Analysts Have Lowered Expectations For BE Semiconductor Industries N.V. (AMS:BESI) After Its Latest Results

Last week saw the newest quarterly earnings release from BE Semiconductor Industries N.V. (AMS:BESI), an important milestone in the company's journey to build a stronger business. BE Semiconductor Industries missed revenue estimates by 4.3%, coming in at€144m, although statutory earnings per share (EPS) of €0.40 beat expectations, coming in 3.6% ahead of analyst estimates. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

We've discovered 1 warning sign about BE Semiconductor Industries. View them for free.

Taking into account the latest results, the current consensus from BE Semiconductor Industries' 19 analysts is for revenues of €644.6m in 2025. This would reflect an okay 6.5% increase on its revenue over the past 12 months. Statutory earnings per share are expected to decline 12% to €1.99 in the same period. Before this earnings report, the analysts had been forecasting revenues of €710.7m and earnings per share (EPS) of €2.49 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a real cut to earnings per share estimates.

View our latest analysis for BE Semiconductor Industries

The consensus price target fell 6.2% to €127, with the weaker earnings outlook clearly leading valuation estimates. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on BE Semiconductor Industries, with the most bullish analyst valuing it at €175 and the most bearish at €95.00 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The analysts are definitely expecting BE Semiconductor Industries' growth to accelerate, with the forecast 8.7% annualised growth to the end of 2025 ranking favourably alongside historical growth of 5.3% per annum over the past five years. Other similar companies in the industry (with analyst coverage) are also forecast to grow their revenue at 9.3% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that BE Semiconductor Industries is expected to grow at about the same rate as the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for BE Semiconductor Industries. Sadly, they also downgraded their revenue forecasts, but the business is still expected to grow at roughly the same rate as the industry itself. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of BE Semiconductor Industries' future valuation.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for BE Semiconductor Industries going out to 2027, and you can see them free on our platform here..

That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with BE Semiconductor Industries , and understanding it should be part of your investment process.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.