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30.4%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19 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.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.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 • Feb 21+ 1 more updateBE 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.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 • Oct 30Now 21% undervalued after recent price dropOver 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.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.New Risk • Oct 26New 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 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 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. 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.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 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 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. 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 26Investor 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.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.Valuation Update With 7 Day Price Move • Jun 11Investor 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 25First 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 22Upcoming dividend of €2.15 per shareEligible 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 11Investor 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 03Chairman of Management Board recently sold €16m worth of stockOn 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 25Dividend reduced to €2.15Dividend 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 23Full 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.お知らせ • Feb 22+ 3 more updatesBE Semiconductor Industries N.V. to Report Q2, 2024 Results on Jul 25, 2024BE Semiconductor Industries N.V. announced that they will report Q2, 2024 results on Jul 25, 2024Recent Insider Transactions • Nov 15Chairman of Management Board recently sold €11m worth of stockOn 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.お知らせ • Oct 28BE 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.お知らせ • Oct 27+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2024 Results on Apr 25, 2024BE Semiconductor Industries N.V. announced that they will report Q1, 2024 results on Apr 25, 2024Reported Earnings • Oct 27Third 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.お知らせ • Jul 28Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023BE 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 28Second 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 31Investor 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 12Chairman of Management Board recently sold €8.5m worth of stockOn 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 27First 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 21Upcoming dividend of €2.85 per share at 3.7% yieldEligible 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 28Chairman of Management Board recently sold €7.6m worth of stockOn 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 23Full 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.お知らせ • Dec 10BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023お知らせ • Dec 03BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023お知らせ • Nov 25BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023お知らせ • Nov 18BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023BE Semiconductor Industries N.V. announced that they will report Q4, 2022 results at 7:00 AM, Central European Standard Time on Feb 22, 2023Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter 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 27Investor sentiment improved over the past weekAfter 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 21Third 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 22Second 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 18Now 29% undervalued after recent price dropOver 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 01First 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 27Upcoming dividend of €3.33 per shareEligible 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 07Now 25% undervaluedOver 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 17Investor sentiment improved over the past weekAfter 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 23Now 21% undervalued after recent price dropOver 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 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 25Now 21% undervaluedThe 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 14Investor sentiment improved over the past weekAfter 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 08Investor sentiment deteriorated over the past weekAfter 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 31Chairman of Management Board & CEO recently sold €7.4m worth of stockOn 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 27Third 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 02Investor sentiment deteriorated over the past weekAfter 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 29Chairman of Management Board & CEO recently sold €7.2m worth of stockOn 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 28Second 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 29Chairman of Management Board & CEO recently sold €6.5m worth of stockOn 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 04Independent Vice Chairman of Supervisory Board Douglas Dunn has left the companyOn 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 03First 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.お知らせ • May 01Be Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter of 2021BE 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%.お知らせ • Apr 07BE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2021BE 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 02Full 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 02Revenue beats expectationsRevenue 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 24Chairman of Management Board & CEO recently sold €6.5m worth of stockOn 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.お知らせ • Feb 19+ 2 more updatesBE Semiconductor Industries N.V. to Report Fiscal Year 2020 Results on Mar 19, 2021BE Semiconductor Industries N.V. announced that they will report fiscal year 2020 results on Mar 19, 2021Is New 90 Day High Low • Feb 09New 90-day high: €60.00The 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.お知らせ • Feb 06BE Semiconductor Industries N.V. to Report Q2, 2021 Results on Jul 27, 2021BE Semiconductor Industries N.V. announced that they will report Q2, 2021 results at 7:00 AM, Central European Standard Time on Jul 27, 2021Is New 90 Day High Low • Jan 22New 90-day high: €55.88The 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.お知らせ • Jan 14BE Semiconductor Industries N.V. to Report Q1, 2021 Results on Apr 30, 2021BE Semiconductor Industries N.V. announced that they will report Q1, 2021 results at 7:00 AM, Central European Standard Time on Apr 30, 2021Is New 90 Day High Low • Jan 04New 90-day high: €50.20The 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 16New 90-day high: €47.18The 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 27New 90-day high: €43.47The 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.お知らせ • Nov 27BE Semiconductor Industries N.V. to Report Q4, 2020 Results on Feb 19, 2021BE Semiconductor Industries N.V. announced that they will report Q4, 2020 results at 7:00 AM, Central European Standard Time on Feb 19, 2021Is New 90 Day High Low • Oct 30New 90-day low: €34.40The 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.業績と収益の成長予測DB: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 ( 17.1% ) 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2026/05/22 14:41終値2026/05/22 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.
