Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Dutch (AEX) Semiconductor Equipment Industry Analysis

UpdatedFeb 12, 2026
DataAggregated Company Financials
Companies3
  • 7D5.8%
  • 3M36.7%
  • 1Y63.6%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has remained flat. The past year has been better, since the industry has gained 60% in that time. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

Has the Dutch Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Feb 2026€513.9b€36.5b€10.5b48.5x48.8x14.1x
Sat, 10 Jan 2026€461.2b€36.1b€10.4b44.3x44.4x12.8x
Mon, 08 Dec 2025€404.8b€36.1b€10.4b38.9x38.9x11.2x
Wed, 05 Nov 2025€394.1b€36.1b€10.4b37.6x37.9x10.9x
Fri, 03 Oct 2025€377.5b€36.0b€10.1b51.3x37.3x10.5x
Sun, 31 Aug 2025€275.7b€36.0b€10.1b38.1x27.3x7.7x
Tue, 29 Jul 2025€275.0b€36.0b€10.1b41.7x27.2x7.6x
Thu, 26 Jun 2025€310.0b€34.5b€9.4b55.1x33.1x9x
Sat, 24 May 2025€284.0b€34.5b€9.4b46.5x30.3x8.2x
Mon, 21 Apr 2025€248.6b€34.3b€9.6b28.1x26x7.3x
Wed, 19 Mar 2025€292.4b€31.8b€8.4b34.6x34.6x9.2x
Fri, 14 Feb 2025€328.0b€31.6b€8.3b51.3x39.5x10.4x
Sun, 12 Jan 2025€325.6b€29.6b€7.7b52.8x42.5x11x
Tue, 10 Dec 2024€301.0b€29.6b€7.7b46.5x39.3x10.2x
Thu, 07 Nov 2024€272.8b€29.6b€7.7b44.4x35.6x9.2x
Sat, 05 Oct 2024€335.7b€28.6b€7.5b52.5x45x11.7x
Mon, 02 Sep 2024€358.6b€28.6b€7.5b54.4x48.1x12.5x
Wed, 31 Jul 2024€356.0b€28.6b€7.5b54x47.7x12.4x
Fri, 28 Jun 2024€423.8b€29.3b€7.8b63.2x54.1x14.5x
Sun, 26 May 2024€389.8b€29.3b€7.8b60.4x49.8x13.3x
Tue, 23 Apr 2024€358.8b€29.3b€8.0b45.4x44.6x12.2x
Thu, 21 Mar 2024€381.5b€30.8b€8.8b43.9x43.5x12.4x
Sat, 17 Feb 2024€383.0b€30.8b€8.9b43.6x43x12.4x
Mon, 15 Jan 2024€288.3b€30.0b€8.7b33.7x33.3x9.6x
Wed, 13 Dec 2023€295.2b€30.0b€8.7b34.4x34.1x9.8x
Fri, 10 Nov 2023€268.1b€30.0b€8.7b31.3x30.9x8.9x
Sun, 08 Oct 2023€248.7b€29.2b€7.9b31.8x31.5x8.5x
Tue, 05 Sep 2023€274.1b€29.2b€7.9b35.6x34.7x9.4x
Thu, 03 Aug 2023€278.2b€29.2b€7.9b35x35.3x9.5x
Sat, 01 Jul 2023€288.6b€27.6b€7.7b37.5x37.4x10.4x
Mon, 29 May 2023€297.2b€27.6b€7.7b38.6x38.5x10.8x
Wed, 26 Apr 2023€245.4b€27.5b€7.5b32.3x32.7x8.9x
Fri, 24 Mar 2023€266.5b€24.3b€6.3b43x42.6x11x
Sun, 19 Feb 2023€262.0b€24.1b€6.2b42.8x42.4x10.9x
Price to Earnings Ratio

42.4x


Total Market Cap: €262.0bTotal Earnings: €6.2bTotal Revenue: €24.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Dutch Semiconductor Equipment Industry Price to Earnings3Y Average 38.2x202420252026
Current Industry PE
    There are only 3 companies in the Dutch Semiconductor Equipment industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 19% per year over the last three years.
  • Revenues for these companies have grown 15% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Dutch Semiconductor Equipment compare with similar industries?

NL Market3.10%
Tech5.82%
Semiconductors5.85%
Semiconductor Equipment5.85%
Semiconductors0%0
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ASML ASML Holding€1.21k5.9%
+€25.9b		68.1%PE48.5x
ASM ASM International€696.604.2%
+€1.4b		22.9%PE43.5x
BESI BE Semiconductor Industries€170.908.5%
+€1.1b		48.7%PE90.9x

Latest News

BESI
€170.90
BE Semiconductor Industries
7D
8.5%
1Y
48.7%

BESI: Fair Value View Points To AI Memory Packaging Upside

Our analyst fair value estimate for BE Semiconductor Industries has moved to €220 from €170, reflecting analysts' higher price targets and assumptions for stronger revenue growth, margins, and achievable future P/E multiples supported by recent bullish Street research. Analyst Commentary Recent Street research on BE Semiconductor Industries has leaned constructive, with several bullish analysts lifting their price targets and, in some cases, turning more positive on the rating.
ASML
€1,207.80
ASML Holding
7D
5.9%
1Y
68.1%

ASML: Frothy Repricing Could Unravel If Wafer Fab Spending Disappoints

Analysts have lifted their fair value estimate for ASML Holding by about €274 to €1,003, reflecting updated assumptions for revenue growth, profitability and future P/E after a wave of recent price target increases from major banks and brokers. Analyst Commentary Recent research on ASML has been highly active, with a cluster of fresh price targets and rating changes pointing to a wide range of views on how much upside is already reflected in the share price.
ASM
€696.60
ASM International
7D
4.2%
1Y
22.9%

ASM: Premium Margins And Almere Expansion Will Support Future Share Performance

The updated analyst price target for ASM International moves to €745.05 from €627.47, reflecting analysts' recent target hikes from multiple banks and their rationale around modestly adjusted growth, slightly higher margins and a higher assumed future P/E of about 39.6x. Analyst Commentary Recent Street research on ASM International shows a mix of optimism on long term opportunities alongside fresh caution around where the shares are currently trading and how expectations are set.