DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • Netherlands
  • /
  • Semiconductors
Author Program NEWCreate Narrative
BESI logo

BE Semiconductor Industries N.V. Stock Price

ENXTAM:BESI Community·€14.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 163 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

BESI Share Price Performance

€176.35
59.75 (51.24%)
​
€300.36
Fair Value
€176.35
59.75 (51.24%)
41.3% undervalued intrinsic discount
€300.36
Fair Value
Price €176.35
AnalystConsensusTarget €300.36
AnalystHighTarget €401.00
AnalystLowTarget €173.00
Fri, 11 Sep 26
Fair Value€300.36
Share Pricen/a

BESI Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €300.36 41.3% undervalued intrinsic discount

Analysts Raise Price Targets for BE Semiconductor Industries Amid Upbeat Growth and Valuation Outlook

0users have liked this narrative
0users have commented on this narrative
83users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value €401 56.0% undervalued intrinsic discount

Accelerating AI, Hybrid Bonding, And Electrification Will Transform Chip Packaging

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €173 1.9% overvalued intrinsic discount

Geopolitical Tensions And Customer Risks Will Undermine Semiconductor Performance

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
BESI logo
BE Semiconductor Industries
41.3% undervalued intrinsic discount
Updated

Analysts Raise Price Targets for BE Semiconductor Industries Amid Upbeat Growth and Valuation Outlook

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Sep
Read Narrative
BESI logo
BE Semiconductor Industries
1.9% overvalued intrinsic discount

Geopolitical Tensions And Customer Risks Will Undermine Semiconductor Performance

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Jul
Read Narrative
BESI logo
BE Semiconductor Industries
56.0% undervalued intrinsic discount

Accelerating AI, Hybrid Bonding, And Electrification Will Transform Chip Packaging

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
BESI logo

BESI: AI And Mainstream Demand Recovery Will Likely Support Higher Returns

Fair Value: €300.36 41.3% undervalued intrinsic discount
83 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
BESI logo

BESI: AI Packaging Optimism Will Eventually Clash With Margin Execution Risks

Fair Value: €173 1.9% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
BESI logo

BESI: AI Packaging Demand And Higher Margin Targets Will Reprice Future Earnings

Fair Value: €401 56.0% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

1 Risk
2 Rewards
View Full Analysis

BE Semiconductor Industries N.V. Key Details

€733.8m

Revenue

€263.5m

Cost of Revenue

€470.3m

Gross Profit

€261.6m

Other Expenses

€208.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Oct 22, 2026
2.58
64.09%
28.44%
60.2%
View Full Analysis

About BESI

Founded
1995
Employees
1902
CEO
Richard Blickman
WebsiteView website
www.besi.com

BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore, Malaysia, and internationally. It operates through three segments: Die Attach, Packaging, and Plating. The company offers single chip, multi chip, multi module, flip chip, epoxy and soft solder die bonding systems, hybrid, TCB and embedded bridge die bonding, die lid attach, and fan out wafer level packaging systems; and conventional, ultra-thin and wafer level molding, trim and form, and singulation systems. It also provides tin, copper, precious metal and solar plating systems, and related process chemicals; and tooling, conversion kits, spare parts, and other services. The company sells its products under the Fico, Meco, Datacon, and Esec brands. It serves multinational chip manufacturers, foundries, assembly subcontractors and electronics, and industrial companies. BE Semiconductor Industries N.V. was incorporated in 1995 and is headquartered in Duiven, the Netherlands.

Recent BESI News & Updates

User avatar
Narrative Update • Sep 11

BESI: AI And Mainstream Demand Recovery Will Likely Support Higher Returns

The analyst price target for BE Semiconductor Industries has been adjusted to €300.36 from €293.87, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that align with recent Street research. Banks have reset their price targets between €220 and €342, while still highlighting recovering mainstream demand and ongoing AI related interest.

Recent updates

No updates

BE Semiconductor Industries N.V. Competitors

ASM logo

ASM International

Symbol: ENXTAM:ASM
Market cap: €36.7b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide