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BE Semiconductor Industries N.V. (BESI.AS)

EUR250.00 +3.00 (+1.21%)
NL AMS Technology Semiconductors
Address Ratio 6 6921 RW
Duiven, NL
CEO Richard W. Blickman
Website besi.com
IPO 1998-07-20
ISIN NL0012866412

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Also trades on Euronext Amsterdam · BESI.AS (EUR) Other OTC · BESIY (USD) Other OTC · BESVF (USD)
Description

BE Semiconductor Industries N.V. (BESI) specializes in the creation, manufacturing, global distribution, and servicing of advanced machinery vital for semiconductor assembly within the electronics and chip manufacturing industries. Its extensive product portfolio features sophisticated die attach equipment, encompassing systems for single-chip, multi-chip, multi-module, flip-chip, thermal compression bonding, fan-out wafer level packaging, hybrid and embedded bridge die bonding, and die sorting. Additionally, BESI provides a variety of packaging solutions, including conventional, ultra-thin, and wafer-level molding, alongside trim and form, and singulation systems. The company also offers plating equipment for tin, copper, precious metals, and solar applications, complete with their corresponding process chemicals. Supplemental to its core machinery, BESI supplies critical tooling, conversion kits, spare components, and various support services. With well-known brand names like Datacon, Esec, Fico, and Meco, the company primarily serves major multinational chip producers, assembly outsourcing specialists, and diverse electronics and industrial enterprises. Established in 1995, BE Semiconductor Industries N.V. maintains its headquarters in Duiven, Netherlands.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
EUR250.00 +3.00 (+1.21%)
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Volume Profile
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Liquidity & share structure
Average Volume
453.3K
Beta
1.37
Float Shares
70.40M
Free Float %
88.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.11% +2.27% +15.05% +50.16% +118.94% +112.64% +166.92% +174.25% +326.00% +2,177.02% +7,192.31%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
250.00
DCF (Unlevered) 32.06 -87.2%
DCF (Levered) 27.74 -88.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 61% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 9 0
Hold 7 -2
Sell 0 0
Strong Sell 2 0
Quality scores
Altman Z-Score
20.03
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Semiconductors: +12.5%
    -2.7% Q1'26: +28.3% (vs Q1'25)
  • EPS growth Semiconductors: +22.5%
    -27.8% Q1'26: +66.7% (vs Q1'25)
  • FCF margin FCF growth · Semiconductors: +38.2%
    +22.9% Q1'26: +49.7% (vs Q1'25)
  • EBIT margin Semiconductors: +10.7%
    +29.3% Q1'26: +34.6% (vs Q1'25)
  • ROIC Semiconductors: +6.0%
    +36.7% Q1'26: +61.6% (vs Q1'25)
  • Share dilution Semiconductors: +0.0%
    -2.6% Q1'26: -2.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Semiconductors: -0.75×
    2.56× Q1'26: 1.76× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.34) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 32.06 Current price: 250.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
18 Rev. Ana.
20 EPS Ana.
Dec 2027
22 Rev. Ana.
20 EPS Ana.
Dec 2028
17 Rev. Ana.
15 EPS Ana.
Dec 2029
14 Rev. Ana.
10 EPS Ana.
Dec 2030
8 Rev. Ana.
6 EPS Ana.
Revenue
326.93M
est: 328.48M (-0.5%)
273.72M
est: 280.70M (-2.5%)
254.94M
est: 262.33M (-2.8%)
378.80M
est: 384.92M (-1.6%)
349.21M
est: 339.28M (+2.9%)
375.38M
est: 361.32M (+3.9%)
592.79M
est: 593.65M (-0.1%)
525.26M
est: 522.21M (+0.6%)
356.20M
est: 355.54M (+0.2%)
433.62M
est: 428.08M (+1.3%)
749.30M
est: 739.21M (+1.4%)
722.87M
est: 719.62M (+0.5%)
578.86M
est: 580.45M (-0.3%)
607.47M
est: 617.82M (-1.7%)
591.33M
est: 591.25M (+0.0%)
930.88M
823.03M – 1.05B
+57.4% YoY
1.26B
997.84M – 1.54B
+35.9% YoY
1.53B
1.53B – 1.53B
+21.1% YoY
1.73B
1.43B – 2.04B
+12.9% YoY
1.90B
1.58B – 2.24B
+10.1% YoY
EBITDA
46.86M
est: 51.75M (-9.5%)
32.01M
est: 38.80M (-17.5%)
28.77M
est: 27.66M (+4.0%)
81.75M
est: 41.67M (+96.2%)
72.35M
est: 71.77M (+0.8%)
88.80M
est: 75.27M (+18.0%)
218.15M
est: 142.51M (+53.1%)
179.72M
est: 178.55M (+0.7%)
111.92M
est: 103.68M (+8.0%)
159.96M
est: 95.86M (+66.9%)
332.37M
est: 118.65M (+180.1%)
317.11M
est: 131.05M (+142.0%)
245.09M
est: 235.01M (+4.3%)
224.19M
est: 252.83M (-11.3%)
206.78M
est: 239.38M (-13.6%)
376.89M
333.23M – 423.90M
+57.4% YoY
512.14M
404.00M – 623.11M
+35.9% YoY
620.18M
619.22M – 621.15M
+21.1% YoY
700.24M
580.92M – 824.46M
+12.9% YoY
771.13M
639.73M – 907.92M
+10.1% YoY
EBIT
35.46M
est: 47.64M (-25.6%)
20.43M
est: 29.65M (-31.1%)
19.68M
est: 19.44M (+1.3%)
71.71M
est: 27.73M (+158.6%)
57.57M
est: 64.35M (-10.5%)
74.19M
est: 61.28M (+21.1%)
204.79M
est: 123.87M (+65.3%)
164.71M
est: 184.95M (-10.9%)
91.92M
