BE Semiconductor Industries
BESI.AS Large CapTechnology · Semiconductor Equipment & Materials
Mis à jour: Aug 2, 2026, 22:14 UTC
Price Chart
Indicateurs clés
Valuation Analysis
About the Company
BE Semiconductor Industries en bref
BE Semiconductor Industries (BESI.AS) is currently trading at 198,25 € with a market capitalization of 13,6 Md €. The trailing P/E ratio stands at 75.67x, with a forward P/E of 30.65x. The 52-week range spans from 105,40 € to 328,40 €; the current price is 39.6% below the yearly high. Year-over-year revenue growth stands at +68.7%. The net profit margin stands at 28.43%.
💰 Dividende
BE Semiconductor Industries pays an annual dividend of 1,58 € per share, representing a yield of 0.8%. The payout ratio stands at 60.31%.
📊 Avis des analystes
23 analystes évaluent BE Semiconductor Industries (BESI.AS) au consensus : Acheter. L'objectif de cours moyen est de 296,13 €, soit un potentiel de +49.37% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 173,00 € à 401,00 €.
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 68.7% 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 64.09%, 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 44.87% 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 PEG ratio at 1.01 sits in the reasonable zone — the price tag is roughly aligned with the company's growth profile, neither punishing nor euphoric. The EV/EBITDA multiple of 56.95x 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 30.65x is meaningfully below the trailing 75.67x — analysts expect earnings to step up; the next earnings release is the test.
- The analyst consensus price target implies 49.37% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.
Thèse d'investissement : forces et faiblesses
- Forte croissance du CA de 68.7% sur un an
- Rentable avec une marge nette de 28.43%
- Rentabilité élevée des capitaux propres (44.87% ROE)
- Marge brute élevée de 64.09% — signe d'un pouvoir de fixation des prix
- Consensus des analystes : Buy
- Free cash flow positif
- –Multiple de valorisation élevé (P/E 75.67x)
- –Actuellement jugée surévaluée
Aperçu technique
The price is in a transition zone relative to the moving averages — no clear signal.
Profil de risque
The data points to market-like volatility.
Trading Data
💵 Dividend Info
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