BE Semiconductor Industries N.V.
Strong FundamentalsStrong FundamentalsRevenue growing 68% YoY at strong marginsQuiet on X (0 mentions/wk)$237.00-6.3%YTD+54.6%1Y+66.1%
Mentions · last 7 days
0
Price updated 10m ago·X counts updated 22h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $BESVF, plus how loud the X conversation is and which way it's leaning.
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 $BESVF.
Semiconductors
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.
Top industry ETF
$SMHVanEck Semiconductor ETF
+57.2%YTD
+88.2%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
86.6How 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
23.9%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
35.8%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
1.3%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
24.5Same 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
46.2%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
62.5%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
0.6Total 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
Q2 2026Jul 23, 2026$1.27$1.270.0%
Q1 2026Apr 23, 2026$0.75$0.76-1.1%
Q4 2025Feb 19, 2026$0.63$0.59+6.9%
Q3 2025Oct 23, 2025$0.38$0.42-11.0%
Next earningsThu, Oct 22·consensus EPS $1.33
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$249.5M+68.5%65.7%43.5%$1.11$44.6M
Q1 FY26$185.6M+28.7%60.3%34.6%$0.65$92.3M
Q4 FY25$166.3M+8.4%63.9%33.8%$0.54$46.8M
Q3 FY25$133.0M-15.1%62.2%25.7%$0.32$58.7M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$960.1M$888.8M – $1.1B$4.22$3.28 – $4.9520
FY27$1.3B$1.0B – $1.5B$6.45$5.01 – $7.5622
FY28$1.7B$1.4B – $1.9B$8.55$6.64 – $10.0310
FY29$1.9B$1.6B – $2.2B$10.29$8.00 – $12.0715
FY30$2.1B$1.7B – $2.3B$11.85$9.21 – $13.9011
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.0.0×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.44%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.-24.3%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.+6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 70.2M 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.β1.385-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.
In themes
Explore the broader themes this ticker is being talked about under.
More in Semiconductors
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $BESVF on X in the last 7 days.