Latest news with #BESemiconductorIndustries
Yahoo
5 days ago
- Business
- Yahoo
Earnings Miss: BE Semiconductor Industries N.V. Missed EPS By 11% And Analysts Are Revising Their Forecasts
Last week, you might have seen that BE Semiconductor Industries N.V. (AMS:BESI) released its quarterly result to the market. The early response was not positive, with shares down 8.5% to €117 in the past week. It was not a great result overall. While revenues of €148m were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 11% to hit €0.40 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, BE Semiconductor Industries' 19 analysts currently expect revenues in 2025 to be €612.9m, approximately in line with the last 12 months. Statutory earnings per share are expected to drop 13% to €1.87 in the same period. Before this earnings report, the analysts had been forecasting revenues of €632.8m and earnings per share (EPS) of €2.15 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates. Check out our latest analysis for BE Semiconductor Industries The analysts made no major changes to their price target of €136, suggesting the downgrades are not expected to have a long-term impact on BE Semiconductor Industries' valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic BE Semiconductor Industries analyst has a price target of €170 per share, while the most pessimistic values it at €100.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 3.6% growth on an annualised basis. That is in line with its 3.0% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 8.4% annually. So although BE Semiconductor Industries is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry. The Bottom Line The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for BE Semiconductor Industries. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple BE Semiconductor Industries analysts - going out to 2027, and you can see them free on our platform here. It is also worth noting that we have found 1 warning sign for BE Semiconductor Industries that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
13-06-2025
- Business
- Yahoo
European Market Highlights BE Semiconductor Industries Among 3 Stocks Considered Below Fair Value Estimates
As the European markets experience a rise in major stock indexes, buoyed by easing inflation and a favorable monetary policy stance from the European Central Bank, investors are increasingly on the lookout for opportunities that might be undervalued. In this environment of cautious optimism, identifying stocks that are trading below their fair value estimates can offer potential advantages to investors seeking to capitalize on market inefficiencies. Name Current Price Fair Value (Est) Discount (Est) VIGO Photonics (WSE:VGO) PLN516.00 PLN1020.43 49.4% TTS (Transport Trade Services) (BVB:TTS) RON4.27 RON8.44 49.4% Trøndelag Sparebank (OB:TRSB) NOK114.00 NOK223.41 49% Sparebank 68° Nord (OB:SB68) NOK183.40 NOK362.62 49.4% Montana Aerospace (SWX:AERO) CHF19.70 CHF38.70 49.1% Lectra (ENXTPA:LSS) €23.75 €46.59 49% doValue (BIT:DOV) €2.212 €4.41 49.9% Airbus (ENXTPA:AIR) €162.80 €324.82 49.9% Absolent Air Care Group (OM:ABSO) SEK210.00 SEK415.92 49.5% ABO Energy GmbH KGaA (XTRA:AB9) €37.20 €73.22 49.2% Click here to see the full list of 174 stocks from our Undervalued European Stocks Based On Cash Flows screener. Below we spotlight a couple of our favorites from our exclusive screener. Overview: BE Semiconductor Industries N.V. is a company that develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries globally, with a market cap of approximately €9.74 billion. Operations: The company's revenue segment is primarily focused on Semiconductor Equipment and Services, generating €605.30 million. Estimated Discount To Fair Value: 20.8% BE Semiconductor Industries is trading 20.8% below its estimated fair value of €154.94, indicating potential undervaluation based on cash flows. Despite recent flat revenue guidance and slight declines in Q1 2025 earnings, the company forecasts significant annual profit growth of 24.6%, outpacing the Dutch market's average. Additionally, a robust future return on equity of 56.6% is expected within three years, enhancing its investment appeal despite recent share price volatility and stable revenue projections. According our earnings growth report, there's an indication that BE Semiconductor Industries might be ready to expand. Take a closer look at BE Semiconductor Industries' balance sheet health here in our report. Overview: LINK Mobility Group Holding ASA, along with its subsidiaries, offers mobile and communication-platform-as-a-service solutions and has a market capitalization of NOK7.44 billion. Operations: The company generates revenue through its segments in Central Europe (NOK1.73 billion), Western Europe (NOK2.14 billion), Northern Europe (NOK1.55 billion), and Global Messaging (NOK1.55 billion). Estimated Discount To Fair Value: 42.2% LINK Mobility Group Holding is trading at NOK 