Latest news with #BESemiconductorIndustries
Yahoo
15-05-2025
- Business
- Yahoo
European Stocks That May Be Trading At A Discount In May 2025
As European markets continue to navigate the complexities of global trade tensions and monetary policy adjustments, the pan-European STOXX Europe 600 Index has shown resilience with a modest gain, marking its fourth consecutive week of growth. Amidst these mixed signals from major stock indexes and central bank rate decisions, investors are increasingly on the lookout for stocks that may be trading at a discount. Identifying undervalued stocks can be particularly appealing in such an environment where economic uncertainty prevails, as these investments might offer potential for value appreciation once market conditions stabilize. Name Current Price Fair Value (Est) Discount (Est) ILPRA (BIT:ILP) €4.54 €8.76 48.2% adidas (XTRA:ADS) €223.80 €440.87 49.2% Lectra (ENXTPA:LSS) €24.30 €47.47 48.8% Tesmec (BIT:TES) €0.0564 €0.11 49.7% Vestas Wind Systems (CPSE:VWS) DKK111.75 DKK215.27 48.1% Claranova (ENXTPA:CLA) €2.745 €5.40 49.2% MilDef Group (OM:MILDEF) SEK227.60 SEK440.23 48.3% illimity Bank (BIT:ILTY) €3.618 €7.21 49.8% Martela Oyj (HLSE:MARAS) €0.758 €1.50 49.5% (BIT:EXAI) €1.33 €2.58 48.5% Click here to see the full list of 173 stocks from our Undervalued European Stocks Based On Cash Flows screener. Underneath we present a selection of stocks filtered out by our screen. 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 €9.53 billion. Operations: The company generates its revenue primarily from its Semiconductor Equipment and Services segment, which accounted for €605.30 million. Estimated Discount To Fair Value: 24.4% BE Semiconductor Industries appears undervalued, trading over 20% below its estimated fair value of €159.02. Despite recent volatility, the company has shown stable earnings growth of 1.7% last year and forecasts suggest a significant annual profit growth rate of 24.4%, outpacing the Dutch market's average. The firm recently approved a €172.5 million dividend payout for 2024 and completed share buybacks worth €51.5 million, reflecting robust cash flow management amidst flat revenue guidance for Q1 2025. Our growth report here indicates BE Semiconductor Industries may be poised for an improving outlook. Get an in-depth perspective on BE Semiconductor Industries' balance sheet by reading our health report here. Overview: Surgical Science Sweden AB (publ) develops and markets virtual reality simulators for evidence-based medical training globally, with a market cap of approximately SEK7.69 billion. Operations: Surgical Science Sweden AB generates revenue from two main segments: Industry/OEM at SEK441.59 million and Educational Products at SEK442.50 million. Estimated Discount To Fair Value: 44.8% Surgical Science Sweden AB is trading at SEK 150.7, significantly below its estimated fair value of SEK 273.16, highlighting potential undervaluation based on cash flows. Despite a decline in profit margins from last year's 26.5% to 14.9%, the company reported strong Q1 earnings growth, with net income rising to SEK 33.24 million from SEK 23.79 million year-on-year and forecasts indicating robust annual earnings growth of over 20%, surpassing Swedish market averages. The growth report we've compiled suggests that Surgical Science Sweden's future prospects could be on the up. Click to explore a detailed breakdown of our findings in Surgical Science Sweden's balance sheet health report. Overview: Schaeffler AG, along with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications across Europe, the Americas, China, and the Asia Pacific with a market cap of approximately €3.87 billion. Operations: The company's revenue segments include Vehicle Lifetime Solutions with €2.73 billion and Bearings & Industrial Solutions with €6.53 billion. Estimated Discount To Fair Value: 27.5% Schaeffler is trading at €4.10, significantly below its estimated fair value of €5.65, suggesting undervaluation based on cash flows. Despite recent challenges, including a decline in net income from €231 million to €83 million year-on-year for Q1 2025, the company anticipates becoming profitable within three years. Schaeffler's strategic shift towards cloud-based solutions and its merger with Vitesco Technologies may enhance operational efficiencies and support future growth prospects amidst industry competition. Insights from our recent growth report point to a promising forecast for Schaeffler's business outlook. Click here to discover the nuances of Schaeffler with our detailed financial health report. Get an in-depth perspective on all 173 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 OM:SUS and XTRA:SHA0. 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
29-04-2025
- Business
- Yahoo
Things Look Grim For BE Semiconductor Industries N.V. (AMS:BESI) After Today's Downgrade
Today is shaping up negative for BE Semiconductor Industries N.V. (AMS:BESI) shareholders, with the analysts delivering a substantial negative revision to this year's forecasts. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting analysts have soured majorly on the business. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Following the downgrade, the current consensus from BE Semiconductor Industries' 19 analysts is for revenues of €629m in 2025 which - if met - would reflect an okay 3.9% increase on its sales over the past 12 months. Statutory earnings per share are anticipated to fall 10% to €2.03 in the same period. Previously, the analysts had been modelling revenues of €708m and earnings per share (EPS) of €2.49 in 2025. It looks like analyst sentiment has declined substantially, with a substantial drop in revenue estimates and a considerable drop in earnings per share numbers as well. See our latest analysis for BE Semiconductor Industries Despite the cuts to forecast earnings, there was no real change to the €128 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value. Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of BE Semiconductor Industries'historical trends, as the 5.2% annualised revenue growth to the end of 2025 is roughly in line with the 5.3% annual revenue growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.5% per year. So although BE Semiconductor Industries is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry. The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. The lack of change in the price target is puzzling in light of the downgrade but, with a serious decline expected this year, we wouldn't be surprised if investors were a bit wary of BE Semiconductor Industries. Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for BE Semiconductor Industries going out to 2027, and you can see them free on our platform here. Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies backed by insiders. 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. Sign in to access your portfolio
CNA
23-04-2025
- Business
- CNA
Besi posts strong bookings as AI drives demand for hybrid bonding tech
BE Semiconductor Industries (Besi), a supplier of advanced packaging tools for chipmakers, said on Wednesday its order bookings grew in the first quarter as Asian subcontractors ordered more AI-related data centre applications. Investors are banking on growing orders for Besi's hybrid bonding solutions, a critical chip technology allowing two chips to be bonded directly on top of each other, and its first-mover advantage amid a surge in demand for AI-enabling technology. "We received hybrid bonding orders from two leading memory (chip) producers for HBM 4 applications as well as follow-on orders from a leading Asian foundry for logic applications," CEO Richard Blickman said in a statement. The Dutch group's quarterly order bookings, an important indicator of future growth, grew 8.2 per cent to 131.9 million euros ($150.1 million) compared to the fourth quarter of 2024. Besi's shares, which had fallen 30 per cent this year as of the last close, were up 9 per cent by 0730 GMT. Analysts from KBC Securities said in a note that Besi's new orders were "very positive", underscoring its long term potential even if there will be some volatility in the short run. Besi's revenue fell 6.1 per cent quarter-on-quarter to 144.1 million euros, weighed down by muted shipments for mobile and automotive applications. It expects the metric to remain at a similar level in the second quarter, with a possible deviation of 5 per cent into either direction. The timing and trajectory of the expected demand upturn is more difficult to predict now given the uncertainties around the escalating trade war, Blickman said. Besi had said in February it expected mainstream assembly markets to start to recover only in the second half of the year, depending on end market trends and the course of the global trade restrictions. "However, demand for advanced packaging for AI applications remains strong given upcoming new device introductions and use cases planned in the 2026-2028 period," Blickman added. Degroof Petercam analysts said the upturn, which they expect to materialise in late 2025 or early 2026, should be stronger for Besi given its lead in hybrid bonding technology. ($1 = 0.8787 euros)
Yahoo
23-04-2025
- Business
- Yahoo
Besi reports higher bookings as AI demand picks up in Asia
(Reuters) -Dutch chipmaking parts supplier BE Semiconductor Industries (Besi) said on Wednesday that its order bookings, an important indicator of future growth, rose 8.2% against last quarter as orders from Asian subcontractors for AI related data centre applications picked up. Investors are banking on growing orders for Besi's hybrid bonding solutions and its first-mover advantage amid a surge in demand for AI-enabling technology. Besi's CEO Richard Blickman said in a statement the timing and trajectory of the upturn was more difficult to predict now given the uncertainties around the escalating trade war. "However, demand for advanced packaging for AI applications remains strong given upcoming new device introductions and use cases planned in the 2026-2028 period," Blickman added. Besi said in February it expected mainstream assembly markets to start to recover only in the second half of the year, depending also on end market trends and the course of the global trade restrictions. Its revenue was 144.1 million euros ($164.1 million) in the first quarter, down 6.1% from the fourth quarter of 2024, as shipments for mobile and automotive applications remained muted. ($1 = 0.8779 euros) Sign in to access your portfolio
Reuters
23-04-2025
- Business
- Reuters
Besi reports higher bookings as AI demand picks up in Asia
April 23 (Reuters) - Dutch chipmaking parts supplier BE Semiconductor Industries (Besi) ( opens new tab said on Wednesday that its order bookings, an important gauge for forecasting future growth, rose 8.2% against last quarter due to increased orders by Asian subcontractors for AI related data centre applications. Its revenue was 144.1 million euros ($164.1 million) in the first quarter, down 6.1% from the fourth quarter of 2024, due to lower shipments for mobile and automotive applications.
