BE Semiconductor Industries N.V.
$366.99+4.0%YTD+113.8%1Y+150.3%
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Price updated 32m ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Semiconductors sits in its cycle right now — and what that implies for $BESIY.
Semiconductors
Hyperscaler AI capex is the structural engine — Goldman Sachs' $1T+ AI infrastructure spend forecast for 2027 re-accelerated sentiment this week, validating no capex retreat. NVDA Blackwell allocation remains tight through 2H26; HBM3e pricing holds as LLM context-window expansion keeps per-server memory requirements 5-8x prior cycles.
Top industry ETF
$SMHVanEck Semiconductor ETF
+78.9%YTD
+151.3%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
166.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
17.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
31.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
0.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
39.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
38.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
61.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$0.76$0.74+2.7%
Q4 2025Feb 19, 2026$0.63$0.59+7.1%
Q3 2025Oct 23, 2025$0.37$0.31+19.4%
Q2 2025Jul 24, 2025$0.45$0.49-8.2%
Next earningsThu, Jul 23·consensus EPS $1.24
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$187.9M+30.4%60.3%34.6%$0.66$93.4M
Q4 FY25$164.8M+7.4%63.9%33.8%$0.54$45.7M
Q3 FY25$132.4M-15.4%58.0%25.7%$0.32$58.3M
Q2 FY25$148.1M-2.0%63.3%29.4%$0.40$6.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$953.7M$868.6M – $1.0B$4.10$3.62 – $4.489
FY27$1.3B$1.2B – $1.4B$6.36$5.62 – $6.9611
FY28$1.6B$1.5B – $1.8B$8.37$7.40 – $9.164
FY29$1.9B$1.7B – $2.0B$9.68$8.56 – $10.605
FY30$1.9B$1.7B – $2.0B$10.07$8.90 – $11.025
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.99%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+74.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 70.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
BE Semiconductor Industries N.V. (BESIY) Analyst/Investor Day TranscriptBE Semiconductor Raises Long-Term Revenue, Profitability Targets on AI BoostBE Semiconductor Industries N.V. (BESIY) Q1 2026 Earnings Call TranscriptBE Semiconductor Industries N.V. Announces Q1-26 ResultsBE Semiconductor Industries N.V. Announces Q1-26 Results
In themes
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