BE Semiconductor Industries N.V. (AMS:BESI) Analysts Are More Bearish Than They Used To Be

Market forces rained on the parade of BE Semiconductor Industries N.V. (AMS:BESI) shareholders today, when the analysts downgraded their forecasts for this year. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting the analysts have soured majorly on the business.

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Following the downgrade, the latest consensus from BE Semiconductor Industries' 19 analysts is for revenues of €633m in 2025, which would reflect a reasonable 4.6% improvement in sales compared to the last 12 months. Statutory earnings per share are anticipated to reduce 9.1% to €2.06 in the same period. Before this latest update, the analysts had been forecasting revenues of €708m and earnings per share (EPS) of €2.49 in 2025. Indeed, we can see that the analysts are a lot more bearish about BE Semiconductor Industries' prospects, administering a substantial drop in revenue estimates and slashing their EPS estimates to boot.

View our latest analysis for BE Semiconductor Industries

Despite the cuts to forecast earnings, there was no real change to the €128 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 6.1% growth on an annualised basis. That is in line with its 5.3% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.5% per year. So it's pretty clear that BE Semiconductor Industries is expected to grow slower than similar companies in the same industry.

The Bottom Line

The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. The lack of change in the price target is puzzling in light of the downgrade but, with a serious decline expected this year, we wouldn't be surprised if investors were a bit wary of BE Semiconductor Industries.

Still, 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.

Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders.

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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.