est: 117.69M (-21.9%)
149.86M
est: 104.67M (+43.2%)
314.80M
est: 129.57M (+143.0%)
294.12M
est: 143.10M (+105.5%)
219.35M
est: 211.35M (+3.8%)
195.59M
est: 227.38M (-14.0%)
173.06M
est: 215.28M (-19.6%)
338.95M
299.68M – 381.22M
+57.4% YoY
460.57M
363.33M – 560.38M
+35.9% YoY
557.74M
556.87M – 558.61M
+21.1% YoY
629.74M
522.43M – 741.45M
+12.9% YoY
693.50M
575.32M – 816.51M
+10.1% YoY
Net Income
26.44M
est: 44.87M (-41.1%)
15.59M
est: 22.56M (-30.9%)
16.02M
est: 14.58M (+9.8%)
70.88M
est: 23.48M (+201.9%)
48.98M
est: 63.30M (-22.6%)
65.22M
est: 51.84M (+25.8%)
172.99M
est: 107.48M (+61.0%)
136.26M
est: 152.77M (-10.8%)
81.32M
est: 92.84M (-12.4%)
132.28M
est: 92.60M (+42.8%)
282.42M
est: 114.62M (+146.4%)
240.65M
est: 126.60M (+90.1%)
177.08M
est: 165.86M (+6.8%)
181.99M
est: 169.62M (+7.3%)
131.64M
est: 151.71M (-13.2%)
299.70M
258.32M – 388.19M
+97.6% YoY
455.53M
329.82M – 649.89M
+52.0% YoY
583.53M
348.12M – 784.08M
+28.1% YoY
707.29M
550.60M – 870.39M
+21.2% YoY
829.09M
645.42M – 1.02B
+17.2% YoY
SGA
68.72M
est: 57.11M (+20.3%)
60.54M
est: 53.75M (+12.6%)
57.92M
est: 49.16M (+17.8%)
65.87M
est: 78.35M (-15.9%)
74.09M
est: 55.55M (+33.4%)
80.45M
est: 73.89M (+8.9%)
93.32M
est: 125.70M (-25.8%)
90.28M
est: 79.74M (+13.2%)
71.52M
est: 58.51M (+22.2%)
75.80M
est: 76.76M (-1.2%)
92.86M
est: 95.01M (-2.3%)
95.01M
est: 104.94M (-9.5%)
105.96M
est: 98.59M (+7.5%)
126.05M
est: 106.06M (+18.8%)
120.24M
est: 100.42M (+19.7%)
158.11M
139.79M – 177.83M
+57.4% YoY
214.85M
169.48M – 261.40M
+35.9% YoY
260.17M
259.77M – 260.58M
+21.1% YoY
293.76M
243.70M – 345.87M
+12.9% YoY
323.50M
268.37M – 380.88M
+10.1% YoY
EPS
0.37
est: 0.34 (+8.3%)
0.19
est: 0.23 (-19.0%)
0.22
est: 0.22 (-0.6%)
0.96
est: 0.85 (+12.7%)
0.65
est: 0.58 (+11.8%)
0.87
est: 0.79 (+10.8%)
2.32
est: 2.24 (+3.6%)
1.68
est: 1.64 (+2.4%)
1.12
est: 0.87 (+28.1%)
1.82
est: 1.50 (+21.4%)
3.70
est: 3.21 (+15.4%)
3.03
est: 2.92 (+3.9%)
2.28
est: 2.13 (+6.8%)
2.31
est: 2.22 (+4.0%)
1.66
est: 1.68 (-0.9%)
3.98
3.24 – 4.87
+137.2% YoY
6.04
4.14 – 8.15
+52.0% YoY
7.69
4.37 – 9.83
+27.3% YoY
8.87
6.90 – 10.91
+15.3% YoY
10.40
8.09 – 12.79
+17.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-28 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-27 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-26 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-25 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-21 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-20 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-19 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-18 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-15 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-05-14 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-13 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-05-12 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-05-11 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-05-04 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-28 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-27 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-24 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-23 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-22 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-20 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-17 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-16 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5
2026-04-15 B- 3/5 2/5 5/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
206.61M
OE per share TTM
2.58
Owner's Yield
0.92%
Maintenance CapEx ratio
4.84%
Maint CapEx / Avg PPE
8.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1
Total invested
184.3K
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1
+0 vs prev Q
New positions
0
Closed positions
0
Increased
1
Reduced
0
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 STANLEY-LAMAN GROUP, LTD. 808.00 +808.0 (+100.0%) 126.9K +126.9K (+100.0%) 0.00% +0.001 pp 0.02% +0.016 pp EUR133.75 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
95.1K
Shares Outstanding
79.21M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Richard W. Blickman Chairman of Management Board, President & Chief Executive Officer 6M male
Chris Scanlan Senior Vice President of Technology male
Christoph Scheiring Senior Vice President of Die Attach male
Edmond Franco Vice President of Corporate Development male
Henk-Jan Jonge Poerink Senior Vice President of Global Operations male
Andrea Kopp-Battaglia Senior Vice President of Finance
Jong Kwon Park Senior Vice President of Sales & Customer Support - APAC male
Peter Wiedner Senior Vice President of Sub Micron Die Attach male
Rene W. Hendriks Senior Vice President of Sales - North America & Europe male
Jeroen Kleijburg Senior Vice President of Packaging male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits