BESI BE Semiconductor Industries N.V.

195.65EUR-3.62%Mkt Cap: 17.46B $P/E: 77.48

BE Semiconductor Industries N.V. develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries in the Netherlands, Switzerland, Austria, Singapore,…

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Investing.com
Global chip stocks rise as Anthropic spending outlook lifts AI demand hopes

Investing.com -- Global chip stocks rose on Tuesday after Reuters reported that AI startup Anthropic’s IPO prospectus showed it expects $518 billion in cloud, computing and infrastructure commitments over the coming year.

Investing.com
European equities give up gains despite oil decline and Anthropic’s outlook

Investing.com - European stock bourses reversed course on Tuesday, closing lower, as investors continued to digest a spike in global bond yields and oil volatility.

Investing.com
European AI-linked stocks rally After Anthropic’s $11.6 bln computing deal

Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as the buildout in infrastructure linked to the technology continued.

Investing.com
MarketScreener Nederland
BE Semiconductor Industries (ENXTAM:BESI) Following AI Order Strength Is This Bull Case Already Priced In

BE Semiconductor Industries (ENXTAM:BESI) has drawn fresh attention after reporting that AI-linked orders accounted for about 60% of its system demand in early 2026, lifting the stock 3.6% on strong trading volume. For context, BE Semiconductor Industries has seen the share price climb 28.71% year to date and the 1-year total shareholder return reach 52.17%, even though the 90-day share price return is down 34.48% and the 30-day share price return declined 9.82%. This points to stronger...

Simply Wall St.
BE Semiconductor Industries (ENXTAM:BESI) Stock Looks Pricey Even With Strong Cash Flow Hopes

BE Semiconductor Industries has delivered a powerful long term share price run, and the question now is whether the current €191.90 level is still supported by the cash the business can generate over time. Over the past 5 years the stock has returned about 208.1%, which puts a lot of weight on whether that share price now lines up with the cash flows investors expect from BE Semiconductor Industries. The company’s focus on converting its semiconductor equipment sales into solid free cash...

Simply Wall St.
Are Computer and Technology Stocks Lagging BE Semiconductor Industries (BESIY) This Year?

Here is how BE Semiconductor Industries NV (BESIY) and Dell Technologies (DELL) have performed compared to their sector so far this year.

Zacks
Tech, Media & Telecom Roundup: Market Talk

Find insight on Meta’s AI assistant, the AI trade, software investments and more in the latest Market Talks covering Technology, Media and Telecom.

The Wall Street Journal
BBeleggers Belangen
BE Semiconductor Industries (BESIY) Surges 3.6%: Is This an Indication of Further Gains?

BE Semiconductor Industries (BESIY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks
Chip Stocks Open Week With Early Gains

Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0.

Barrons.com
European Chip Stocks Open Week With Early Gains

Shares of European semiconductor companies started the new week in green territory, building on gains from Friday, while in Asia In Asia, Samsung Electronics closed up 5%.

The Wall Street Journal
Trends.be
IEX.nl
Chip Stocks Mixed After Monday Rout

Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns.

Barrons.com
European Chip Stocks Mixed After Monday Rout

Shares of European semiconductor companies were mixed after calls for a slowdown in the development of advanced artificial-intelligence models.

The Wall Street Journal
Tech, Media & Telecom Roundup: Market Talk

Find insight on cybersecurity stocks, Roblox, AI policy and more in the latest Market Talks covering Technology, Media and Telecom.

The Wall Street Journal
Chip Stocks Tumble After AI Leaders Call for Slowdown in Development

U.S. chip stocks followed European and Asian peers lower after leaders of the world’s biggest artificial-intelligence companies called for the industry to slow development of the technology for safety reasons.

The Wall Street Journal
IEX.nl
European Chip Stocks Follow Asia Lower Amid AI Worries

European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Holding fall 4.

Barrons.com
Investing.com
MarketScreener Nederland
MarketScreener Nederland
European Chip Stocks Rise, Buoyed By Asian Peers

Shares of European semiconductor companies were in green territory following strong gains in Asia as investors continued to bet on stocks with exposure to artificial intelligence.

The Wall Street Journal
IEX.nl
Is BE Semiconductor Industries (BESIY) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.

Zacks
Chip Stocks Driven Higher by Nvidia Results and Guidance

Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

Barrons.com
European Chip Stocks Rise After Nvidia Results, Guidance

STOCKS 0811 GMT – Shares of European semiconductor companies edge higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly better than the 45% growth that analysts polled by FactSet had predicted.

The Wall Street Journal
European Chip Stocks Mixed Ahead of Nvidia Earnings

Shares of European semiconductor companies were mixed as investors waited for Nvidia’s results to gauge appetite for artificial-intelligence chips.

The Wall Street Journal
Chip Stocks Mixed Ahead of Nvidia Earnings

Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International were down 0.

Barrons.com
IEX.nl
MarketScreener Nederland
This Semiconductor Stock Could Be a Major AI Winner, Needham Says

Needham Bets on This Semiconductor Stock as Hybrid Bonding Becomes Critical to AI

GuruFocus.com
Is BE Semiconductor Industries (BESIY) Outperforming Other Computer and Technology Stocks This Year?

Here is how BE Semiconductor Industries NV (BESIY) and ACM Research, Inc. (ACMR) have performed compared to their sector so far this year.

Zacks
IEX.nl
IEX.nl
Besi (ENXTAM:BESI) Stock Looks Above Fair Value On Cash Flow And Earnings

BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks point to the stock trading at a premium, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples indicating an overvalued picture despite strong recent interest in its AI related tools. Over 5 years, BE Semiconductor Industries has returned 227.2%, which sets a high bar for any further upside to be supported by...

Simply Wall St.
IEX.nl
IEX.nl
Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls

Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

Zacks
BE Semiconductor Stock Rises 5% on Berenberg Upgrade

Shares had fallen on reports China has begun producing domestic DUV chipmaking tools

GuruFocus.com
Buy These 5 Top-Ranked Efficient Stocks With Strong Growth Potential

Efficiency leaders CLS, ZWS, LRCX, BESIY and JCI outperformed industry peers on key ratios, narrowing a 7,906-stock universe to just 18 picks.

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