BE Semiconductor Industries N.V. (BESIY)
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BE Semiconductor Industries N.V. (BESIY) Q3 2025 Earnings Call Transcript
BE Semiconductor Industries N.V. (OTC:BESIY) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Richard Blickman - Chairman of Management Board, President & CEO Conference Call Participants Didier Scemama - BofA Securities, Research Division Sandeep Deshpande - JPMorgan Chase & Co, Research Division Ruben Devos - Kepler Cheuvreux, Research Division Yu Shi - Needham & Company, LLC, Research Division Andrew Gardiner - Citigroup Inc., Research Division Timm Schulze-Melander - Rothschild & Co Redburn, Research Division Martin Jungfleisch - BNP Paribas Exane, Research Division Adithya Metuku - HSBC Global Investment Research Presentation Operator Good morning, good afternoon, ladies and gentlemen, and welcome to Besi's conference call and audio webcast to discuss the company's 2025 third quarter results.
BE Semiconductor: Expensive Now, But Its AI Chip Packaging Leadership Makes It Cheap Later
BE Semiconductor Industries is a key player in die-attach and packaging equipment, critical for advanced chip manufacturing. BESIY benefits from AI-driven chip demand and leads in advanced die attach but faces cyclicality and recent revenue softness. Despite weak near-term guidance and high valuation, BESIY is poised for significant growth from 2026-2028 as advanced packaging demand accelerates.
New Strong Sell Stocks for September 18th
BESIY, CCS and CAG have been added to the Zacks Rank #5 (Strong Sell) List on September 18, 2025.
BE Semiconductor Industries: Reiterate Buy On Positive Adoption Traction
I reiterate my buy rating on BE Semiconductor Industries, as hybrid bonding and memory traction are accelerating faster than expected, supporting a strong long-term outlook. Despite soft 2Q25 headline results, advanced packaging momentum - especially in HB systems - signals robust AI-driven demand and de-risks long-term growth targets. Secondary catalysts like TCB Next platform adoption and signs of a mainstream business rebound add further upside potential to BESIY's growth story.
BE Semiconductor Industries N.V. (BESIY) Q2 2025 Earnings Call Transcript
BE Semiconductor Industries N.V. (OTC:BESIY) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants Richard W.
BE Semiconductor: Moving To A 'BUY' (Rating Upgrade)
BE Semiconductor Industries N.V.'s dominant position in advanced packaging and atomic layer deposition gives it a wide moat and strong long-term growth prospects. Despite a high 48x P/E, the company's unique market position, high margins, and AMAT's 9% stake justify a bullish long-term outlook. Risks include semiconductor market cyclicality and customer concentration, but increasing service revenue should help reduce volatility over time.
BE Semiconductor Industries N.V. (BESIY) Q1 2025 Earnings Call Transcript
BE Semiconductor Industries N.V. (OTC:BESIY) Q1 2025 Earnings Conference Call April 23, 2025 10:00 AM ET Company Participants Richard Blickman - CEO and Chairman of the Board Andrea Kopp-Battaglia - Senior Vice President of Finance Conference Call Participants Nigel van Putten - Morgan Stanley Charles Shi - Needham & Company Didier Scemama - Bank of America Robert Sanders - Deutsche Bank Adithya Metuku - HSBC Ruben Devos - Kepler Cheuvreux Martin Marandon-Carlhian - ODDO BHF Madeleine Jenkins - UBS Martin Jungfleisch - BNB Paribas Timm Schulze-Melander - Redburn Atlantic Operator Good morning, good afternoon, ladies and gentlemen, and welcome to Besi Quarterly Conference Call and Audio Webcast to discuss the company's 2025 first quarter results.
BE Semiconductor: Weak Traditional End Markets Overshadow Solid Hybrid Bonding Growth
BE Semiconductor is the market leader in the Die Attach semiconductor segment. BESIY has been quite volatile since 2023, torn between investor optimism on the new generation of Chip Bonding and pessimism from a traditional Assembly Market under pressure. Still, signs of rebound could come from the second half of FY25, highlighted by management comments and feedback from other peers in the industry.
BE Semiconductor Industries N.V. (BESIY) Q4 2024 Earnings Call Transcript
BE Semiconductor Industries N.V. (OTC:BESIY) Q4 2024 Earnings Conference Call February 20, 2025 10:00 AM ET Company Participants Richard Blickman - Chief Executive Officer Andrea Kopp - SVP, Finance Conference Call Participants Alexander Duval - Goldman Sachs Didier Scemama - Bank of America Adithya Metuku - HSBC Madeleine Jenkins - UBS Andrew Gardiner - Citigroup Ruben Devos - Kepler Cheuvreux Charles Shi - Needham & Company Martin Marandon-Carlhian - ODDO BHF Martin Jungfleisch - BNP Paribas Timm Schulze-Melander - Redburn Atlantic Operator Good morning, good afternoon, ladies and gentlemen.
BE Semiconductor Industries forecasts sales drop for first quarter
Dutch chipmaking parts supplier BE Semiconductor Industries (Besi) expects its revenue to fall in the first quarter of 2025 compared to the last quarter, as weakness in its traditional markets offsets positive AI related orders.
These 2 European semiconductor stocks are Bernstein's top picks for 2025
Bernstein analysts expect the wafer fab equipment market to remain “flat-ish” next year after an estimated 10% growth on the back of continued demand from China in 2024. Still, the investment firm likes two European semiconductor stocks: BE Semiconductor Industries NV and Infineon Technologies AG for the coming year.
BE Semiconductor: A Market Leader With Enormous Dividend Growth Potential
Despite the sharp drop in share price since February 2024, BESIY's fundamentals are still intact. The company is a market leader, and has excellent financials and attractive growth prospects. The dividend yield is currently 1.7%, but the high dividend growth could make it an interesting long-term investment case.