26.2, significantly below its estimated fair value of NOK 45.33, highlighting potential undervaluation based on cash flows. Despite a recent dip in quarterly earnings and revenue, the company forecasts robust annual profit growth of 38%, surpassing the Norwegian market average. Recent successful refinancing through a EUR 100 million bond issuance further strengthens its financial position amidst ongoing share buybacks and strategic debt management initiatives. In light of our recent growth report, it seems possible that LINK Mobility Group Holding's financial performance will exceed current levels. Delve into the full analysis health report here for a deeper understanding of LINK Mobility Group Holding. Overview: Basler Aktiengesellschaft develops, manufactures, and sells digital cameras for professional users both in Germany and internationally, with a market cap of €307.43 million. Operations: The company's revenue from its camera segment is €199.67 million. Estimated Discount To Fair Value: 29.9% Basler Aktiengesellschaft is trading at €10, below its estimated fair value of €14.26, suggesting undervaluation based on cash flows. The company reported Q1 2025 sales of €59.46 million and net income of €4.79 million, a significant improvement from the previous year's loss. Despite volatile share prices recently, Basler's forecasted revenue growth outpaces the German market average and anticipates profitability within three years, underscoring potential long-term investment appeal amidst current geopolitical uncertainties. Our expertly prepared growth report on Basler implies its future financial outlook may be stronger than recent results. Dive into the specifics of Basler here with our thorough financial health report. Get an in-depth perspective on all 174 Undervalued European Stocks Based On Cash Flows by using our screener here. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTAM:BESI OB:LINK and XTRA:BSL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
European Market Highlights BE Semiconductor Industries Among 3 Stocks Considered Below Fair Value Estimates
As the European markets experience a rise in major stock indexes, buoyed by easing inflation and a favorable monetary policy stance from the European Central Bank, investors are increasingly on the lookout for opportunities that might be undervalued. In this environment of cautious optimism, identifying stocks that are trading below their fair value estimates can offer potential advantages to investors seeking to capitalize on market inefficiencies. Name Current Price Fair Value (Est) Discount (Est) VIGO Photonics (WSE:VGO) PLN516.00 PLN1020.43 49.4% TTS (Transport Trade Services) (BVB:TTS) RON4.27 RON8.44 49.4% Trøndelag Sparebank (OB:TRSB) NOK114.00 NOK223.41 49% Sparebank 68° Nord (OB:SB68) NOK183.40 NOK362.62 49.4% Montana Aerospace (SWX:AERO) CHF19.70 CHF38.70 49.1% Lectra (ENXTPA:LSS) €23.75 €46.59 49% doValue (BIT:DOV) €2.212 €4.41 49.9% Airbus (ENXTPA:AIR) €162.80 €324.82 49.9% Absolent Air Care Group (OM:ABSO) SEK210.00 SEK415.92 49.5% ABO Energy GmbH KGaA (XTRA:AB9) €37.20 €73.22 49.2% Click here to see the full list of 174 stocks from our Undervalued European Stocks Based On Cash Flows screener. Below we spotlight a couple of our favorites from our exclusive screener. Overview: BE Semiconductor Industries N.V. is a company that develops, manufactures, markets, sells, and services semiconductor assembly equipment for the semiconductor and electronics industries globally, with a market cap of approximately €9.74 billion. Operations: The company's revenue segment is primarily focused on Semiconductor Equipment and Services, generating €605.30 million. Estimated Discount To Fair Value: 20.8% BE Semiconductor Industries is trading 20.8% below its estimated fair value of €154.94, indicating potential undervaluation based on cash flows. Despite recent flat revenue guidance and slight declines in Q1 2025 earnings, the company forecasts significant annual profit growth of 24.6%, outpacing the Dutch market's average. Additionally, a robust future return on equity of 56.6% is expected within three years, enhancing its investment appeal despite recent share price volatility and stable revenue projections. According our earnings growth report, there's an indication that BE Semiconductor Industries might be ready to expand. Take a closer look at BE Semiconductor Industries' balance sheet health here in our report. Overview: LINK Mobility Group Holding ASA, along with its subsidiaries, offers mobile and communication-platform-as-a-service solutions and has a market capitalization of NOK7.44 billion. Operations: The company generates revenue through its segments in Central Europe (NOK1.73 billion), Western Europe (NOK2.14 billion), Northern Europe (NOK1.55 billion), and Global Messaging (NOK1.55 billion). Estimated Discount To Fair Value: 42.2% LINK Mobility Group Holding is trading at NOK 26.2, significantly below its estimated fair value of