View ValuationBE Semiconductor Industries 향후 성장Future 기준 점검 5/6BE Semiconductor Industries (는) 각각 연간 24.5% 및 19.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 24.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 57.8% 로 예상됩니다.핵심 정보24.5%이익 성장률24.24%EPS 성장률Semiconductor 이익 성장0%매출 성장률19.5%향후 자기자본이익률57.83%애널리스트 커버리지Good마지막 업데이트20 May 2025최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €115. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.공시 • 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 11% growth forecast for the Semiconductor industry in Europe.공시 • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.공시 • 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, 2025Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €123, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €132 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €149, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.Reported Earnings • Oct 26Third 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 13% growth forecast for the Semiconductor industry in Europe.공시 • 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.공시 • 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, 2025Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €118, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.53 per share.Reported Earnings • Jul 27Second 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 15% growth forecast for the Semiconductor industry in Europe.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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, 2024공시 • 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.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 11% growth forecast for the Semiconductor industry in Europe.Recent Insider Transactions • Mar 01Chairman 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 12% growth forecast for the Semiconductor industry in Europe.공시 • 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, 2023공시 • 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, 2023공시 • Dec 02BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023, at 10:30 Central European Standard Time.공시 • 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, 2023공시 • 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, 2023이익 및 매출 성장 예측BUL:BSI - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,1184033924601612/31/20269103112913452112/31/2025635162179229183/31/2025605180156185N/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/A12/31/201935681104120N/A9/30/201935670125140N/A6/30/201938380153167N/A3/31/2019452109160177N/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/A3/31/201540481N/A83N/A12/31/201437971N/A73N/A9/30/201434353N/A55N/A6/30/201430536N/A32N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BSI 의 연간 예상 수익 증가율(24.5%)이 saving rate(2.9%)보다 높습니다.수익 vs 시장: BSI 의 연간 수익(24.5%)이 BG 시장(12.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BSI 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: BSI 의 수익(연간 19.5%)이 BG 시장(연간 5.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BSI 의 수익(연간 19.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BSI의 자본 수익률은 3년 후 57.8%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/05/25 04:04종가2025/02/25 00:00수익2025/03/31연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BE Semiconductor Industries N.V.는 31명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FontanelliArete Research Services LLPSimon Alexander ColesBarclaysTrion ReidBerenberg28명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €115. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
공시 • 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 11% growth forecast for the Semiconductor industry in Europe.
공시 • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.
공시 • 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
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €123, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €132 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €149, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.
Reported Earnings • Oct 26Third 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 13% growth forecast for the Semiconductor industry in Europe.
공시 • 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.
공시 • 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
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €118, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.53 per share.
Reported Earnings • Jul 27Second 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 15% growth forecast for the Semiconductor industry in Europe.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
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 11% growth forecast for the Semiconductor industry in Europe.
Recent Insider Transactions • Mar 01Chairman 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 12% growth forecast for the Semiconductor industry in Europe.
공시 • 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
공시 • 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
공시 • Dec 02BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023, at 10:30 Central European Standard Time.
공시 • 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
공시 • 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