BE Semiconductor Industries
BESI.AS Large CapTechnology · Semiconductor Equipment & Materials
Mis à jour: Jun 18, 2026, 22:21 UTC
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Indicateurs clés
Valuation Analysis
About the Company
BE Semiconductor Industries en bref
BE Semiconductor Industries (BESI.AS) is currently trading at 317,80 € with a market capitalization of 21,9 Md €. The trailing P/E ratio stands at 166.39x, with a forward P/E of 51.34x. The 52-week range spans from 105,40 € to 328,40 €; the current price is 3.2% below the yearly high. Year-over-year revenue growth stands at +28.3%. The net profit margin stands at 24%.
💰 Dividende
BE Semiconductor Industries currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.
📊 Avis des analystes
23 analystes évaluent BE Semiconductor Industries (BESI.AS) au consensus : Acheter. L'objectif de cours moyen est de 275,22 €, soit un potentiel de -13.4% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 150,00 € à 375,00 €.
BE Semiconductor Industries : la thèse d'investissement en détail
BE Semiconductor Industries (BESI.AS) operates in the Technology — specifically Semiconductor Equipment & Materials — and is headquartered in Netherlands. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
Le scénario haussier
Top-line momentum is unusually strong with revenue expanding 28.3% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. With a gross margin near 63.27%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns. Return on equity of 31.27% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.
Le scénario baissier
Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.
Valorisation en contexte
The EV/EBITDA multiple of 113x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.
À surveiller
- The forward P/E of 51.34x is meaningfully below the trailing 166.39x — analysts expect earnings to step up; the next earnings release is the test.
- The share is trading at 95.2% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.
Thèse d'investissement : forces et faiblesses
- Forte croissance du CA de 28.3% sur un an
- Rentable avec une marge nette de 24%
- Rentabilité élevée des capitaux propres (31.27% ROE)
- Marge brute élevée de 63.27% — signe d'un pouvoir de fixation des prix
- Consensus des analystes : Buy
- Free cash flow positif
- –Multiple de valorisation élevé (P/E 166.39x)
- –Actuellement jugée surévaluée
- –Cours proche du plus haut 52 semaines — faible marge de hausse
Aperçu technique
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Profil de risque
The data points to market-like volatility, higher leverage relative to equity.
Trading Data
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