NOK 45.33, highlighting potential undervaluation based on cash flows. Despite a recent dip in quarterly earnings and revenue, the company forecasts robust annual profit growth of 38%, surpassing the Norwegian market average. Recent successful refinancing through a EUR 100 million bond issuance further strengthens its financial position amidst ongoing share buybacks and strategic debt management initiatives. In light of our recent growth report, it seems possible that LINK Mobility Group Holding's financial performance will exceed current levels. Delve into the full analysis health report here for a deeper understanding of LINK Mobility Group Holding. Overview: Basler Aktiengesellschaft develops, manufactures, and sells digital cameras for professional users both in Germany and internationally, with a market cap of €307.43 million. Operations: The company's revenue from its camera segment is €199.67 million. Estimated Discount To Fair Value: 29.9% Basler Aktiengesellschaft is trading at €10, below its estimated fair value of €14.26, suggesting undervaluation based on cash flows. The company reported Q1 2025 sales of €59.46 million and net income of €4.79 million, a significant improvement from the previous year's loss. Despite volatile share prices recently, Basler's forecasted revenue growth outpaces the German market average and anticipates profitability within three years, underscoring potential long-term investment appeal amidst current geopolitical uncertainties. Our expertly prepared growth report on Basler implies its future financial outlook may be stronger than recent results. Dive into the specifics of Basler here with our thorough financial health report. Get an in-depth perspective on all 174 Undervalued European Stocks Based On Cash Flows by using our screener here. Invested in any of these stocks? Simplify your portfolio management with Simply Wall St and stay ahead with our alerts for any critical updates on your stocks. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Diversify your portfolio with solid dividend payers offering reliable income streams to weather potential market turbulence. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTAM:BESI OB:LINK and XTRA:BSL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Time of India
12-06-2025
- Business
- Time of India
Besi lifts long-term financial targets, eyeing demand growth
AMSTERDAM: BE Semiconductor Industries ( BESI ) raised its long-term financial targets on Thursday ahead of its investor day, saying the future is bright for its advanced chip stacking tools. The Dutch firm makes the world's most accurate hybrid bonding tool , a critical chip technology allowing multiple chips to be bonded directly on top of each other. Besi now expects revenue of between 1.5 billion euros and 1.9 billion euros ($1.73 billion-2.19 billion) in the long term, against 1 billion euros forecast earlier, with an operating margin between 40% and 55%, up from 35% to 50%. The development of artificial intelligence technologies, particularly in data centres, is driving adoption for chip stacking technologies , Besi's CEO Richard W. Blickman said in a statement. As performance gains from shrinking chip features reach physical limits, chipmakers are looking towards advanced packaging technologies such as hybrid bonding to keep making faster and more powerful chips.
Economic Times
12-06-2025
- Business
- Economic Times
European shares tumble as trade, geopolitical tensions mount
European shares dropped on Thursday, in their fourth straight session of declines, as trade optimism stemming from U.S.-China trade talks faded, while mounting geopolitical tensions led to the markets being more cautious. ADVERTISEMENT The pan-European STOXX 600 was down 0.4% at 549.41 points at 0707 GMT, while most regional bourses were also in the red. U.S. President Donald Trump said on Wednesday that he was willing to extend the deadline for trade talks but it was not likely necessary as the U.S. will send offer letters to countries in a week or so. However, markets were a little concerned about the European Union being able to clinch a deal before Trump's July 8 deadline - when the tariff pause expires. Geopolitical worries added more caution to markets already navigating U.S. tariff-driven uncertainty after trade talks with China did not offer a solution to de-escalate longstanding tensions. U.S. personnel were being moved out of the Middle East because "it could be a dangerous place" amid rising tensions with Iran, Trump said on Wednesday. ADVERTISEMENT In the market, travel and leisure stocks were the worst hit, down 1.7%, while industrial miners fell 1.1%. Among stocks, BE Semiconductor Industries (BESI) jumped 7.7% after raising its long-term financial targets ahead of its investor day. ADVERTISEMENT Tesco gained 1.3% after Britain's biggest food retailer's domestic sales growth accelerated in its first quarter. (You can now subscribe to our ETMarkets WhatsApp channel)
