratio under control. EPS is expected to grow by 107% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Feb 20Full year 2025 earnings released: EPS: €1.66 (vs €2.31 in FY 2024)Full year 2025 results: EPS: €1.66 (down from €2.31 in FY 2024). Revenue: €591.3m (down 2.7% from FY 2024). Net income: €131.6m (down 28% from FY 2024). Profit margin: 22% (down from 30% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
お知らせ • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.
お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.
Reported Earnings • Oct 24Third quarter 2025 earnings released: EPS: €0.32 (vs €0.59 in 3Q 2024)Third quarter 2025 results: EPS: €0.32 (down from €0.59 in 3Q 2024). Revenue: €132.7m (down 15% from 3Q 2024). Net income: €25.3m (down 46% from 3Q 2024). Profit margin: 19% (down from 30% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 23% 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 14% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
お知らせ • Oct 24BE 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.
お知らせ • Oct 23+ 2 more updatesBE Semiconductor Industries N.V. to Report Q4, 2025 Results on Feb 19, 2026BE Semiconductor Industries N.V. announced that they will report Q4, 2025 results on Feb 19, 2026
Valuation Update With 7 Day Price Move • Oct 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €147, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 229% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €141 per share.
Buy Or Sell Opportunity • Jul 25Now 24% undervaluedOver the last 90 days, the stock has risen 21% to €117. The fair value is estimated to be €155, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE 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.
Buy Or Sell Opportunity • Jun 18Now 20% undervaluedOver the last 90 days, the stock has risen 17% to €126. The fair value is estimated to be €157, 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 21%. For the next 3 years, revenue is forecast to grow by 20% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
New Risk • May 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 96% Cash payout ratio: 111% Minor Risk Share price has been volatile over the past 3 months (8.8% average weekly change).
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €115, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €161 per share.
Recent Insider Transactions • Apr 27Chairman of Management Board recently bought €2.4m worth of stockOn the 23rd of April, Richard Blickman bought around 45k shares on-market at roughly €54.88 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €9.7m. Richard has been a buyer over the last 12 months, purchasing a net total of €12m worth in shares.
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: €0.40 (vs €0.44 in 1Q 2024)First quarter 2025 results: EPS: €0.40 (down from €0.44 in 1Q 2024). Revenue: €144.1m (down 1.5% from 1Q 2024). Net income: €31.5m (down 7.3% from 1Q 2024). Profit margin: 22% (down from 23% in 1Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE 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.
Upcoming Dividend • Apr 18Upcoming dividend of €2.18 per shareEligible shareholders must have bought the stock before 25 April 2025. Payment date: 02 May 2025. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €87.94, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 11x in the Semiconductor industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €148 per share.
Recent Insider Transactions • Mar 13Chairman of Management Board recently bought €9.7m worth of stockOn the 10th of March, Richard Blickman bought around 100k shares on-market at roughly €96.75 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
Declared Dividend • Feb 23Dividend increased to €2.18Dividend of €2.18 is 1.4% higher than last year. Ex-date: 25th April 2025 Payment date: 2nd May 2025 Dividend yield will be 1.9%, 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 covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 29% 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 5.0% to bring the payout ratio under control. EPS is expected to grow by 87% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Feb 21BE Semiconductor Industries N.V. announces Annual dividend, payable on May 02, 2025BE Semiconductor Industries N.V. announced Annual dividend of EUR 2.1800 per share payable on May 02, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.
Reported Earnings • Feb 21Full year 2024 earnings released: EPS: €2.31 (vs €2.29 in FY 2023)Full year 2024 results: EPS: €2.31 (up from €2.29 in FY 2023). Revenue: €607.5m (up 4.9% from FY 2023). Net income: €182.0m (up 2.8% from FY 2023). Profit margin: 30% (in line with FY 2023). Revenue is forecast to grow 19% 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 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.
お知らせ • Feb 20+ 1 more updateBE Semiconductor Industries N.V. to Report Q2, 2025 Results on Jul 24, 2025BE Semiconductor Industries N.V. announced that they will report Q2, 2025 results on Jul 24, 2025
Buy Or Sell Opportunity • Feb 06Now 20% undervaluedOver the last 90 days, the stock has risen 7.3% to €118. The fair value is estimated to be €148, 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 20% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €122, the stock trades at a forward P/E ratio of 38x. 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 €142 per share.
New Risk • Dec 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. 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).
Buy Or Sell Opportunity • Nov 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to €108. The fair value is estimated to be €136, 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.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €114, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 13x in the Semiconductor industry in Germany. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at €130 per share.
New Risk • Oct 27New minor risk - Shareholder dilutionThe 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 Risk Shareholders have been diluted in the past year (3.3% increase in shares outstanding).
お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE 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.
Reported Earnings • Oct 25Third 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.
お知らせ • Oct 24+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2025 Results on Apr 23, 2025BE Semiconductor Industries N.V. announced that they will report Q1, 2025 results on Apr 23, 2025
Buy Or Sell Opportunity • Oct 15Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 34% to €107. The fair value is estimated to be €139, 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 28Second 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.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €121, 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 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €84.02 per share.
お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE 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.