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.
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
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 • Feb 21+ 1 more updateBE 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.
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 • Oct 30Now 21% undervalued after recent price dropOver 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.
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.
New Risk • Oct 26New 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 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 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. 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.
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 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 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. 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 26Investor 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.
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.
Valuation Update With 7 Day Price Move • Jun 11Investor 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 25First 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 22Upcoming dividend of €2.15 per shareEligible 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 11Investor 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 03Chairman of Management Board recently sold €16m worth of stockOn 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 25Dividend reduced to €2.15Dividend 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 23Full 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.
お知らせ • Feb 22+ 3 more updatesBE Semiconductor Industries N.V. to Report Q2, 2024 Results on Jul 25, 2024BE Semiconductor Industries N.V. announced that they will report Q2, 2024 results on Jul 25, 2024
Recent Insider Transactions • Nov 15Chairman of Management Board recently sold €11m worth of stockOn 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.
お知らせ • Oct 28BE 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.
お知らせ • Oct 27+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2024 Results on Apr 25, 2024BE Semiconductor Industries N.V. announced that they will report Q1, 2024 results on Apr 25, 2024
Reported Earnings • Oct 27Third 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.
お知らせ • Jul 28Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023BE 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 28Second 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 31Investor 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 12Chairman of Management Board recently sold €8.5m worth of stockOn 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 27First 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 21Upcoming dividend of €2.85 per share at 3.7% yieldEligible 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 28Chairman of Management Board recently sold €7.6m worth of stockOn 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 23Full 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.
お知らせ • Dec 10BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023
お知らせ • Dec 03BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023
お知らせ • Nov 25BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023
お知らせ • Nov 18BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023BE 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 12Investor sentiment improved over the past weekAfter 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 27Investor sentiment improved over the past weekAfter 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 21Third 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 22Second 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 18Now 29% undervalued after recent price dropOver 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 01First 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 27Upcoming dividend of €3.33 per shareEligible 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 07Now 25% undervaluedOver 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 17Investor sentiment improved over the past weekAfter 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 23Now 21% undervalued after recent price dropOver 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 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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 25Now 21% undervaluedThe 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 14Investor sentiment improved over the past weekAfter 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 08Investor sentiment deteriorated over the past weekAfter 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 31Chairman of Management Board & CEO recently sold €7.4m worth of stockOn 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 27Third 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 02Investor sentiment deteriorated over the past weekAfter 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 29Chairman of Management Board & CEO recently sold €7.2m worth of stockOn 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 28Second 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 29Chairman of Management Board & CEO recently sold €6.5m worth of stockOn 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 04Independent Vice Chairman of Supervisory Board Douglas Dunn has left the companyOn 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 03First 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.
お知らせ • May 01Be Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter of 2021BE 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%.
お知らせ • Apr 07BE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2021BE 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 02Full 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 02Revenue beats expectationsRevenue 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 24Chairman of Management Board & CEO recently sold €6.5m worth of stockOn 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.
お知らせ • Feb 19+ 2 more updatesBE Semiconductor Industries N.V. to Report Fiscal Year 2020 Results on Mar 19, 2021BE Semiconductor Industries N.V. announced that they will report fiscal year 2020 results on Mar 19, 2021
Is New 90 Day High Low • Feb 09New 90-day high: €60.00The 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.
お知らせ • Feb 06BE Semiconductor Industries N.V. to Report Q2, 2021 Results on Jul 27, 2021BE 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 22New 90-day high: €55.88The 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.
お知らせ • Jan 14BE Semiconductor Industries N.V. to Report Q1, 2021 Results on Apr 30, 2021BE 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 04New 90-day high: €50.20The 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 16New 90-day high: €47.18The 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 27New 90-day high: €43.47The 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.
お知らせ • Nov 27BE Semiconductor Industries N.V. to Report Q4, 2020 Results on Feb 19, 2021BE 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 30New 90-day low: €34.40The 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.