TickerTalks
Browse all tickers →
TickerTalks›$BESIY
BEBESIY

BE Semiconductor Industries N.V.

Strong FundamentalsStrong FundamentalsRevenue growing 30% YoY at strong marginsCatalyst pendingQuiet on X (2 mentions/wk)
$BESIY·$23B·Semiconductors·Technology
$260.00-2.8%YTD+56.2%1Y+88.7%
Mentions · last 7 days
2026-07-09: 0 posts2026-07-10: 0 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 0 posts2026-07-14: 1 posts2026-07-15: 0 posts2+100%
Price updated 1m ago·X counts updated 2d ago
BEBESIY
$BESIYBE Semiconductor Industries N.V.
$260.00-2.77%2 posts+100%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BESIY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-17

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

BE Semiconductor at 57% of range with 31% operating margin — the specific hybrid-bonding-tool moat.

BE Semiconductor is the specific Dutch semiconductor-assembly-equipment specialist whose specific hybrid-bonding-tool franchise positions it as a specific advanced-packaging category leader. The stock is up 89% over twelve months at 57% of the 52-week range.

Why the setup reads:

  • Fundamentals are best-in-class specialty-semi: 31% operating margin and 17% return on invested capital at 166x TTM P/E — the specific numbers that let BESIY earn a durable premium multiple.
  • The specific hybrid-bonding moat is category-defining: BESIY is the specific dominant supplier for hybrid-bonding tools that enable advanced packaging like TSMC's SoIC — meaning the specific market position is durable.
  • The tape has cooled: sitting 16% below the 50-day but 19% above the 200-day at 57% of the 52-week range — a healthy pullback in an established uptrend.
  • The check is the multiple: 166x TTM P/E is extreme even for a specialty-semi leader — meaning the print has to specifically deliver on the specific hybrid-bonding tool cycle.

July 23 earnings is the trigger. A number confirming continued hybrid-bonding revenue plus specific commentary on advanced-packaging tool demand extends the leg; a soft revenue print with muted commentary is the specific setup that would compress the multiple.

What to watch: The July 23 print — hybrid-bonding revenue, advanced-packaging tool demand commentary, and any FY guide change. Above-consensus revenue extends the leg; a soft print activates compression risk.

On the calendar: 2026-07-23 — Q2 earnings

float missing

Read the AI verdict + X sentiment for $BESIY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Dutch maker of semiconductor assembly equipment—die attach, molding, and packaging systems—serving chipmakers globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $BESIY.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $BESIY

Partial — Dutch maker of semiconductor assembly equipment—die attach, molding, and packaging systems—serving chipmakers globally; this segment overlaps with the AI capex and HBM/compute demand cycle but is not the dominant revenue driver.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%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 $1.26

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

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$957.0M$868.3M – $1.0B$4.11$3.61 – $4.4510
FY27$1.3B$1.2B – $1.4B$6.46$5.69 – $7.0011
FY28$1.7B$1.5B – $1.8B$8.56$7.53 – $9.274
FY29$2.0B$1.8B – $2.1B$10.47$9.21 – $11.345
FY30$2.1B$1.9B – $2.2B$12.00$10.55 – $12.995

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.1.2×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.57%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.-15.8%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.+19.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.385-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: A Directional Bet On AI CapEx Spendingseekingalpha.com·11d agoBE Semiconductor Industries N.V. (BESIY) Analyst/Investor Day Transcriptseekingalpha.com·29d agoBE Semiconductor Raises Long-Term Revenue, Profitability Targets on AI Boostwsj.com·30d agoBE Semiconductor Industries N.V. (BESIY) Q1 2026 Earnings Call Transcriptseekingalpha.com·84d agoBE Semiconductor Industries N.V. Announces Q1-26 Resultsglobenewswire.com·86d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$AVGO$AAOI$INTC$MRVL$ARM
Voices on X · last 7 days

No standout posts about $BESIY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport