TickerTalks
Browse all tickers →
TickerTalks›$BESVF
BEBESVF

BE Semiconductor Industries N.V.

$BESVF·$19B·Semiconductors·Technology
$218.880.0%YTD+54.6%1Y+58.5%
Mentions · last 7 days
2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 0 posts0
Price updated 14h ago·X counts updated 8d ago
BEBESVF
$BESVFBE Semiconductor Industries N.V.
$218.880.00%0 posts
AI analysisFundamentalsVoices on X
Loading…

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.

AI analysis

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

Driven by hypeCooling offAI verdict · as of 2026-08-21

Catching its breath after a run — could pick back up or fade from here.

BE Semi printed Q2 revenue up 68% year-on-year but the tape gave up 10% today at 87x earnings — the HBM hybrid-bonding trade is being repriced.

BE Semiconductor Industries makes semiconductor-assembly equipment including die-bonding, packaging, plating, and hybrid-bonding tools — the specific machine category tied to advanced-packaging capacity for HBM (high-bandwidth memory) and AI-accelerator chip assembly. The setup is a European small-cap semi-cap-equipment name at the tail of a massive re-rate that's now digesting.

  • Q2 revenue was $249M, up 68% year-on-year with 44% operating margin — the operational tell that the HBM hybrid-bonding tool cycle is real and orders are converting to revenue with strong incremental margins.
  • Analyst estimates model 2026 revenue at $987M growing to $1.35B in 2027 and $1.69B in 2028 — the multi-year trajectory reflects continued HBM capacity buildout, and 2030 consensus revenue of $2.12B implies the cycle persists.
  • Sits at the 48th percentile of the 52-week range and 15% below the 50-day trend after today's -10% move — the equity has given back a meaningful chunk of the run, and 87x trailing PE is not the multiple for a smooth pullback.
  • Trades at 24x trailing sales and 59x EV/EBITDA — premium-priced even for semi-cap-equipment, and the 1.3% free-cash-flow yield says operating leverage matters more than current cash generation.

What restarts the move is Oct 22 Q3 confirming continued double-digit revenue growth alongside a specific hyperscaler or HBM customer capacity expansion. What extends the cooling is a specific hybrid-bonding order push-out headline or a broader semi-cap-equipment cycle concern; the multi-year story is intact, but at these multiples the tape needs continuous beats to hold the level.

What to watch: Oct 22 Q3 earnings — consensus $1.44 EPS. Watch hybrid-bonding tool bookings, HBM customer commentary, geographic mix, and any specific hyperscaler-driven order announcement.

On the calendar: 2026-10-22 — Q3 earnings

Read the AI verdict + X sentiment for $BESVF

  • 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 semiconductor assembly equipment maker specializing in die bonding and packaging tools for advanced chip production.

Industry overviewAI analysisGenerated by AI from underlying data

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

Semiconductors · Technology

Hyperscaler AI capex keeps Blackwell allocation tight and HBM3e pricing firm; NVDA's data-center backlog and AVGO's networking wins confirm the cycle is not peaking. LLM context-window expansion — the structural demand pull — extends through at least 2H26.

What this means for $BESVF

Partial — semiconductor exposure exists but product mix may not fully align with the AI capex driver; BE Semiconductor Industries N.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+94.3%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 $1.43

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

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$986.6M$882.6M – $1.1B$4.36$3.26 – $5.0418
FY27$1.3B$997.4M – $1.6B$6.57$4.91 – $7.5922
FY28$1.7B$1.4B – $1.9B$8.75$6.54 – $10.1210
FY29$2.0B$1.6B – $2.2B$10.45$7.81 – $12.0815
FY30$2.1B$1.7B – $2.4B$12.33$9.22 – $14.2511

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.—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.36%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.-22.6%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.β1.455-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) Q1 2026 Earnings Call Transcriptseekingalpha.com·130d ago

In themes

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

Advanced Packaging & AI Interconnect

More in Semiconductors

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

$NVDA$MU$INTC$AVGO$AMD$MRVL$SKHY$PI
Voices on X · last 7 days

No standout posts about $BESVF 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